In August, HDFC Defence Fund strategically adjusted its portfolio, incorporating Mazagon Dock Shipbuilders and increasing investments in Bharat Dynamics, Bharat Forge, Centum Electronics, Solar Industries, and Data Patterns (India). Simultaneously, the fund reduced exposure to Cyient DLM, Techno Electric & Engineering Company, Avalon Technologies, and JNK India, while exiting Interglobe Aviation completely.