The One Question Every MFD Faces... Every time you ask an investor to start a SIP or invest in a mutual fund, their first question is: How much return will I get?

And to answer that accurately, you need more than just past 1-year or 3-year returns. Today, Rolling Returns have become a must-have feature. Good news? The best mutual fund software already includes it.

Let’s look at how this feature helps you compare schemes, show consistent performance, and win investor trust.

What Are Rolling Returns?

● Rolling returns calculate average annual returns over a specific period, starting from different dates.
● They help you measure consistency in performance.
● Unlike point-to-point returns, they reduce bias by considering market ups and downs.

Why It Matters for MFDs:

● Show how consistent a scheme is over time
● Help clients understand risk and reward
● Prove SIP performance over market cycles

In a market where investor sentiment often changes with short-term volatility, rolling returns help you shift the focus back to long-term performance. They add depth to your talks with clients by showing why consistent top performers are more important than one-time top performers.

Using rolling returns also allows you to address investor hesitation. For example, if a client is unsure about investing in an equity fund due to current market conditions, you can use rolling return data to demonstrate how that scheme has behaved over multiple time frames, reducing fear and encouraging action.

What Does Scheme-wise Rolling Return Calculator Do?

The Scheme-wise Rolling Return Calculator in mutual fund software is designed specifically for MFDs like you. Here’s what it does:

Compare Up to 5 Schemes Side by Side

● Select up to 5 mutual fund schemes
● Analyze their rolling returns in a single view
● Help clients make better comparisons

Choose Your Own Frequency and Rolling Period

● Set rolling periods (e.g., 1 year, 3 years, 5 years)
● Choose return frequency: daily, monthly, or yearly
● Customize it based on investor goals

Get Detailed Return Statistics (in %)

For each scheme, get:

● Average Return
● Median Return
● Minimum & Maximum Return

These stats help you:

● Set realistic expectations
● Show performance ranges

Return Distribution Breakdown

See how often the scheme’s returns fell in each range:

● Negative
● 0–5%
● 5–10%
● 10–15%
● 15–20%
● Greater than 20%

This shows the probability of earning a specific return, helping you build trust with facts.

In investor presentations or portfolio reviews, these return buckets become powerful talking points. You can clearly explain how often a scheme has performed within a certain range, which helps set practical expectations and improve client satisfaction. It’s not about the highest return anymore; it’s about reliable and predictable returns.

How It Helps Your Business Grow

With this tool, you can:

● Answer investor questions confidently
● Showcase long-term fund consistency
● Compare schemes transparently
● Explain SIP logic more clearly
● Present data visually and effectively

You’re not just giving numbers. You’re telling a performance story.

Final Thoughts

Rolling returns are not just for analysis, they’re for trust-building. Your investors are smart. They want clarity. They want consistency. And with this calculator, you can offer both.