HDFC Defence Fund NFO

HDFC Mutual Fund is launching a new Thematic/Sectoral Fund -   HDFC Defence Fund

May 18, 2023

Deepti Namoshi

HDFC Defence Fund NFO

Opening Date:  May 19,  2023 Closing Date:  June 2, 2023

Minimum Application Amount:  INR 100 and any amount which are multiples of 100 Minimum Additional Purchase: INR 100 and any amount which are multiples of 100.  Exit Load: 1% if switched out within 1 year.  Suitability: Very High Risk  Benchmark: Nifty India Defence Index TRI (Total Returns Index)

Investment Details

Asset Allocation

Equity and Equity related instruments of Defence & allied sector Companies#(80% to 100%)

Equity and Equity related instruments of companies other than above(0 to 20%) Units of REITs and InvITs (0 to 10%) Debt securities*, money market instruments and Fixed Income Derivatives (0 to 20%) Units of Mutual Fund@ (0 to 5%)

Very high-risk investment HDFC Defence Fund  is a Sectoral/Thematic fund and benchmarked to Nifty India Defence Index TRI (Total Returns Index)

Risk Profile

Fund Managers

HDFC Defence Fund will be managed by Mr. Abhishek Poddar

To provide long-term capital appreciation by investing predominantly in equity and equity related securities of Defence & allied sector companies However, there is no assurance that the investment objective of the Scheme will be realized

Investment Objective