44
Index — Small CapAvoid
HDFC Nifty Small Cap 250 Index
HDFC · Direct–Growth · rank #9 of 18 by Smart Score
Data updated
Trailing returns
1 Year
2.0%
-0.2% vs index
3 Years
11.6%
-0.3% vs index
5 Years
—
Since launch
20.1%
Year-by-year performance
2024
+26.2%-0.3% vs index
2025
-5.9%-0.3% vs index
2026
+4.4%-0.2% vs index
Why this score
HDFC Nifty Small Cap 250 Index scores 44/100 — #9 of 18 Index — Small Cap fund (Avoid). It stands out for expense ratio and fund size — beating 86% of peers on expense ratio. The main drag is its 3y return (better than only 25% of peers).
Each bar shows the fund's percentile vs Index — Small Cap peers — a longer bar beats more of the category.
3Y return11.64% · 25th percentile in category
Expense ratio0.33% · 86th percentile in category
Alpha-2.69 · 25th percentile in category
1Y return2.05% · 22nd percentile in category
Fund size753.72 Cr · 64th percentile in category
Sortino ratio0.35 · 43rd percentile in category
Top holdings
1.Sona BLW Precision Forgings Ltd1.67%
2.Welspun Corp Ltd1.6%
3.Karur Vysya Bank Ltd1.38%
4.Navin Fluorine International Ltd1.36%
5.Ather Energy Ltd.1.21%
249 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.