INDIX Mutual Fund

NAV$15.69

Returns Overview

1 Month
+2.11%
3 Months
+6.15%
6 Months
-11.07%
YTD
-11.39%
1 Year
-13.92%
3 Years (annualized)
+3.43%
5 Years (annualized)
+3.18%
10 Years (annualized)
+8.40%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INDIX 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
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

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3 Months Performance

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6 Months Performance

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1 Year Performance

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Benchmark & Peers

Benchmark
NIFTY 500 Index(NSE500)
This Mutual Fund (YTD)
-11.39%
Peer Avg (YTD)
-6.65%
vs Peers
-4.73%

INDIX Mutual Fund Performance

INDIX performance across multiple time periods: 1-month 2.11%, YTD -11.39%, 1-year -13.92%, 3-year 3.43%, 5-year 3.18%, 10-year 8.40%.

INDIX returns trail the peer average of -6.65% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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