HDFC Mutual Fund

HDFC Technology Fund - Growth Option

HDFC Mutual Fund

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-17.21%
Cat. Avg.N/A
2Y
Fund-6.02%
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
Fund4.73%
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
1Infosys Limited382.8815.14%
2Bharti Airtel Ltd.380.6715.05%
3Tata Consultancy Services Ltd.288.8411.42%
4HCL Technologies Ltd.227.238.99%
5MphasiS Limited.131.515.20%
6Tech Mahindra Ltd.126.134.99%
7Zensar Technologies Ltd.104.184.12%
8INFO EDGE (INDIA) LIMITED97.553.86%
9Firstsource Solutions Ltd.85.153.37%
10Eternal Limited79.683.15%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
1Y07 Aug, 256000055880-6.9%-14.0%
2Y07 Aug, 241.20 L.1.06 L.-11.7%-12.1%
SI09 Oct, 231.70 L.1.58 L.-7.3%-5.3%

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
1Y16 Jul, 251 L.82792-17.2%-17.2%
2Y16 Jul, 241 L.88326-11.7%-6.0%
SI08 Sep, 231 L.1.14 L.+14.1%+4.7%

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
₹9.00L
Total Gained
₹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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