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HDFC Defence Fund - Growth Option - Direct Plan

HDFC Mutual Fund · Equity · mandate: ≥80% in the named sector/theme · benchmark: —
AUM (all plans)
9,371 cr
TER direct / regular
0.90% / 1.79%
CAGR (full)
42.7%
Sharpe (full)
1.13
Sharpe (bull ≤Sep-24)
2.55
Sharpe (sideways Oct-24→)
0.54
Max drawdown
-30.6%
Months of data
38
Percentile ranks this fund within its peer pool; the leaderboard Score is the weighted average of its fiscal-year percentiles (equity: active-return-rank blended with IR-rank).

Equity curve

2023202420252026100204308Fund (NAV=100)Risk-free 6%/yrCategory median (Thematic)

Drawdown

2023202420252026-31-150Drawdown %

Fiscal-year record

FYReturnvs categorySharpemonths
FY220
FY230
FY24*62.8%34.3%3.259
FY2521.6%14.6%0.5312
FY2611.5%12.7%0.3012
FY27*39.6%21.3%2.605
Active/Fund returns are TOTALS over the months covered — never annualized (FY27* is year-to-date; a * row covers only part of the year). %ile is the fund's percentile within its peer pool for that year.

Monthly returns (%)

JanFebMarAprMayJunJulAugSepOctNovDecYear
2023+9.6+7.1+0.1-0.9+14.1+13.1+50.4
2024+2.8+3.3+2.0+14.7+14.5+9.0+0.3-4.6-3.4-2.6+6.0-3.9+41.9
2025-7.0-18.4+22.2+6.3+18.5+3.5-10.1-2.1+5.1+5.3-4.0-2.1+10.7
2026+3.5+1.9-11.5+22.4+4.6+6.0-0.7+3.6+30.4

Quarterly average AUM & estimated net flows

20232024202520261,2505,3109,371AUM (quarter avg), ₹cr
-1,1361,248
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by construction). Monthly returns are month-end NAV chains; stale prints (>7 days before month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic monthly convention. Independence: all figures are computed from mandatory public disclosures with a fixed methodology applied identically to every fund — no fund can pay for inclusion, exclusion, placement, or altered presentation, and any material commercial relationship will be disclosed on the affected pages. Nothing here is investment advice; past performance does not predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard · PMS leaderboard
Feedback, inputs, or bug reports are appreciated — @vivekrmr on X · LinkedIn.