HDFC Nifty Small Cap 250 ETF
Direct · Growth ₹181.96
06 Jul 2026
NAV
19.9%
3Y CAGR
20.0%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
10.76
Sharpe
-26.1%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.56 L | 19.2% | -35.3% | 86.5% |
| 3 Years | ₹36.00 L | ₹40.13 L | 7.1% | -1.7% | 13.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 19.2% | 13.5% |
| 3 Years | 7.1% | 9.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 20.2% | 5.6% | -12.1% | 71.5% | 0.51 | 2.12 | 72% | — | — |
| 3 Years | 19.9% | 19.8% | 17.4% | 22.6% | 10.76 | — | 100% | — | — |
-26.1%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-6.3%
Avg Drawdown
Calmar Ratio by Duration
0.77
1Y
0.76
3Y
236
Total Holdings
11.5%
Top 10 Weight
43
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Karur Vysya Bank Ltd. | 1.35% |
| 2 | Sona Blw Precision Forgings | 1.35% |
| 3 | Navin Fluorine International Ltd. | 1.30% |
| 4 | Delhivery Limited | 1.25% |
| 5 | Piramal Finance Ltd. | 1.14% |
| 6 | Central Depository Services (India) Ltd. | 1.10% |
| 7 | Angel One Ltd. | 1.08% |
| 8 | RBL Bank Ltd. | 1.03% |
| 9 | PNB Housing Finance Ltd. | 0.96% |
| 10 | Computer Age Management Services | 0.94% |