INAAX Mutual Fund

INAAX Mutual Fund

NAV$14.72
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Returns Overview

1 Month
+2.10%
3 Months
+6.17%
6 Months
-11.08%
YTD
-11.42%
1 Year
-14.10%
3 Years (annualized)
+3.19%
5 Years (annualized)
+2.99%

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
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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)
-11.42%
Peer Avg (YTD)
-6.65%
vs Peers
-4.76%

INAAX Mutual Fund Performance

INAAX performance across multiple time periods: 1-month 2.10%, YTD -11.42%, 1-year -14.10%, 3-year 3.19%, 5-year 2.99%.

INAAX returns trail the peer average of -6.65% YTD. With an expense ratio of 1.28%, investors should weigh costs against performance when evaluating this mutual fund.

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