📊 Equity Fund · Deep Analysis

HDFC Technology FundOption

HDFC Mutual Fund · Direct Growth · SEBI Category: Equity

Current NAV ₹11.3730 (-0.46% today) As of 04 Jun 2026
1 Year Return -14.1%
AAUM ₹1.5K Cr Jan–Mar 2026
All data from RightAdvise DB — calculated from 670 daily NAV records
Fund Overview

HDFC Technology FundOption — Quick Summary

HDFC Technology Fund is a relatively newer technology sector fund from India's largest AMC — HDFC Mutual Fund. While the fund lacks the long track record of Franklin or even ICICI Pru Technology, it benefits from HDFC MF's deep equity research infrastructure and conservative investment culture. The fund focuses on quality large cap IT companies with proven business models and strong client relationships.

HDFC MF's approach to technology sector investing reflects its broader investment philosophy — quality businesses with strong balance sheets and capable management are prioritised over high-growth but operationally risky companies. This conservative approach within technology investing may result in a portfolio tilted toward the largest, most established IT companies rather than high-risk mid-tier growth plays.

Fund House
HDFC Mutual Fund
SEBI Category
Equity
Benchmark
Nifty IT TRI
Fund Manager
Rahul Baijal
AMFI Code
152059
Risk Level
Very High
NAV Records in DB
670 days
Quarterly Average AUM · Jan–Mar 2026
₹1.5K Cr
↓ Decreased by 7.2% vs Oct–Dec 2025 · ₹1.6K Cr
Official quarterly average AUM from AMFI disclosure. Published every 3 months.
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✓ Suitable For
Investors who trust HDFC MF above all other fund houses for their sector investments. Those wanting conservative, quality-focused technology sector exposure. Long-term investors with 5+ year horizon who want IT exposure without aggressive mid-tier risk.
India's largest AMC backing for technology sector investing. Conservative, quality-focused approach within IT sector investing. HDFC MF's deep research infrastructure supports comprehensive IT sector analysis. Strong institutional backing for long-term sector fund commitment.
✗ Not Suitable For
Investors seeking aggressive growth from mid-tier IT or international tech exposure. Those who want the longest track record in technology sector funds — HDFC Technology Fund is newer. Investors with short horizons.
Who Runs This Fund

Fund Manager

RB
Rahul Baijal
HDFC Mutual Fund · Managing since January 2022

Rahul Baijal is Fund Manager at HDFC Mutual Fund and manages HDFC Technology Fund alongside his other equity mandates. He brings HDFC MF's research-driven, fundamental analysis approach to technology sector investing — evaluating IT companies on the quality of their management, client relationships, technology capabilities and financial health rather than purely on revenue growth metrics.

For current co-manager details and full biography, refer to the latest HDFC Mutual Fund factsheet on AMFI or the AMC website.

What to Factor In

Things to Consider

Informational points to help you form your own view — not judgements or recommendations.

AMFI Code · Informational
AMFI Scheme Code: 152059
The official AMFI scheme code for HDFC Technology FundOption Direct Growth is 152059. Use this when transacting on platforms or verifying data across databases.
Important Note
Points Worth Knowing
HDFC Technology Fund is a newer fund compared to ICICI Pru Technology or Franklin India Technology. With a shorter track record, investors should focus on HDFC MF's overall equity investing culture and Rahul Baijal's track record on other mandates rather than this specific fund's limited history.
Investment Objective
As per Scheme Information Document
To provide long-term capital appreciation by investing predominantly in equity and equity related instruments of technology sector companies.
All Data Below — From RightAdvise Database
Category Comparison

Top 5 Technology Funds Compared

Live data. Current fund highlighted. Click any fund name for full analysis.

