New Delhi, Nov. 11 -- HDFC Defence Fund has reshuffled its portfolio in October 2026, increasing its holdings in five existing stocks and adding three new stocks. With these additions, the fund's total portfolio expanded to 27 stocks by the end of October.

HDFC Defence Fund is India's only open-ended equity thematic scheme that invests mainly in equities of companies operating in the defence and allied sectors.

The fund manager has the flexibility to actively invest across segments such as aerospace and defence, auto components, chemicals and petrochemicals, industrial manufacturing, and other related industries.

The fund's assets under management (AUM) stood at Rs.11,493 crore as of 30 September 2026, declining to Rs.11,131 crore as o...