Top 7 stocks in which HDFC Defence Fund bought stake

Synopsis: In Q4FY26, mutual funds increased their stakes across companies such as HAL, Bharat Electronics, reflecting growing investor confidence in defence auto components, and allied engineering sectors. 

Mutual funds actively adjusted their portfolios in Q4FY26, showing increased confidence in select companies across diverse sectors. Investors focused on stocks demonstrating steady performance, growth potential, and strong fundamentals.This quarter saw notable stake increases in six key companies,spanning industries such as aerospace, industrial manufacturing, auto components, highlighting trends in both manufacturing and consumer-focused businesses.  

Hindustan Aeronautics Limited

Hindustan Aeronautics Limited (HAL) is India’s leading aerospace and defence PSU, engaged in designing, manufacturing, and maintaining aircraft, helicopters, engines, and avionics. Founded in 1940 and headquartered in Bengaluru, HAL plays a key role in indigenous defence production with platforms like Tejas and Dhruv, serving the armed forces and civil aviation sectors.

With the market capitalization of Rs. 2,94,261 Crores, the shares of HAL were trading at around Rs. 4400 per share which is 15  percent discount from its 52 weeks high of Rs. 5166 per share. The fund added 50,000 shares in HAL, taking the total holding to 25.50 lakh shares 

Eicher motors

Eicher Motors is an Indian multinational automotive company headquartered in New Delhi. It manufactures premium motorcycles through Royal Enfield and commercial vehicles via its joint venture with Volvo Group. Founded in 1982, it operates globally, focusing on mid-sized motorcycles and trucks, with a strong presence in over 65 countries

With the market capitalization of Rs. 1,97,945 Crore, the shares of Eicher Motors Ltd were trading at around Rs. 7216 per share which is 12 percent less from its 52 weeks high of Rs. 8233 per share. The fund added 45,000 shares in Eicher Motors, taking the total to 4.95 lakh shares

Aequs Limited

Aequs Limited is an India-based diversified contract manufacturing company founded in 2000 and headquartered in Belagavi. It provides vertically integrated solutions across aerospace, consumer goods, and industrial sectors, operating dedicated manufacturing ecosystems and SEZs. The company supplies precision components to global OEMs and has a presence across India, the US, and France. 

With the market capitalization of Rs. 12,729 Crores, the shares of Aeques ltd were trading at around 190 per share which is 7.7 percent discount from its 52 weeks high of Rs. 206 per share. The fund added 10.51 lakh shares in Aequs, taking the total to 17.68 lakh shares

Sedemac Mechatronics

Sedemac Mechatronics is a Pune-based technology company specializing in powertrain control solutions and electronic control units (ECUs) for mobility and industrial applications. Founded in 2007, it supplies critical components to OEMs across India, the US, and Europe, with strong capabilities in engine management, genset controllers, and integrated starter generator systems. 

With the market capitalization of Rs. 7,498 Crores, the shares of Sedemac Mechatronics were trading at around Rs. 1698 per share which is 6.6 percent discount from its 52 weeks high of Rs. 1818 per share and 3.97 lakh shares in Sedemac Mechatronics as a new holding.

Bharat Electronics

Bharat Electronics Limited is a Navratna public sector company established in 1954 and headquartered in Bengaluru. It operates under the Ministry of Defence and specializes in advanced electronic systems for defence and civilian use, including radars, communication systems, and electronic warfare solutions. The company serves the Indian armed forces and exports globally, with growing presence in non-defence sectors like cybersecurity and smart infrastructure

With the market capitalization of Rs. 3,27917 Crores, the shares of Bharat Electronics were trading at around Rs. 449 per share which is 5 percent discount from its 52 weeks high of Rs. 473 per share and the fund added 2.70 lakh shares in Bharat Electronics 

Solar Industries India Limited

Solar Industries India Limited is a leading Indian manufacturer of industrial explosives and explosive initiating systems, headquartered in Nagpur and founded in 1995. It serves mining, infrastructure, and defence sectors, with a growing focus on ammunition and high-energy materials. The company operates globally across multiple countries and has expanded into advanced defence technologies, including drones, rockets, and missile components. 

With the market capitalization of Rs. 1,38,237 Crores, the shares of Solar Industries India Ltd were trading at around Rs. 15,276 per share which is 14 percent discount from its 52 weeks high of Rs. 17,820 per share and the fund added 22,672 shares in Solar Industries

Bosch Ltd

Bosch Limited is the Indian subsidiary of Robert Bosch GmbH, headquartered in Bengaluru. Established in 1951, it is a leading supplier of automotive components, including fuel injection systems and auto electronics. The company also operates in industrial technology, consumer goods, and energy solutions, supported by strong R&D and manufacturing capabilities in India.

With the market capitalization of Rs. 1,11,329 per share, the shares of Bosch ltd were trading at around Rs. 37,760 per share which is 8.5 percent less from its 52 weeks high of Rs. 41,945 per share and the fund added 7,151 shares in Bosch 

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