FundLens
65
Index — Small CapBuy

Edelweiss Nifty Small Cap 250 Index

Edelweiss · Direct–Growth · rank #3 of 18 by Smart Score

Data updated

Trailing returns

vs Nifty Smallcap 250 (index-fund proxy)
1 Year
9.9%
+0.2% vs index
3 Years
15.3%
+0.1% vs index
5 Years
Since launch
18.8%

Year-by-year performance

last entry = YTD
2023
+48.0%
2024
+26.9%
2025
-5.8%
2026
+11.1%

Why this score

Edelweiss Nifty Small Cap 250 Index scores 65/100 — #3 of 18 Index — Small Cap fund (Buy). It stands out for expense ratio and volatility — beating 97% of peers on expense ratio. It has no major weak spot vs the category.

Each bar shows the fund's percentile vs Index — Small Cap peers — a longer bar beats more of the category.

Expense ratio0.26% · 97th percentile in category
Volatility19.10 · 75th percentile in category
Sharpe ratio0.46 · 64th percentile in category
Sortino ratio0.61 · 68th percentile in category
1Y return9.92% · 72nd percentile in category
3Y return15.35% · 55th percentile in category

Top holdings

top 5 = 6.8% of portfolio
1.Sona BLW Precision Forgings Ltd1.6%
2.Karur Vysya Bank Ltd1.5%
3.Navin Fluorine International Ltd1.29%
4.Delhivery Ltd1.25%
5.DEWAN HOUSING FINANCE CORP. LTD. EQ1.15%

250 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.

Other Index — Small Cap funds