HDFC Nifty Small Cap 250 Index Fund
Direct · Growth ₹18.98
19 Oct 2026
NAV
17.4%
3Y CAGR
16.9%
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.
4.16
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 | ₹12.58 L | 15.1% | -35.5% | 69.5% |
| 3 Years | ₹36.00 L | ₹40.27 L | 7.2% | -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 | 15.1% | 14.3% | 5.8% | +0.8% |
| 3 Years | 7.2% | 11.0% | 12.0% | -3.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.4% | 4.7% | -12.3% | 70.2% | 0.38 | 1.38 | 72% | — | — |
| 3 Years | 17.4% | 17.6% | 12.2% | 22.2% | 4.16 | — | 100% | — | — |
-26.2%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-6.3%
Avg Drawdown
Calmar Ratio by Duration
0.59
1Y
0.67
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +12.47 | 1.00 | 98.7% | 83.4% | 3.0% | -9.5% |
| 3 Years | +6.83 | 1.05 | 104.0% | 94.5% | 12.2% | 5.5% |
| 5 Years | +8.43 | 1.03 | 105.4% | 88.9% | 13.9% | 5.5% |
| 7 Years | +5.92 | 1.03 | 105.4% | 88.9% | 9.7% | 3.9% |
| 10 Years | +4.12 | 1.03 | 105.4% | 88.9% | 6.7% | 2.7% |
| 12 Years | +3.44 | 1.03 | 105.4% | 88.9% | 5.6% | 2.2% |
| 15 Years | +2.76 | 1.03 | 105.4% | 88.9% | 4.4% | 1.8% |
236
Total Holdings
12.6%
Top 10 Weight
42
Sectors
| # | Stock | % of NAV |
|---|---|---|
| 1 | Sona Blw Precision Forgings | 1.67% |
| 2 | WELSPUN CORP LIMITED | 1.60% |
| 3 | Karur Vysya Bank Ltd. | 1.38% |
| 4 | Navin Fluorine International Ltd. | 1.36% |
| 5 | Ather Energy Limited | 1.21% |
| 6 | RBL Bank Ltd. | 1.12% |
| 7 | Delhivery Limited | 1.10% |
| 8 | Redington Ltd. | 1.08% |
| 9 | HFCL Ltd | 1.04% |
| 10 | Gland Pharma Ltd. | 1.04% |