Archive · 21 Nov 2025
HDFC vs Motilal Oswal: Defence Funds' 1-Year Performance
Two defence funds, HDFC and Motilal Oswal, had different performances in the last year.
HDFC's fund grew by about 23%, while Motilal Oswal's grew by nearly 37%.
Both funds invest in companies that make things like planes, ships, and weapons.
HDFC picks a few strong companies, while Motilal Oswal follows a list of companies that change together.
To decide which fund is better, you should think about how much risk you want to take and how long you want to keep your money in the fund.
HDFC Defence Fund's 1-year CAGR is 22.88% with NAV Rs 725.52 (as of 20 Nov 2025)
Motilal Oswal Nifty India Defence Index Fund's 1-year CAGR is 37.4% with NAV Rs 710.87 (as of 20 Nov 2025)
Both funds invest mainly in aerospace, shipbuilding, electronics, missiles, explosives, and associated manufacturing
HDFC Defence Fund takes a compact approach with a focus on established companies, while Motilal Oswal mirrors the Nifty India Defence TRI
Defence funds should be held for long periods and fit within the overall asset mix, not replacing diversified equity holdings
- Who
- HDFC and Motilal Oswal
- What
- Offered defence funds with different performances
- When
- Over the last year
- Where
- In the Indian defence sector
- Why
- To provide investment options in the defence sector
Active Management (HDFC)
Passive Indexing (Motilal Oswal)
Concentration
Active Management (HDFC)
HDFC focuses on a compact portfolio of established companies
Passive Indexing (Motilal Oswal)
Motilal Oswal mirrors the entire Nifty India Defence TRI
Volatility
Active Management (HDFC)
HDFC's focused approach may lead to different movements from the broad theme
Passive Indexing (Motilal Oswal)
Motilal Oswal's index approach captures the full movement of the sector
- HDFC Defence Fund 1-year CAGR
- 22.88%
- Motilal Oswal Nifty India Defence Index Fund 1-year CAGR
- 37.4%
- HDFC Defence Fund NAV (as of 20 Nov 2025)
- Rs 725.52
- Motilal Oswal Nifty India Defence Index Fund NAV (as of 20 Nov 2025)
- Rs 710.87
- HDFC Defence Fund AUM
- Rs 77,557 crore
- Motilal Oswal Nifty India Defence Index Fund AUM
- Rs 73,892.07 crore