HDFC Defence Fund, India’s only defence sector-focused fund, strategically increased its holdings in BEML and Solar Industries in March. It also introduced Centum Electronics to its portfolio, adding 2.58 lakh shares. While maintaining exposure in 19 stocks, the fund’s asset allocation heavily favors capital goods at 66.76%, followed by chemicals at 15.29%.
Laurus Labs shares rally over 4% as Q1FY27 profit jumps 126% on strong CDMO growth
Laurus Labs reported a strong June-quarter performance, with net profit more than doubling and revenue rising 29% year-on-year, driven by robust growth in its CDMO
July 27, 2026