Insufficient Data
Less expense ratio implies better returns over the long term
Insufficient Data
Total holdings with red flags is insignificant
Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.97 | 49.62 | 2.11 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.43 | 50.97 | 1.30 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
Growth | 0 yrs | 1.00% |
SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
---|---|
Allowed | ₹ 100 |
BenchmarkBenchmark |
---|
BSE TECk Index - TRI |
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.
Returns
Scheme
Ratios
Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
---|---|---|---|
HDFC Technology Fund | 44.32% | — | 40.70% |
ICICI Pru Technology Fund | 39.22% | 10.17% | 23.58% |
Tata Digital India Fund | 45.03% | 12.15% | 22.70% |
Aditya Birla SL Digital India Fund | 33.85% | 11.38% | 23.01% |
Actual
Target
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Dec 2023
Mar 2024
Jun 2024
Aug 2024
Equity
Others
Holdings
18.83 %
Holdings
15.79 %
Holdings
10.19 %
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
81
Total AUM
₹ 7,53,424.82 Cr.
Balakumar B
AUM: ₹1,339.69 Cr.
|
Exp: 10yrs
B.Tech, PGDM (IIM, Calcutta), CFA (USA)
Over 10 years of experience in equity research, consulting, application development.
Manager Performance (0)
Gains are treated as short-term capital gains and taxed at 20%
Gains are treated as long-term capital gains and taxed at 12.5%
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Returns
Insufficient Data