Social Media Ideas for 3 Year Rolling Returns

SIP Rolling Returns: A Better Way to Evaluate Mutual Fund SIP Performance

When investors compare mutual funds, they usually look at trailing returns—1-year, 3-year or 5-year returns displayed on fund factsheets and research portals. While these figures a...

Rolling Returns vs Point-to-Point Returns: What Fund Factsheets Do Not Tell You

Trailing returns change with the calendar. Rolling returns reveal true fund consistency. Learn how to check rolling returns for Indian mutual funds and which metric to trust.

3 Lessons from 5-Year Mutual Fund Performance Cycles

A five-year mutual fund return hides its own story. See why rolling returns, mid-cycle slumps, and the market cycle matter more than the headline CAGR.

Best Multicap Mutual Funds to Invest in 2026 – Based on Rolling Returns

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5 Best Mid Cap Mutual Funds to Invest in 2026 (Based on Rolling Returns)

The post 5 Best Mid Cap Mutual Funds to Invest in 2026 (Based on Rolling Returns) appeared first on Myinvestmentideas.

Thematic mutual funds as core holdings? 20 years of rolling return data make a compelling case

RETURN REALITYTwo decades of rolling-return data show select thematic and sectoral mutual funds can reward patience, but cyclicality and drawdowns still matter

Mutual Funds returns

As on : Sep 05, 2026

Nifty vs Nifty Next 50 vs Nifty Midcap 150 vs Nifty Smallcap 250: Return Comparison Aug 2026

Last Updated on August 23, 2026 at 9:20 am We compare the rolling returns of Nifty 50, Nifty Next 50, Nifty Midcap 150 and Nifty Smallcap 250. We publish this comparison periodical...

Mutual Funds returns

As on : Aug 01, 2026

Why My 3 Worst Picks Beat The S&P 500 In Retirement

Mutual Funds returns

As on : Aug 15, 2026

How Often Should You Rebalance Your SIP Portfolio? 3 Approaches Compared

VRO backtests show annual rebalancing matches quarterly returns at 21 trades vs 81. Learn the tax-efficient hybrid approach and when to rebalance immediately without waiting.

Your SIP is showing zero returns after two years? History says don’t stop yet

A weak start can make a SIP look like a bad investment, but two years may be too short to judge its outcome. The latest CRISP analysis shows how dramatically SIP returns can change...

Your 3-year goal needs a decision, not a debate: corporate bond funds or fixed deposits

New debt-fund investments lose the old indexation benefit and are taxed like Fixed deposit interest. Here is what actually decides a 3-year call now.

19 Consecutive Profitable Years, 12.7% Average Annual Return, ~5% Maximum Drawdown — BUSHIDO by the Numbers

2026 has already sacked last year's winners

Mutual fund returns in 2026 swung sharply across categories. See which funds led, which lagged and the one portfolio move investors should actually make.

Moving Averages Of The Ivy Portfolio And S&P 500: July 2026

Why Your Mutual Fund Statement's Absolute Returns Can Mislead You

Your mutual fund statement's absolute return hides how long you were actually invested. See why CAGR and XIRR give a far truer picture of your investment gains.

Core Investment Returns Calculator

Core Investment Returns Calculator quickstart (Investments): calculator + Benefits, Examples, FAQ, Disadvantages, and Meaning. The post Core Investment Returns Calculator appeared...

10 Mutual Funds with Positive Returns in Every Calendar Year Since 2019 (160%+ Returns in 7 Years)

The post 10 Mutual Funds with Positive Returns in Every Calendar Year Since 2019 (160%+ Returns in 7 Years) appeared first on Myinvestmentideas.

Motilal Oswal Small Cap, Bank of India Small Cap, Parag Parikh Flexi Cap, Helios Flexi Cap: Flat Nifty, Divided Fortunes...

Two-year performance reveals how market rotations, drawdown protection and stock selection sharply separated equity fund winners from laggards

My Stock Portfolio Analysis: Aug 2026

This article compares my stock portfolio with an equivalent investment in a Nifty index fund and the Nifty 100 Low Volatility 30 TR index. We post this comparison each month. Befor...

5 Best Small Cap Mutual Funds to Invest in 2026 (Based on Rolling Returns)

The post 5 Best Small Cap Mutual Funds to Invest in 2026 (Based on Rolling Returns) appeared first on Myinvestmentideas.

My Stock Portfolio Analysis: July 2026

This article compares my stock portfolio with an equivalent investment in a Nifty index fund and the Nifty 100 Low Volatility 30 TR index. We post this comparison each month. Befor...