46
Index — Small CapHold
HDFC Nifty Small Cap 250 Index
HDFC · Direct–Growth · rank #8 of 18 by Smart Score
Data updated
Trailing returns
1 Year
4.7%
-0.1% vs index
3 Years
14.3%
-0.2% vs index
5 Years
—
Since launch
22.5%
Year-by-year performance
2024
+26.2%-0.3% vs index
2025
-5.9%-0.3% vs index
2026
+9.8%-0.0% vs index
Why this score
HDFC Nifty Small Cap 250 Index scores 46/100 — #8 of 18 Index — Small Cap fund (Hold). It stands out for expense ratio and fund size — beating 82% of peers on expense ratio. The main drag is its 3y return (better than only 30% of peers).
Each bar shows the fund's percentile vs Index — Small Cap peers — a longer bar beats more of the category.
3Y return14.29% · 30th percentile in category
Expense ratio0.34% · 82nd percentile in category
Alpha-2.73 · 25th percentile in category
1Y return4.68% · 25th percentile in category
Fund size774.79 Cr · 64th percentile in category
Volatility19.05 · 61st percentile in category
Top holdings
1.Sona BLW Precision Forgings Ltd1.65%
2.Karur Vysya Bank Ltd1.49%
3.Ather Energy Ltd.1.49%
4.Navin Fluorine International Ltd1.45%
5.Welspun Corp Ltd1.42%
250 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.