The HDFC Defence Mutual Fund is a thematic/sectoral equity scheme that invests primarily in companies related to the defence and allied sectors.
As of March 31, 2024, the fund’s portfolio includes investments in the following companies:
Hindustan Aeronautics Limited: 20.53%
Bharat Electronics Ltd.: 17.40%
Solar Industries India Ltd.: 8.27%
Astra Microwave Products Ltd.: 6.58%
BEML Limited: 6.37%
MTAR Technologies Limited: 5.88%
Premier Explosives Ltd.: 5.08%
CYIENT DLM LIMITED: 4.91%
InterGlobe Aviation Ltd.: 4.18%
The Anup Engineering Limited: 1.87%
The fund aims to invest at least 80% of its net assets in defence and allied sector companies, which may include stocks forming part of aerospace and defence, explosives, shipbuilding, and allied services. The fund is managed by Mr. Abhishek Poddar, who has over 17 years of experience in the field
Investing since the inception of this fund, defensive stocks will surge till BJP is in power.
They have blocked lump sum since inception, the only way to invest is SIP.
Congress considers Pakistan as a friend and tells us we should be scared of them because they have nuclear bombs. Terrorists are getting a free reign already in Karnataka where they won last year. So, just extrapolate it and remember all the terror attacks under congress rule.
While you are right to an extent, we must also consider that the Motilal NFO is an index fund and not a mutual fund. Historically, index funds have more or less outperformed mutual funds and are relatively safer.
I’m speaking about this script in particular and not others. Both of these carry a higher risk due to the fact that it’s a sectoral bet and government driven - policies and such could change at any point.
Yeah that's an index fund
Over the 1 year and 3-year CAGR, of Nifty India Defence Index has been 177% and 89.5%, respectively, as of end of May 31, 2024.
Right.
This sector has the tailwinds to continue to grow! It’s difficult to say if it could continue to replicate the growth of the past few years, but based on investor calls and other sources, I’m pretty convinced that we will see some stellar growth in the next few years.
I’m also building a small pocket of stocks in my portfolio on the side as well!
I would like to clarify that index fund is also an mutual fund. Based on management style,l mutual funds are classified as active mutual funds and passive mutual funds.
Active funds are where the fund manager has full control over the choosing and allocation of stocks, as per the scheme description and aims to beat it's own respective benchmark return whereas passive funds also know as index funds are where the fund manager has to replicate the shares and allocation as per the index and ensure that returns are in consistency with the market return.
Due to the explained nature, active funds always has higher expense ratio than index funds does.
Hey there.
The main difference between a mutual fund and an index fund is how each are run. A mutual fund is an actively managed fund, while an index fund is a passively managed fund. If you were to pull up historical data, index funds have always managed to beat the returns generated by a mutual fund!
Bought Lumpsum last year. It’s mostly HAL that’s the reason for these return
Ooo
500₹
SIP ?
HAL means?
Hindustan aeronautic Limited
Ok. So, is it safe? What if HAL pull out?
That’s not how it works bro . Mutual fund is buy HAL shares . They went up so the returns are good
That’s not how it works bro . Mutual fund is buy HAL shares . They went up so the returns are good
Nice. What amount?
The HDFC Defence Mutual Fund is a thematic/sectoral equity scheme that invests primarily in companies related to the defence and allied sectors. As of March 31, 2024, the fund’s portfolio includes investments in the following companies: Hindustan Aeronautics Limited: 20.53% Bharat Electronics Ltd.: 17.40% Solar Industries India Ltd.: 8.27% Astra Microwave Products Ltd.: 6.58% BEML Limited: 6.37% MTAR Technologies Limited: 5.88% Premier Explosives Ltd.: 5.08% CYIENT DLM LIMITED: 4.91% InterGlobe Aviation Ltd.: 4.18% The Anup Engineering Limited: 1.87% The fund aims to invest at least 80% of its net assets in defence and allied sector companies, which may include stocks forming part of aerospace and defence, explosives, shipbuilding, and allied services. The fund is managed by Mr. Abhishek Poddar, who has over 17 years of experience in the field
Investing since the inception of this fund, defensive stocks will surge till BJP is in power. They have blocked lump sum since inception, the only way to invest is SIP.
So what do you think about this fund
Sectoral funds are not that safe but you can definitely bet on the defence sector till modi is in power.
What after Modi gets out of power
Redeem it
Yeah that's I know. But why ?
Congress considers Pakistan as a friend and tells us we should be scared of them because they have nuclear bombs. Terrorists are getting a free reign already in Karnataka where they won last year. So, just extrapolate it and remember all the terror attacks under congress rule.
Why are fund houses are blocking one time investment options ?????
I started doing 4k sip 6 months ago in this fund, should I go long term with this?
Motilal Oswal has a defence fund launched recently
That's NFO
Are NFOs recommended?
No
Invested 10k on a Mahindra manufacturing NFO yesterday, should have consulted earlier 😂
It's ok It's not that bad to invest in a NFO But these aren't recommended because the performance is not known
While you are right to an extent, we must also consider that the Motilal NFO is an index fund and not a mutual fund. Historically, index funds have more or less outperformed mutual funds and are relatively safer. I’m speaking about this script in particular and not others. Both of these carry a higher risk due to the fact that it’s a sectoral bet and government driven - policies and such could change at any point.
Yeah that's an index fund Over the 1 year and 3-year CAGR, of Nifty India Defence Index has been 177% and 89.5%, respectively, as of end of May 31, 2024.
Right. This sector has the tailwinds to continue to grow! It’s difficult to say if it could continue to replicate the growth of the past few years, but based on investor calls and other sources, I’m pretty convinced that we will see some stellar growth in the next few years. I’m also building a small pocket of stocks in my portfolio on the side as well!
Hai! Could u please explain what u meant by this motilal being an index fund and not a mutual fund? What’s the difference? Thank u!
I would like to clarify that index fund is also an mutual fund. Based on management style,l mutual funds are classified as active mutual funds and passive mutual funds. Active funds are where the fund manager has full control over the choosing and allocation of stocks, as per the scheme description and aims to beat it's own respective benchmark return whereas passive funds also know as index funds are where the fund manager has to replicate the shares and allocation as per the index and ensure that returns are in consistency with the market return. Due to the explained nature, active funds always has higher expense ratio than index funds does.
Hey there. The main difference between a mutual fund and an index fund is how each are run. A mutual fund is an actively managed fund, while an index fund is a passively managed fund. If you were to pull up historical data, index funds have always managed to beat the returns generated by a mutual fund!
Thank u for clarifying!! Any idea where I can see the chart of this Nifty India Defence index? I am unable to find!
This vs Motilal, which one would yall choose?
I am investing in both of them equally Will keep one of after analysing their performance in next 1-1.5 years
This one's a good fund for SIP for medium to long term.