What is the 3-year rolling return of Mahindra Manulife Focused Fund?

Across 722 overlapping 3-year holding periods between 19 November 2020 and 16 October 2026, the Direct plan of Mahindra Manulife Focused Fund returned an average of 22.20% a year, with a median of 21.65%. The best 3-year stretch returned 29.57% a year and the worst returned 10.60%.

Has Mahindra Manulife Focused Fund ever lost money over 3 years?

No. Every one of the 722 3-year holding periods in this fund's history ended in profit. The weakest returned 10.60% a year, for someone who invested on 12 October 2023. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Mahindra Manulife Focused Fund?

Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 3-year rolling returns averaged 22.20% a year on the Direct plan against 20.04% on the Regular plan, a difference of 2.16% a year.

What is the 1-year rolling return of Mahindra Manulife Focused Fund?

Across 1,213 overlapping 1-year holding periods between 19 November 2020 and 16 October 2026, the Direct plan of Mahindra Manulife Focused Fund returned an average of 19.21% a year, with a median of 12.32%. The best 1-year stretch returned 57.29% a year and the worst returned -6.67%.

What is the 5-year rolling return of Mahindra Manulife Focused Fund?

Mahindra Manulife Focused Fund has 229 windows at the 5-year holding period, because its NAV record begins on 19 November 2020. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Mahindra Manulife Mutual Fund

Mahindra Manulife Focused Fund — rolling returns

Focused · NAV data as of 16 October 2026

1,456 daily NAV records since 19 November 2020

What is a rolling return?

A rolling return measures what you would actually have earned by investing on any given day and holding for a fixed number of years. Instead of quoting one figure from a single convenient start date, it repeats that calculation for every start date in the fund's history — 722 separate three-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Rolling return statistics

Annualised returns (CAGR), computed daily across every available start date.

Plan

Holding period

From

Compare against

Another fund

Index or category average

Direct plan · showing data from 19 November 2020 to 16 October 2026

Average rolling return

18.06%

Windows computed

229

Median return

18.02%

Standard deviation

3.33%

Best 5-year window

24.62%a year

Invested 26 Nov 2020 · exited 26 Nov 2025

Worst 5-year window

11.38%a year

Invested 14 Oct 2021 · exited 14 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (229 of 229)
Above 8%: 100.0% (229 of 229)
Above 12%: 96.1% (220 of 229)
Above 15%: 83.4% (191 of 229)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 47 of 229 windows.

Compare holding periods

The same statistics for every period, side by side. The highlighted column is the one shown above.

Rolling return statistics for Mahindra Manulife Focused Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	19.21%	22.20%	18.06%	—	—
Median	12.32%	21.65%	18.02%	—	—
Minimum	-6.67%	10.60%	11.38%	—	—
Maximum	57.29%	29.57%	24.62%	—	—
Std deviation	17.86%	4.08%	3.33%	—	—
Consistency
Above 0%	92.75%	100.00%	100.00%	—	—
Above 8%	63.23%	100.00%	100.00%	—	—
Above 12%	50.78%	97.92%	96.07%	—	—
Above 15%	46.25%	95.43%	83.41%	—	—
Coverage
Windows computed	1,213	722	229	—	—

Statistics are computed from all daily rolling windows in the selected range. Chart resolution changes the plotted line only, never these numbers.

Direct vs Regular plan

The same fund and the same portfolio. The Regular plan pays a commission to the distributor who sold it, which comes out of the NAV every year, so its returns run lower. Figures below are 5-year rolling returns over the period both plans share. Over this history the Direct plan averaged 2.12% a year more than Regular.

5-year rolling returns for Mahindra Manulife Focused Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	18.06%	15.95%
Best window	24.62%from 26 Nov 2020	22.32%from 26 Nov 2020
Worst window	11.38%from 14 Oct 2021	9.44%from 14 Oct 2021
Windows computed	229	229

Common questions about Mahindra Manulife Focused Fund

What is the 3-year rolling return of Mahindra Manulife Focused Fund?: Across 722 overlapping 3-year holding periods between 19 November 2020 and 16 October 2026, the Direct plan of Mahindra Manulife Focused Fund returned an average of 22.20% a year, with a median of 21.65%. The best 3-year stretch returned 29.57% a year and the worst returned 10.60%.
Has Mahindra Manulife Focused Fund ever lost money over 3 years?: No. Every one of the 722 3-year holding periods in this fund's history ended in profit. The weakest returned 10.60% a year, for someone who invested on 12 October 2023. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Mahindra Manulife Focused Fund?: Both plans hold the same portfolio. The Regular plan pays a commission to the distributor who sold it, deducted from the NAV every year, so it returns less. Over the same period, 3-year rolling returns averaged 22.20% a year on the Direct plan against 20.04% on the Regular plan, a difference of 2.16% a year.
What is the 1-year rolling return of Mahindra Manulife Focused Fund?: Across 1,213 overlapping 1-year holding periods between 19 November 2020 and 16 October 2026, the Direct plan of Mahindra Manulife Focused Fund returned an average of 19.21% a year, with a median of 12.32%. The best 1-year stretch returned 57.29% a year and the worst returned -6.67%.
What is the 5-year rolling return of Mahindra Manulife Focused Fund?: Mahindra Manulife Focused Fund has 229 windows at the 5-year holding period, because its NAV record begins on 19 November 2020. Those windows all start within a few months of each other and cover nearly the same stretch of market, so an average across them describes one period rather than a range of conditions. The figures are in the table above, next to the window count they were computed from.

Compare with other funds

Figures are 5-year rolling return averages on the Direct plan, over each fund's own history. Funds with different start dates cover different market conditions, so these are a starting point for comparison rather than a like-for-like ranking.