HDFC Defence Gr
Empty
1–7 yearsInvestment Horizon
HNI,MATarget Segments
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation28.1%
Sharpe Ratio0.73
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Bharat Electronics LtdCapital Goods14.87%
Bharat Forge LtdCapital Goods12.91%
Hindustan Aeronautics Ltd Ordinary SharesCapital Goods12.61%
Solar Industries India LtdCapital Goods10.28%
Astra Microwave Products LtdTechnology6.44%
BEML LtdCapital Goods5.11%
MTAR Technologies LtdCapital Goods5.09%
Eicher Motors LtdConsumers4.67%
Bosch LtdConsumers4.10%
Bharat Dynamics Ltd Ordinary SharesCapital Goods3.19%
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
DM
Dhruv Muchhal
Mr. Dhruv Muchhal has experience of 14 years. Manages 328 funds at HDFC Asset Management Co Ltd with an AUM of approximately ₹4,43,585 Cr Holds a B.Com degree.
36 years
Combined Team Experience
₹ 4,43,585 Cr
Assets Under Management
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)1.78%
Exit Load1
Regulatory & Tax Information
INF179KC1GL9
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)