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Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth

Edelweiss · Scheme 150892

18.96 0.16%NAV · 2026-08-05
74
Strong FundScore
Start SIP
AUM
Expense ratio
3Y CAGR
17.5%
Risk level
High
Min SIP
Benchmark
Underlying index

NAV Growth

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Historical returns

PeriodReturn
1 Month+1.24%
3 Months+7.69%
6 Months+14.26%
1 Year+7.22%
3 Years (CAGR)+17.52%
5 Years (CAGR)
10 Years (CAGR)
Since Launch+18.72%

Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.

FundScore breakdown

Six explainable dimensions. How the score works →

Returns77
Consistency100
Risk-adjusted38
Downside protection67
Cost efficiency80
Portfolio quality50

Why this fund scores well

  • 3Y CAGR: +17.5%
  • 3Y CAGR vs category: +9.4% vs category avg
  • Positive 3Y windows: 100% of rolling 3Y windows positive
  • Beat category: beat category in 100% of windows
  • Max drawdown: -26%

What to watch

  • 1Y return: +7.2%
  • Sortino ratio: 0.83

Risk metrics

Sharpe ratio
0.70
Sortino ratio
0.83
Volatility
18.18%
Max drawdown
-26.12%
Downside capture

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.

Portfolio & holdings

Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.

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