Edelweiss Nifty Small Cap 250 Index Fund
Direct · Growth ₹18.33
18 Jun 2026
NAV
20.1%
3Y CAGR
21.0%
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.
11.28
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.
NA
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 | ₹12.61 L | 22.1% | -35.3% | 86.1% |
| 3 Years | ₹36.00 L | ₹40.39 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 | 22.1% | 14.5% | 9.1% | +7.6% |
| 3 Years | 8.6% | 11.2% | 13.2% | -2.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 23.5% | 8.3% | -12.2% | 71.5% | 0.62 | 2.73 | 74% | — | — |
| 3 Years | 20.1% | 20.1% | 17.4% | 23.1% | 11.28 | — | 100% | — | — |
-26.1%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-6.6%
Avg Drawdown
Calmar Ratio by Duration
0.90
1Y
0.77
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +6.13 | 1.08 | 103.2% | 95.6% | 2.2% | -3.1% |
| 3 Years | +10.04 | 1.07 | 108.4% | 95.0% | 18.9% | 8.7% |
| 5 Years | +7.31 | 1.05 | 106.7% | 92.4% | 12.4% | 5.2% |
| 7 Years | +5.18 | 1.05 | 106.7% | 92.4% | 8.7% | 3.7% |
| 10 Years | +3.67 | 1.05 | 106.7% | 92.4% | 6.0% | 2.6% |
| 12 Years | +3.09 | 1.05 | 106.7% | 92.4% | 5.0% | 2.1% |
| 15 Years | +2.51 | 1.05 | 106.7% | 92.4% | 4.0% | 1.7% |