HDFC Nifty Smallcap 250 Index Fund
Get the latest NAV of HDFC Nifty Smallcap 250 Index Fund. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹15.96
1D
NAV as on 27 Mar 2026
17.34%/per year
Since Inception
▲▼
10197 people have invested ₹ 2.8Cr in HDFC Nifty Smallcap 250 Index Fund in the last three months
Peer comparison
HDFC Nifty Smallcap 250 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
HDFC Nifty Smallcap 250 Index Fund Asset Allocation
See fund asset allocation details as on (14-Mar-26)
Fund Distribution
as on (14-Mar-26)
HDFC Nifty Smallcap 250 Index Fund Sector Allocation
See fund sector allocation details as on (14-Mar-26)
Sector Allocation
Top 3 Sectors in February were Financial Services, Industrial & Health
Financial Services
23%
Industrial
19%
Health
15%
Financial Services
23%
Industrial
19%
Health
15%
HDFC Nifty Smallcap 250 Index Fund Holdings Details
as on (28-Feb-26)
HDFC Nifty Smallcap 250 Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.3% |
Benchmark | Nifty Smallcap 250 |
| AUM | ₹555 Cr |
| Inception Date | 21 April, 2023 |
| Min Lumpsum/SIP | ₹100/₹100 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 63.8% |
| Risk |   Very High Risk |
About HDFC Nifty Smallcap 250 Index Fund
HDFC Nifty Smallcap 250 Index Fund is an equity fund. This fund was started on 21 April, 2023. The fund is managed by Arun Agarwal, Nandita Menezes. The fund could potentially beat inflation in the long-run.
Key Parameters
- HDFC Nifty Smallcap 250 Index Fund has ₹555 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
- The fund has an expense ratio 0.3.
Returns
HDFC Nifty Smallcap 250 Index Fund has given a CAGR return of 17.34% since inception. Over the last 1 year the fund has given a CAGR return of -2.93%.
Holdings
HDFC Nifty Smallcap 250 Index Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Health, Basic Materials, Consumer Cyclical, Tech, Consumer Defensive, Utilities, Communication, Real Estate, Energy. Its top holdings are Multi Commodity Exchange of India Ltd, Laurus Labs Ltd, Karur Vysya Bank Ltd, Delhivery Ltd, Navin Fluorine International Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of HDFC Nifty Smallcap 250 Index Fund
The investment objective of the Scheme is to generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY Smallcap 250 Index TRI (Underlying Index), subject to tracking error. There is no assurance that the investment objective of the Scheme will be realized.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. HDFC Nifty Smallcap 250 Index Fund has no lock in period.
Fund Manager
Arun Agarwal
Fund Manager of HDFC Nifty Smallcap 250 Index Fund, since 21 April 2023
Nandita Menezes
Fund Manager of HDFC Nifty Smallcap 250 Index Fund, since 29 March 2025
- AUM of the fund stands at 554.7 Cr as of Feb'26
- AUM increased by 9 Cr between Feb'26 and Jan'26
Frequently Asked Questions for HDFC Nifty Smallcap 250 Index Fund
How do I invest in HDFC Nifty Smallcap 250 Index Fund?
- Download the INDmoney app.
- Search for ‘HDFC Nifty Smallcap 250 Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.