Sharpe ratio
0.17Return earned for the risk taken.
Moderate
Moderate risk-adjusted returns. The reward for risk has been average.
-9.24%1Y Absolute Return
-0.09%1D
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Past performance is not an indicator of future returns.
Returns calculator comparison
Compare an illustrative investment outcome across return assumptions.
| Asset | Projected corpus | Total invested | Gain | Annual return |
|---|---|---|---|---|
| HDFC Technology Fund - Growth Option - Direct PlanFund 3Y annualised return · 5Y history unavailable | ₹9,18,619 | ₹7,32,612 | ₹1,86,007 | +9.28% |
| EPFIllustrative annual assumption | ₹8,95,132 | ₹7,32,612 | ₹1,62,520 | +8.25% |
| Residential propertyIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| PPFIllustrative annual assumption | ₹8,69,819 | ₹7,32,612 | ₹1,37,207 | +7.10% |
| Bank fixed depositIllustrative annual assumption | ₹8,56,981 | ₹7,32,612 | ₹1,24,369 | +6.50% |
| GoldIllustrative annual assumption | ₹8,67,662 | ₹7,32,612 | ₹1,35,050 | +7.00% |
| Savings accountIllustrative annual assumption | ₹7,86,827 | ₹7,32,612 | ₹54,215 | +3.00% |
Illustration only. Fund results use the available NAV-derived annualised return and can be negative. Reference rows are assumptions, not current quoted rates or guaranteed returns; property excludes transaction costs, taxes, and liquidity constraints. Mutual fund investments are subject to market risk.
Wealth multiple
₹1 became₹1.08
₹1 Lakh since launch₹1.08 Lakh
Fund age3.2 yrs
Fund information
Scheme code152059
ISININF179KC1HI3
BenchmarkBSE Teck TRI
CategoryEquity Scheme - Sectoral/ Thematic
Expense ratio1.07%
Exit loadExit load of 1%, if redeemed within 30 days.
Minimum SIP₹100 SIP
Return comparison
871st / 932 in category| Period | Fund | Benchmark | Category avg |
|---|---|---|---|
| 1M | +68.45% | — | — |
| 3M | +6.30% | — | — |
| 6M | +35.16% | — | — |
| 1Y | -9.24% | — | +4.16% |
| 3Y | +9.28% | — | +12.54% |
| Since Launch | +8.00% | — | — |
Risk-adjusted performance
Every measure is expanded with a plain-language reading of the latest calculated value.
Sortino ratio
0.25Return earned while limiting downside risk.
Moderate
Moderate downside risk-adjusted performance.
Standard deviation
19.51%How much the fund’s returns fluctuate over time.
High volatility
Returns can swing significantly.
Beta
—How closely the fund moves with the market.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Alpha
—Extra return generated above the benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Treynor ratio
—Return earned for each unit of market risk taken.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Calmar ratio
0.26How well the fund rewarded investors relative to its biggest decline.
Low
Returns have been modest compared to the drawdowns experienced.
Information ratio
—How consistently the fund outperformed its benchmark.
Unavailable
This measure needs sufficient fund and benchmark history to calculate.
Portfolio allocation
Latest disclosed portfolio mix
Asset allocation
Allocation data has not been disclosed.
Market cap allocation
Sector allocation
Equity exposure by sector
Top holdings
10 of 27 disclosed positions
| Holding | Sector | Instrument type | Weight |
|---|---|---|---|
| Bharti Airtel Ltd | Technology | Equity | 14.25% |
| Infosys Ltd | Technology | Equity | 11.71% |
| Tata Consultancy Services Ltd | Technology | Equity | 9.76% |
| HCL Technologies Ltd | Technology | Equity | 7.69% |
| Tech Mahindra Ltd | Technology | Equity | 5.07% |
| Mphasis Ltd | Technology | Equity | 5.06% |
| Firstsource Solutions Ltd | Industrials | Equity | 4.52% |
| Coforge Ltd | Technology | Equity | 4.29% |
| Info Edge (India) Ltd | Technology | Equity | 4.2% |
| HEXAWARE TECHNOLOGIES LIMITED EQ NEW FV RS.2/- | Technology | Equity | 3.72% |
Fund management
DH
Dhruv Muchhal
Since 2023 · Prior to joining HDFC MF,he has worked with Motilal Oswal Financial Services Ltd., Goldman Sachs, CRISIL Global Research & Analytics and Deloitte Haskins & Sells
Mr. Dhruv has done B.Com, CA and CFA
BA
Balakumar Balasubramanian
Since 2023 · Prior to joining HDFC Mutual Fund, he has worked with Sanford C. Bernstein (India) Private Ltd, UBS Business Solutions (India) Pvt. Ltd, Cognizant Technology Solutions India Private Ltd, Capgemini India Private Ltd and Infosys Ltd
Mr. Balasubramanian has done B.Tech, PGDM and CFA
Compare similar funds
No comparable category funds are available yet.
Summary
A very high-risk equity scheme - sectoral/ thematic fund. Trailing its category average over 3Y by 3.3 points.
Strengths
- None
Weaknesses
- Trailing its category average over 3Y by 3.3 points.
- Top 10 holdings make up 70% — a handful of stocks can swing returns sharply.
- Ranks 871 of 932 in its category over 1 year.
Ideal investor
- Needs a 5–7+ years horizon to ride out its very high risk level.
- Good fit for SIPs — spreading purchases smooths out 19.5% volatility.
Risk drivers
- Top 10 holdings = 70% of the portfolio.
- Technology makes up 87% — trouble in that sector hits the whole fund.