HDFC Nifty Small Cap 250 Index Fund Direct Growth

Scheme code: INF179KC1GE4 NAV value: ₹ 16.0728 NAV date: 19 March, 2026 TER: 0.00%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-12.2970.235.1918.899.23

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6118.89
3 year 6.2830.9515.04
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4918.89
3 year 6.5619.6413.57
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7518.89
3 year 7.6821.4915.06
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1618.89
3 year 8.0432.0317.81
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.
Duration Invested amount Final value Return CAGR (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,68,693 - Absolute Returns: ₹68,693 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹37,70,285 - Absolute Returns: ₹1,70,285 - CAGR: %

Drawdown Metrics

Max Drawdown

-26.19 %

Drawdown Duration

5 months

Avg Drawdown

-6.11 %

Calmar Ratio by Duration

1 Y

0.7214

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 1.00 1.07 104.6 103.1 4.81 % 4.00 %
3 years 7.29 1.05 106.3 95.5 17.14 % 9.68 %
5 years 4.30 1.05 106.3 95.5 9.96 % 5.70 %
7 years 3.11 1.05 106.3 95.5 7.02 % 4.04 %
10 years 2.25 1.05 106.3 95.5 4.86 % 2.81 %
12 years 1.91 1.05 106.3 95.5 4.03 % 2.34 %
15 years 1.60 1.05 106.3 95.5 3.21 % 1.86 %