HDFC Defence Fund October 2026 portfolio: Active mutual fund adds 3 stocks; raises stake in BEL, Tata Motors and others

HDFC Defence Fund, an active mutual fund, added three new stocks and increased holdings in five existing stocks during October 2026. Bharat Electronics saw the largest addition, with the fund raising its stake by 30.18 lakh shares. The fund also increased its holdings in Tata Motors and others.