Can I invest in SIP and Lumpsum in HDFC NIFTY Smallcap 250 ETF Direct Growth?

Yes, you can invest both lumpsum and SIP in HDFC NIFTY Smallcap 250 ETF. Minimum lumpsum investment HDFC NIFTY Smallcap 250 ETF is ₹500 and minimum SIP amount is 0% . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of HDFC NIFTY Smallcap 250 ETF Direct Growth?

The latest NAV (Net Asset Value) of HDFC NIFTY Smallcap 250 ETF is HDFC NIFTY Smallcap 250 ETF is ₹148.34 as on 2025-02-20.

Which are the biggest stock holdings of HDFC NIFTY Smallcap 250 ETF?

The 5 biggest stock holdings of HDFC NIFTY Smallcap 250 ETF are: Multi Comm. Exc. (1.66%), Blue Star (1.34%), C D S L (1.33%), Laurus Labs (1.31%), Crompton Gr. Con (1.26%)

What are the top sectors HDFC NIFTY Smallcap 250 ETF invests in?

A majority of HDFC NIFTY Smallcap 250 ETF 's AUM worth ₹810.14 (Cr) is invested in these 3 top sectors: Capital Markets : 9.52% Pharmaceuticals & Biotech : 8.85% Finance : 7.62%

Mutual Funds
HDFC NIFTY Smallcap 250 ETF

HDFC NIFTY Smallcap 250 ETF

ETFs Fund

Invest Now

NAV
148.34(1.22%)
Fund Size (CR)
₹810.14
Expense Ratio
0.2
Scheme Type
Passive Fund
Value Research

Min. investment
₹500
Minimum Additional Investment
₹0
Minimum SIP Investment
₹undefined
Minimum Withdrawal
₹0
Exit Load
1% of applicable Net Asset Value - If the amount sought to be redeemed or switch out is invested for a period of up to 3 months from the date of allotment Nil - If the amount, sought to be redeemed or switch out is invested for a period of more than 3 months from the date of allotment
0%
Return Since Launch
26.48%

Absolute Return: -11.76%

Annualized Return: 0%

Basic Details

Scheme Manager

Abhishek Mor

Bench Mark

Nifty Smallcap 250 TRI

Type

OPEN

Lumpsum Returns

Period Invested For	₹10,000 Invested on	Latest Value	Absolute Returns	Annualised Returns	Category Avg	Rank within Category
1 Week	12 February 2025	9694.88	-3.05%	-	-0.22%	233/236
1 Month	17 January 2025	8740.69	-12.59%	-	-1.22%	230/234
3 Month	19 November 2024	8666.91	-13.33%	-	-1.65%	223/232
6 Month	19 August 2024	8268.47	-17.32%	-	-2.68%	196/219
1 Year	19 February 2024	9630.10	-3.70%	-3.70%	10.13%	186/199
3 Year	-	-	0%	-	13.51%	-/-
5 Year	-	-	0%	-	14.98%	-/-
Since Inception	15 February 2023	16049.33	60.49%	26.48%	14.47%	13/236

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	1 March 2024	1,20,000	105542.62	-12.05%	-12.05%
3 Year	-	-	-	-	-
5 Year	-	-	-	-	-
10 Year	-	-	-	-	-

Note: SIP Returns since Inception Date.

Tax Treatment

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.

Mutual Funds Calculator

Investment type
Scheme based

SIP
Lumpsum

Monthly Investment (₹)

Expected Returns Rate (%)

Time Period (in Years)

Start your SIP now

Invested Amount
₹25,000
Estimated Returns
₹19,059

76%

Returns

Future value of your investment

₹44,059

Risk Ratios

5.22%

Standard Deviation

1.00%

Beta

1.36%

Sharpe Ratio

0.01%

Treynor's Ratio

-0.44%

Jension's Alpha

Asset Allocation

Sector Allocation

Top 10 stock holding in portfolio

Stock Invested in	% of Total Holdings	Quantity	Value (Cr)	Asset Type	Segment
Multi Comm. Exc.	1.66%	23518	13.48	Equity	Financial Services
Blue Star	1.34%	59889	10.89	Equity	Consumer Durables
C D S L	1.33%	82150	10.76	Equity	Financial Services
Laurus Labs	1.31%	181560	10.60	Equity	Pharmaceuticals
Crompton Gr. Con	1.26%	297176	10.21	Equity	Consumer Durables
Glenmark Pharma.	1.25%	69501	10.10	Equity	Pharmaceuticals
360 ONE	1.12%	89755	9.05	Equity	Finance
Karur Vysya Bank	1.07%	362550	8.64	Equity	Banks
GE Vernova T&D	1.04%	47246	8.45	Equity	Capital Goods - Electrical Equipment
Natl. Aluminium	1.03%	413546	8.36	Equity	Non Ferrous Metals

Peer Comparison

Scheme Name	Value Research	Asset Size (Cr)	1M	3M	6M	1Y	3Y

News

HDFC MF announces change in Fund Manager of the following schemes

HDFC Mutual Fund has announced change in Fund Manager of the following schemes with effect from: 01 March, 2025

Change in Fund Manager of the Scheme:

