COMPARE
HDFC Technology Fund - Growth Option - Direct Plan vs Samco Active Momentum Fund - Direct Plan - Growth Option
HDFC Technology Fund and Samco Active Momentum Fund are both in the Thematic Fund category, from HDFC Asset Management Company Limited and Samco Asset Management Private Limited respectively. HDFC Technology Fund has posted a higher 3-year rolling CAGR. HDFC Technology Fund has the lower expense ratio. See the full table and FAQ below for the complete real-data comparison.
Basics
HDFC Technology Fund has the lower direct-plan expense ratio, by 0.83 percentage points.
| HDFC Technology Fund - Growth Option - Direct Plan | Samco Active Momentum Fund - Direct Plan - Growth Option | |
|---|---|---|
| Category | Thematic Fund | Thematic Fund |
| AMC | HDFC Asset Management Company Limited | Samco Asset Management Private Limited |
| Benchmark | BSE TECK TRI | Nifty 500 TRI |
| NAV | ₹12.584 (2026-10-28) | ₹15.64 (2026-10-28) |
| AUM | ₹1,536.067 Cr | ₹747.28 Cr |
| Expense Ratio (Direct) | 1.09% | 1.92% |
| Inception | 2023-08-25 | 2023-06-15 |
Returns
HDFC Technology Fund leads on 3-year rolling CAGR (5.5% vs Samco Active Momentum Fund's 15.4%) - see the FAQ below for percentile context within each fund's own category.
Risk Metrics
HDFC Technology Fund has been the more volatile of the two by standard deviation.
| HDFC Technology Fund - Growth Option - Direct Plan | Samco Active Momentum Fund - Direct Plan - Growth Option | |
|---|---|---|
| 3Y Sharpe Ratio | 0.04 | 0.31 |
| 3Y Alpha | 2.7836% | 3.8169% |
| 3Y Std Deviation | 18.6766% | 15.6612% |
| 3Y Calmar Ratio | 0.26 | 0.47 |
Portfolio Analytics
Samco Active Momentum Fund carries the higher portfolio P/E ratio (a rougher proxy for how richly the underlying holdings are valued) - see the table below for the full comparison.
| HDFC Technology Fund - Growth Option - Direct Plan | Samco Active Momentum Fund - Direct Plan - Growth Option | |
|---|---|---|
| P/E Ratio | 21.6628 | 28.9991 |
| P/B Ratio | 4.4922 | - |
| Dividend Yield | 2.024% | 0.4745% |
| Active Share | 43.72% | 94.33% |
| Portfolio Turnover | 1170% | 771% |
| YTM | - | - |
| Duration (Macaulay) | - | - |
Punji Fund Health Score
HDFC Technology Fund and Samco Active Momentum Fund carry the same Punji Quality grade.
Frequently asked questions
Which has a higher 3-year return, HDFC Technology Fund or Samco Active Momentum Fund?
HDFC Technology Fund's 3-year rolling CAGR of 5.5% is higher than Samco Active Momentum Fund's 15.4%. HDFC Technology Fund sits in the 10th percentile of its category on this metric, versus the 29th percentile for Samco Active Momentum Fund - though note both funds may belong to different categories with different medians, so a raw CAGR comparison doesn't account for how each fund performed relative to its own peers. A higher historical return also doesn't necessarily mean lower risk; check the risk metrics below before concluding either fund is the "better" choice.
Which has a lower expense ratio, HDFC Technology Fund or Samco Active Momentum Fund?
HDFC Technology Fund's direct-plan expense ratio is 0.83 percentage points lower than Samco Active Momentum Fund's. Over long holding periods, a persistent expense-ratio gap compounds into a materially different final corpus even if the two funds' gross returns are similar - it's one of the few fund attributes you can compare with total certainty upfront, unlike future returns, since the fee is contractually fixed rather than a historical estimate.
Which fund carries more risk, HDFC Technology Fund or Samco Active Momentum Fund?
By standard deviation (a measure of how much a fund's returns swing around its own average), HDFC Technology Fund has been more volatile than Samco Active Momentum Fund over the trailing window. Standard deviation captures total volatility in both directions - up and down - so a higher figure means bigger swings generally, not necessarily bigger losses specifically. Sharpe ratio (0.04 for HDFC Technology Fund vs 0.31 for Samco Active Momentum Fund) is a better single measure of risk-adjusted return, since it weighs the return earned per unit of volatility taken rather than volatility alone.
Which has higher AUM, HDFC Technology Fund or Samco Active Momentum Fund?
HDFC Technology Fund has ₹1,536 Cr in assets under management, versus ₹747 Cr for Samco Active Momentum Fund. A larger AUM generally means deeper liquidity and lower per-unit fixed costs for the AMC to spread across investors, but an AUM that's very large relative to a fund's category and strategy (especially in small/mid cap categories, where the investable universe is smaller) can also make it harder for a manager to enter and exit positions without moving the price - bigger isn't automatically better, especially for less liquid categories.
Which fund has a longer track record, HDFC Technology Fund or Samco Active Momentum Fund?
Samco Active Momentum Fund launched on 2023-06-15, making it older than HDFC Technology Fund (launched 2023-08-25). A longer track record means more real market cycles (bull runs, corrections, rate cycles) the fund has actually navigated, which is useful context for judging consistency - but it isn't a guarantee of future performance, and a newer fund isn't automatically worse, especially if it's run by an experienced manager or team with a track record at a prior fund.
Data as of 2026-10-29. Source: AMFI disclosures via Punji. Not investment advice.