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Sectoral/ ThematicHDFC Asset Management Company Limited

HDFC Defence Fund - Growth Option - Direct Plan

Benchmark: Nifty India Defence TRI · Riskometer: Very High

₹31.609

NAV (2026-08-31)

₹11,477.593 Cr

AUM (2026-08-31)

0.89%

EXPENSE RATIO (DIRECT)

2023-05-19

INCEPTION

BQuality · 76.6/100
DSafety · 41.4/100
ACompound · 85.8/100

Punji Fund Health Score - percentile-within-category. See methodology.

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Rolling CAGR by holding period - min, median, max

Each group is one holding-period length. Full range of outcomes across every overlapping window in the fund's history, not one trailing number.

-19%27%72%118%164%1Y3Y
Min rolling CAGRMedian rolling CAGRMax rolling CAGR
MetricValuePercentileCategory median
3Y Rolling CAGR41.9%100th 17.5%
3Y Sharpe Ratio1.2297.3th 0.63
3Y Alpha0.2%28.18th 2.7%
3Y Std Deviation26.8%0.9th (lower is better)15.0%

0.8237

Beta

87.4801

Up Capture

10.4459

Tracking Error (%)

3-year window vs. Nifty India Defence TRI.

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Top sector holdings

Share of portfolio (% to NAV) in each of the top sectors.

46.79%19.12%13.84%TOP 10100%
Aerospace & Defense 46.79%Auto Components 19.12%Chemicals & Petrochemicals 13.84%Agricultural, Commercial & Construction Vehicles 5.6%Automobiles 4.03%Electrical Equipment 4.01%Industrial Manufacturing 3.97%Other 1.72%Construction 0.72%Industrial Products 0.2%

TOP HOLDINGS

Bharat Forge Ltd. (Auto Components)14.82%
Bharat Electronics Ltd. (Aerospace & Defense)14.67%
Hindustan Aeronautics Limited (Aerospace & Defense)12.37%
Solar Industries India Ltd. (Chemicals & Petrochemicals)10.95%
Astra Microwave Products Ltd. (Aerospace & Defense)7.16%
BEML Limited (Agricultural, Commercial & Construction Vehicles)4.74%
Eicher Motors Ltd. (Automobiles)4.03%
MTAR Technologies Limited (Electrical Equipment)4.01%
Bharat Dynamics Limited (Aerospace & Defense)3.8%
Mazagon Dock Shipbuilders Ltd (Industrial Manufacturing)3.34%

Funds that behave most similarly (beta, capture ratios, volatility - not holdings overlap). Pick up to 2 to compare alongside this fund:

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Asset Allocation

As of Jul-2026

98.28%TOP 3100%
Equity 98.28%Debt 0%Cash 1.72%

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Market Cap Split

As of Jul-2026

51.34%9.48%36.15%TOP 397%
Large 51.34%Mid 9.48%Small 36.15%

Portfolio analytics as of Jul-2026.

Data as of 2026-09-02. Source: AMFI disclosures via Punji. Not investment advice.