Should I invest in Edelweiss Nifty Smallcap 250 Index Fund?

We don't give personal investment advice. Edelweiss Nifty Smallcap 250 Index Fund - Regular 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 - Regular Plan - IDCW

Latest NAV

₹18.2937

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	-0.56%	-0.01%	-0.54	218 / 246	Q4
1W	-0.60%	-0.36%	-0.25	182 / 246	Q3
2W	+0.07%	-0.04%	+0.11	159 / 246	Q3
1M	+2.91%	+0.57%	+2.34	23 / 246	Q1
3M	+9.44%	+1.95%	+7.49	14 / 246	Q1
6M	+10.91%	+0.95%	+9.96	12 / 239	Q1
YTD	+7.81%	+0.07%	+7.74	12 / 238	Q1
1Y	-0.43%	+1.45%	-1.88	156 / 227	Q3
2Y	+0.21%	+2.12%	-1.91	98 / 157	Q3
3Y	+17.51%	+9.02%	+8.48	14 / 116	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+17.81%	+6.50%	+11.31	15 / 246	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	+7.81%	+0.11%	+7.70	12 / 236
2025	-7.27%	+4.47%	-11.74	168 / 185
2024	+25.19%	+12.46%	+12.73	13 / 122
2023	+46.83%	+19.34%	+27.48	10 / 86
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

+22.46%

33 windows

min -9.6% · max 67.7%

70% positive

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

3-Year rolling

+18.88%

8 windows

min 17.5% · max 21.1%

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

20.58%

3-year · annualised

Sharpe ratio

0.57

vs risk-free 6.5%

Sortino ratio

0.87

Downside-only deviation

Max drawdown

-26.35%

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
SBI Nifty Midcap 150 Index Fund - Regular Plan - Income Distribution cum Capital Withdrawal Option (IDCW)	SBI	₹19.6312	17 Jul 2026
BANDHAN Nifty Smallcap 250 Index Fund - Regular Plan - IDCW	Bandhan	₹12.8262	17 Jul 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund - Regular - Payout of IDCW	Aditya Birla Sun Life	₹25.1396	17 Jul 2026
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan	Motilal Oswal	₹39.6154	17 Jul 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-IDCW PAYOUT AND REINVESTMENT	Kotak	₹11.7290	17 Jul 2026
Edelweiss Nifty Next 50 Index Fund - Regular Plan - IDCW	Edelweiss	₹16.3153	17 Jul 2026
DSP Nifty Midcap 150 Index Fund - Regular - IDCW	DSP	₹10.4424	17 Jul 2026
HSBC NIFTY NEXT 50 INDEX FUND - Regular IDCW	HSBC	₹30.6323	17 Jul 2026
Axis Nifty Midcap 50 Index Fund - Regular Plan - IDCW Option	Axis	₹21.1162	17 Jul 2026
Bajaj Finserv Nifty Next 50 Index Fund - Regular - IDCW	Bajaj Finserv	₹11.3379	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹18.2937
16 Jul 2026	₹18.3958
15 Jul 2026	₹18.3853
14 Jul 2026	₹18.2592
13 Jul 2026	₹18.4575
10 Jul 2026	₹18.4050
9 Jul 2026	₹18.1561
8 Jul 2026	₹17.8747
7 Jul 2026	₹18.2354
6 Jul 2026	₹18.3630

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 - Regular Plan - IDCW is ₹18.2937. It's a Index Fund from Edelweiss, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Edelweiss Nifty Smallcap 250 Index Fund - Regular Plan - IDCW 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 - Regular 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 - Regular Plan - IDCW has delivered a absolute return of -0.43% — -1.88 pp behind the Index Fund category average of 1.45%. The fund ranks #156 of 227 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Edelweiss Nifty Smallcap 250 Index Fund - Regular Plan - IDCW has delivered a CAGR of 17.51% — +8.48 pp ahead of the Index Fund category average of 9.02%. The fund ranks #14 of 116 in its category — the top (Q1) quartile.

Edelweiss Nifty Smallcap 250 Index Fund - Regular 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 - Regular Plan - IDCW exactly 3 years ago would be worth approximately ₹162,249 today — a multiplier of 1.62×, based on the 3-year CAGR of 17.51%. The category average over the same window would have grown ₹1 lakh to ₹129,583.

A ₹10,000 monthly SIP in Edelweiss Nifty Smallcap 250 Index Fund - Regular Plan - IDCW over the last 3 years — total invested ₹360,000 — would be worth ₹415,903 today. That's an XIRR (money-weighted annualised return) of 9.60%.

Edelweiss Nifty Smallcap 250 Index Fund - Regular 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 ₹415,903 — XIRR 9.60%.

On a 3-year basis, Edelweiss Nifty Smallcap 250 Index Fund - Regular Plan - IDCW ranks #14 out of 116 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 9.02%; this fund delivered 17.51%.

The worst peak-to-trough decline Edelweiss Nifty Smallcap 250 Index Fund - Regular Plan - IDCW has experienced over the last 3-year window is 26.35% — 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 - Regular Plan - IDCW averaged 18.88% (best 21.12%, worst 17.51%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.57 — reasonable risk-adjusted performance.

In calendar year 2025, Edelweiss Nifty Smallcap 250 Index Fund - Regular Plan - IDCW returned -7.27% — lagging the Index Fund category average of 4.47% by 11.74 pp. It ranked #168 of 185 in its category that year.

Edelweiss Nifty Smallcap 250 Index Fund - Regular 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 - Regular 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.