INDSX Mutual Fund

NAV$15.52

Returns Overview

1 Month
+1.84%
3 Months
+1.84%
6 Months
-4.79%
YTD
-9.92%
1 Year
-13.80%
3 Years (annualized)
+3.61%
5 Years (annualized)
+3.38%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would INDSX 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

No data

3 Months Performance

No data

6 Months Performance

No data

1 Year Performance

No data

Benchmark & Peers

Benchmark
NIFTY 500 Index(NSE500)
This Mutual Fund (YTD)
-9.92%
Peer Avg (YTD)
-6.65%
vs Peers
-3.27%

INDSX Mutual Fund Performance

INDSX performance across multiple time periods: 1-month 1.84%, YTD -9.92%, 1-year -13.80%, 3-year 3.61%, 5-year 3.38%.

INDSX returns trail the peer average of -6.65% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

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