What is Beat Benchmark %?
A single trailing return only tells you what happened over one specific start and end date. Beat Benchmark % instead looks at every overlapping window of a given length in a fund’s history - every possible entry date - and asks what share of them ended with the fund ahead of its own benchmark over those exact same dates.
Beat Benchmark % = (Windows where Fund CAGR > Benchmark CAGR) / (Total overlapping windows) × 100
Higher is better - a fund that beat its benchmark in 80% of 3-year windows did so far more consistently than one that beat it in 20%, even if both currently show a similar headline return.
Real comparison across 6 funds
CHART
3Y Beat Benchmark % - 6 real funds
Same 3-year rolling window, computed against each fund's own benchmark.
Funds compared: Parag Parikh Flexi Cap · DSP Value · ICICI Prudential Value · SBI Focused · Parag Parikh ELSS Tax Saver · SBI Multicap
WHAT THIS MEANS FOR YOU A fund can post a strong current trailing return while having beaten its benchmark in only a minority of historical windows - meaning that current return owes more to entry-date luck than to consistent skill. Beat Benchmark % is what separates the two.
METHODOLOGY
Computed over every overlapping 3-year window as of 2026-08-31, comparing the fund’s own CAGR to its stated benchmark’s CAGR over the identical dates. Also surfaced in Punji’s fund-page data as rolling_consistency - same computation, same number, different label in an earlier schema version. Data: Punji rolling-returns analytics. Not investment advice.