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HDFC Technology Fund

Growth
EquitySectoral Fund - Technology
Mid-size FundAssets Under Mgmt: ₹ 1,316 Cr
Very High RiskPrinciple investment will be at very high risk
14.921.82% (-0.28)

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Returns
0.00%
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EquitySectoral Fund - Technology
Mid-size FundAssets Under Mgmt: ₹ 1,316 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.9750.511.98
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4653.491.80

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 30D Nil after 30D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
BSE TECk Index - TRI

About Sectoral Fund - Technology

Sectoral Funds - Technology are equity schemes that majorly invest in technology related companies It will give exposure to entire technology sector which comprised a wide range of involved in development and manufacturing of technology.

Peers & Comparison

Comparing 3 mutual funds from 
EquitySectoral Fund - Technology
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
HDFC Technology Fund38.17%36.49%
ICICI Pru Technology Fund30.97%11.05%23.29%
Tata Digital India Fund36.74%14.46%22.73%
Aditya Birla SL Digital India Fund23.44%12.33%22.71%

Price Comparison

Compare HDFC Technology Fund with any MF, ETF, stock or index
Compare HDFC Technology Fund with any MF, ETF, stock or index
HDFC Technology Fund
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Asset Allocation

Actual

Target

Mar 2024

Jun 2024

Sep 2024

Nov 2024

ACTUAL
Cash & EquivalentsEquity6.40%93.60%

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Distribution

+2 moreOthersRetail - OnlineMiscellaneousTelecom ServicesIT Services & Consulting2.63 %2.78 %5.19 %6.68 %14.00 %68.72 %

Mar 2024

Jun 2024

Sep 2024

Nov 2024

Tickertape Separator

Sector Weightage

Sep 23Dec 23Mar 24Jun 24Sep 24Nov 2463.88%75.26%75.57%74.66%70.86%68.72%
IT Services & Consulting as a % of total holdings for last six quarters
Tickertape Separator

Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Infosys Ltd
    INFY
    3M change : -2.18 %

    Holdings

    16.65 %

    -2.18 %
  • Tata Consultancy Services Ltd
    TCS
    3M change : -2.09 %

    Holdings

    13.70 %

    -2.09 %
  • Bharti Airtel Ltd
    BHARTIARTL
    3M change : -0.20 %

    Holdings

    9.99 %

    -0.20 %

AMC Profile

HDFC Asset Management Company, investment manager to HDFC Mutual Fund, is one of the leading AMCs in the country. The company operates as a joint venture between Housing Development Finance Corporation (HDFC) and Standard Life Investments (SLI).

  • No.of Schemes

    83

  • Total AUM

    ₹ 7,71,393.51 Cr.

Fund Manager Profile

Balakumar B

AUM:  ₹1,316.72 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 10yrs

Qualification

B.Tech, PGDM (IIM, Calcutta), CFA (USA)

Past Experience

Over 10 years of experience in equity research, consulting, application development.

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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