HDFC Technology Fund - IDCW Option
Expense Ratio: 2.13
Risk: Very High
Equity Scheme - Sectoral/ Thematic
Plan: Regular
Benchmark: BSE Teck TRI
Inception: 25-08-2023
Exit Load: Nil
Fund Size:₹1,664.52 Cr
Performance
1Y
Fund-16.71%
Cat. Avg.N/A
2Y
Fund-5.66%
Cat. Avg.N/A
3Y
FundN/A
Cat. Avg.N/A
5Y
FundN/A
Cat. Avg.N/A
10Y
FundN/A
Cat. Avg.N/A
SI
Fund4.82%
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
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 | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Infosys Limited | 382.88 | 15.14% |
| 2 | Bharti Airtel Ltd. | 380.67 | 15.05% |
| 3 | Tata Consultancy Services Ltd. | 288.84 | 11.42% |
| 4 | HCL Technologies Ltd. | 227.23 | 8.99% |
| 5 | MphasiS Limited. | 131.51 | 5.20% |
| 6 | Tech Mahindra Ltd. | 126.13 | 4.99% |
| 7 | Zensar Technologies Ltd. | 104.18 | 4.12% |
| 8 | INFO EDGE (INDIA) LIMITED | 97.55 | 3.86% |
| 9 | Firstsource Solutions Ltd. | 85.15 | 3.37% |
| 10 | Eternal Limited | 79.68 | 3.15% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 56007 | -6.7% | -13.8% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.06 L. | -11.5% | -12.0% |
| SI | 09 Oct, 23 | 1.70 L. | 1.58 L. | -7.1% | -5.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 83629 | -16.4% | N/A |
| 2Y | 15 Jul, 24 | 1 L. | 89002 | -11.0% | -5.7% |
| SI | 08 Sep, 23 | 1 L. | 1.14 L. | +14.3% | +4.8% |
SIP Planner
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
₹9.00LTotal Gained
₹14.80LSIP 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.