ReturnScreener

Rolling Returns

MUTHOOTFIN Rolling Returns

Muthoot Finance Ltd.

Every 10-year stretch MUTHOOTFIN has been through — 64 of them, each starting a month after the last. The median returned 28.7% a year, the worst 19.7%, the best 38.1%. A single headline CAGR hides all of that.

Windows measured
64
Median
28.7%
Worst
19.7%
Best
38.1%

Every Holding Period

MUTHOOTFIN rolling returns by holding period

A rolling window is every possible start date, not one. A five-year window starting in January is a different investment from one starting in February, and over twenty years there are a couple of hundred of them. What follows is the full spread of what each holding period actually produced.

1-year rolling returns

76.7% of windows made money

Across 172 separate 1-year holding periods, the median returned 35.5% a year. The worst lost 47.6% a year and the best made 145.8%.

-47.6%median 35.5%145.8%
Worst window
-47.6%
25th percentile
4.6%
75th percentile
59.1%
Best window
145.8%

Worst start: September 2012-47.6% a year for the 1 years that followed.

Best start: July 2013145.8% a year.

Against the Nifty 50: MUTHOOTFIN came out ahead in 66.9% of the 172 windows both series cover.

3-year rolling returns

98.0% of windows made money

Across 148 separate 3-year holding periods, the median returned 30.8% a year. The worst lost 1.6% a year and the best made 71.8%.

-1.6%median 30.8%71.8%
Worst window
-1.6%
25th percentile
13.9%
75th percentile
40.9%
Best window
71.8%

Worst start: February 2013-1.6% a year for the 3 years that followed.

Best start: July 201371.8% a year.

Against the Nifty 50: MUTHOOTFIN came out ahead in 73.7% of the 148 windows both series cover.

5-year rolling returns

100.0% of windows made money

Across 124 separate 5-year holding periods, the median returned 27.9% a year. Not one of them ended in a loss — the weakest still compounded at 9.8% a year.

9.8%median 27.9%52.4%
Worst window
9.8%
25th percentile
22.0%
75th percentile
34.6%
Best window
52.4%

Worst start: May 20119.8% a year for the 5 years that followed.

Best start: February 201652.4% a year.

Against the Nifty 50: MUTHOOTFIN came out ahead in 99.2% of the 124 windows both series cover.

7-year rolling returns

100.0% of windows made money

Across 100 separate 7-year holding periods, the median returned 29.6% a year. Not one of them ended in a loss — the weakest still compounded at 15.5% a year.

15.5%median 29.6%54.7%
Worst window
15.5%
25th percentile
24.8%
75th percentile
34.6%
Best window
54.7%

Worst start: July 201115.5% a year for the 7 years that followed.

Best start: July 201354.7% a year.

Against the Nifty 50: MUTHOOTFIN came out ahead in 100.0% of the 100 windows both series cover.

10-year rolling returns

100.0% of windows made money

Across 64 separate 10-year holding periods, the median returned 28.7% a year. Not one of them ended in a loss — the weakest still compounded at 19.7% a year.

19.7%median 28.7%38.1%
Worst window
19.7%
25th percentile
26.9%
75th percentile
32.0%
Best window
38.1%

Worst start: January 201319.7% a year for the 10 years that followed.

Best start: December 201538.1% a year.

Against the Nifty 50: MUTHOOTFIN came out ahead in 100.0% of the 64 windows both series cover.

Windows step forward one month at a time and are measured on month-end adjusted closing prices, so dividends are treated as reinvested. Overlapping windows share months by construction — that is what makes the spread a description of this stock's history rather than a sample of independent trials.

Against The Index

How often MUTHOOTFIN beat the Nifty 50

Beating an index once is a result. Beating it across most of the periods an investor could have picked is a pattern. Over 10-year windows, MUTHOOTFIN finished ahead of the Nifty 50 in 100.0% of the 64 periods both series cover.

