Aeterna Wealth
Index Fund · Regular plan · Growth

HDFC NIFTY Smallcap 250 Index Fund (Regular)

HDFC Mutual Fund · benchmark Nifty Smallcap 250 TRI · 3.5 years old · AMFI code 151726

B
Track-record rating: 4 of 9 in Index: NIFTY SMALLCAP 250

B (middle of the peer group), score 57.1 out of 100. Describes the past, not a forecast.

Returns against the index

PeriodFundIndex (TRI)DifferenceRank in category
6 months3.4%4.1%-0.6%6 / 10
1 year0.8%1.9%-1.1%7 / 9
3 years (a year)12.0%13.4%-1.3%4 / 6
5 years (a year)––––

Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.

Risk

Tracking difference, 1Y-1.12%
Tracking error, 1Y0.14%

Portfolio

Sona Blw Precision Forgings1.7%
WELSPUN CORP LIMITED1.6%
Karur Vysya Bank Ltd.1.4%
Navin Fluorine International Ltd.1.4%
Ather Energy Limited1.2%
RBL Bank Ltd.1.1%
Delhivery Limited1.1%
Redington Ltd.1.1%
Gland Pharma Ltd.1.0%
HFCL Ltd1.0%

Top 10 holdings, September 2026 portfolio.

Common questions

What is the NAV of HDFC NIFTY Smallcap 250 Index Fund (Regular plan)?

₹18.73 on 5 Nov 2026 (Growth option).

What is the expense ratio of HDFC NIFTY Smallcap 250 Index Fund (Regular)?

0.87% a year; the Direct plan's is 0.40%.

What return has HDFC NIFTY Smallcap 250 Index Fund given over 3 years?

12.0% a year (Regular plan) over the 3 years to 5 Nov 2026, against 13.4% for the Nifty Smallcap 250 total-return index.

What does HDFC NIFTY Smallcap 250 Index Fund invest in?

Its largest holdings are Sona Blw Precision Forgings, WELSPUN CORP LIMITED, Karur Vysya Bank Ltd., with 249 stocks in all (September 2026 portfolio).

How is HDFC NIFTY Smallcap 250 Index Fund rated?

B: 4 of 9 Regular plans in Index: NIFTY SMALLCAP 250, on its track record. This describes the past and is not a recommendation.

Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from HDFC Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.