Why HDFC Nifty Smallcap 250 Index Fund?

Returns Aligned with Nifty Smallcap 250 TRI: This Index Fund aims to replicate the performance of the Nifty Smallcap 250 Total Return Index (TRI), allowing investors to potentially earn returns similar to the index, which represents the performance of smallcap companies in India.Diversified Exposure to Smallcap Universe: The HDFC Nifty Smallcap 250 Index Fund provides investors with diversified exposure to India's smallcap universe. With a single Index Fund investment, investors can gain exposure to the performance of a basket of smallcap companies.Lower Costs: Lower expenses makes investing in Nifty Smallcap 250 Index fund a cost-effective way for investors to earn index linked returns.Simple and Effective Investment Approach: The HDFC Nifty Smallcap 250 Index Fund provides a simple investment option for long-term wealth creation. Investors seeking exposure to the growth potential of smallcap companies in India can consider this Index Fund.

Additional Benefits of the HDFC Nifty Smallcap 250 Index Fund

Diversification: The Nifty Smallcap 250 Index includes a diversified basket of small-cap stocks from various sectors, reducing the risk and offering the potential for better risk-adjusted returns.Growth Potential: Small-cap stocks are often in the early stages of growth and have the potential for high growth rates, offering the potential for compelling risk-adjusted returns, especially over the long term.

Who should buy the HDFC Nifty Smallcap 250 Index Fund?

The HDFC Nifty Smallcap 250 Index Fund is suitable for investors who are interested in gaining exposure to the smallcap segment of companies in India. It may be particularly suitable for investors who:Seek diversification beyond large and midcap companiesPrefer a low-cost investment optionHave a long-term investment horizon aimed at wealth creationHowever, it's important to note that investments in small-cap stocks, such as those included in this Index Fund, are often associated with higher volatility and risk compared to large-cap stocks.

What is the ideal investment time horizon for the HDFC Nifty Smallcap 250 Index Fund?

The HDFC Nifty Smallcap 250 Index Fund is suitable for investors with a time horizon of 3 years and above.

HDFC NIFTY Smallcap 250 Index Fund

Index

DIRECTREGULAR

An open ended scheme replicating/ NIFTY Smallcap 250 Index (TRI)

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

What is the Nifty Smallcap 250 Index?

The Nifty Smallcap 250 Index represents the smallcap universe of listed stocks in India, comprising approximately the 251st to 500th companies based on market capitalization from NIFTY 500. Investing in the Nifty Smallcap 250 Index provides investors with the opportunity to benefit from the growth potential of these small-sized companies.

For current constituents of NIFTY Smallcap 250 Total Returns Index (TRI) please click here.

For changes to Index constituents, please click here.

Returns

20.48%

Inception Date

21/04/2023

Riskometer

Very High

Min SIP

₹ 100

Ideal for

Wealth Creation

more than 3 years

Entry Load

An entry load is a fee charged to investors when they purchase units of a Mutual Fund scheme. This fee was used to cover distribution and marketing expenses incurred by the Asset Management Company (AMC). Currently, Mutual Funds in India do not levy entry loads.

TER

The Total Expense Ration (TER) represents the costs for running and managing a Mutual Fund scheme. It is calculated as a percentage of the scheme’s average Net Asset Value (NAV). The daily NAV of a Mutual Fund is disclosed after deducting these expenses.

Disclaimer

Including Additional Expenses and Goods and Service Tax on Management Fees, if any. Click here to view the Total Expense Ratio

0.75

Lock in

A lock-in period is the fixed duration during which investors cannot sell or redeem their investments/Mutual Fund units. For example, Equity Linked Savings Schemes (ELSS) Funds have a 3-year lock-in.

NAV NA

Net Asset Value (NAV) per unit is the total market value of securities of a scheme minus liabilities divided by the total number of outstanding units on a given date.

AUM (31/03/2026)

Assets Under Management (AUM) is the total market value of all assets that a Mutual Fund manages on behalf of its investors.