1-year windows

Ahead in 66.9% of 172 periods.

3-year windows

Ahead in 73.7% of 148 periods.

5-year windows

Ahead in 99.2% of 124 periods.

7-year windows

Ahead in 100.0% of 100 periods.

10-year windows

Ahead in 100.0% of 64 periods.

Each window is compared against the index over the identical calendar months, on the same adjusted basis — not against an assumed rate of return.

How This Is Calculated

Reading these figures properly

Overlapping by design

Windows step forward one month at a time, so they share most of their months with each other. That is what makes this a description of MUTHOOTFIN's actual history rather than a set of independent trials — and why the spread should not be read as a probability.

Month-end, total return

Measured on month-end closing prices adjusted for dividends and splits, so dividends count as reinvested. A window that opened or closed mid-month would differ a little in either direction.

Survivors only

MUTHOOTFINis in today's Nifty 500 universe. Companies that delisted or collapsed are not on this site at all, so the worst outcome shown here is the worst among the survivors.

Measured on data to 2026-08-31, from 2011-05-01. Full definitions are on our methodology page.

HELP CENTER

MUTHOOTFIN rolling returns — common questions

Everything you need to know about this page and the data presented.

What are MUTHOOTFIN rolling returns?
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Over 10 years, Muthoot Finance Ltd. has been through 64 separate 10 years holding periods — one starting every month. The median returned 28.7% a year, the worst 19.7% and the best 38.1%. A rolling return measures every possible start date instead of one, which is why it answers a question a single headline CAGR cannot: how much the outcome depended on when you happened to buy.

Has MUTHOOTFIN ever lost money over 10 years?
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No — not in any of the 64 10 years periods the record covers. The weakest of them still compounded at 19.7% a year. That is a statement about the past, not a guarantee about any future 10 years, and it is measured only over the years Muthoot Finance Ltd. has been listed.

What is the worst 5 years MUTHOOTFIN has ever had?
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9.8% a year, for the five years beginning May 2011. For contrast the best 5 years returned 52.4% a year, starting February 2016, and the median across all 124 periods was 27.9%. The gap between those two numbers is the part of the outcome that came down to timing rather than to the company.

Does holding MUTHOOTFIN for longer reduce the risk?
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On this record, yes. 1 year outcomes ranged from -47.6% to 145.8% a year — a spread of 193.4%. 10 years outcomes ranged from 19.7% to 38.1%, a spread of 18.5%. Longer holding periods narrowed the range of results, which is the usual pattern and the reason this page publishes every window rather than one. Narrowing the range is not the same as removing the risk.

How often has MUTHOOTFIN beaten Nifty 50 over 10 years?
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In 100.0% of the 64 10 years periods both series cover. Each window is compared against the index over the identical months, not against an assumed index return, so the comparison is a like-for-like record rather than a model.

How are rolling returns calculated here?
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Windows step forward one month at a time on month-end closing prices adjusted for dividends and stock splits, so dividends are treated as reinvested. A window length is only published once there are at least twelve complete windows behind it — fewer than that describes an anecdote, not a distribution. Overlapping windows share months by construction, which is what makes this a description of the actual history of Muthoot Finance Ltd. rather than a sample of independent trials. Companies that delisted are not on this site at all, a survivorship bias worth holding in mind.

Is MUTHOOTFIN a safe long-term investment?
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That is not a question this page answers, and we do not make recommendations. What it can show you is the full range of what every holding period in the listed history of Muthoot Finance Ltd. actually produced — including the worst ones, which most performance figures leave out. Those are records of what happened, not forecasts. A stock that never had a losing decade may still have one, and holding a single company is a materially different risk from holding an index.

Explore Further

More on Muthoot Finance Ltd.

ReturnScreener is an educational research platform and is not a SEBI-registered investment adviser. Everything on this page is a record of what historical prices did, not a projection and not a recommendation. Past performance does not guarantee future returns. See our methodology and disclaimer.