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  • HDFC Mutual Fund
  • HDFC NIFTY Smallcap 250 ETF (G)
HDFC Mutual Funds

HDFC NIFTY Smallcap 250 ETF (G)

HybridMulti Asset Allocation

186.1696

NAV (Sep 17)

56.654%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

186.1696

NAV (Sep 17)

Fund Returns

Last 1Y
50.4%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
56.7%
6 Month CAGR
33.3%

Scheme Information

Investment Objective

The scheme seeks to generate returns that are commensurate (before fees and expenses) with the performance of the NIFTY Smallcap 250 Index, subject to tracking error.

Expense Ratio
0.2
Launched (0y ago)
0.2
AUM in Crores
475.2
ISIN
INF179KC1FB2
Lock-in
Benchmark
NIFTY Smallcap 250 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
Standard Deviation
Beta
NaN
Sharpe Ratio
NaN
YTM
Fund Managers

Abhishek Mor

Fund Manager

Arun Agarwal

Fund Manager

Nirman S. Morakhia

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
HDFC NIFTY Smallcap 250 ETF (G)70%30,02,517 22,69,90550.4%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2024-05-30

Top Stock Holdings

Crompton Greaves Consumer Electricals Ltd.

1.6%
1.562%

Exide Industries Ltd.

1.3%
1.268%

Blue Star Ltd.

1.2%
1.201%

Central Depository Services (India) Ltd.

1.2%
1.196%

Glenmark Pharmaceuticals Ltd.

1.2%
1.182%
See all holdings

Allocation by Sector

Financial

17.862569%
17.862569%

Capital Goods

12.878428%
12.878428%

Services

10.811096%
10.811096%

Healthcare

10.142424%
10.142424%

Construction

6.715142%
6.715142%
See all sectors

Comparison with Hybrid Funds

Fund NameFund Size
icici-prudential
ICICI Prudential Multi Asset Fund (G)

₹ 48,201 cr

₹ 3,347 cr

₹ 5,088 cr

₹ 12,399 cr

₹ 24,644 cr

amc-img

About the AMC

HDFC Mutual Fund

HDFC Asset Management Company was started in the year 1999. Initially it was setup as a joint venture between HDFC and Standard Life Investment Limited (SLI) but subsequently thereafter in August 2018 it carried out its first public offering and became a puclic listed company. The Compnay presently has about 210 branches countrywide and about 70 thousand empaneled distribution networks.amc-img
phone-img022 – 66316333
email-imgshareholders.relations@hdfcfund.com
Fund NameScripbox Opinion
Till Date CAGR
hdfc
HDFC Gold Fund (G)

15.072%

6.446%

5.569%

5.86%

24.537%

13.434%

6.314%

7.787%

5.904%

8.095%

HDFC NIFTY Smallcap 250 ETF (G) Review

HDFC NIFTY Smallcap 250 ETF (G) is a Hybrid Hybrid fund and has delivered an annualised return of 56.654% over a period of 1 years. The fund is managed by HDFC Mutual Fund. The fund manager’s name is [object Object],[object Object],[object Object].

Nav of HDFC NIFTY Smallcap 250 ETF (G) as of 9/17/2024 is ₹186.17 with the total AUM as of 9/18/2024 is ₹475.163. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC NIFTY Smallcap 250 ETF (G) was launched on 2023-02-15. The category risk of the fund is null.

The minimum SIP amount for HDFC NIFTY Smallcap 250 ETF (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Frequently Asked Questions

What is HDFC NIFTY Smallcap 250 ETF (G)?

HDFC NIFTY Smallcap 250 ETF (G) is a Hybrid Hybrid scheme predominantly investing across Hybrid instruments with an investment objective to generate wealth over the long term.

How to invest in HDFC NIFTY Smallcap 250 ETF (G)?

You can invest in HDFC NIFTY Smallcap 250 ETF (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of HDFC NIFTY Smallcap 250 ETF (G)?

The minimum sip amount for HDFC NIFTY Smallcap 250 ETF (G) is ₹1000. You can invest in multiples of ₹5000.

Is HDFC NIFTY Smallcap 250 ETF (G) good to invest in?

As per Scripbox experts, HDFC NIFTY Smallcap 250 ETF (G) is a fund. You can investHDFC NIFTY Smallcap 250 ETF (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the HDFC NIFTY Smallcap 250 ETF (G)?

The expense ratio of the HDFC NIFTY Smallcap 250 ETF (G) is 0.2% for regular plan.