How Bad Can It Get When You Invest?

This analysis helps you understand how individual mutual funds behaved during historical market declines. By examining every historical investment year, it shows how much an investment fell, how much capital remained and how long recovery took before reaching a new high.

What You'll Learn

Compare historical drawdowns across individual mutual funds within each category. Discover which funds preserved capital better, recovered faster and experienced smaller declines during different market cycles.

Methodology

Historical Net Asset Value (NAV) data is analysed to identify every drawdown episode for each mutual fund. For every historical investment year, the analysis measures the maximum drawdown, remaining capital, fall duration and recovery duration, allowing drawdown behaviour to be compared consistently across funds.

What Is Measured

EquityVoyage evaluates worst drawdown, amount remaining after the decline, fall duration, recovery duration, benchmark comparison and drawdown consistency. Together these measures help investors understand not only how much a fund historically declined, but also how resilient it was during market recoveries.

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.