INAAX Mutual Fund

INAAX Mutual Fund

NAV$15.07
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Returns Overview

1 Month
+1.10%
3 Months
-4.82%
6 Months
-1.28%
YTD
-13.24%
1 Year
-12.49%
3 Years (annualized)
+2.74%
5 Years (annualized)
+0.36%
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
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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)
-13.24%
Peer Avg (YTD)
-10.38%
vs Peers
-2.85%

INAAX Mutual Fund Performance

INAAX performance across multiple time periods: 1-month 1.10%, YTD -13.24%, 1-year -12.49%, 3-year 2.74%, 5-year 0.36%, 10-year 6.69%.

INAAX returns trail the peer average of -10.38% 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.