Latest updates for 5 Year Rolling Returns

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Recent items include:

  • 3 Lessons from 5-Year Mutual Fund Performance Cycles
  • SIP Rolling Returns: A Better Way to Evaluate Mutual Fund SIP Performance
  • Rolling Returns vs Point-to-Point Returns: What Fund Factsheets Do Not Tell You

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valueresearchonline.com /1 month ago

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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freefincal.com /1 month ago

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...

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valueresearchonline.com /3 weeks ago

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.

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myinvestmentideas.com /1 month ago

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.

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thehindubusinessline.com /4 days ago

Mutual Funds returns

As on : Sep 05, 2026

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myinvestmentideas.com /1 month ago

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.

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valueresearchonline.com /1 month ago

5 Active Mutual Funds That Beat Their Benchmark in 2026

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.

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freefincal.com /2 weeks ago

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...

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myinvestmentideas.com /1 week ago

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

The post Best Multicap Mutual Funds to Invest in 2026 – Based on Rolling Returns appeared first on Myinvestmentideas.

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economictimes.indiatimes.com /3 weeks ago

Equity investments should give about 15% annual returns over next 5 years: Raamdeo Agrawal

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...

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thehindubusinessline.com /3 weeks ago

Mutual Funds returns

As on : Aug 15, 2026

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economictimes.indiatimes.com /3 days ago

Bank of India Flexi Cap among 5 flexi-cap funds that deliver over 15% annualised return in 3 years

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thehindubusinessline.com /1 month ago

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

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mql5.com /1 month ago

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

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thehindubusinessline.com /1 month ago

Mutual Funds returns

As on : Aug 01, 2026

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seekingalpha.com /1 month ago

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

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valueresearchonline.com /3 weeks ago

5 small-cap funds that grew ₹10K SIPs to ₹35L+ in 10 yrs

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.

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businesstoday.in /5 days ago

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...

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valueresearchonline.com /4 weeks ago

International Mutual Funds: S&P 500 vs Indian Markets in 2026

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.

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fool.com /3 days ago

Where Will SCHD Stock Be in 5 Years?

Dividends have been key to long-term stock market returns.

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valueresearchonline.com /4 weeks ago

15%+ returns in 10 years: 9 flexi-cap funds that did it

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.

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valueresearchonline.com /1 month ago

Momentum vs. Value: Which Factor Actually Led in 2026?

Momentum dominated global markets in 2026, but value outperformed in India. Discover why factor leadership differed across markets and what it means for investors.

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valueresearchonline.com /1 month ago

Is Rupee Cost Averaging Failing in Continuous Bull Markets?

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.

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valueresearchonline.com /1 month ago

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.

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Sources covering 5 Year Rolling Returns

economictimes.indiatimes.com

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freefincal.com

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myinvestmentideas.com

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seekingalpha.com

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businesstoday.in

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fool.com

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