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Defence mutual funds jump 25% in a month as experts warn against chasing rallies
Business
Published on 5 May 2026
Valuations look stretched after a geopolitics driven sprint
Defence mutual funds have surged as much as 25% in just a month, fueled by heightened geopolitical tensions. But experts caution investors not to chase the spike, pointing to stretched valuations and long, execution-heavy project timelines typical of the sector. They suggest a gradual entry strategy and wider diversification instead of betting everything after a rapid rally.
- Defence mutual funds have risen up to 25% in a month
- Geopolitical tensions are the main driver of the rally
- Experts warn valuations may be stretched after the surge
- Gradual investing and diversification are recommended
Read the full story at The Economic Times
This summarization was done by Beige for a story published on 
The Economic Times