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Company updateMint

HDFC Defence Fund adds 3 stocks, raises stake in BEL, Tata Motors

Positive+10

GreyOak summary

HDFC Defence Fund reshuffled its portfolio in October 2026, adding three new stocks and increasing holdings in five existing ones. The fund's AUM declined from ₹11,493 crore to ₹11,131 crore, while delivering a one-year return of 21.04% against the benchmark's 14.19%.

What it affects

  • HDFC Defence Fund raised stakeRolling sentiment Positive +44

  • Tata MotorsTMCVPositive +8

    HDFC Defence Fund increased holdingsRolling sentiment Positive +30

Source

Read the original at Mint

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