HDFC Technology Fund - Growth Option

Category: Equity: Sectoral-Technology
Launch Date: 08-09-2023
Asset Class: Equity
Benchmark: S&P BSE Teck TRI
Expense Ratio: 2.29% As on (31-01-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 927.16 Cr As on (31-01-2024)
Turn over:
NAV as on 20-02-2024

11.756

-0.05 (-0.4253%)

CAGR Since Inception

17.48%

S&P BSE Teck TRI 13.52%

PERFORMANCE of HDFC Technology Fund - Growth Option

Scheme Performance (%) Data as on - 20-02-2024

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
HDFC Technology Fund - Growth Option - - - - 17.48
S&P BSE Teck TRI 24.59 15.62 20.39 14.85 13.52
Equity: Sectoral-Technology 34.74 20.54 24.73 18.09 18.08

Yearly Performance (%)

Nav Movement

Fund Managers

Dhruv Muchhal, Balakumar B

Investment Objective

The scheme seeks to provide long-term capital appreciation by investing predominantly in equity and equity related securities of Technology & technology related companies.

RETURNS CALCULATOR for HDFC Technology Fund - Growth Option

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of HDFC Technology Fund - Growth Option

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
HDFC Technology Fund - Growth Option - - - - - -
Equity: Sectoral-Technology - - - - - -

PEER COMPARISION of HDFC Technology Fund - Growth Option

Period
Data as on - 20-02-2024
Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
HDFC Technology Fund - Growth Option 08-09-2023 0.0 0.0 0.0 0.0 0.0
Franklin India Technology Fund-Growth 22-08-1998 50.64 18.08 17.35 23.46 16.63
Aditya Birla Sun Life Digital India Fund - Growth - Regular Plan 15-01-2000 34.76 12.47 21.52 26.26 19.55
Tata Digital India Fund-Regular Plan-Growth 05-12-2015 33.56 10.88 21.74 24.71 0.0
ICICI Prudential Technology Fund - Growth 03-03-2000 29.17 9.01 20.47 25.0 18.77
SBI Technology Opportunities Fund - Regular Plan - Growth 01-01-2013 25.58 12.56 21.6 24.24 17.43

PORTFOLIO ANALYSIS of HDFC Technology Fund - Growth Option

Asset Allocation (%)