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quant BFSI Fund - Growth Option - Direct Plan

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
11
Aug 2026
Equity Holdings
₹673.23 Cr
Equity only, excl. debt & cash
AAUM
₹753.96 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
48.0%
High concentration
Top 10 Weight
71.7%
High concentration
Changes
16
4 new · 5 exits
Top Sector
Banks
24.8% of portfolio
Launch Date
01 Jun 2023
3 years old

AAUM (Average Assets Under Management) of ₹753.96 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month quant BFSI Fund made 4 new additions and exited 5 stocks this month. The biggest new buy was Life Insurance Corporation Of India (Insurance) at 9.16% weight. Manappuram Finance Limited was the biggest exit (Finance), which was held at 9.48%. Among existing holdings, Piramal Finance Ltd saw the biggest increase — now at 9.53% of the portfolio. TSF INVESTMENTS LIMITED was trimmed the most, now at 3.86%. Capri Global Capital Limited remains the top holding with Banks the dominant sector at 24.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Finance 33.2% 40.0% +6.8%
Banks 33.3% 22.2% -11.1%
Capital Markets 0.0% 13.1% +13.1%
N.A. 5.1% 5.4% +0.3%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 22.2% 24.8% +2.6%
Finance 40.0% 23.5% -16.5%
Insurance 0.0% 10.5% +10.5%
Capital Markets 13.1% 9.1% -3.9%
N.A. 5.4% 5.1% -0.3%
🟢
Biggest New Buy
Life Insurance Corporation Of India
9.16% weight · Insurance
🔴
Biggest Exit
Manappuram Finance Limited
9.48% was held · Finance
Biggest Add
Piramal Finance Ltd
+1.41% · now 9.53%
Biggest Trim
TSF INVESTMENTS LIMITED
-0.48% · now 3.86%
🤝 Other funds also bought this month
Life Insurance Corporation Of India 87 funds
Life Insurance Corporation Of India
quant PSU Fund - Growth Option - Direct Plan
ICICI Prudential BSE Insurance ETF
quant Quantamental Fund + more
Union Bank of India 15 funds
Union Bank of India
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
Mirae Asset Nifty Bank ETF
NJ Value Fund + more
ICICI Prudential Life Insurance Company Limited 13 funds
ICICI Prudential Life Insurance Company Limited
ICICI Prudential BSE Insurance ETF
WCMC-The Wealth Company Mid cap fund
DSP Multi Cap Fund + more
Karnataka Bank Ltd 8 funds
Karnataka Bank Ltd
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH
DSP BSE MidSmall Private Banks ETF
Union Active Momentum Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
ICICI Bank Limited 80 funds
ICICI Bank Limited
Kotak Nifty Private Bank ETF
Kotak Nifty Bank ETF
Mirae Asset Banking and Financial Services Fund + more
SBI Funds Management Limited 21 funds
SBI Funds Management Limited
Kotak Banking & Financial Services Fund - Direct Plan - Growth
WhiteOak Capital Quality Equity Fund Direct Plan Growth
ITI Business Cycle Fund- Direct Plan- Growth + more
LIC Housing Finance Limited 20 funds
LIC Housing Finance Limited
Quant Value Fund - Growth Option - Direct Plan
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Samco Multi Cap Fund + more
Yes Bank Limited 19 funds
Yes Bank Limited
Kotak Nifty Bank ETF
Kotak Nifty Private Bank ETF
Kotak Active Momentum Fund - Direct Plan - Growth option + more
Manappuram Finance Limited 13 funds
Manappuram Finance Limited
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth
ITI Banking and Financial Services Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 4 New Entries 🔴 5 Exits ↑ 5 Increased ↓ 2 Decreased
#StockSectorWeight (Aug 2026)
1
Life Insurance Corporation Of India
₹84.46 Cr
Insurance 9.16%
2
Union Bank of India
₹83.04 Cr
Banks 9.01%
3
Karnataka Bank Ltd
₹27.65 Cr
Banks 3.00%
4
ICICI Prudential Life Insurance Company Limited
₹12.06 Cr
Insurance 1.31%
#StockSectorLast Weight (Jul 2026)
1
Manappuram Finance Limited
₹85.20 Cr
Finance 9.48%
2
LIC Housing Finance Limited
₹73.65 Cr
Finance 8.19%
3
Yes Bank Limited
₹56.41 Cr
Banks 6.28%
4
SBI Funds Management Limited
₹36.40 Cr
Capital Markets 4.05%
5
ICICI Bank Limited
₹34.08 Cr
Banks 3.79%
#StockSectorJul 2026Aug 2026Change
1
Piramal Finance Ltd
₹87.85 Cr
Finance 8.12% 9.53% +1.41%
2
IDBI Bank Limited
₹92.21 Cr
Banks 9.45% 10.00% +0.55%
3
Capri Global Capital Limited
₹93.43 Cr
Finance 9.88% 10.13% +0.25%
4
Kotak Mahindra Bank Limited
₹25.87 Cr
Banks 2.68% 2.81% +0.13%
5
ICICI Prudential Asset Management Company Limited
₹84.23 Cr
Capital Markets 9.03% 9.14% +0.11%
#StockSectorJul 2026Aug 2026Change
1
TSF INVESTMENTS LIMITED
₹35.55 Cr
Finance 4.34% 3.86% -0.48%
2
OnEMI Technology Solutions Limited
₹46.90 Cr
N.A. 5.40% 5.09% -0.31%

What Stocks Does This Fund Hold?

11 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹93.43 Cr
Finance
10.13%
2
₹92.21 Cr
Banks
10.00%
3
₹87.85 Cr
Finance
9.53%
4
₹84.46 Cr
Insurance
9.16%
5
₹84.23 Cr
Capital Markets
9.14%
6
₹83.04 Cr
Banks
9.01%
7
₹46.90 Cr
N.A.
5.09%
8
₹35.55 Cr
Finance
3.86%
9
₹27.65 Cr
Banks
3.00%
10
₹25.87 Cr
Banks
2.81%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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