NFO Monitor

Fund Facts

Name of Fund:

HDFC Technology
Opening:

25th August 2023
Closing:

5th September 2023
Scheme Type:

Open Ended Equity Sectoral/ Thematic
Minimum Investment:

Rs. 100/- and any amount thereafter
Plan:

Regular and Direct
Options:

Growth and IDCW
Entry Load:

Not Applicable
Exit Road:

1% of NAV if units are redeemed/switched-out within 1 year from the date of allotment.
Thereafter:

Nil

Fund Stats

Objective

To provide long-term capital appreciation by investing predominantly in equity and equity related securities of Technology & technology related companies

Benchmark:
BSE TECK
Fund Manager:
Balakumar B , Dhruv Muchhal

Asset Allocation

80-100% Equity

upto 20% Money Market

Comparable existing schemes

ICICI Prudential Technology Fund	12.36(6M)	17.41(1Y)
Franklin India Technology Fund	27.46(6M)	32.35(1Y)

Fund Prognosis

Idea Distiller

A technology oriented fund with active management. What idea??

Fund House AAUM:
Rs 48989374.55 Lakhs(as on 30th June 2023)
Fund Manager:
Combined experience of above 10 years

Scheme DNA 4 fundamentals

UNIQNESS
RETURN
RISK
OPERABILITY

OOMP Factor

I like this more than passives in the sector as the upside is significantly more.

HDFC Technology