Top 5 holdings: HDFC Bank, Reliance Industries, ICICI Bank, Axis Bank, Infosys.Top 5 holdings: HDFC Bank, Reliance Industries, ICICI Bank, Infosys, Axis Bank.Here are five funds that have witnessed the least drawdown in this category. These funds can change the exposure to equity and debt as the fund manager deems fit or the methodology followed by the fund. Top 5 holdings: HDFC Bank, ICICI Bank, Infosys, Axis, Larsen and Toubro.Top 5 holdings: ICICI Bank, HDFC Bank, Reliance Industries, Infosys, Kotak Mahindra Bank.Top 5 holdings: ICICI Bank, Reliance Industries, Infosys, HDFC Bank, Kotak Mahindra Bank.Top 5 holdings: Reliance Industries, ICICI Bank, ITC, HDFC Bank, Tata Consultancy Servicesīaroda BNP Paribas Aggressive Equity Hybrid.Top 5 holdings: ICICI Bank, HDFC Bank, Reliance Industries, Infosys, State Bank of India.These funds can invest in the range of 65% to 80% of assets in equity while the debt exposure can range from 20% to 35%. The maximum drawdown, in this case, is as follows: Subsequently, it more than doubles to 8,00,000.
It then rebounds to 6,00,000 before dropping again to 3,50,000. It is an indicator of downside risk over a specified time period.įor example, if a portfolio has an initial value of 5,00,000 that increases to 7,50,000 over a period of time, before dropping to 4,00,000. Maximum Drawdown is usually quoted as the percentage between the peak and the trough. What is Maximum Drawdown? It is measured as portfolio’s maximum loss in a peak-to-trough decline before a new peak is attained. We shortlisted funds that have witnessed the least drawdown over this period. We looked at the drawdowns of funds from two categories – Dynamic Asset Allocation Funds and Aggressive Hybrid Funds over a five-year period as of June 7, 2022. However, each fund can have its own strategy and the equity/debt exposure can differ based on the fund manager’s view. Typically, most of these funds tend to decrease equity exposure when market valuations are high and vice versa. Over a five-year period as of June 7, 2022, the Balanced Advantage Funds category saw a drawdown of -30% while the S&P BSE 500 witnessed a drawdown of -38%. Hybrid Funds can be ideal for investors who don’t wish to time the market and yet wish to participate in equities by taking comparatively lower risk.
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