HDFC Mutual Fund

HDFC Technology Fund - Growth Option - Direct Plan

HDFC Mutual Fund

Expense Ratio: 0.93
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Direct
Benchmark: BSE Teck TRI
Inception: 25-08-2023
Exit Load: Nil
Fund Size:₹1,664.52 Cr

Performance

1Y
Fund-6.78%
Cat. Avg.N/A
2Y
Fund-6.78%
Cat. Avg.N/A
3Y
Fund8.50%
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund7.96%
Cat. Avg.N/A

Fund Facts

No available Data

Taxation

Within 1 Year (STCG (Short Term)):20%
After 1 Year (LTCG (Long Term)):12.5%

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

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1Bharti Airtel Ltd.198.5115.52%
2Infosys Limited153.7412.02%
3Tata Consultancy Services Ltd.124.389.73%
4HCL Technologies Ltd.90.777.10%
5MphasiS Limited.69.235.41%
6Tech Mahindra Ltd.64.015.01%
7Coforge Limited55.114.31%
8INFO EDGE (INDIA) LIMITED49.683.89%
9Hexaware Technologies Ltd.48.963.83%
10Firstsource Solutions Ltd.47.813.74%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Nov, 256000061920+3.2%+6.7%
2Y07 Nov, 241.20 L.1.17 L.-2.3%-2.3%
3Y07 Nov, 231.80 L.1.82 L.+1.0%+0.7%
SI09 Oct, 231.85 L.1.88 L.+1.7%+1.1%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Oct, 251 L.93223-6.8%-6.8%
2Y16 Oct, 241 L.86906-13.1%-6.8%
3Y16 Oct, 231 L.1.28 L.+27.7%+8.5%
SI08 Sep, 231 L.1.27 L.+26.9%+8.0%

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

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

%
₹
%
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.

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