Edelweiss Nifty Small Cap 250 Index Fund
Direct · Growth ₹18.82
06 Jul 2026
NAV
19.8%
3Y CAGR
20.5%
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.
9.97
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 | ₹12.70 L | 21.9% | -35.3% | 86.1% |
| 3 Years | ₹36.00 L | ₹40.65 L | 8.8% | -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% | 14.5% | 9.2% | +7.5% |
| 3 Years | 8.8% | 11.2% | 12.9% | -2.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 22.5% | 7.0% | -12.2% | 71.5% | 0.59 | 2.60 | 74% | — | — |
| 3 Years | 19.8% | 19.8% | 16.8% | 23.1% | 9.97 | — | 100% | — | — |
-26.1%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-6.5%
Avg Drawdown
Calmar Ratio by Duration
0.86
1Y
0.76
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +7.16 | 1.09 | 104.7% | 96.2% | 4.9% | -1.6% |
| 3 Years | +9.48 | 1.07 | 109.0% | 96.4% | 16.8% | 7.3% |
| 5 Years | +7.61 | 1.04 | 106.4% | 92.0% | 13.0% | 5.5% |
| 7 Years | +5.39 | 1.04 | 106.4% | 92.0% | 9.1% | 3.9% |
| 10 Years | +3.79 | 1.04 | 106.4% | 92.0% | 6.3% | 2.7% |
| 12 Years | +3.18 | 1.04 | 106.4% | 92.0% | 5.2% | 2.2% |
| 15 Years | +2.59 | 1.04 | 106.4% | 92.0% | 4.2% | 1.8% |