How Does Category Leadership Change Across Investment Horizons?

This analysis helps you understand which mutual fund categories historically delivered the strongest returns across different investment horizons. More importantly, it shows how leadership changed over time, demonstrating that today's top-performing category may not remain tomorrow's leader.

What You'll Learn

Compare which categories ranked first across different holding periods, how often leadership changed and how large the winning margin was over the next best category. This helps investors understand whether category leadership has been persistent or frequently rotated through different market cycles.

Methodology

For every investment horizon, historical rolling returns are calculated for each mutual fund category. Categories are then ranked based on their historical outcomes, allowing leadership changes and winning margins to be compared consistently across multiple holding periods.

What Is Measured

EquityVoyage evaluates category rankings, leadership frequency, winning margins, leadership consistency and benchmark comparison. Together these measures help investors understand whether superior historical performance was sustained over time or reflected only temporary market leadership.

Data Source

Historical Net Asset Value (NAV) data is sourced from the Association of Mutual Funds in India (AMFI) and analysed using rolling return methodology across multiple investment horizons. This page presents historical analysis for educational purposes only and should not be interpreted as a prediction of future performance.