Rolling Returns Calculator

Nippon India Mutual Fund

Nippon India Growth Mid Cap Fund — rolling returns

Mid Cap · NAV data as of

3,394 daily NAV records since 2 January 2013

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 — 2,167 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 2 January 2013 to 16 October 2026

Average rolling return

19.25%

Windows computed

2,167

Median return

18.54%

Standard deviation

7.51%

Best 5-year window

37.07%a year

Invested 19 May 2020 · exited 19 May 2025

Worst 5-year window

0.40%a year

Invested 6 Apr 2015 · exited 3 Apr 2020

Consistency — share of 5-year windows

Above 0%
100.0% (2,167 of 2,167)
Above 8%
94.2% (2,042 of 2,167)
Above 12%
84.1% (1,822 of 2,167)
Above 15%
72.4% (1,569 of 2,167)

Each point is one 5-year holding period, plotted against the date it began. Showing 435 of 2,167 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 Nippon India Growth Mid Cap Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average22.58%20.10%19.25%18.48%19.43%
Median15.37%21.81%18.54%17.99%19.34%
Minimum-27.84%-5.73%0.40%9.57%15.99%
Maximum98.36%38.68%37.07%24.94%22.53%
Std deviation24.77%9.24%7.51%3.27%1.51%
Consistency
Above 0%86.58%97.29%100.00%100.00%100.00%
Above 8%66.26%88.57%94.23%100.00%100.00%
Above 12%56.08%78.72%84.08%97.01%100.00%
Above 15%50.46%69.66%72.40%85.28%100.00%
Coverage
Windows computed3,1512,6602,1671,671933

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 0.87% a year more than Regular.

This fund's Regular plan has NAV going back to 3 April 2006, but its Direct plan only began on 2 January 2013. The 1,663 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.

5-year rolling returns for Nippon India Growth Mid Cap Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average19.25%18.38%
Best window37.07%from 19 May 202036.01%from 19 May 2020
Worst window0.40%from 6 Apr 2015-0.32%from 6 Apr 2015
Windows computed2,1672,167

Common questions about Nippon India Growth Mid Cap Fund

What is the 5-year rolling return of Nippon India Growth Mid Cap Fund?
Across 2,167 overlapping 5-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Nippon India Growth Mid Cap Fund returned an average of 19.25% a year, with a median of 18.54%. The best 5-year stretch returned 37.07% a year and the worst returned 0.40%.
Has Nippon India Growth Mid Cap Fund ever lost money over 5 years?
No. Every one of the 2,167 5-year holding periods in this fund's history ended in profit. The weakest returned 0.40% a year, for someone who invested on 6 April 2015. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Nippon India Growth 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 19.25% a year on the Direct plan against 18.38% on the Regular plan, a difference of 0.87% a year.
What is the 1-year rolling return of Nippon India Growth Mid Cap Fund?
Across 3,151 overlapping 1-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Nippon India Growth Mid Cap Fund returned an average of 22.58% a year, with a median of 15.37%. The best 1-year stretch returned 98.36% a year and the worst returned -27.84%.
What is the 3-year rolling return of Nippon India Growth Mid Cap Fund?
Across 2,660 overlapping 3-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Nippon India Growth Mid Cap Fund returned an average of 20.10% a year, with a median of 21.81%. The best 3-year stretch returned 38.68% a year and the worst returned -5.73%.
What is the 7-year rolling return of Nippon India Growth Mid Cap Fund?
Across 1,671 overlapping 7-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Nippon India Growth Mid Cap Fund returned an average of 18.48% a year, with a median of 17.99%. The best 7-year stretch returned 24.94% a year and the worst returned 9.57%.
What is the 10-year rolling return of Nippon India Growth Mid Cap Fund?
Across 933 overlapping 10-year holding periods between 2 January 2013 and 16 October 2026, the Direct plan of Nippon India Growth Mid Cap Fund returned an average of 19.43% a year, with a median of 19.34%. The best 10-year stretch returned 22.53% a year and the worst returned 15.99%.

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.