INAAX Mutual Fund

INAAX Mutual Fund

NAV$13.81
See how much of INAAX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-7.25%
3 Months
-3.12%
6 Months
+2.86%
YTD
-14.18%
1 Year
-11.54%
3 Years (annualized)
+4.29%
5 Years (annualized)
+1.49%
10 Years (annualized)
+6.69%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INAAX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
NIFTY 500 Index(NSE500)
This Mutual Fund (YTD)
-14.18%
Peer Avg (YTD)
-10.37%
vs Peers
-3.80%

INAAX Mutual Fund Performance

INAAX performance across multiple time periods: 1-month -7.25%, YTD -14.18%, 1-year -11.54%, 3-year 4.29%, 5-year 1.49%, 10-year 6.69%.

INAAX returns trail the peer average of -10.37% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

INAAX vs another fund shows side-by-side returns. INAAX alternatives are available in the Mutual Fund Screener.