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 - IDCW 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 - IDCW

Latest NAV

₹17.6344

As of

2 Jun 2026

860 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	+0.53%	+0.14%	+0.39	47 / 296	Q1
1W	-0.36%	-1.13%	+0.76	113 / 296	Q2
2W	+1.70%	+0.01%	+1.69	14 / 296	Q1
1M	+0.32%	-0.63%	+0.96	78 / 296	Q2
3M	+8.80%	-0.19%	+8.99	8 / 291	Q1
6M	+1.59%	-2.63%	+4.22	100 / 285	Q2
YTD	+1.76%	-2.85%	+4.60	66 / 287	Q1
1Y	+0.31%	+0.85%	-0.54	153 / 269	Q3
2Y	+3.29%	+3.09%	+0.20	91 / 188	Q2
3Y	+19.30%	+10.07%	+9.23	18 / 149	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+17.25%	+6.44%	+10.82	22 / 294	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	+1.76%	-2.86%	+4.62	65 / 282
2025	-6.66%	+5.41%	-12.08	205 / 226
2024	+26.09%	+13.06%	+13.03	16 / 159
2023	+47.82%	+21.46%	+26.36	12 / 121
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

+22.57%

31 windows

min -8.5% · max 68.7%

65% positive

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

3-Year rolling

+19.68%

7 windows

min 18.6% · max 21.2%

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

20.32%

3-year · annualised

Sharpe ratio

0.66

vs risk-free 6.5%

Sortino ratio

1.07

Downside-only deviation

Max drawdown

-26.12%

Sep 2024 → Mar 2025

% positive months

69.4%

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
NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - DIRECT Plan - IDCW Option	Nippon India	₹25.7075	3 Jun 2026
SBI Nifty Midcap 150 Index Fund - Direct Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹19.3389	3 Jun 2026
ICICI Prudential Nifty Midcap 150 Index Fund - Direct Plan - IDCW	ICICI Prudential	₹19.8539	3 Jun 2026
BANDHAN Nifty Smallcap 250 Index Fund - Direct Plan - IDCW	Bandhan	₹12.2855	3 Jun 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Direct - Payout of IDCW	Aditya Birla Sun Life	₹25.1051	3 Jun 2026
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan	Motilal Oswal	₹40.2587	3 Jun 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-IDCW-PAYOUT AND REINVESTMENT	Kotak	₹11.4080	3 Jun 2026
Edelweiss Nifty Next 50 Index Fund - Direct Plan - IDCW	Edelweiss	₹16.2676	3 Jun 2026
DSP Nifty Midcap 150 Index Fund - Direct - IDCW	DSP	₹10.1389	3 Jun 2026
HSBC NIFTY NEXT 50 INDEX FUND - Direct IDCW	HSBC	₹30.5433	3 Jun 2026

Recent NAVs

Date	NAV
2 Jun 2026	₹17.6344
1 Jun 2026	₹17.5413
29 May 2026	₹17.6819
27 May 2026	₹17.7964
26 May 2026	₹17.6988
25 May 2026	₹17.6643
22 May 2026	₹17.4555
21 May 2026	₹17.4768
20 May 2026	₹17.3539
19 May 2026	₹17.3389

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 02 Jun 2026, the NAV of Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - IDCW is ₹17.6344. It's a Index Fund from Edelweiss, run as a Direct plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - IDCW has NAV history starting from 02 Dec 2022, a track record of about 3 years 6 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 - IDCW 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 - IDCW has delivered a absolute return of 0.31% — -0.54 pp behind the Index Fund category average of 0.85%. The fund ranks #153 of 269 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - IDCW has delivered a CAGR of 19.30% — +9.23 pp ahead of the Index Fund category average of 10.07%. The fund ranks #18 of 149 in its category — the top (Q1) quartile.

Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - IDCW 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 - IDCW exactly 3 years ago would be worth approximately ₹169,775 today — a multiplier of 1.70×, based on the 3-year CAGR of 19.30%. The category average over the same window would have grown ₹1 lakh to ₹133,348.

A ₹10,000 monthly SIP in Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - IDCW over the last 3 years — total invested ₹360,000 — would be worth ₹405,759 today. That's an XIRR (money-weighted annualised return) of 7.92%.

Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - IDCW doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹405,759 — XIRR 7.92%.

On a 3-year basis, Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - IDCW ranks #18 out of 149 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 10.07%; this fund delivered 19.30%.

The worst peak-to-trough decline Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - IDCW 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 - IDCW averaged 19.68% (best 21.23%, worst 18.61%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.66 — reasonable risk-adjusted performance.

In calendar year 2025, Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - IDCW returned -6.66% — lagging the Index Fund category average of 5.41% by 12.08 pp. It ranked #205 of 226 in its category that year.

Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - IDCW 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 - IDCW 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.