Edelweiss Nifty Small Cap 250 Index Fund
Direct · Growth ₹17.49
30 Oct 2026
NAV
18.5%
3Y CAGR
19.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
4.52
Sharpe
-26.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.14%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.77 L | 21.5% | -35.3% | 86.1% |
| 3 Years | ₹36.00 L | ₹40.89 L | 8.6% | -1.6% | 18.0% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 21.5% | 14.3% | 5.6% | +7.3% |
| 3 Years | 8.6% | 11.0% | 11.9% | -2.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 21.1% | 7.1% | -12.2% | 71.5% | 0.55 | 2.45 | 76% | — | — |
| 3 Years | 18.5% | 19.1% | 11.1% | 23.1% | 4.52 | — | 100% | — | — |
-26.1%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-6.3%
Avg Drawdown
Calmar Ratio by Duration
0.81
1Y
0.71
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +10.68 | 1.01 | 100.4% | 86.5% | -1.5% | -12.0% |
| 3 Years | +6.51 | 1.05 | 103.7% | 94.8% | 12.7% | 6.2% |
| 5 Years | +7.87 | 1.02 | 104.6% | 90.4% | 12.0% | 4.2% |
| 7 Years | +5.55 | 1.02 | 104.6% | 90.4% | 8.4% | 3.0% |
| 10 Years | +3.87 | 1.02 | 104.6% | 90.4% | 5.8% | 2.1% |
| 12 Years | +3.23 | 1.02 | 104.6% | 90.4% | 4.8% | 1.7% |
| 15 Years | +2.60 | 1.02 | 104.6% | 90.4% | 3.8% | 1.4% |