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HDFC Defence Fund

HDFC Mutual FundSectoral / ThematicActiveAs of 2026-07-31
Holdings
26
Concentrated
Top 10 weight
80%
Concentration
Strategy
Active
Portfolio style
Equity
98%
Asset allocation

Portfolio

9Sectors5Large positions46.8%Top: Aerospace & Defense0.0%Cash

Market-cap allocation

Large cap49%
Mid cap19%
Small cap29%

Asset allocation

Equity98%

Top holdings

BEML LimitedEQUITY4.7%
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Portfolio insights

Portfolio read

  • 98% equity.
  • Large-cap exposure is 49%.
  • Largest equity sector is Aerospace & Defense at 46.8%.

Watchpoints

  • Sector concentration is elevated: Aerospace & Defense represents 47%.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Sectoral / Thematic.

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Sector exposure

Showing top sectors from the current portfolio.

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