What is the 3-year rolling return of Mirae Asset Banking and Financial Services Fund?

Across 706 overlapping 3-year holding periods between 14 December 2020 and 16 October 2026, the Direct plan of Mirae Asset Banking and Financial Services Fund returned an average of 17.40% a year, with a median of 17.44%. The best 3-year stretch returned 26.33% a year and the worst returned 11.05%.

Has Mirae Asset Banking and Financial Services Fund ever lost money over 3 years?

No. Every one of the 706 3-year holding periods in this fund's history ended in profit. The weakest returned 11.05% 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 Mirae Asset Banking and Financial Services 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 17.40% a year on the Direct plan against 15.64% on the Regular plan, a difference of 1.76% a year.

What is the 1-year rolling return of Mirae Asset Banking and Financial Services Fund?

Across 1,197 overlapping 1-year holding periods between 14 December 2020 and 16 October 2026, the Direct plan of Mirae Asset Banking and Financial Services Fund returned an average of 15.33% a year, with a median of 15.22%. The best 1-year stretch returned 36.49% a year and the worst returned -6.89%.

What is the 5-year rolling return of Mirae Asset Banking and Financial Services Fund?

Mirae Asset Banking and Financial Services Fund has 213 windows at the 5-year holding period, because its NAV record begins on 14 December 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.

Mirae Asset Mutual Fund

Mirae Asset Banking and Financial Services Fund — rolling returns

Banking & Financial Services · NAV data as of 16 October 2026

1,440 daily NAV records since 14 December 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 — 706 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

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Index or category average

Direct plan · showing data from 14 December 2020 to 16 October 2026

Average rolling return

14.84%

Windows computed

213

Median return

14.67%

Standard deviation

1.93%

Best 5-year window

19.17%a year

Invested 21 Dec 2020 · exited 19 Dec 2025

Worst 5-year window

10.63%a year

Invested 22 Oct 2021 · exited 16 Oct 2026

Consistency — share of 5-year windows

Above 0%: 100.0% (213 of 213)
Above 8%: 100.0% (213 of 213)
Above 12%: 90.6% (193 of 213)
Above 15%: 40.4% (86 of 213)

Chart resolution

Each point is one 5-year holding period, plotted against the date it began. Showing 44 of 213 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 Mirae Asset Banking and Financial Services Fund by holding period
Holding period	1Y	3Y	5Y	7Y	10Y
Returns
Average	15.33%	17.40%	14.84%	—	—
Median	15.22%	17.44%	14.67%	—	—
Minimum	-6.89%	11.05%	10.63%	—	—
Maximum	36.49%	26.33%	19.17%	—	—
Std deviation	9.66%	3.03%	1.93%	—	—
Consistency
Above 0%	94.49%	100.00%	100.00%	—	—
Above 8%	72.43%	100.00%	100.00%	—	—
Above 12%	59.90%	98.02%	90.61%	—	—
Above 15%	50.38%	76.77%	40.38%	—	—
Coverage
Windows computed	1,197	706	213	—	—

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 1.74% a year more than Regular.

5-year rolling returns for Mirae Asset Banking and Financial Services Fund, Direct plan compared with Regular plan
5-year rolling return	Direct	Regular
Average	14.84%	13.10%
Best window	19.17%from 21 Dec 2020	17.32%from 21 Dec 2020
Worst window	10.63%from 22 Oct 2021	8.99%from 22 Oct 2021
Windows computed	213	213

Common questions about Mirae Asset Banking and Financial Services Fund

What is the 3-year rolling return of Mirae Asset Banking and Financial Services Fund?: Across 706 overlapping 3-year holding periods between 14 December 2020 and 16 October 2026, the Direct plan of Mirae Asset Banking and Financial Services Fund returned an average of 17.40% a year, with a median of 17.44%. The best 3-year stretch returned 26.33% a year and the worst returned 11.05%.
Has Mirae Asset Banking and Financial Services Fund ever lost money over 3 years?: No. Every one of the 706 3-year holding periods in this fund's history ended in profit. The weakest returned 11.05% 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 Mirae Asset Banking and Financial Services 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 17.40% a year on the Direct plan against 15.64% on the Regular plan, a difference of 1.76% a year.
What is the 1-year rolling return of Mirae Asset Banking and Financial Services Fund?: Across 1,197 overlapping 1-year holding periods between 14 December 2020 and 16 October 2026, the Direct plan of Mirae Asset Banking and Financial Services Fund returned an average of 15.33% a year, with a median of 15.22%. The best 1-year stretch returned 36.49% a year and the worst returned -6.89%.
What is the 5-year rolling return of Mirae Asset Banking and Financial Services Fund?: Mirae Asset Banking and Financial Services Fund has 213 windows at the 5-year holding period, because its NAV record begins on 14 December 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

Other Banking & Financial Services funds

5-year rolling return (Direct)

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.