Edelweiss NIFTY Smallcap 250 Index Fund - Regular Plan - Growth
Expense Ratio: 0.78
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty Smallcap 250 TRI
Inception: 10-11-2022
Exit Load: Nil
Fund Size:₹189.46 Cr
Performance
1Y
Fund2.73%
Cat. Avg.-1.42%
2Y
Fund-2.76%
Cat. Avg.-0.02%
3Y
Fund11.87%
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund15.95%
Cat. Avg.5.09%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
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Top Sectors
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Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Navin Fluorine International Ltd. | 3.30 | 1.33% |
| 2 | Karur Vysya Bank Ltd. | 3.26 | 1.31% |
| 3 | Sona BLW Precision Forgings Ltd. | 3.24 | 1.30% |
| 4 | Delhivery Ltd. | 3.09 | 1.24% |
| 5 | Piramal Finance Ltd. | 3.04 | 1.22% |
| 6 | Central Depository Services (I) Ltd. | 2.71 | 1.09% |
| 7 | Ather Energy Ltd. | 2.55 | 1.03% |
| 8 | HFCL Ltd. | 2.54 | 1.02% |
| 9 | Angel One Ltd. | 2.51 | 1.01% |
| 10 | Krishna Inst of Medical Sciences Ltd. | 2.46 | 0.99% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 62858 | +4.8% | +10.1% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.26 L. | +5.3% | +5.4% |
| 3Y | 07 Nov, 23 | 1.80 L. | 1.94 L. | +7.8% | +5.2% |
| SI | 07 Dec, 22 | 2.35 L. | 2.88 L. | +22.7% | +10.7% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 1.03 L. | +2.7% | +2.7% |
| 2Y | 16 Oct, 24 | 1 L. | 94551 | -5.4% | -2.8% |
| 3Y | 16 Oct, 23 | 1 L. | 1.40 L. | +40.0% | +11.9% |
| SI | 02 Dec, 22 | 1 L. | 1.77 L. | +77.4% | +16.0% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.