₹530.90 Cr.

Benchmark

A benchmark is a standard market index used to compare a Fund’s performance. It helps investors know whether the Fund is performing better, worse, or similar to the market.

NIFTY Smallcap 250 I...

NIFTY Smallcap 250 Index (TRI)

Nav Performance

No data available

Scheme Returns (%)
Benchmark Returns (%)#
Additional Benchmark Returns (%)##
Value of Investment of Rs 10,000
Scheme Returns (Rs.)
Benchmark (Rs.)#
Additional Benchmark (Rs.)##

^Past performance may or may not be sustained in future and is not a guarantee of any future returns. # Nifty Smallcap 250 TRI ##...Read More

Fund Managers

Top 10 Holdings

As on 28 Feb 2026

Downloads

HDFC NIFTY Smallcap 250 Index Fund

SID - HDFC Nifty Smallcap 250 Index Fund dated November 21, 2025

KIM - HDFC Nifty Smallcap 250 Index Fund dated November 21, 2025

Fund Facts - HDFC NIFTY Smallcap 250 Index Fund_December 25

HDFC Thinking beyond the Nifty 50 (August 2025)

Exit Load

NIL

Product Labelling

Benchmark Riskometer

Very High

This product is suitable for investors who are seeking~

Returns that are commensurate (before fees and expenses) with the performance of the NIFTY Smallcap 250 Index (TRI) over long term, subject to tracking error.
Investment in equity securities covered by the NIFTY Smallcap 250 Index

~Investors should consult their financial advisers, if in doubt about whether the product is suitable for them.

NIFTY Disclaimer: The above mentioned Scheme offered by HDFC Asset Management Company Limited (HDFC AMC) having benchmark as NSE Indices is not sponsored, endorsed, sold or promoted by NSE INDICES LIMITED (formerly known as India Index Services & Products Limited (IISL)). NSE INDICES LIMITED does not make any representation or warranty, express or implied (including warranties of merchantability or fitness for particular purpose or use) and disclaims all liability to the owners of the Products or any member of the public regarding the advisability of investing in securities generally or in the Products linked to the NIFTY Indices to track general stock market performance in India. Please read the full Disclaimers in the Offer Document of the Products.

FAQs

- Returns Aligned with Nifty Smallcap 250 TRI: This Index Fund aims to replicate the performance of the Nifty Smallcap 250 Total Return Index (TRI), allowing investors to potentially earn returns similar to the index, which represents the performance of smallcap companies in India.
- Diversified Exposure to Smallcap Universe: The HDFC Nifty Smallcap 250 Index Fund provides investors with diversified exposure to India's smallcap universe. With a single Index Fund investment, investors can gain exposure to the performance of a basket of smallcap companies.
- Lower Costs: Lower expenses makes investing in Nifty Smallcap 250 Index fund a cost-effective way for investors to earn index linked returns.
- Simple and Effective Investment Approach: The HDFC Nifty Smallcap 250 Index Fund provides a simple investment option for long-term wealth creation. Investors seeking exposure to the growth potential of smallcap companies in India can consider this Index Fund.
Diversification: The Nifty Smallcap 250 Index includes a diversified basket of small-cap stocks from various sectors, reducing the risk and offering the potential for better risk-adjusted returns.
Growth Potential: Small-cap stocks are often in the early stages of growth and have the potential for high growth rates, offering the potential for compelling risk-adjusted returns, especially over the long term.
The HDFC Nifty Smallcap 250 Index Fund is suitable for investors who are interested in gaining exposure to the smallcap segment of companies in India. It may be particularly suitable for investors who:
- Seek diversification beyond large and midcap companies
- Prefer a low-cost investment option
- Have a long-term investment horizon aimed at wealth creation
However, it's important to note that investments in small-cap stocks, such as those included in this Index Fund, are often associated with higher volatility and risk compared to large-cap stocks.