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.
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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.
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...
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.
The post 5 Best Mid Cap Mutual Funds to Invest in 2026 (Based on Rolling Returns) appeared first on Myinvestmentideas.
The post 5 Best Small Cap Mutual Funds to Invest in 2026 (Based on Rolling Returns) appeared first on Myinvestmentideas.
See the exact 2026 returns of five active funds – ELSS, mid-cap, small-cap, flexi-cap – that beat their benchmark index, fund by fund, with sources.
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...
The post Best Multicap Mutual Funds to Invest in 2026 – Based on Rolling Returns appeared first on Myinvestmentideas.
According to Raamdeo Agrawal of Motilal Oswal, Indian equities may yield a promising fifteen percent annual return over the upcoming five years. However, foreign investors are curr...
RETURN REALITYTwo decades of rolling-return data show select thematic and sectoral mutual funds can reward patience, but cyclicality and drawdowns still matter
A Rs 10,000 monthly SIP in these five small-cap funds grew to over Rs 35 lakh in 10 years. Check out their SIP returns, ratings, AUM and top holdings.
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...
S&P 500 funds beat Nifty 50 by 7.8pp annually over 5 years, but face 24-month LTCG rules and currency risk. See the full tax, return and allocation breakdown.
Dividends have been key to long-term stock market returns.
These nine flexi-cap funds delivered over 15 per cent SIP returns in 10 years. Compare their performance, portfolios, ratings and find out if they're right for you.
Momentum dominated global markets in 2026, but value outperformed in India. Discover why factor leadership differed across markets and what it means for investors.
A 2025 Nifty SIP earned 6.24 per cent versus 10.51 per cent for a lump sum investment. Here is what that gap actually means and what your SIP should do right now.
Mutual fund returns in 2026 swung sharply across categories. See which funds led, which lagged and the one portfolio move investors should actually make.
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