Edelweiss Nifty Smallcap 250 Index Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Edelweiss Nifty Smallcap 250 Index Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹249 Cr
N/A
0.95
Nil
Nifty Smallcap 250 Total Return
Edelweiss Nifty Smallcap 250 Index Fund Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 1.03 | -0.20 | 15.92 |
| 6M | 13.70 | 1.73 | 30.44 |
| 1Y | 7.40 | 4.24 | 97.16 |
| 3Y | 16.89 | 10.63 | 192.87 |
Portfolio Analysis
- Equity: 99.83%
- Debt: 0.17%
- Others
About Fund Edelweiss Nifty Smallcap 250 Index Fund Growth
Edelweiss Nifty Smallcap 250 Index Fund Growth managed by Edelweiss Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹249 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 0.95. Under the expert guidance of Bhavesh Jain ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Bhavesh Jain
Mr. Bhavesh Jain has done his Masters in Management Studies (Finance) from the Mumbai University and has a total work experience of over five years in the equity market segment. Prior to being appointed as an Assistant Fund Manager - Equity, he was designated as a Dealer of all the Equity Schemes of the Fund for over two years. He was also associated with Edelweiss Securities Limited as SGX Nifty Arbitrage Trader.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| SBI Nifty Smallcap 250 Index Fund Growth | 0 | 1,675 CR | 0.83 |
| Motilal Oswal Nifty Smallcap 250 Index Fund Growth | 0 | 1,210 CR | 1.06 |
| Edelweiss Nifty Smallcap 250 Index Fund Growth | 0 | 248 CR | 0.95 |
| Kotak Silver ETF Growth | 0 | 3,461 CR | 0.35 |
| ICICI Prudential Silver ETF Growth | 0 | 13,863 CR | 0.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI Nifty Smallcap 250 Index Fund Growth | 7.3722 | 59.0968 |
| This FundMotilal Oswal Nifty Smallcap 250 Index Fund Growth | 7.1773 | 59.1201 |
| This FundEdelweiss Nifty Smallcap 250 Index Fund Growth | 7.4 | 59.7101 |
| This FundKotak Silver ETF Growth | 95.8774 | 192.1508 |
| This FundICICI Prudential Silver ETF Growth | 96.1656 | 192.8733 |
Edelweiss Nifty Smallcap 250 Index Fund Growth FAQs
- 1 Month : 1.03%
- 6 Months : 13.70%
- 1 Year : 7.40%
- 3 Years : 16.89%
