Edelweiss Nifty Small Cap 250 Index Fund Direct Growth

Scheme code: INF754K01QT8 NAV value: ₹ 15.3494 NAV date: 19 March, 2026 TER: 0.00%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-12.2171.5113.4325.719.23
3 year18.1523.1020.1420.1115.72

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6125.71
3 year 6.2830.9515.0420.11
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4925.71
3 year 6.5619.6413.5720.11
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7525.71
3 year 7.6821.4915.0620.11
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1625.71
3 year 8.0432.0317.8120.11
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,01,981 - Absolute Returns: ₹1,01,981 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹42,03,206 - Absolute Returns: ₹6,03,206 - CAGR: %

Drawdown Metrics

Max Drawdown

-26.12 %

Drawdown Duration

5 months

Avg Drawdown

-6.20 %

Calmar Ratio by Duration

1 Y

0.9843

3 Y

0.7699

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 1.07 1.07 104.6 103.0 4.88 % 4.00 %
3 years 7.62 1.05 106.0 95.4 19.15 % 11.28 %
5 years 4.23 1.04 105.2 95.5 8.74 % 4.59 %
7 years 3.04 1.04 105.2 95.5 6.16 % 3.26 %
10 years 2.19 1.04 105.2 95.5 4.28 % 2.27 %
12 years 1.86 1.04 105.2 95.5 3.55 % 1.89 %
15 years 1.53 1.04 105.2 95.5 2.83 % 1.51 %