ReviewDirect · Growth
HDFC Technology Fund
- NAV
- 11.96
- 15 Sept 2026
- 1Y
- -14.7%
- Trailing CAGR
- AUM
- ₹1,483.59 Cr
- 31 Aug 2026
- Volatility
- High
- 17.6% annualized
NAV
Path not in current snapshots
n/a
Returns
Trailing CAGR and simulated monthly SIP XIRR from daily NAV. Category comparison uses the median of comparable share classes in the peer set.
Trailing CAGR
Point-to-point, calendar-day annualized
- 1Y-14.7%
- 3Y+5.5%
- 5Yn/a
- 10Yn/a
- SI+5.5%
SIP XIRR
Equal monthly instalments to latest NAV
- 1Y-11.9%
- 3Y-3.7%
- 5Yn/a
- 10Yn/a
- Since inception
- +5.5%
- Calendar-day CAGR
- Excess 1Y
- -19.9%
- Category median, same plan and option
- 3Y win rate
- 0%
- Windows beating the median
- 3Y percentile
- 0
- Vs comparable share classes
- Worst rolling 3Y
- +5.5%
- 4 daily-ending windows
- Median rolling 3Y
- +5.5%
- Calendar-day CAGR
- Positive rolling 5Y
- n/a
- 0 daily-ending windows
- SIP 3Y XIRR
- -3.7%
- Simulated monthly SIP
Drawdown
Peak to trough from a running NAV high. Move across the path to read a date.
Drawdown
Path not in current snapshots
n/a
- Average recovery
- 5 days
- 24 recovered episodes
- Longest recovery
- 27 days
- Trough to prior peak
- Current spell
- 637 days
- Days below latest peak
- Time below peak
- +91%
- NAV observations
13 Dec 2024 – open
Trough 1 Jul 2026 · not recovered
-30.6%
19 Feb 2024 – 7 Jun 2024
Trough 4 Jun 2024 · recovered in 3 days
-8.1%
15 Sept 2023 – 16 Nov 2023
Trough 26 Oct 2023 · recovered in 21 days
-5.9%
13 Sept 2024 – 27 Nov 2024
Trough 31 Oct 2024 · recovered in 27 days
-5.5%
Dimensions
0–100 reads of named metrics. The mean is unweighted and only uses dimensions with data.
Returns
0
Vs category
0
Consistency
21
Risk-adjusted
30
Drawdown
24
Mean
15
Portfolio
31 Aug 2026 · 27 holdings · top 10 are 69.6%.
- Top 5
- 47.5%
- Top 10
- 69.6%
- Largest holding
- 13.1%
- Effective holdings
- 15.1
Bharti Airtel Ltd
Technology
13.1%
Infosys Ltd
Technology
11.7%
Tata Consultancy Services Ltd
Technology
9.9%
HCL Technologies Ltd
Technology
7.5%
Mphasis Ltd
Technology
5.2%
What changed
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
11 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
10 Sept 2026
PERFORMANCE
Recent rolling excess versus the category median has deteriorated.
8 Sept 2026
Decision
Quantitative read of the live evidence. An explanation can only restate what is already here.
As of 11 Sept 2026
Review
Engine status
Review
Closer look
Why this status
- Long-term category-relative performance remains stronger than the most recent rolling 1-year windows, which have deteriorated across multiple periods.
- Three-year return sits below the 25th percentile of comparable share classes.
Supporting reads
No supporting reads in the current evidence set.
Worth investigating
Same-category peers with enough history to inspect beside this fund.
360 ONE QUANT FUND
360 ONE Mutual Fund
- 1Y
- -5.1%
- 3Y
- +14.0%
- Vol
- 16.6%
- Max DD
- -22.4%
- Sharpe
- 0.65
- 3Y win
- +94%
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Canara Robeco Manufacturing Fund
Canara Robeco Mutual Fund
- 1Y
- +7.0%
- 3Y
- n/a
- Vol
- 17.2%
- Max DD
- -24.2%
- Sharpe
- 0.64
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
HSBC Financial Services fund
HSBC Mutual Fund
- 1Y
- +10.1%
- 3Y
- n/a
- Vol
- 16.9%
- Max DD
- -14.8%
- Sharpe
- 0.68
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
HSBC India Export Opportunities Fund
HSBC Mutual Fund
- 1Y
- +18.3%
- 3Y
- n/a
- Vol
- 15.9%
- Max DD
- -20.5%
- Sharpe
- 0.29
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns
Mahindra Manulife Business Cycle Fund
Mahindra Manulife Mutual Fund
- 1Y
- +5.4%
- 3Y
- +16.8%
- Vol
- 15.7%
- Max DD
- -21.4%
- Sharpe
- 0.77
- 3Y win
- n/a
- Lower volatility
- Shallower drawdown
- Higher win rate vs category
- Higher trailing returns