HDFC Defence Fund adds 3 stocks, boosts BEL stake in October
In short
HDFC Defence Fund added three new stocks and raised holdings in five existing stocks in October 2026. Bharat Electronics saw the biggest increase, with the fund adding 30.18 lakh shares.
The moves show the fund is changing its defence portfolio. Investors watching the fund will look at which stocks got more buying.
What the reporting says
HDFC Defence Fund added three new stocks and increased holdings in five existing stocks in October 2026.
Why it matters
HDFC Defence Fund changed its portfolio in October 2026 by adding three stocks and increasing five existing positions. The biggest reported increase was in Bharat Electronics, where the fund added 30.18 lakh shares. The brief points to an active mutual fund repositioning within defence-related holdings, and also mentions Tata Motors among the names with higher stakes.