Should I invest in Edelweiss Nifty Smallcap 250 Index Fund?

We don't give personal investment advice. Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Edelweiss

Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth

Latest NAV

₹18.7500

As of

17 Jul 2026

892 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.55%	+0.21%	-0.76	316 / 353	Q4
1W	-0.59%	-0.05%	-0.55	262 / 353	Q3
2W	+0.10%	+0.24%	-0.14	233 / 353	Q3
1M	+2.97%	+0.78%	+2.19	21 / 353	Q1
3M	+9.62%	+2.20%	+7.42	15 / 350	Q1
6M	+11.28%	+1.36%	+9.91	18 / 336	Q1
YTD	+8.20%	+0.54%	+7.66	18 / 333	Q1
1Y	+0.22%	+2.69%	-2.48	216 / 318	Q3
2Y	+0.88%	+3.33%	-2.45	132 / 213	Q3
3Y	+18.33%	+10.79%	+7.53	21 / 172	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+18.61%	+7.52%	+11.09	24 / 353	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+8.20%	+0.51%	+7.68	18 / 331
2025	-6.66%	+6.05%	-12.71	235 / 260
2024	+26.09%	+14.12%	+11.98	22 / 180
2023	+47.82%	+21.09%	+26.73	9 / 130
2022	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+23.32%

33 windows

min -9.0% · max 68.9%

79% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+19.70%

8 windows

min 18.3% · max 22.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

20.60%

3-year · annualised

Sharpe ratio

0.60

vs risk-free 6.5%

Sortino ratio

0.93

Downside-only deviation

Max drawdown

-26.12%

Sep 2024 → Mar 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC NIFTY Midcap 150 Index Fund - Growth Option - Direct Plan	HDFC	₹19.6137	17 Jul 2026
Nippon India Nifty Midcap 150 Index Fund - Direct Plan - Growth Option	Nippon India	₹26.5876	17 Jul 2026
SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth	SBI	₹20.0123	17 Jul 2026
ICICI Prudential Nifty Midcap 150 Index Fund - Direct Plan - Growth	ICICI Prudential	₹20.5391	17 Jul 2026
Bandhan Nifty Midcap 150 Index Fund-Direct Plan-Growth	Bandhan	₹10.4569	17 Jul 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Direct Growth	Aditya Birla Sun Life	₹25.9706	17 Jul 2026
Motilal Oswal Nifty Next 50 Index Fund - Direct plan - Growth	Motilal Oswal	₹25.7767	17 Jul 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-GROWTH	Kotak	₹11.8040	17 Jul 2026
Edelweiss Nifty Next 50 Index Fund - Direct Plan - Growth	Edelweiss	₹16.7429	17 Jul 2026
DSP Nifty Midcap 150 Index Fund - Direct - Growth	DSP	₹10.4877	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹18.7500
16 Jul 2026	₹18.8542
15 Jul 2026	₹18.8432
14 Jul 2026	₹18.7136
13 Jul 2026	₹18.9165
10 Jul 2026	₹18.8617
9 Jul 2026	₹18.6062
8 Jul 2026	₹18.3175
7 Jul 2026	₹18.6869
6 Jul 2026	₹18.8172

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth is ₹18.7500. It's a Index Fund from Edelweiss, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth has NAV history starting from 02 Dec 2022, a track record of about 3 years 7 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth is managed by Edelweiss. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth has delivered a absolute return of 0.22% — -2.48 pp behind the Index Fund category average of 2.69%. The fund ranks #216 of 318 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth has delivered a CAGR of 18.33% — +7.53 pp ahead of the Index Fund category average of 10.79%. The fund ranks #21 of 172 in its category — the top (Q1) quartile.

Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth exactly 3 years ago would be worth approximately ₹165,667 today — a multiplier of 1.66×, based on the 3-year CAGR of 18.33%. The category average over the same window would have grown ₹1 lakh to ₹136,005.

A ₹10,000 monthly SIP in Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth over the last 3 years — total invested ₹360,000 — would be worth ₹420,453 today. That's an XIRR (money-weighted annualised return) of 10.34%.

Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹420,453 — XIRR 10.34%.

On a 3-year basis, Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth ranks #21 out of 172 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 10.79%; this fund delivered 18.33%.

The worst peak-to-trough decline Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth has experienced over the last 3-year window is 26.12% — its NAV fell from a high on 23 Sep 2024 to a low on 03 Mar 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth averaged 19.70% (best 21.95%, worst 18.33%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.60 — reasonable risk-adjusted performance.

In calendar year 2025, Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth returned -6.66% — lagging the Index Fund category average of 6.05% by 12.71 pp. It ranked #235 of 260 in its category that year.

Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.