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quant Consumption Fund - Growth Option - Direct Plan

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
10
Aug 2026
Equity Holdings
₹129.79 Cr
Equity only, excl. debt & cash
AAUM
₹189.49 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
45.8%
High concentration
Top 10 Weight
68.2%
High concentration
Changes
14
1 new · 4 exits
Top Sector
Food Products
14.6% of portfolio
Launch Date
05 Jan 2024
2 years old

AAUM (Average Assets Under Management) of ₹189.49 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 Consumption Fund made 1 new addition and exited 4 stocks this month. The biggest new buy was Torrent Pharmaceuticals Limited (Pharmaceuticals & Biotechnology) at 0.90% weight. Safari Industries India Ltd was the biggest exit (Consumer Durables), which was held at 8.56%. Among existing holdings, ICICI Prudential Asset Management Company Limited saw the biggest increase — now at 9.04% of the portfolio. Zydus Wellness Limited was trimmed the most, now at 7.08%. Capri Global Capital Limited remains the top holding with Food Products the dominant sector at 14.6%. ↓ 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
Consumer Durables 22.3% 22.8% +0.6%
Food Products 14.3% 15.0% +0.7%
Telecom - Services 9.8% 13.2% +3.4%
Finance 8.7% 9.3% +0.6%
Pharmaceuticals & Biotechnology 7.1% 9.2% +2.1%
Leisure Services 8.1% 8.4% +0.3%
Capital Markets 0.0% 6.5% +6.5%
Personal Products 2.6% 2.6% 0.0%
Auto Components 6.8% 0.0% -6.8%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Food Products 15.0% 14.6% -0.4%
Finance 9.3% 10.4% +1.1%
Consumer Durables 22.8% 10.3% -12.6%
Capital Markets 6.5% 9.0% +2.6%
Pharmaceuticals & Biotechnology 9.2% 9.0% -0.1%
Leisure Services 8.4% 8.0% -0.3%
Telecom - Services 13.2% 4.5% -8.8%
Personal Products 2.6% 2.4% -0.2%
🟢
Biggest New Buy
Torrent Pharmaceuticals Limited
0.90% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Safari Industries India Ltd
8.56% was held · Consumer Durables
Biggest Add
ICICI Prudential Asset Management Company Limited
+2.56% · now 9.04%
Biggest Trim
Zydus Wellness Limited
-1.11% · now 7.08%
🤝 Other funds also bought this month
Torrent Pharmaceuticals Limited 31 funds
Torrent Pharmaceuticals Limited
Mirae Asset Nifty 500 Healthcare ETF
Bandhan Nifty Alpha Low Volatility 30 Index Fund
HDFC MNC Fund - Growth Option - Direct Plan + more
👋 Other funds also exited
IPCA Laboratories Limited 22 funds
IPCA Laboratories Limited
Mirae Asset Healthcare Fund Direct Growth
Kotak Midcap Fund - Direct Plan - Growth
BANDHAN MIDCAP FUND - GROWTH - DIRECT PLAN + more
HFCL Limited 8 funds
HFCL Limited
quant ESG Integration Strategy Fund
quant Healthcare Fund - Growth Option - Direct Plan
Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth + more
Safari Industries India Ltd 7 funds
Safari Industries India Ltd
Mirae Asset Great Consumer Fund
Mirae Asset Small Cap Fund - Direct Plan - Growth
WhiteOak Capital Quality Equity Fund Direct Plan Growth + more
ETHOS LIMITED 1 fund
ETHOS LIMITED
Shriram Multi Asset Allocation Fund

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry 🔴 4 Exits ↑ 5 Increased ↓ 4 Decreased
#StockSectorWeight (Aug 2026)
1
Torrent Pharmaceuticals Limited
₹1.71 Cr
Pharmaceuticals & Biotechnology 0.90%
#StockSectorLast Weight (Jul 2026)
1
Safari Industries India Ltd
₹16.51 Cr
Consumer Durables 8.56%
2
HFCL Limited
₹16.23 Cr
Telecom - Services 8.42%
3
ETHOS LIMITED
₹10.38 Cr
Consumer Durables 5.39%
4
IPCA Laboratories Limited
₹3.42 Cr
Pharmaceuticals & Biotechnology 1.77%
#StockSectorJul 2026Aug 2026Change
1
ICICI Prudential Asset Management Company Limited
₹17.20 Cr
Capital Markets 6.48% 9.04% +2.56%
2
LG Electronics India Ltd
₹19.51 Cr
Consumer Durables 8.89% 10.26% +1.37%
3
Capri Global Capital Limited
₹19.73 Cr
Finance 9.28% 10.37% +1.09%
4
Aurobindo Pharma Limited
₹15.46 Cr
Pharmaceuticals & Biotechnology 7.38% 8.13% +0.75%
5
HERITAGE FOODS LTD
₹14.39 Cr
Food Products 6.82% 7.56% +0.74%
#StockSectorJul 2026Aug 2026Change
1
Zydus Wellness Limited
₹13.47 Cr
Food Products 8.19% 7.08% -1.11%
2
Ventive Hospitality Limited
₹15.28 Cr
Leisure Services 8.37% 8.03% -0.34%
3
Bharti Airtel Limited
₹8.47 Cr
Telecom - Services 4.78% 4.45% -0.33%
4
Procter & Gamble Hygiene and Health Care Limited
₹4.57 Cr
Personal Products 2.55% 2.40% -0.15%

What Stocks Does This Fund Hold?

10 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹19.73 Cr
Finance
10.37%
2
₹19.51 Cr
Consumer Durables
10.26%
3
₹17.20 Cr
Capital Markets
9.04%
4
₹15.46 Cr
Pharmaceuticals & Biotechnology
8.13%
5
₹15.28 Cr
Leisure Services
8.03%
6
₹14.39 Cr
Food Products
7.56%
7
₹13.47 Cr
Food Products
7.08%
8
₹8.47 Cr
Telecom - Services
4.45%
9
₹4.57 Cr
Personal Products
2.40%
10
₹1.71 Cr
Pharmaceuticals & Biotechnology
0.90%
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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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