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Fund Facts
  • Name of Fund:
    HDFC Defence
  • Opening:
    19th May 2023
  • Closing:
    2nd June 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:

Fund Stats


To provide long-term capital appreciation by investing predominantly in equity and equity related securities of Defence & allied sector companies

  • Benchmark:

  • S&P CNX Nifty Total Return Index

  • Fund Manager:

  • Abhishek Poddar, Priya Ranjan

Asset Allocation

80-100% Equity
upto 20% Money Market
Comparable existing schemes
Bandhan Infrastructure Fund 11.33(6M) 31.30(1Y)
Invesco India PSU Equity Fund 5.96(6M) 30.03(1Y)

Fund Prognosis

Idea Distiller

The defence sector is seemingly on the upside with various established PSU players and some new hot entrants. As a sector it is innovative.

  • Fund House AAUM:

  • Rs. 45363567.53 Lakhs (as on 31st March 2023)

  • Fund Manager:

  • Combined experience of above 17 years

Scheme DNA 4 fundamentals

  • RISK

OOMP Factor

Very but if the oomph translates into performance or not remains to be seen. I think it is hype but you could think differently on this.