HDFC Nifty Small Cap 250 Index Fund
Direct · Growth ₹20.01
18 Aug 2026
NAV
19.0%
3Y CAGR
18.3%
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.
8.07
Sharpe
-26.2%
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.
0.30%
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 | ₹12.50 L | 14.9% | -35.5% | 69.5% |
| 3 Years | ₹36.00 L | ₹40.20 L | 6.7% | -1.9% | 10.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 14.9% | 14.4% | 9.4% | +0.4% |
| 3 Years | 6.7% | 11.1% | 12.3% | -4.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.1% | 4.3% | -12.3% | 70.2% | 0.39 | 1.43 | 69% | — | — |
| 3 Years | 19.0% | 18.9% | 16.4% | 22.2% | 8.07 | — | 100% | — | — |
-26.2%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-6.5%
Avg Drawdown
Calmar Ratio by Duration
0.61
1Y
0.72
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +12.27 | 1.06 | 104.9% | 88.7% | 8.8% | -2.9% |
| 3 Years | +9.55 | 1.07 | 108.6% | 96.0% | 17.4% | 7.8% |
| 5 Years | +8.45 | 1.05 | 107.2% | 90.0% | 14.8% | 6.4% |
| 7 Years | +5.94 | 1.05 | 107.2% | 90.0% | 10.4% | 4.5% |
| 10 Years | +4.18 | 1.05 | 107.2% | 90.0% | 7.2% | 3.1% |
| 12 Years | +3.50 | 1.05 | 107.2% | 90.0% | 5.9% | 2.6% |
| 15 Years | +2.83 | 1.05 | 107.2% | 90.0% | 4.7% | 2.1% |
236
Total Holdings
12.1%
Top 10 Weight
43
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Sona Blw Precision Forgings | 1.60% |
| 2 | Karur Vysya Bank Ltd. | 1.50% |
| 3 | Navin Fluorine International Ltd. | 1.29% |
| 4 | Delhivery Limited | 1.25% |
| 5 | Piramal Finance Ltd. | 1.15% |
| 6 | Ather Energy Limited | 1.12% |
| 7 | Central Depository Services (India) Ltd. | 1.10% |
| 8 | RBL Bank Ltd. | 1.08% |
| 9 | WELSPUN CORP LIMITED | 1.00% |
| 10 | Krishna Institute Of Medical Sciences Limited | 0.97% |