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Edelweiss Mutual Fund

Edelweiss Nifty Smallcap 250 Index Fund - Regular Plan - IDCW

Open Ended Schemes(Other Scheme - Index Funds)Very High RiskISIN INF754K01QQ4
NAV · 06-Jul-2026
18.3630
1M
+6.12%
6M
+6.92%
1Y (CAGR)
+1.03%
3Y (CAGR)
+18.58%
5Y (CAGR)
Since inception (CAGR)
+18.01%

NAV history

12.7615.0317.3104-07-202303-07-202618.28
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Risk & SIP analytics

Q1 · TOP · 3Y in category
Volatility (3y)
19.12%
Downside dev (3y)
16.50%
Max drawdown (3y)
-26.4%
Sharpe (3y)
0.63
SIP XIRR (3y)
+9.26%
Calendar-year returns
2023 +47.0%2024 +26.0%2025 -6.5%

Fund facts

AUM₹2,328 Cr
TER · AMFI officialDirect 0.27% · Regular 0.95% (2026-06-30)
Launch date10-Nov-2022
Plan typeOpen Ended · Others
Min lumpsumRs. 5000/- and multiples of Re. 1/- therafter
Lock-inNone
Volatility18.25
AMCEdelweiss Asset Management Limited

Objective · The investment objective of the scheme is to provide returns before expenses that closely correspond to the total returns of the Nifty Smallcap 250 Index subject to tracking errors.

scheme documents ↗