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quant Business Cycle Fund - Growth Option - Direct Plan

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
12
Aug 2026
Equity Holdings
₹677.29 Cr
Equity only, excl. debt & cash
AAUM
₹973.02 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
42.4%
High concentration
Top 10 Weight
63.6%
High concentration
Changes
13
1 new · 1 exits
Top Sector
Finance
10.9% of portfolio
Launch Date
12 May 2023
3 years old

AAUM (Average Assets Under Management) of ₹973.02 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 Business Cycle Fund made 1 new addition and exited 1 stock this month. The biggest new buy was LG Electronics India Ltd (Consumer Durables) at 3.20% weight. Tech Mahindra Limited was the biggest exit (IT - Software), which was held at 7.03%. Among existing holdings, Piramal Finance Ltd saw the biggest increase — now at 10.87% of the portfolio. Adani Green Energy Limited was trimmed the most, now at 8.14%. Piramal Finance Ltd remains the top holding with Finance the dominant sector at 10.9%. ↓ 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 9.9% 9.6% -0.3%
Power 9.7% 9.2% -0.5%
Pharmaceuticals & Biotechnology 14.9% 9.2% -5.7%
Telecom - Services 2.6% 8.5% +5.9%
IT - Software 5.9% 7.0% +1.2%
Metals & Minerals Trading 4.9% 4.9% +0.1%
Minerals & Mining 4.1% 4.7% +0.6%
Electrical Equipment 4.7% 4.6% 0.0%
Food Products 4.4% 4.5% +0.1%
Auto Components 4.0% 4.2% +0.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Finance 9.6% 10.9% +1.3%
Pharmaceuticals & Biotechnology 9.2% 10.1% +0.9%
Telecom - Services 8.5% 8.6% +0.1%
Power 9.2% 8.1% -1.0%
Auto Components 4.2% 4.8% +0.6%
Electrical Equipment 4.6% 4.8% +0.1%
Metals & Minerals Trading 4.9% 4.8% -0.2%
Minerals & Mining 4.7% 4.2% -0.5%
Chemicals & Petrochemicals 4.0% 3.9% -0.1%
Food Products 4.5% 3.6% -0.9%
🟢
Biggest New Buy
LG Electronics India Ltd
3.20% weight · Consumer Durables
🔴
Biggest Exit
Tech Mahindra Limited
7.03% was held · IT - Software
Biggest Add
Piramal Finance Ltd
+1.26% · now 10.87%
Biggest Trim
Adani Green Energy Limited
-1.03% · now 8.14%
🤝 Other funds also bought this month
LG Electronics India Ltd 17 funds
LG Electronics India Ltd
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option
JM Large & Mid Cap Fund (Direct) - Growth Option
WCBA-THE WEALTH COMPANY BALANCED ADVT FUND + more
👋 Other funds also exited
Tech Mahindra Limited 56 funds
Tech Mahindra Limited
Kotak Nifty IT ETF
quant Aggressive Hybrid Fund-Growth Option-Direct Plan
quant ELSS Tax Saver Fund - Growth Option - Direct Plan + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry 🔴 1 Exit ↑ 6 Increased ↓ 5 Decreased
#StockSectorWeight (Aug 2026)
1
LG Electronics India Ltd
₹31.56 Cr
Consumer Durables 3.20%
#StockSectorLast Weight (Jul 2026)
1
Tech Mahindra Limited
₹70.05 Cr
IT - Software 7.03%
#StockSectorJul 2026Aug 2026Change
1
Piramal Finance Ltd
₹107.08 Cr
Finance 9.61% 10.87% +1.26%
2
Aurobindo Pharma Limited
₹99.14 Cr
Pharmaceuticals & Biotechnology 9.16% 10.07% +0.91%
3
Samvardhana Motherson International Limited
₹47.15 Cr
Auto Components 4.18% 4.79% +0.61%
4
BROOKS Laboratories Limited
₹19.40 Cr
N.A. 1.79% 1.97% +0.18%
5
Premier Energies Limited
₹46.88 Cr
Electrical Equipment 4.64% 4.76% +0.12%
6
Indus Towers Limited
₹84.27 Cr
Telecom - Services 8.51% 8.56% +0.05%
#StockSectorJul 2026Aug 2026Change
1
Adani Green Energy Limited
₹80.20 Cr
Power 9.17% 8.14% -1.03%
2
Zydus Wellness Limited
₹35.61 Cr
Food Products 4.47% 3.62% -0.85%
3
Lloyds Metals And Energy Limited
₹41.23 Cr
Minerals & Mining 4.72% 4.19% -0.53%
4
Adani Enterprises Limited
₹46.75 Cr
Metals & Minerals Trading 4.94% 4.75% -0.19%
5
Tata Chemicals Limited
₹38.03 Cr
Chemicals & Petrochemicals 4.00% 3.86% -0.14%

What Stocks Does This Fund Hold?

12 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹107.08 Cr
Finance
10.87%
2
₹99.14 Cr
Pharmaceuticals & Biotechnology
10.07%
3
₹84.27 Cr
Telecom - Services
8.56%
4
₹80.20 Cr
Power
8.14%
5
₹47.15 Cr
Auto Components
4.79%
6
₹46.88 Cr
Electrical Equipment
4.76%
7
₹46.75 Cr
Metals & Minerals Trading
4.75%
8
₹41.23 Cr
Minerals & Mining
4.19%
9
₹38.03 Cr
Chemicals & Petrochemicals
3.86%
10
₹35.61 Cr
Food Products
3.62%
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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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