FundNAVAAUM1Y Return 3Y CAGR 5Y CAGR Sharpe (3Y)
ICICI Prudential Technology Fund ₹191.50 ₹14.2K Cr Jan–Mar 2026 -9.4% +9.8% p.a. +9.5% p.a. 0.32
SBI Technology Opportunities Fund ₹214.35 ₹4.5K Cr Jan–Mar 2026 -8.3% +11.0% p.a. +11.8% p.a. 0.41
Aditya Birla Sun Life Digital India Fund ₹4.1K Cr Jan–Mar 2026
Franklin India Technology Fund ₹498.04 ₹1.7K Cr Jan–Mar 2026 -7.1% +14.6% p.a. +11.3% p.a. 0.77
HDFC Technology Fund ▲ ₹11.37 ₹1.5K Cr Jan–Mar 2026 -14.1%
Best value in each column shown in green. AAUM from latest AMFI quarterly filing. Returns calculated from daily NAV history.
Performance

Fund Returns

Calculated from 670 daily NAV records in RightAdvise DB. Last calculated: Jun 2026.

1M / 3M / 6M / 1Y — simple point-to-point return  ·  3Y / 5Y / 10Y — CAGR (compounded annual growth rate)

1 MonthPoint-to-point
+4.8%
3 MonthPoint-to-point
+1.8%
6 MonthPoint-to-point
-16.9%
1 YearPoint-to-point
-14.1%

Best & Worst Periods Ever

Based on all rolling windows in full NAV history. Dates show the start and end of each period.

Best 1Y WindowSimple return
+49.8%
Dec 2023 – Dec 2024
Worst 1Y WindowSimple return
-18.1%
May 2025 – May 2026

Calendar Year Returns

Jan 1 to Dec 31 each year. Simple point-to-point — not CAGR.

2025
-4.3%
2024
+34.9%
Consistency Analysis

Rolling Returns ℹ️ What is this?

Rolling returns show performance across every possible investment start date — not one cherry-picked number. Learn more →

1Y Rolling Avg
10.2%
Positive in 55% of windows
Best: 49.8% · Worst: -18.1%
1-Year Rolling Returns Each bar = 1Y return starting from that date
Risk Analysis

Maximum Drawdown ℹ️ What is this?

How much the fund fell from its peak NAV — what investors actually experience during crashes. Calculated from full NAV history.

Max Drawdown Ever
-29.7%
Dec 2024 → Mar 2026
Recovered: not yet
Current from Peak
-23.9%
All-time Peak: ₹15.51
Peak date: Dec 2024

How the fund behaved in key crisis periods

Calculated from actual NAV data. "Pre-inception" means the fund didn't exist during that period.

2024–25 Tariff / Correction
-23.0%
Sep 27, 2024 – Apr 7, 2025
Recovered: not yet
COVID-19 Crash
Pre-inception
Feb 19 – Mar 23, 2020
Recovered: N/A
2022 Rate Hike Cycle
Pre-inception
Jan 17 – Jun 17, 2022
Recovered: N/A
2018 IL&FS Crisis
Pre-inception
Aug 28 – Oct 26, 2018
Recovered: N/A
Risk Metrics

Risk Ratios

Calculated from 3 years of daily NAV — industry standard. Risk-free rate: 6.5% p.a. Last updated: Jun 2026. What do these mean? →

Risk metrics require 3 years of NAV history (756 trading days). This fund has 670 trading days — metrics will appear once 3 years of data is available.
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Want to see what HDFC Technology FundOption is actually holding?

Our portfolio holdings page shows every stock the fund owns, sector allocation, and month-over-month changes — from official AMC disclosures.

Full current portfolio — all stocks, weights, sectors
New entries and exits over the last 3 months
Sector allocation and month-over-month changes
Updated monthly from official AMC disclosures
See Portfolio Holdings →
← Compare all Equity Funds

See how HDFC Technology FundOption ranks against other Equity funds on returns, drawdown, Sharpe ratio and AAUM — side by side.

Learn the Metrics
📖 Deep Dive
CAGR, Sharpe, Sortino & Std Dev
What these numbers mean and how to use them
📖 Deep Dive
Drawdown & Rolling Returns
Why these reveal more than any CAGR figure
⚠️ RightAdvise.com is NOT registered with SEBI. All content is for educational purposes only. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully and consult a SEBI-registered advisor before investing.
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⚠️ RightAdvise.com is NOT registered with SEBI. All content is for educational purposes only. Mutual Fund investments are subject to market risks. Please read all scheme-related documents carefully and consult a SEBI-registered advisor before investing.