INDIX Mutual Fund

INDIX Mutual Fund

NAV$14.71
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Returns Overview

1 Month
-7.20%
3 Months
-3.00%
6 Months
+2.97%
YTD
-14.04%
1 Year
-11.34%
3 Years (annualized)
+4.52%
5 Years (annualized)
+1.70%
10 Years (annualized)
+6.86%

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
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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)
-14.04%
Peer Avg (YTD)
-10.37%
vs Peers
-3.67%

INDIX Mutual Fund Performance

INDIX performance across multiple time periods: 1-month -7.20%, YTD -14.04%, 1-year -11.34%, 3-year 4.52%, 5-year 1.70%, 10-year 6.86%.

INDIX returns trail the peer average of -10.37% YTD. With an expense ratio of 0.93%, investors should weigh costs against performance when evaluating this mutual fund.

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