myplexus

NFO Monitor

Fund Fact

Name of Funds:

HDFC Defence

Opening:

19th May 2023

Closing:

2nd June 2023

Minimum Investment:

Rs. 100/- and any amount thereafter.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Not Applicable

Exit Load:

1% of NAV if units are redeemed/switched-out within 1 year from the date of allotment.

Fund Stats

Objective:

To provide long-term capital appreciation by investing predominantly in equity and equity related securities of Defence & allied sector companies

Benchmark:

NIFTY 50

Fund Manager:

Abhishek Poddar, Priya Ranjan

Asset Allocation

80-100% Equity upto 20% Money Market

upto 20% Debt upto 10% Others

Comparable existing schemes

Bandhan Infrastructure Fund	11.33(6M)	31.30(1Y)
Invesco India PSU Equity Fund	5.96(6M)	30.03(1Y)

Fund Prognosis

Idea Distiller

The defence sector is seemingly on the upside with various established PSU players and some new hot entrants. As a sector it is innovative.

Fund House AAUM:
Rs. 45363567.53 Lakhs (as on 31st March 2023)
Fund Manager:
Combined experience of above 17 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Very but if the oomph translates into performance or not remains to be seen. I think it is hype but you could think differently on this.

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