Index Fundregulargrowth
Edelweiss Nifty Smallcap 250 Index Fund - Regular Plan - Growth
Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-2.02%
1 Month-10.11%
3 Months-13.48%
6 Months-14.64%
1 Year-5.73%
3 Years (CAGR)+17.00%
5 Years (CAGR)—
10 Years (CAGR)—
Since Inception (Dec 2022)+11.55%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-19.98%
3 Year SIP-0.51%
5 Year SIP—
Since Inception (Dec 2022)+1.66%
Fund Details
Fund HouseEdelweiss Mutual Fund
CategoryIndex Fund
Plan Typeregular
Optiongrowth
AUM₹194 Cr
Expense Ratio0.78%
Min SIP₹500
Min Lumpsum₹1,000
Launch Date02 Dec 2022
AMFI Code150894
Risk Metrics
—
Sharpe Ratio
—
Alpha
—
Beta
—
Sortino
—
Std Dev
—
Max Drawdown
Performance Comparison
Performance Comparison
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Our experts will help you decide if this fund fits your goals.
Investment Objective
Edelweiss Nifty Smallcap 250 Index Fund - Regular Plan - Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.
About This Fund
Edelweiss Nifty Smallcap 250 Index Fund - Regular Plan - Growth is a Index Fund mutual fund offered by Edelweiss Mutual Fund. The fund has been operational for over 3 years. It manages assets worth ₹194 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 0.78%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •Cost-conscious investors who prefer passive investing with low expense ratios
- •SIP investors who can benefit from rupee cost averaging during market fluctuations