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
₹277 Cr
N/A
0.87
Nil
Nifty Smallcap 250 Total Return
Edelweiss Nifty Smallcap 250 Index Fund Growth Calculate Returns
You would have got

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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -7.75 | -1.79 | 12.64 |
| 6M | 0.95 | 0.69 | 21.70 |
| 1Y | -2.10 | 2.60 | 40.37 |
| 3Y | 10.33 | 10.85 | 179.43 |
Portfolio Analysis
- Equity: 98.51%
- Debt: 1.49%
- 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 ₹277 Crore. The fund benchmarks its performance against the Nifty Smallcap 250 Total Return while maintaining an expense ratio of 0.87. 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 |
|---|---|---|---|
| Motilal Oswal BSE Quality ETF Growth | 0 | 29 CR | 0.62 |
| Tata Nifty Midcap 150 Momentum 50 Index Fund Growth | 0 | 1,205 CR | 1.35 |
| Edelweiss Nifty Smallcap 250 Index Fund Growth | 0 | 277 CR | 0.87 |
| Aditya Birla Sun Life Silver ETF Growth | 0 | 2,826 CR | 0.35 |
| Mirae Asset NYSE FANG + ETF Growth | 0 | 4,447 CR | 0.66 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMotilal Oswal BSE Quality ETF Growth | -7.5141 | 33.9737 |
| This FundTata Nifty Midcap 150 Momentum 50 Index Fund Growth | -7.5766 | 33.9879 |
| This FundEdelweiss Nifty Smallcap 250 Index Fund Growth | -2.1049 | 34.319 |
| This FundAditya Birla Sun Life Silver ETF Growth | 25.7464 | 170.9458 |
| This FundMirae Asset NYSE FANG + ETF Growth | 19.478 | 179.4321 |
Edelweiss Nifty Smallcap 250 Index Fund Growth FAQs
- 1 Month : -7.75%
- 6 Months : 0.95%
- 1 Year : -2.10%
- 3 Years : 10.33%