HDFC Nifty Smallcap 250 ETF

HDFC Nifty Smallcap 250 ETF is an equity fund. This fund was started on 15 February, 2023. The fund is managed by Arun Agarwal, Nandita Menezes, Abhishek Mor. The fund could potentially beat inflation in the long-run.

1. HDFC Nifty Smallcap 250 ETF has ₹1340 Cr worth of assets under management (AUM) as on Sep 2025 and is more than category average.
2. The fund has an expense ratio 0.2.
   

HDFC Nifty Smallcap 250 ETF has given a CAGR return of 28.33% since inception. Over the last 1 year the fund has given a CAGR return of -6.73%.

HDFC Nifty Smallcap 250 ETF has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Health, Basic Materials, Consumer Cyclical, Tech, Consumer Defensive, Communication, Utilities, Real Estate, Energy. Its top holdings are Multi Commodity Exchange of India Ltd, Laurus Labs Ltd, Central Depository Services (India) Ltd, Delhivery Ltd, Radico Khaitan Ltd

As it is a small-cap 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 benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

To generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY Smallcap 250 Index, subject to tracking error. There is no assurance that the investment objective of the Scheme will be realized.

Minimum investment for lump sum payment is INR 0.00 and for SIP is INR 0.00. HDFC Nifty Smallcap 250 ETF has no lock in period.