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

Across 915 overlapping 5-year holding periods between 6 February 2018 and 16 October 2026, the Direct plan of Mahindra Manulife Mid Cap Fund returned an average of 24.96% a year, with a median of 25.49%. The best 5-year stretch returned 36.11% a year and the worst returned 13.77%.

Has Mahindra Manulife Mid Cap Fund ever lost money over 5 years?

No. Every one of the 915 5-year holding periods in this fund's history ended in profit. The weakest returned 13.77% a year, for someone who invested on 23 April 2018. Past periods are not a guide to future ones.

What is the difference between the Direct and Regular plans of Mahindra Manulife Mid Cap 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, 5-year rolling returns averaged 24.96% a year on the Direct plan against 22.97% on the Regular plan, a difference of 1.99% a year.

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

Across 1,899 overlapping 1-year holding periods between 6 February 2018 and 16 October 2026, the Direct plan of Mahindra Manulife Mid Cap Fund returned an average of 22.85% a year, with a median of 12.53%. The best 1-year stretch returned 93.13% a year and the worst returned -19.59%.

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

Across 1,408 overlapping 3-year holding periods between 6 February 2018 and 16 October 2026, the Direct plan of Mahindra Manulife Mid Cap Fund returned an average of 25.71% a year, with a median of 25.61%. The best 3-year stretch returned 36.78% a year and the worst returned 11.54%.

What is the 7-year rolling return of Mahindra Manulife Mid Cap Fund?

Across 419 overlapping 7-year holding periods between 6 February 2018 and 16 October 2026, the Direct plan of Mahindra Manulife Mid Cap Fund returned an average of 21.90% a year, with a median of 22.11%. The best 7-year stretch returned 25.29% a year and the worst returned 18.26%.

Mahindra Manulife Mutual Fund

Mahindra Manulife Mid Cap Fund — rolling returns

Mid Cap · NAV data as of 16 October 2026

2,142 daily NAV records since 6 February 2018

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 — 915 separate five-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 6 February 2018 to 16 October 2026

Average rolling return

24.96%

Windows computed

915

Median return

25.49%

Standard deviation

5.76%

Best 5-year window

36.11%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

13.77%a year

Invested 23 Apr 2018 · exited 21 Apr 2023

Consistency — share of 5-year windows

Above 0%: 100.0% (915 of 915)
Above 8%: 100.0% (915 of 915)
Above 12%: 100.0% (915 of 915)
Above 15%: 93.9% (859 of 915)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 184 of 915 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 Mid Cap Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	22.85%	25.71%	24.96%	21.90%	—
Median	12.53%	25.61%	25.49%	22.11%	—
Minimum	-19.59%	11.54%	13.77%	18.26%	—
Maximum	93.13%	36.78%	36.11%	25.29%	—
Std deviation	26.29%	5.07%	5.76%	1.59%	—
Consistency
Above 0%	82.25%	100.00%	100.00%	100.00%	—
Above 8%	62.24%	100.00%	100.00%	100.00%	—
Above 12%	50.92%	99.22%	100.00%	100.00%	—
Above 15%	45.71%	95.38%	93.88%	100.00%	—
Coverage
Windows computed	1,899	1,408	915	419	—

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 1.99% a year more than Regular.

5-year rolling returns for Mahindra Manulife Mid Cap Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	24.96%	22.97%
Best window	36.11%from 23 Mar 2020	33.95%from 23 Mar 2020
Worst window	13.77%from 23 Apr 2018	11.83%from 23 Apr 2018
Windows computed	915	915

Common questions about Mahindra Manulife Mid Cap Fund

What is the 5-year rolling return of Mahindra Manulife Mid Cap Fund?: Across 915 overlapping 5-year holding periods between 6 February 2018 and 16 October 2026, the Direct plan of Mahindra Manulife Mid Cap Fund returned an average of 24.96% a year, with a median of 25.49%. The best 5-year stretch returned 36.11% a year and the worst returned 13.77%.
Has Mahindra Manulife Mid Cap Fund ever lost money over 5 years?: No. Every one of the 915 5-year holding periods in this fund's history ended in profit. The weakest returned 13.77% a year, for someone who invested on 23 April 2018. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Mahindra Manulife Mid Cap 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, 5-year rolling returns averaged 24.96% a year on the Direct plan against 22.97% on the Regular plan, a difference of 1.99% a year.
What is the 1-year rolling return of Mahindra Manulife Mid Cap Fund?: Across 1,899 overlapping 1-year holding periods between 6 February 2018 and 16 October 2026, the Direct plan of Mahindra Manulife Mid Cap Fund returned an average of 22.85% a year, with a median of 12.53%. The best 1-year stretch returned 93.13% a year and the worst returned -19.59%.
What is the 3-year rolling return of Mahindra Manulife Mid Cap Fund?: Across 1,408 overlapping 3-year holding periods between 6 February 2018 and 16 October 2026, the Direct plan of Mahindra Manulife Mid Cap Fund returned an average of 25.71% a year, with a median of 25.61%. The best 3-year stretch returned 36.78% a year and the worst returned 11.54%.
What is the 7-year rolling return of Mahindra Manulife Mid Cap Fund?: Across 419 overlapping 7-year holding periods between 6 February 2018 and 16 October 2026, the Direct plan of Mahindra Manulife Mid Cap Fund returned an average of 21.90% a year, with a median of 22.11%. The best 7-year stretch returned 25.29% a year and the worst returned 18.26%.

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.