Rolling Returns Calculator

Taurus Mutual Fund

Taurus Banking & Financial Services Fund — rolling returns

Banking & Financial Services · NAV data as of

3,394 daily NAV records since 3 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 — 2,170 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 3 January 2013 to 16 October 2026

Average rolling return

13.61%

Windows computed

2,170

Median return

13.38%

Standard deviation

3.95%

Best 5-year window

25.47%a year

Invested 26 May 2020 · exited 26 May 2025

Worst 5-year window

0.70%a year

Invested 23 Mar 2015 · exited 23 Mar 2020

Consistency — share of 5-year windows

Above 0%
100.0% (2,170 of 2,170)
Above 8%
93.5% (2,028 of 2,170)
Above 12%
65.9% (1,431 of 2,170)
Above 15%
33.6% (730 of 2,170)

Each point is one 5-year holding period, plotted against the date it began. Showing 435 of 2,170 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 Taurus Banking & Financial Services Fund by holding period
Holding period1Y3Y5Y7Y10Y
Returns
Average15.37%13.63%13.61%13.10%13.72%
Median13.22%13.54%13.38%13.34%13.57%
Minimum-32.68%-4.32%0.70%5.44%9.92%
Maximum86.48%31.53%25.47%19.53%17.59%
Std deviation20.47%5.89%3.95%2.12%1.55%
Consistency
Above 0%80.77%98.20%100.00%100.00%100.00%
Above 8%62.79%86.74%93.46%98.21%100.00%
Above 12%52.25%63.27%65.94%74.84%86.94%
Above 15%45.24%38.42%33.64%15.84%22.16%
Coverage
Windows computed3,1522,6632,1701,673934

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 1.04% a year more than Regular.

This fund's Regular plan has NAV going back to 25 May 2012, but its Direct plan only began on 3 January 2013. The 150 earlier Regular records are excluded here so both plans are measured over the same stretch of market history.

5-year rolling returns for Taurus Banking & Financial Services Fund, Direct plan compared with Regular plan
5-year rolling returnDirectRegular
Average13.61%12.57%
Best window25.47%from 26 May 202024.50%from 26 May 2020
Worst window0.70%from 23 Mar 2015-0.40%from 23 Mar 2015
Windows computed2,1702,170

Common questions about Taurus Banking & Financial Services Fund

What is the 5-year rolling return of Taurus Banking & Financial Services Fund?
Across 2,170 overlapping 5-year holding periods between 3 January 2013 and 16 October 2026, the Direct plan of Taurus Banking & Financial Services Fund returned an average of 13.61% a year, with a median of 13.38%. The best 5-year stretch returned 25.47% a year and the worst returned 0.70%.
Has Taurus Banking & Financial Services Fund ever lost money over 5 years?
No. Every one of the 2,170 5-year holding periods in this fund's history ended in profit. The weakest returned 0.70% a year, for someone who invested on 23 March 2015. Past periods are not a guide to future ones.
What is the difference between the Direct and Regular plans of Taurus Banking & 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, 5-year rolling returns averaged 13.61% a year on the Direct plan against 12.57% on the Regular plan, a difference of 1.04% a year.
What is the 1-year rolling return of Taurus Banking & Financial Services Fund?
Across 3,152 overlapping 1-year holding periods between 3 January 2013 and 16 October 2026, the Direct plan of Taurus Banking & Financial Services Fund returned an average of 15.37% a year, with a median of 13.22%. The best 1-year stretch returned 86.48% a year and the worst returned -32.68%.
What is the 3-year rolling return of Taurus Banking & Financial Services Fund?
Across 2,663 overlapping 3-year holding periods between 3 January 2013 and 16 October 2026, the Direct plan of Taurus Banking & Financial Services Fund returned an average of 13.63% a year, with a median of 13.54%. The best 3-year stretch returned 31.53% a year and the worst returned -4.32%.
What is the 7-year rolling return of Taurus Banking & Financial Services Fund?
Across 1,673 overlapping 7-year holding periods between 3 January 2013 and 16 October 2026, the Direct plan of Taurus Banking & Financial Services Fund returned an average of 13.10% a year, with a median of 13.34%. The best 7-year stretch returned 19.53% a year and the worst returned 5.44%.
What is the 10-year rolling return of Taurus Banking & Financial Services Fund?
Across 934 overlapping 10-year holding periods between 3 January 2013 and 16 October 2026, the Direct plan of Taurus Banking & Financial Services Fund returned an average of 13.72% a year, with a median of 13.57%. The best 10-year stretch returned 17.59% a year and the worst returned 9.92%.

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.