GrowingWithAK

GlossaryMaximum Drawdown

Maximum Drawdown

The worst peak-to-trough fall in NAV over the observed period, before any recovery.

Formula

Max DD = min over time of ((NAV_t − running_max(NAV_0..t)) / running_max(NAV_0..t))

Intuition

Imagine sitting at the highest NAV the fund ever printed up to that point — max drawdown asks: if you'd bought right at that peak, how far would you have been down at the worst point before the next recovery? It's a worst-realistic-experience number.

What to look for

Equity funds in India have historically seen 30–60% drawdowns in major market shocks. A small max DD often means low equity exposure, not skill. Compare to the benchmark's drawdown over the same window.

Caveats

It's a single worst observation, not a probability. The next drawdown might be deeper or shallower. Lens computes it across the fund's full available history.

Lens shows this metric on the scheme and portfolio pages. See the full glossary.