Top Mutual Fund Rolling Returns 2026: Large, Mid, Small & Flexi Cap

Rolling returns measure every 3-year and 5-year window in a fund’s history, not just the one ending today. Pick a category to compare funds by average rolling return, consistency and weakest windows.

Large Cap Funds

Live table

1–100101–250251+

Large Cap funds ranked by average 3Y and 5Y rolling returns across their full NAV history.

View Large Cap rolling returns

Mid Cap Funds

Live table

1–100101–250251+

Mid Cap funds ranked by average 3Y and 5Y rolling returns across their full NAV history.

View Mid Cap rolling returns

Small Cap Funds

Live table

1–100101–250251+

Small Cap funds ranked by average 3Y and 5Y rolling returns across their full NAV history.

View Small Cap rolling returns

Flexi Cap Funds

Live table

1–100101–250251+

Flexi Cap funds ranked by average 3Y and 5Y rolling returns across their full NAV history.

View Flexi Cap rolling returns

The bar on each card shows the market-cap ranks a category mostly invests in, as set by SEBI. AMFI updates the company list every six months.

What rolling returns show

A single 3Y or 5Y CAGR depends on two dates, so it can look strong or weak depending on where the market stood on each. Rolling returns take every window of the same length across a fund’s history, showing how returns held up across good and bad starting points.

How they’re calculated

Monthly NAVs: the last available AMFI NAV of each month, Direct Plan, Growth option, across the fund’s full history.
Windows: from each month, the CAGR to the NAV 36 months later (3Y) or 60 months later (5Y). The start moves forward one month at a time up to the latest NAV.
Summary: for each window length, the average, median, % negative windows, minimum and maximum. The combined rank uses the average of the 3Y and 5Y averages.

Window CAGR = ((NAV at end ÷ NAV at start)^1/n − 1) × 100

Combined = (3Y average rolling + 5Y average rolling) ÷ 2

Example (hypothetical fund, five 3Y windows)

Window CAGRs of 14.2%, 9.8%, −1.5%, 6.3% and 11.0% give an average of 7.96%, a median of 9.8%, 20% negative windows, a minimum of −1.5% and a maximum of 14.2%. With a 5Y average of 9.0%, the combined figure is (7.96 + 9.0) ÷ 2 = 8.48%.

How to read the metrics

Average rolling returnThe mean CAGR across all 3Y (or 5Y) windows. It reflects the typical outcome across many starting dates.

MedianThe middle window CAGR when all windows are sorted. It is less affected by a few unusually good or bad periods than the average.

% negative windowsThe share of windows that ended with a loss. Lower means fewer periods where an investor holding that long lost money.

Min / MaxThe weakest and strongest window CAGRs in the fund’s history, showing the range of outcomes.

Combined rankFunds are ordered by the average of their 3Y and 5Y average rolling returns, so both horizons count equally.

EligibilityOnly funds with at least 5 years of NAV history are included, so the same pool ranks in both the 3Y and 5Y tables.

Rolling vs point-to-point returns

Aspect	Point-to-point CAGR	Rolling returns
Dates used	One start date and today	Every monthly start date in the fund’s history
What it answers	How the fund did over one specific period	How the fund did across many periods of the same length
Effect of timing	High: a market low or peak at either end moves the figure	Low: many windows smooth out single dates
Shows consistency	No	Yes, through median, % negative, min and max
Updates	Changes with every new NAV	Recomputed daily; shifts slowly as windows are added

Live 1Y, 3Y, 5Y and 10Y point-to-point (CAGR) tables

What rolling returns don’t show

Risk path: a window’s CAGR hides how far the NAV fell along the way.
Newer and closed funds: funds under 5 years old are excluded, and merged or closed funds drop out of the data.
Manager changes: past windows may belong to a previous manager.
Category changes: many funds were renamed or moved in SEBI’s 2017–18 recategorisation, so early windows may reflect a different mandate.
Taxes and exit loads: all figures are before both.
SIP returns: SIPs buy at many NAVs, so their XIRR differs from lump-sum window CAGRs.

Common questions

How often is the data updated?

Once a day. A Cloudflare Worker fetches the latest AMFI NAVs from mfapi.in and recomputes every window.

Why does a fund rank differently here than in the CAGR tables?

A point-to-point CAGR reflects one window ending today. Rolling returns average every window, so a fund with one strong recent stretch can rank lower here.

Why are some funds missing?

Funds with under 5 years of NAV history, index funds, ETFs and Regular Plans are excluded. Each table covers active funds in one SEBI category, Direct Plan, Growth option.

Why combine 3Y and 5Y instead of using one?

Averaging both gives equal weight to medium and longer holding periods, so a fund needs to hold up over both to rank high.

Why don’t the figures match other websites?

Differences usually come from daily versus monthly windows, the history start date used and rounding.

Do higher past rolling returns mean higher future returns?

No. Past returns are not indicative of future performance, however they are measured.

Past returns are not indicative of future performance. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

This page is for education and comparison only and is not investment advice. Data: mfapi.in (NAVs sourced from AMFI India), recomputed daily.