How Consistent Are Fund Returns Across Holding Periods?

This analysis helps you understand how consistently individual mutual funds delivered strong historical returns across different holding periods. Instead of focusing on a single year's performance, it tracks how each fund ranked against its peers over time, revealing whether strong returns were consistently maintained.

What You'll Learn

Compare how consistently mutual funds delivered competitive historical returns across multiple holding periods. By tracking yearly rankings among peers, you can identify funds that maintained strong performance over time and those whose returns fluctuated more significantly across different market environments.

Methodology

Historical Net Asset Value (NAV) data is analysed for every mutual fund across multiple holding periods. Historical returns are first calculated for each investment period, after which funds are ranked against their peers based on those returns. Analysing these historical rankings over many years provides a consistent way to evaluate whether a fund repeatedly delivered strong returns rather than relying on a single performance period.

What Is Measured

EquityVoyage evaluates historical return consistency, peer ranking stability, typical ranking position, outcome stability and peer comparison. Together these measures help investors understand whether a fund's strong historical returns have been consistently maintained 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.