How Do Funds Perform Across Holding Periods?

This analysis helps you understand how individual mutual funds historically performed across different investment horizons. By comparing funds within the same category, it shows how historical outcomes varied, how consistently each fund performed and how they compared with their benchmark over time.

What You'll Learn

Compare historical outcomes for individual mutual funds across multiple holding periods. Discover which funds delivered stronger long-term results, showed greater consistency and outperformed their benchmark more frequently across different investment horizons.

Methodology

Historical Net Asset Value (NAV) data is analysed for every mutual fund and investment horizon. Every historical investment period is evaluated to calculate the typical outcome, best and worst historical results, outcome consistency and benchmark comparison, enabling fair comparison between funds within the same category.

What Is Measured

EquityVoyage evaluates historical wealth created, outcome consistency, best and worst outcomes, benchmark comparison and years of available history. Together these measures help investors understand not only historical performance but also how reliable that performance has been across different market conditions.

Data Source

Historical Net Asset Value (NAV) data is sourced from the Association of Mutual Funds in India (AMFI) and compared against the corresponding Nifty Total Return Index (TRI) benchmark. This page presents historical analysis for educational purposes only and should not be interpreted as a prediction of future performance.