INDAX Mutual Fund

INDAX Mutual Fund

NAV$14.26
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Returns Overview

1 Month
+2.90%
3 Months
+3.64%
6 Months
-3.71%
YTD
-8.95%
1 Year
-8.12%
3 Years (annualized)
+3.42%
5 Years (annualized)
+2.54%
10 Years (annualized)
+6.68%

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)
-8.95%
Peer Avg (YTD)
-5.68%
vs Peers
-3.27%

INDAX Mutual Fund Performance

INDAX performance across multiple time periods: 1-month 2.90%, YTD -8.95%, 1-year -8.12%, 3-year 3.42%, 5-year 2.54%, 10-year 6.68%.

INDAX returns trail the peer average of -5.68% 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.