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Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
---|---|---|
0.97 | 56.43 | 2.12 |
No LabelNo Label | No LabelNo Label | No LabelNo Label |
---|---|---|
1.45 | 61.05 | 2.34 |
PlanPlan | Lock inLock in | Exit LoadExit Load |
---|---|---|
IDCW | 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(IDCW) | 45.38% | — | 39.87% |
ICICI Pru Technology Fund(IDCW-Payout) | 32.62% | 7.40% | 18.92% |
Tata Digital India Fund(IDCW) | 45.49% | 16.09% | 23.16% |
Aditya Birla SL Digital India Fund(IDCW) | 22.04% | 5.97% | 15.92% |
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Mar 2024
Jun 2024
Sep 2024
Oct 2024
Equity
Others
Holdings
17.07 %
Holdings
13.80 %
Holdings
10.73 %
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
82
Total AUM
₹ 7,64,703.97 Cr.
Balakumar B
AUM: ₹1,316.72 Cr.
|
Exp: 10yrs
B.Tech, PGDM (IIM, Calcutta), CFA (USA)
Over 10 years of experience in equity research, consulting, application development.
Manager Performance (0)
Investment frequency
Monthly
One Time
Monthly Investment Amt. (₹)
Investment period (years)
You make
Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%