HDFC Defence Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :
1 Year | 3 Year | 5 Year | 9 Year | |
CAGR(%) | N/A | N/A | N/A | N/A |
Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of HDFC Defence Fund - Regular Plan - Growth is ₹18.98.
It is better to invest in a fund with a longer track record as HDFC Defence Fund - Regular Plan - Growth cannot be assessed for consistency of out-performance. Funds returns are more likely to be different than its benchmark Nifty India Defence - TRI returns, as Funds portfolio is significantly different.
HDFC Defence Fund - Regular Plan - Growth fund’s expense ratio is 2.04%
The process for redemption is
The AUM of HDFC Defence Fund - Regular Plan - Growth is currently ₹2,248 Crores.
The Top three stocks are Hindustan Aeron, Bharat Electronics and Solar Industries and account for 46% of its portfolio. Top 5 and 10 stocks of fund account for 59% and 81% of fund’s portfolio respectively.
Top three sectors of HDFC Defence Fund - Regular Plan - Growth fund are Capital Goods, Chemicals and Miscellaneous accounting for 98% of the total portfolio.
Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Thematic Fund - Other it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of HDFC Defence Fund - Regular Plan - Growth Fund is Equity - Thematic Fund - Other.
Abhishek Poddar manages the HDFC Defence Fund - Regular Plan - Growth Fund.
HDFC Defence Fund - Regular Plan - Growth current PE ratio is 60.18 and PB ratio is 11.38
The asset allocation of HDFC Defence Fund - Regular Plan - Growth is Stocks : 92.30%, Debt : 7.71% and Gold : 0%
The minimum SIP amount for HDFC Defence Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00
The exit load for HDFC Defence Fund - Regular Plan - Growth is 1% on or before 1 year, Nil after 1 year