EquitySectoral/ ThematicDirect · Growth
HDFC Defence Fund - Growth Option - Direct Plan
HDFC · Scheme 151750
₹32.08▲ 1.05%NAV · 2026-09-18
Strong FundScore
AUM
₹10,709 cr
Expense ratio
0.89%
3Y CAGR
42.4%
Risk level
Very High
Min SIP
₹100
Benchmark
Nifty 500 TRI
Fund manager: Dhruv MuchhalExit load: Exit load of 1%, if redeemed within 1 year.
Strong · 78/100
A high-quality fund that scores well on the factors that matter.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Compounding well recently — 42.4% CAGR over 3 years.
- ✓Excellent risk-adjusted returns (Sharpe 1.35) — reward isn't just from taking more risk.
- ✓3Y CAGR: +42.4%
📉 What could drag it down
- •High volatility (25% a year) — expect big swings up and down.
- •Sectoral/ Thematics are inherently higher-risk — best held 7+ years to ride out swings.
- •Volatility: 25% annualised
FundScore breakdown
78/100 · Strong
Returns
Excellent
Consistency
Average
Risk-adjusted
Strong
Downside protection
Average
Cost efficiency
Strong
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.