INDSX Mutual Fund

INDSX Mutual Fund

NAV$14.97
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Returns Overview

1 Month
-7.20%
3 Months
-2.88%
6 Months
+3.13%
YTD
-13.93%
1 Year
-11.14%
3 Years (annualized)
+4.74%
5 Years (annualized)
+1.92%
10 Years (annualized)
+7.11%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INDSX 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
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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)
-13.93%
Peer Avg (YTD)
-10.37%
vs Peers
-3.56%

INDSX Mutual Fund Performance

INDSX performance across multiple time periods: 1-month -7.20%, YTD -13.93%, 1-year -11.14%, 3-year 4.74%, 5-year 1.92%, 10-year 7.11%.

INDSX returns trail the peer average of -10.37% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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