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Top 4 Defence Mutual Funds With up to 37% Return in 3 Months: Rs 1,00,000 one-time investment in No. 1 index fund is worth Rs 1,36,941
- Written by ZeeBiz WebTeam
Published: Zee Business| Updated: Zee Business
Top 4 Defence Funds With Highest Returns in 3 Months: Defence mutual funds came into existence when HDFC Mutual Fund house launched its fund in May 2023. With the defence sector growing extensively, many other fund houses launched their defence index funds and ETFs. The funds rose sharply due to Centre's focus on defence production expansion and schemes such as Make in India and Atmanirbhar Bharat. Operation Sindoor and ongoing geopolitical tensions also sharpened the government's focus on the defence sector. These factors boosted defence stocks, resulting in the rise of defence mutual funds. Here, we take you through the top 4 defence mutual funds with the highest return (CAGR) in the 3-month period. Also know how a Rs 1,00,000 one-time investment in each of them has grown during that period.
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1/8
Motilal Oswal Nifty India Defence Index Fund Direct-Growth
1/8The defence fund has given a 36.94 per cent return in the 3-month period. It has assets under management (AUM) of Rs 3,776 crore, while its net asset value (NAV) as on July 2, 2025, was Rs 11.61. Benchmarked against Nifty India Defence TRI, the fund has given an 8.23 per cent annualised return since its launch in June 2024.
2/8
Motilal Oswal Nifty India Defence Index Fund Direct-Growth
2/8With an expense ratio of 0.42 per cent, the fund has Rs 500 as the minimum SIP investment and Rs 1,000 as the minimum lump sum investment. A Rs 1,00,000 lump sum investment in 3 months in the fund has converted into Rs 1,36,941.
3/8
Aditya Birla Sun Life Nifty India Defence Index Fund Direct-Growth
3/8The fund has given a 36.87 per cent return in 3 months. It has AUM of Rs 664 crore, while its NAV as on July 2, 2025, was Rs 12.68. Benchmarked against Nifty India Defence TRI, the fund has given a 27.65 per cent annualised return since its inception in August 2024.
4/8
Aditya Birla Sun Life Nifty India Defence Index Fund Direct-Growth
4/8At 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. A Rs 1,00,000 lump sum investment in the fund in the 3-month time frame has zoomed to Rs 1,36,869.
5/8
Groww Nifty India Defence ETF FoF Direct-Growth
5/8The fund has given a 36.72 per cent return in the 3-month time frame. It has an asset base of Rs 61 crore, while its unit price as on July 2, 2025, was Rs 13.08. Benchmarked against Nifty India Defence TRI, the fund has given a 30.15 per cent annualised return since its debut in September 2023.
6/8
Groww Nifty India Defence ETF FoF Direct-Growth
6/8The fund has an expense ratio of 0.21 per cent. A Rs 1,00,000 lump sum investment in the fund in the 3-month period has ballooned to Rs 1,36,717.
7/8
HDFC Defence Fund Direct - Growth
7/8The fund has given a 29.48 per cent return in the 3-month period. It has a fund size of Rs 6,665 crore, while its NAV as on July 2, 2025, was Rs 26.18. Benchmarked against NIFTY Smallcap 250 TRI, the fund has given a 58.51 per cent annualised return since its beginning in May 2023.
8/8
HDFC Defence Fund Direct - Growth
8/8At an expense ratio of 0.72 per cent, the scheme is currently not available for investment. A Rs 1,00,000 lump sum investment in the fund in 3 months has jumped to Rs 1,29,483.
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