INDAX Mutual Fund

INDAX Mutual Fund

NAV$13.82
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Returns Overview

1 Month
-7.18%
3 Months
-3.04%
6 Months
+2.85%
YTD
-14.21%
1 Year
-11.52%
3 Years (annualized)
+5.21%
5 Years (annualized)
+2.28%
10 Years (annualized)
+7.05%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INDAX 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
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📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
NIFTY 500 Index(NSE500)
This Mutual Fund (YTD)
-14.21%
Peer Avg (YTD)
-10.37%
vs Peers
-3.84%

INDAX Mutual Fund Performance

INDAX performance across multiple time periods: 1-month -7.18%, YTD -14.21%, 1-year -11.52%, 3-year 5.21%, 5-year 2.28%, 10-year 7.05%.

INDAX 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.

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