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  • HDFC Nifty Smallcap 250 Index Fund (Growth)
HDFC Mutual Funds

HDFC Nifty Smallcap 250 Index Fund (Growth)

EquityIndex Funds

18.3708

NAV (Jun 18)

68.5%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

18.3708

NAV (Jun 18)

Fund Returns

Last 1Y
60.7%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
68.8%
6 Month CAGR
22%

Scheme Information

Investment Objective

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

Expense Ratio
0.92
Launched (1y ago)
Apr 21, 2023
AUM in Crores
164.593
ISIN
INF179KC1GF1
Lock-in
No Lock-in
Benchmark
Nifty Smallcap 250
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Nirman Morakhia

Fund Manager

Arun Agarwal

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 Index Fund (Growth)70%43,23,488 35,90,87661.6%
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 2024-06-18

Top Stock Holdings

crompton greaves consumer electricals ltd

1.6%
1.6%

exide industries ltd

1.4%
1.4%

blue star ltd

1.3%
1.3%

multi commodity exchange of india ltd

1.2%
1.2%

central depository services (india) ltd

1.2%
1.2%
See all holdings

Allocation by Sector

industrials

23.7%
23.7%

financial services

20%
20%

basic materials

13.3%
13.3%

consumer cyclical

11.7%
11.7%

healthcare

9.8%
9.8%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset ELSS Tax Saver Fund (G)
Mirae Asset ELSS Tax Saver Fund (G)

₹ 22,620 cr

₹ 19,454 cr

₹ 15,161 cr

₹ 55,459 cr

₹ 42,669 cr

amc-img

About the AMC

HDFC Asset Management Company Limited

HDFC Asset Management Co Ltd manages assets worth 701,995 crores and was set up on 3 July 2000. It's current offering of mutual fund schemes includes 62 equity,190 debt and 30 hybrid funds.amc-img
phone-img1800 3010 6767/ 1800 419 7676 (Toll-free)
Fund NameScripbox Opinion
Till Date CAGR

25.4%

13.3%

12.7%

6.4%

6%

7.8%

5.3%

5.9%

6.4%

6%

HDFC Nifty Smallcap 250 Index Fund (G) Review

HDFC Nifty Smallcap 250 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 68.5% over a period of 1 years. The fund is managed by HDFC Asset Management Co Ltd. The fund managers are Arun Agarwal, Nirman Morakhia.

Nav of HDFC Nifty Smallcap 250 Index Fund (G) as of 6/18/2024 is ₹18.37 with the total AUM as of 6/19/2024 is ₹164.593. With Scripbox you can compare and check the latest nav for all mutual funds in India. HDFC Nifty Smallcap 250 Index Fund (G) was launched on Apr 21, 2023. The category risk of the fund is Very High Risk.

The minimum SIP amount for HDFC Nifty Smallcap 250 Index Fund (G) is ₹0 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.

HDFC Nifty Smallcap 250 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty Smallcap 250.

HDFC Nifty Smallcap 250 Index Fund (G) is rated as a 0 fund in Equity and delivered 61.6% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with HDFC Nifty Smallcap 250 Index Fund (G).

Frequently Asked Questions

What is HDFC Nifty Smallcap 250 Index Fund (G)?

HDFC Nifty Smallcap 250 Index Fund (G) is a Index Funds Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in HDFC Nifty Smallcap 250 Index Fund (G)?

You can invest in HDFC Nifty Smallcap 250 Index Fund (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 Index Fund (G)?

The minimum sip amount for HDFC Nifty Smallcap 250 Index Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is HDFC Nifty Smallcap 250 Index Fund (G) good to invest in?

As per Scripbox experts, HDFC Nifty Smallcap 250 Index Fund (G) is a Not Reviewed Yet fund. You can investHDFC Nifty Smallcap 250 Index Fund (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 Index Fund (G)?

The expense ratio of the HDFC Nifty Smallcap 250 Index Fund (G) is 0.92% for regular plan.