Scheme Name	Existing Fund Manager(s)	Proposed Fund Manager
HDFC Overnight Fund	Anil Bamboli	Swapnil Jangam
HDFC Nifty G-sec Dec 2026 Index Fund HDFC Nifty G-Sec July 2031 Index Fund HDFC Nifty G-Sec Sep 2032 Index Fund HDFC Nifty G-sec Jun 2027 Index Fund HDFC Nifty SDL Oct 2026 Index Fund HDFC NIFTY G-Sec Apr 2029 Index Fund HDFC NIFTY G-Sec Jun 2036 Index Fund HDFC NIFTY SDL Plus G-Sec Jun 2027 40:60 Index Fund	Anupam Joshi	Anupam Joshi/ Sankalp Baid
HDFC Medium Term Debt Fund	Shobhit Mehrotra	Bhavyesh Divecha /Shobhit Mehrotra

(#) Mr. Swapnil Jangam continues to be Dealer ' Fixed Income.
* Mr. Dhruv Muchhal is the dedicated Fund Manager for Overseas Investments.

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HDFC MF announces Income Distribution cum Capital Withdrawal (IDCW) under its scheme
HDFC Mutual Fund has announced 13 February 2025 as the record date for declaration of Income Distribution cum Capital Withdrawal (IDCW) option under the following schemes. The amount of IDCW (Rs per unit) on the face value of Rs 10 per unit will be:
HDFC Focused 30 Fund:
Regular Plan ' IDCW: 2.25
Direct Plan ' IDCW: 2.25
HDFC Capital Builder Value Fund:
Regular Plan ' IDCW: 2.75
Direct Plan ' IDCW: 2.75
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HDFC Mutual Fund announces change in scheme name
HDFC Mutual Fund has announced change in scheme name under the following scheme, With effect from 19 March 2025.
Change in the name of the Scheme:

Existing Scheme Name Revised Scheme Name

HDFC Dynamic PE Ratio Fund of Funds HDFC Debt Advantage Fund of Funds

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Existing Scheme Name	Revised Scheme Name
HDFC Dynamic PE Ratio Fund of Funds	HDFC Debt Advantage Fund of Funds

Fund House Details & Investment Objective

Date of Incorporation

30 January 2023

Total AUM (Cr)

₹810.14

HDFC NIFTY Smallcap 250 ETF is an ETFs Fund-oriented fund from the renowned AMC, HDFC Mutual Fund. Launched in 30 January 2023, this fund is managed by Abhishek Mor. With assets under management (AUM) worth ₹810.14 (Cr), as of 20 February 2025, HDFC NIFTY Smallcap 250 ETF is categorized as a ETFs Fund within its segment. The fund has generated a return of 26.48% since its launch.
The current NAV of HDFC NIFTY Smallcap 250 ETF is ₹148.34, as on 20 February 2025. The fund's benchmark index is Nifty Smallcap 250 TRI. You can invest in HDFC NIFTY Smallcap 250 ETF via both lumpsum and SIP modes. The minimum SIP amount in the fund is - while the minimum lumpsum investment is ₹500.

Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
Nil The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.

The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 99.96% in Equity, 0.02% in Debt and 0.02% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 9.52% in Capital Markets, 8.85% in Pharmaceuticals & Biotech, 7.62% in Finance, 6.35% in Consumer Durables, 5.97% in Industrial Products

FAQs

How to Invest in HDFC NIFTY Smallcap 250 ETF Direct Growth?

HDFC NIFTY Smallcap 250 ETF is a popular fund in the ETFs Fund segment. The fund has generated a return of 26.48% since inception. Looking to invest in HDFC NIFTY Smallcap 250 ETF How about earning 1% extra return? All this is possible with m.Stock! Investing in HDFC NIFTY Smallcap 250 ETF is super easy and convenient with m.Stock. Here’s how you can begin:

Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
In the search bar, enter the fund name, in this case, HDFC NIFTY Smallcap 250 ETF
On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in HDFC NIFTY Smallcap 250 ETF today and reap the benefits of this ETFs Fund fund!

How much returns has HDFC NIFTY Smallcap 250 ETF Direct Growth generated?

In the short term, i.e., 1 year, HDFC NIFTY Smallcap 250 ETF has generated annualised return of -3.70%. In the long-term, the fund has generated undefined% and - in 3 and 5 years respectively. Since its inception, the fund has generated 26.48% returns.

What is the expense ratio of HDFC NIFTY Smallcap 250 ETF Direct Growth?

The expense ratio of HDFC NIFTY Smallcap 250 ETF Direct Growth is 0.20%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of HDFC NIFTY Smallcap 250 ETF Fund Direct Growth?

The Assets Under Management (AUM) of HDFC NIFTY Smallcap 250 ETF is ₹810.14 (Cr) as of 2025-02-20 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from HDFC NIFTY Smallcap 250 ETF Direct Growth?

Redeeming or selling units of HDFC NIFTY Smallcap 250 ETF is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.

To redeem from HDFC NIFTY Smallcap 250 ETF:

Login to your m.Stock account
In portfolio, your mutual fund investments will be visible under ‘MF’
Select the fund you wish to redeem from (in this case HDFC NIFTY Smallcap 250 ETF).
Click on ‘Redeem’ button
You have 2 options – redeem by units and redeem by value (you can only redeem free units)
Select units to be redeemed and click on submit.
Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).