Index Funds ETFs · Other

Edelweiss Nifty Smallcap 250 Index Fund

Edelweiss Mutual Fund

Benchmark

Nifty Smallcap 250 TRI

Riskometer

Very High

Size

₹282 cr

Allotted

30 Nov 2022

Holdings as of

Not on record

Edelweiss Nifty Smallcap 250 Index Fund is a index funds etfs fund of Edelweiss Mutual Fund with ₹282 cr under management. It is ahead of its benchmark (Nifty Smallcap 250 TRI) in 0 of 2 periods. Its direct plan charges 0.32% a year. Bhavesh Jain has managed it for 3.9 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Edelweiss Nifty Smallcap 250 Index Fund beaten its benchmark?

Ahead of its benchmark, Nifty Smallcap 250 TRI, in 0 of 2 periods in AMFI's figures; +4.88% over the last year against +5.12%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−2.78%	−3.60%	—
3 months	−1.29%	−5.03%	—
6 months	+11.36%	−1.83%	—
1 year	+5.80%	−4.06%	+9.86 pts
3 years	+13.18%	+9.27%	+3.91 pts
5 years	—	+8.00%	—
10 years	—	+12.69%	—
Since start from 2 Dec 2022	+17.11%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (Nifty Smallcap 250 TRI) in 0 of 2 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	+4.88%	+4.20%	+5.12%	−0.24	🔒
3y	+13.16%	+12.38%	+13.51%	−0.35	🔒
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Index Funds ETFs funds, and how steady the lead is, in the app

Value of 100, month-end

Dec 2022 to 14 Oct 2026

Fund 190Nifty 500 TRI 148

₹100 put in at the start of Dec 2022 would be ₹190 on 14 Oct 2026, against ₹148 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Edelweiss Nifty Smallcap 250 Index Fund cost?

0.32% a year on the direct plan, 0.94% on the regular plan; 112 of 285 funds in its category charge less.

Direct plan

0.32% a year

Category median 0.39%

Regular plan

0.94% a year

Category median 0.94%

Gap

0.62 points

for the same holdings

112 of 285 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Other Scheme - Index Funds

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Edelweiss Nifty Smallcap 250 Index Fund?

Bhavesh Jain, since 30 Nov 2022; Manasi Jalgaonkar, since 1 Apr 2026.

Bhavesh Jain

Primary

3.9 years

since 30 Nov 2022

Manasi Jalgaonkar

Assistant Fund Manager

0.5 years

since 1 Apr 2026

Benchmark as filedNifty Smallcap 250 Index Total Return Index

Exit load

Nil

From 1 Scheme Summary Documents filed with NSE, first on 14 Apr 2026; as on 14 Apr 2026

What does Edelweiss Nifty Smallcap 250 Index Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages Edelweiss Nifty Smallcap 250 Index Fund?

Bhavesh Jain (Primary) since 30 Nov 2022; Manasi Jalgaonkar (Assistant Fund Manager) since 1 Apr 2026.

What is the expense ratio of Edelweiss Nifty Smallcap 250 Index Fund?

0.32% a year on the direct plan and 0.94% on the regular plan (expense report, Oct 2026).

How has Edelweiss Nifty Smallcap 250 Index Fund done?

Its direct plan returned +13.16% a year over 3 years against +13.51% for its benchmark, Nifty Smallcap 250 TRI, as of 13 Oct 2026.