quant BFSI Fund — rolling returns

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 — 575 separate one-year windows for this fund. The gap between the best and the worst of those windows shows how much your entry date mattered.

Common questions about quant BFSI Fund

What is the 1-year rolling return of quant BFSI Fund?

Across 575 overlapping 1-year holding periods between 21 June 2023 and 16 October 2026, the Direct plan of quant BFSI Fund returned an average of 20.32% a year, with a median of 19.22%. The best 1-year stretch returned 72.44% a year and the worst returned -12.79%.

Has quant BFSI Fund ever lost money over 1 years?

Yes. 12.9% of the 575 1-year holding periods in this fund's history ended below zero. The worst returned -12.79% a year, for someone who invested on 4 March 2024 and sold on 4 March 2025.

What is the difference between the Direct and Regular plans of quant BFSI 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, 1-year rolling returns averaged 20.32% a year on the Direct plan against 18.41% on the Regular plan, a difference of 1.91% a year.

What is the 3-year rolling return of quant BFSI Fund?

quant BFSI Fund has 84 windows at the 3-year holding period, because its NAV record begins on 21 June 2023. 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.