How to check the XIRR of HDFC NIFTY Smallcap 250 ETF - Growth Option?

You can track the exact XIRR and portfolio overlapping of HDFC NIFTY Smallcap 250 ETF - Growth Option alongside your PMS and AIF investments using the MutualSaathi Portfolio Analyzer.

How to check portfolio overlap for HDFC NIFTY Smallcap 250 ETF - Growth Option?

Use the MutualSaathi Portfolio Analyzer to compare HDFC NIFTY Smallcap 250 ETF - Growth Option with other funds, PMS, and AIFs to detect hidden stock overlaps.

HDFC NIFTY Smallcap 250 ETF - Growth Option

HDFC Mutual Fund

Expense Ratio: 0.25

Risk: Very High

Other Scheme - Other ETFs

Plan: Regular

Benchmark: Nifty Smallcap 250 TRI

Inception: 30-01-2023

Exit Load: Nil

Fund Size:₹1,649.25 Cr

Performance

Fund3.11%

Cat. Avg.-0.91%

Fund-2.23%

Cat. Avg.0.60%

Fund12.48%

Cat. Avg.-22.41%

FundN/A

Cat. Avg.-19.85%

10Y

FundN/A

Cat. Avg.-20.41%

Fund19.90%

Cat. Avg.-6.26%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Asset Class

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Market Cap

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Top Sectors

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Asset Class

Market Cap

Top Sectors

Portfolio Holdings

Detailed breakdown of instruments.

	Instrument	Type	Sub-Cat	Cap	Sector	Val (Cr)	% Assets
1	Navin Fluorine International Ltd.	Equity	Listed	Small Cap	Chemicals & Petrochemicals	33.37	1.33%
2	Karur Vysya Bank Ltd.	Equity	Listed	Small Cap	Banks	32.98	1.31%
3	Sona Blw Precision Forgings	Equity	Listed	Mid Cap	Auto Components	32.77	1.31%
4	Delhivery Limited	Equity	Listed	Small Cap	Transport Services	31.18	1.24%
5	Piramal Finance Ltd.	Equity	Listed	Mid Cap	Finance	30.73	1.22%
6	Central Depository Services (India) Ltd.	Equity	Listed	Small Cap	Capital Markets	27.42	1.09%
7	Ather Energy Limited	Equity	Listed	Small Cap	Automobiles	25.80	1.03%
8	HFCL Ltd	Equity	Listed	Small Cap	Telecom - Services	25.70	1.02%
9	Angel One Ltd.	Equity	Listed	Small Cap	Capital Markets	25.33	1.01%
10	Krishna Institute Of Medical Sciences Limited	Equity	Listed	Small Cap	Healthcare Services	24.90	0.99%

Similar Funds

SIP Returns

Amount (₹)

Date

7th

Period	SIP Date	Inv(₹)	Val(₹)	Abs(%)	XIRR
1Y	07 Nov, 25	60000	62832	+4.7%	+10.0%
2Y	07 Nov, 24	1.20 L.	1.27 L.	+5.7%	+5.7%
3Y	07 Nov, 23	1.80 L.	1.95 L.	+8.6%	+5.6%
SI	08 Mar, 23	2.20 L.	2.63 L.	+19.8%	+10.1%

Lumpsum Returns

Amount (₹)

Period	Inv Date	Inv(₹)	Val(₹)	Abs(%)	CAGR
1Y	16 Oct, 25	1 L.	1.03 L.	+3.1%	+3.1%
2Y	16 Oct, 24	1 L.	95584	-4.4%	-2.2%
3Y	16 Oct, 23	1 L.	1.42 L.	+42.3%	+12.5%
SI	15 Feb, 23	1 L.	1.95 L.	+94.6%	+19.9%

SIP Calculator

Visualize how small monthly investments grow over time.

Monthly SIP Amount

Max: ₹10 Cr

₹

Investment Tenure

Max: 40 Years

Years

Expected Annual Return (SIP)

Max: 30%

Expected Inflation

Max: 20%

Annual Step-up

Beat inflation and compound wealth faster with an annual step-up.

Max: 500%

Initial Lumpsum

Max: ₹1000 Cr

₹

Expected Return on Lumpsum

Max: 30%

Future Value

₹23.80L

With SIP Amount ₹5,000

Total Invested

₹9.00L

Total Profit

₹14.80L

SIP Invested₹9.00L

SIP Gain₹14.80L

Lumpsum Inv.₹0

Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.