Top Defence Mutual Funds: No. 1 fund has converted Rs 1,00,000 one-time investment into Rs 1,64,000 in just 3 months
From Rs 1 Lakh to Rs 1.64 Lakh in 3 Months: Amid India's Operation Sindoor against Pakistan and heightened tensions between the two nations, the defence sector is in the limelight, with defence stocks rising fast. Defence mutual funds have also gained heavily amid such a rally. They have given up to a 64 per cent return in just 3 months. Which defence mutual funds are they?
From Rs 1 Lakh to Rs 1.64 Lakh in 3 Months: The Indian defence sector is in focus after India launched Operation Sindoor against Pakistan this month. Indian defence forces made Pakistan pay the price for its alleged involvement in the Pahalgam attack last month after targeting terrorist hideouts in Pakistan. Defence equipment made in India and imported from outside played a key role in this operation, where India turned out to be a clear winner, forcing Pakistan to ask for a ceasefire. As the defence companies gained, many defence stocks, primarily PSUs, also jumped heavily. In return, defence mutual funds have also made huge gains. They have risen to 64 per cent in just 3 months. It means a Rs 1 lakh one-time investment in the top mutual fund is worth Rs 1.64 lakh in just 90 days. Know which of these funds are and what the value of a Rs 1 lakh lump sum (one-time) investment in each of them is-
Photos: Unsplash/Pixabay/Pexels
Groww Nifty India Defence ETF FoF Direct-Growth
The sectoral fund has given a 63.16 per cent annualised SIP return in the 3-month period.
It has an asset under management (AUM) of Rs 39 crore, while its unit price as on May 16, 2025, was Rs 12.38.
Groww Nifty India Defence ETF FoF Direct-Growth
Benchmarked against Nifty India Defence TRI, the fund has given a 23.15 per cent annualised return since its launch in September 2024.
At an expense ratio of 0.21 per cent, the fund is closed for investment.
Groww Nifty India Defence ETF FoF Direct-Growth
The fund has 38.39 per cent of its investments in large cap stocks, 39.21 per cent in mid cap, and 22.56 per cent in small cap stocks.
A Rs 100,000 one-time investment in the 3-month time frame has converted into Rs 1,63,159.
Motilal Oswal Nifty India Defence Index Fund Direct-Growth
The sectoral fund has given a 62.15 per cent return in just 3 months.
It has AUM of Rs 2,875 crore, while its NAV as on May 16, 2025, was Rs 10.89.
Motilal Oswal Nifty India Defence Index Fund Direct-Growth
Benchmarked against Nifty India Defence TRI, the fund has given a 1.4 per cent return since its start in June 2024.
At an expense ratio of 0.31 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
Motilal Oswal Nifty India Defence Index Fund Direct-Growth
The fund has 38.32 per cent of its investments in large cap stocks, 39.14 per cent in mid cap, and 22.51 per cent in small cap stocks.
It has capital goods, chemicals, communication, others, and automobiles as its main investments.
Motilal Oswal Nifty India Defence Index Fund Direct-Growth
The main stocks in its portfolio are HAL, BEL, Solar Industries, Mazagon Dock, Bharat Dynamics, and Cochin Shipyard.
A Rs 100,000 one-time investment in the 3-month period in the fund has jumped to Rs 1,62,150.
HDFC Defence Fund Direct - Growth
The small cap fund has given a 43.33 per cent return in the 3-month period.
It has assets under management (AUM) of Rs 5,487 crore, while its net asset value (NAV) as on May 16, 2025, is Rs 24.2.
HDFC Defence Fund Direct - Growth
Benchmarked against Nifty India Defence TRI, the fund has given a 56.74 per cent annualised return since its beginning in May 2023.
With an expense ratio of 0.74 per cent, the fund has Rs 100 as the minimum SIP investment.
HDFC Defence Fund Direct - Growth
The fund has 46.13 per cent of its investments in large cap stocks, 14.52 per cent in mid cap, and 34.6 per cent in small cap stocks.
It has capital goods, chemicals, communication, and construction sectors as its main investments.
HDFC Defence Fund Direct - Growth
The main stocks in its portfolio are HAL, BEL, Solar Industries, BEML, and Astra Microwave Products.
A Rs 100,000 one-time investment in 3 months has grown to Rs 1,43,873.
Aditya Birla Sun Life Nifty India Defence Index Fund Direct-Growth
The defence fund has given a 38.65 per cent annualised SIP return in the 3-month time frame.
It has AUM of Rs 461 crore, while its NAV as on May 16, 2025, was Rs 11.9.
Aditya Birla Sun Life Nifty India Defence Index Fund Direct-Growth
Benchmarked against Nifty India Defence TRI, the fund has given a 19.8 per cent annualised return since its inception in August 2024.
With an expense ratio of 0.31 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment.
Aditya Birla Sun Life Nifty India Defence Index Fund Direct-Growth
The fund has 38.33 per cent of its investments in large cap stocks, 39.15 per cent in mid cap, and 22.52 per cent in small cap stocks.
It has capital goods, chemicals, communication, others, and automobile sectors as its main investments.
Aditya Birla Sun Life Nifty India Defence Index Fund Direct-Growth
The main stocks in its portfolio are HAL, BEL, Solar Industries, Mazagon Dock, Bharat Dynamics, and Cochin Shipyard.
A Rs 100,000 one-time investment in 3 months has sprung to Rs 1,38,651.