Edelweiss Nifty Small Cap 250 Index Fund
Direct · Growth ₹19.13
18 Aug 2026
NAV
19.7%
3Y CAGR
20.3%
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.
9.43
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 | ₹12.72 L | 21.9% | -35.3% | 86.1% |
| 3 Years | ₹36.00 L | ₹41.03 L | 8.9% | -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 | 21.9% | 14.4% | 9.4% | +7.5% |
| 3 Years | 8.9% | 11.1% | 12.3% | -2.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 22.3% | 7.6% | -12.2% | 71.5% | 0.58 | 2.58 | 75% | — | — |
| 3 Years | 19.7% | 19.6% | 16.8% | 23.1% | 9.43 | — | 100% | — | — |
-26.1%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-6.5%
Avg Drawdown
Calmar Ratio by Duration
0.85
1Y
0.75
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +12.60 | 1.07 | 106.2% | 89.6% | 9.1% | -2.9% |
| 3 Years | +9.94 | 1.07 | 109.2% | 96.2% | 17.8% | 7.8% |
| 5 Years | +8.36 | 1.04 | 106.5% | 90.9% | 13.6% | 5.3% |
| 7 Years | +5.90 | 1.04 | 106.5% | 90.9% | 9.5% | 3.7% |
| 10 Years | +4.13 | 1.04 | 106.5% | 90.9% | 6.6% | 2.6% |
| 12 Years | +3.46 | 1.04 | 106.5% | 90.9% | 5.4% | 2.2% |
| 15 Years | +2.80 | 1.04 | 106.5% | 90.9% | 4.3% | 1.7% |