OTHER•INDEX FUND
Edelweiss Nifty Smallcap 250 Index Fund
3 Year return
17.74%
NAV on August 11, 2026
19.1255
1D Returns
-0.02%
Launched on November 2022(4 years)
Investment Details
₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period
Calculate Returns
Based on past performance of this fund
₹
Your Investment₹3,600
Gain
32.72%₹1,178
Total Value ₹4,778
Risk Involved
Your principal will be at
Very High Risk
Scheme Information
Asset Under Management
₹248.57 Cr.
Expense Ratio
0.26% (inclusive of GST)
Exit Load
Nil
Ratings
0
Ratings by other agencies
Value Research
0
Crisil
0
Morning Star
0
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Edelweiss Mutual Fund Manager
BJ
Bhavesh Jain
Fund Manager since Aug 2015
MJ
Manasi Jalgaonkar
Fund Manager since Apr 2026
Fund House Details
Edelweiss Mutual Fund
Asset management company
AUM
₹1,95,092.01 Cr.
No. of Schemes
184
Setup Date
2009
Peer Comparison
Comparison with other similar funds
| Funds | 3 Y Returns | ARQ Rating |
|---|---|---|
| Motilal Oswal Nifty Midcap 150 Index Fund | 18.6528% | 0 |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund | 18.5212% | 0 |
| Nippon India Nifty Midcap 150 Index Fund | 18.4191% | 0 |
Schemes by Edelweiss Mutual Fund
List of mutual fund schemes by AMC
Funds
3 Years Returns
The Edelweiss Nifty Smallcap 250 Index Fund is managed by Edelweiss Asset Management Limited, which is a well-known name in the investment industry. This fund belongs to the category of equity mutual funds and specifically tracks the Nifty Smallcap 250 Index.
Investment Objectives of the Scheme
The primary goal of the Edelweiss Nifty Smallcap 250 Index Fund is to provide returns that closely correspond to the performance of the Nifty Smallcap 250 Index. This index represents the performance of the small-cap companies listed on the Indian stock exchanges. By investing in this fund, you indirectly invest in a diversified portfolio of small-cap stocks that make up the index.
Key Features of The Fund
5-year return
0%
Expense Ratio
0.26%
Fund Manager
Bhavesh Jain
Fund Size
₹248.57 Cr.
Risk Profile
Very High
Is This Scheme Right for Me?
This fund can be a suitable investment option for investors seeking exposure to the small-cap segment of the Indian equity market. Small-cap stocks have the potential to offer higher returns over the long term, but they also come with higher risk due to their volatile nature. Therefore, this fund might be suitable for investors who are willing to tolerate higher risk in exchange for potentially higher rewards. However, it's important to note that due to the nature of small-cap stocks, short-term volatility can be expected.
AMC Contact Details
| Name | Edelweiss Mutual Fund |
| Launch Date | January 2009 |
| Address | Edelweiss House, Off. C.S.T Road, Kalina, Mumbai - 400 098 |
| Contact | 1800 425 0090 |
| EMFHelp@edelweissmf.com | |
| Website | https://www.edelweissmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Combat Inflation with SIP Investments
Compound growth and steady contributions through SIPs balance the negative effects of inflation, guaranteeing that your money increases faster than inflation. Use Angel One's free SIP calculator online to estimate potential returns and plan your inflation-hedging investment strategy effectively.
FAQs
What is today's NAV of Edelweiss Nifty Smallcap 250 Index Fund?
NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Edelweiss Nifty Smallcap 250 Index Fund on August 11, 2026, is ₹19.1255
What is the AUM of Edelweiss Nifty Smallcap 250 Index Fund?
Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Edelweiss Nifty Smallcap 250 Index Fund, is ₹248.57 crore.
What is the expense ratio of Edelweiss Nifty Smallcap 250 Index Fund?
The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund's returns. The expense ratio of Edelweiss Nifty Smallcap 250 Index Fund is 0.26%
What are the returns of Edelweiss Nifty Smallcap 250 Index Fund since inception?
The Edelweiss Nifty Smallcap 250 Index Fund was launched on November 10, 2022. The fund has delivered a CAGR of undefined since inception.
What is the minimum SIP amount to invest in Edelweiss Nifty Smallcap 250 Index Fund?
A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Edelweiss Nifty Smallcap 250 Index Fund is ₹100.
How do I invest in Edelweiss Nifty Smallcap 250 Index Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Edelweiss Nifty Smallcap 250 Index Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Edelweiss Nifty Smallcap 250 Index Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Edelweiss Nifty Smallcap 250 Index Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.
ENTER AMOUNT
₹
₹4,778 in 3Y at 17.736% returns
SIP Date1st of every month
Your next SIP Payment will be on 11 September 2026
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