Rolling Returns Calculator

Mirae Asset Mutual Fund

Mirae Asset ELSS Tax Saver Fund — rolling returns

ELSS · NAV data as of

2,662 daily NAV records since 29 December 2015

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 — 1,435 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
Compare against

Direct plan · showing data from 29 December 2015 to 16 October 2026

Average rolling return

19.54%

Windows computed

1,435

Median return

20.09%

Standard deviation

4.05%

Best 5-year window

31.13%a year

Invested 23 Mar 2020 · exited 21 Mar 2025

Worst 5-year window

8.76%a year

Invested 14 Oct 2021 · exited 14 Oct 2026

Consistency — share of 5-year windows

Above 0%
100.0% (1,435 of 1,435)
Above 8%
100.0% (1,435 of 1,435)
Above 12%
97.5% (1,399 of 1,435)
Above 15%
85.9% (1,233 of 1,435)

Each point is one 5-year holding period, plotted against the date it began. Showing 288 of 1,435 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 ELSS Tax Saver Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average19.97%18.48%19.54%18.46%18.18%
Median15.11%18.87%20.09%18.68%18.15%
Minimum-25.05%-1.40%8.76%15.52%15.71%
Maximum113.28%36.71%31.13%21.38%20.72%
Std deviation20.31%5.71%4.05%1.21%1.18%
Consistency
Above 0%89.00%99.79%100.00%100.00%100.00%
Above 8%67.96%94.45%100.00%100.00%100.00%
Above 12%57.38%88.80%97.49%100.00%100.00%
Above 15%50.35%77.65%85.92%100.00%100.00%
Coverage
Windows computed2,4191,9281,435939201

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 1.54% a year more than Regular.

5-year rolling returns for Mirae Asset ELSS Tax Saver Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average19.54%18.00%
Best window31.13%from 23 Mar 202029.58%from 23 Mar 2020
Worst window8.76%from 14 Oct 20217.63%from 14 Oct 2021
Windows computed1,4351,435

Common questions about Mirae Asset ELSS Tax Saver Fund

What is the 5-year rolling return of Mirae Asset ELSS Tax Saver Fund?
Across 1,435 overlapping 5-year holding periods between 29 December 2015 and 16 October 2026, the Direct plan of Mirae Asset ELSS Tax Saver Fund returned an average of 19.54% a year, with a median of 20.09%. The best 5-year stretch returned 31.13% a year and the worst returned 8.76%.
Has Mirae Asset ELSS Tax Saver Fund ever lost money over 5 years?
No. Every one of the 1,435 5-year holding periods in this fund's history ended in profit. The weakest returned 8.76% a year, for someone who invested on 14 October 2021. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Mirae Asset ELSS Tax Saver 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 19.54% a year on the Direct plan against 18.00% on the Regular plan, a difference of 1.54% a year.
What is the 1-year rolling return of Mirae Asset ELSS Tax Saver Fund?
Across 2,419 overlapping 1-year holding periods between 29 December 2015 and 16 October 2026, the Direct plan of Mirae Asset ELSS Tax Saver Fund returned an average of 19.97% a year, with a median of 15.11%. The best 1-year stretch returned 113.28% a year and the worst returned -25.05%.
What is the 3-year rolling return of Mirae Asset ELSS Tax Saver Fund?
Across 1,928 overlapping 3-year holding periods between 29 December 2015 and 16 October 2026, the Direct plan of Mirae Asset ELSS Tax Saver Fund returned an average of 18.48% a year, with a median of 18.87%. The best 3-year stretch returned 36.71% a year and the worst returned -1.40%.
What is the 7-year rolling return of Mirae Asset ELSS Tax Saver Fund?
Across 939 overlapping 7-year holding periods between 29 December 2015 and 16 October 2026, the Direct plan of Mirae Asset ELSS Tax Saver Fund returned an average of 18.46% a year, with a median of 18.68%. The best 7-year stretch returned 21.38% a year and the worst returned 15.52%.
What is the 10-year rolling return of Mirae Asset ELSS Tax Saver Fund?
Mirae Asset ELSS Tax Saver Fund has 201 windows at the 10-year holding period, because its NAV record begins on 29 December 2015. 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.