42
Index — Small CapAvoid
HDFC Nifty Small Cap 250 Index
HDFC · Direct–Growth · rank #10 of 18 by Smart Score
Data updated
Trailing returns
1 Year
9.7%
-0.1% vs index
3 Years
15.0%
-0.3% vs index
5 Years
—
Since launch
23.1%
Year-by-year performance
2024
+26.2%-0.3% vs index
2025
-5.9%-0.3% vs index
2026
+10.9%-0.0% vs index
Why this score
HDFC Nifty Small Cap 250 Index scores 42/100 — #10 of 18 Index — Small Cap fund (Avoid). It stands out for expense ratio and fund size — beating 76% of peers on expense ratio. The main drag is its 3y return (better than only 20% of peers).
Each bar shows the fund's percentile vs Index — Small Cap peers — a longer bar beats more of the category.
3Y return14.99% · 20th percentile in category
Expense ratio0.33% · 76th percentile in category
Alpha-2.79 · 21st percentile in category
Fund size728.23 Cr · 69th percentile in category
1Y return9.65% · 22nd percentile in category
Sharpe ratio0.44 · 39th percentile in category
Top holdings
1.Sona BLW Precision Forgings Ltd1.6%
2.Karur Vysya Bank Ltd1.5%
3.Navin Fluorine International Ltd1.29%
4.Delhivery Ltd1.25%
5.DEWAN HOUSING FINANCE CORP. LTD. EQ1.15%
250 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.