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Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth is an index scheme managed by Edelweiss Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 20.14%, with the bottom and top quartiles at 19.24% and 21.13% respectively. It has ranked in the top half of its category for 1 of the last 1 reported years. The total expense ratio is 0.33% on assets of ₹228Cr. The fund is currently managed by Mr. Bhavesh Jain, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 74% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
ETF-specific data. Tracking error is the standard-deviation of (ETF return − index return) over the trailing year.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| SONA BLW PRECISION FORGINGS LIMITED | Consumer Cyclical | 1.37% |
| DELHIVERY LIMITED | Industrials | 1.31% |
| NAVIN FLUORINE INTERNATIONAL LTD | Basic Materials | 1.26% |
| CENTRAL DEPOSITORY SERVICES (INDIA) LIMITED | Financial Services | 1.14% |
| RBL BANK LIMITED | Financial Services | 1.02% |
| PNB HOUSING FINANCE LTD | Financial Services | 0.99% |
| CITY UNION BANK LIMITED | Financial Services | 0.98% |
| BANDHAN BANK LIMITED | Financial Services | 0.90% |
| ATHER ENERGY PRIVATE LIMITED | Consumer Cyclical | 0.90% |
| ASTER DM HEALTHCARE LIMITED | Healthcare | 0.89% |
| CROMPTON GREAVES CONSUMER ELECTRICALS LIMITED | Consumer Cyclical | 0.88% |
| HINDUSTAN COPPER LIMITED | Basic Materials | 0.88% |
| AMBER ENTERPRISES INDIA LIMITED | Consumer Cyclical | 0.88% |
| JB Chemicals & Pharmaceuticals Limited | Healthcare | 0.84% |
| WELSPUN CORP LIMITED | Basic Materials | 0.84% |
| Krishna Institute Of Medical Sciences Limited | Healthcare | 0.83% |
| MANAPPURAM FINANCE LIMITED | Financial Services | 0.81% |
| THE GREAT EASTERN SHIPPING COMPANY LIMITED | Industrials | 0.79% |
| CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED | Financial Services | 0.78% |
| ANAND RATHI WEALTH LIMITED | Financial Services | 0.77% |
| POONAWALLA FINCORP LIMITED | Financial Services | 0.75% |
| Sai Life Sciences Limited | Healthcare | 0.74% |
| HIMADRI SPECIALITY CHEMICAL LIMITED | Basic Materials | 0.72% |
| KIRLOSKAR OIL ENGINES LIMITED | Industrials | 0.71% |
| GLAND PHARMA LIMITED | Healthcare | 0.70% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 34 | 22.56% |
| Healthcare | 24 | 12.87% |
| Capital Goods | — | 12.43% |
| Automobile and Auto Components | — | 8.59% |
| Chemicals | — | 7.80% |
| Consumer Services | — | 4.20% |
| Information Technology | — | 4.08% |
| Services | — | 4.03% |
| Construction | — | 3.89% |
| Consumer Durables | — | 3.55% |
Active bets vs the average Index fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -12.21% | -0.73% | 8.19% | 52.71% | 70.64% | 71.9% |
| 3Y | 17.41% | 19.24% | 20.15% | 21.13% | 22.91% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 10.8% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Index.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.