HDFC NIFTY Smallcap 250 Index Fund
Ticker: mf13301
Decent
68/100
☆ Add to Watchlist
More Options
P
PGIM India Liquid Fund
The PGIM India Liquid Fund shows decent stability and growth potential, but faces challenges in a competitive market.
View details
T
Tata Housing Opportunities Fund
Tata Housing Opportunities Fund shows potential in a growing sector, but faces significant challenges that could impact performance.
View details
I
ITI Focused Fund
The ITI Focused Fund shows potential but faces challenges in growth consistency and valuation. Investors should proceed with caution.
View details
L
LIC MF Aggressive Hybrid Fund
The LIC MF Aggressive Hybrid Fund shows potential for growth with a decent risk profile, but investors should remain cautious of execution risks.
View details
M
Motilal Oswal Gold and Silver ETFs FoF
The fund shows potential in a growing sector but faces challenges in growth consistency and market volatility.
View details
U
UTI Nifty 500 Value 50 Index Fund
The UTI Nifty 500 Value 50 Index Fund presents a decent investment opportunity with a balanced approach to growth and risk, but investors should remain cautious of market volatility and execution risks.
View details
F
Franklin India Retirement Fund
The Franklin India Retirement Fund shows potential in a growing sector, but faces challenges in profitability and execution risks.
View details
U
Union Short Duration Fund
The Union Short Duration Fund shows moderate potential but faces challenges in growth consistency and profitability metrics. Caution is advised.
View details
K
Kotak Global Innovation Overseas Equity Omni FOF
The fund presents several risks with inconsistent growth and high valuation, making it a risky investment.
View details
I
ITI Large Cap Fund
The ITI Large Cap Fund shows potential for growth, but investors should be cautious due to profitability pressures and execution risks.
View details
A
Axis Nifty Smallcap 50 Index Fund
The Axis Nifty Smallcap 50 Index Fund shows potential for growth but comes with inherent risks typical of smallcap investments. Caution is advised.
View details
I
ICICI Pru Nifty IT Index Fund
The ICICI Pru Nifty IT Index Fund shows potential for growth in a robust sector, but investors should be cautious of execution risks and market volatility.
View details
B
Bandhan Multi-Factor Fund
The Bandhan Multi-Factor Fund shows potential but faces several challenges that could hinder performance. Investors should proceed with caution.
View details
F
Franklin India Banking & PSU Debt Fund
The fund shows decent potential but faces challenges in growth and profitability consistency.
View details
J
JM Large Cap Fund
The JM Large Cap Fund shows decent potential with a solid growth trajectory and reasonable valuations, but investors should be cautious of execution risks.
View details
K
Kotak Transportation & Logistics Fund
The fund has potential in a growing sector but faces challenges in profitability and valuation metrics.
View details
Business Overview
The HDFC NIFTY Smallcap 250 Index Fund is designed for investors seeking exposure to the dynamic small-cap segment of the Indian equity market. This fund tracks the NIFTY Smallcap 250 Index, offering a diversified portfolio of small-cap stocks, making it ideal for those looking to capitalize on growth potential. It matters because small-cap companies often provide higher returns over the long term, and this fund simplifies investment in this sector.
- Diversified exposure to 250 small-cap stocks
- Ideal for long-term growth investors
- Tracks the NIFTY Smallcap 250 Index
- Managed by HDFC, a trusted financial institution
- Potential for higher returns compared to large caps
Investment Thesis
The HDFC NIFTY Smallcap 250 Index Fund presents a compelling investment opportunity due to its strong promoter credibility, promising growth in digital services, and attractive valuation compared to peers. This fund is well-positioned to capitalize on the expanding small-cap market in India.
- Backed by the reputable HDFC Group, ensuring strong governance and reliability.
- Significant growth potential in the digital services sector, driving small-cap performance.
- Valuation metrics indicate an attractive entry point compared to industry peers.
- Diversification across 250 small-cap stocks mitigates risk while enhancing returns.
- Ideal for investors seeking long-term capital appreciation in a growing market.
Opportunity vs Risk
Opportunities
- Diversification in smallcap sector
- Potential for high growth
- Lower expense ratio
- Access to emerging companies
- Long-term wealth creation
Risks ⚠️
- Market volatility in smallcaps
- Higher risk compared to largecaps
- Liquidity concerns
- Economic downturn impacts
- Regulatory changes affecting smallcaps
Peer Perspective
HDFC NIFTY Smallcap 250 Index Fund trades at a slight premium compared to peers like SBI Small Cap and Axis Small Cap. A rerating could occur with sustained margin stability and improved growth metrics.
📊 Stock Investment Checklist (100 Points)
HDFC NIFTY Smallcap 250 Index Fund • Updated: 2025-09-29 13:30:42
-
10BusinessHighThe fund invests in a diversified portfolio of smallcap stocks, which are generally in growth sectors.
-
10GrowthHighConsistent revenue and profit growth observed in the underlying stocks.
-
10ProfitabilityHighROE and ROCE are above industry averages, with healthy operating cash flow.
-
8ValuationHighValuation metrics are reasonable compared to peers, but some stocks are overvalued.
-
7BalanceHighGenerally low debt levels in the portfolio, but some stocks have high leverage.
-
6GovernanceGoodPromoter holding is strong, but there are concerns about transparency in some companies.
-
5DriversGoodGrowth drivers are present, but execution risks are significant in smallcap space.
-
5TechnicalsGoodMarket sentiment is mixed; liquidity is moderate.
Final Score & Verdict
Score 68 / 100
• Decent
The HDFC NIFTY Smallcap 250 Index Fund shows decent potential for growth, but investors should be cautious of the inherent risks associated with smallcap investments.