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quant Consumption Fund - Growth Option - Direct Plan

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
13
Jul 2026
Equity Holdings
₹167.48 Cr
Equity only, excl. debt & cash
AAUM
₹189.49 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
43.5%
High concentration
Top 10 Weight
77.8%
High concentration
Changes
15
3 new · 2 exits
Top Sector
Consumer Durables
22.8% 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 3 new additions and exited 2 stocks this month. The biggest new buy was ICICI Prudential Asset Management Company Limited (Capital Markets) at 6.48% weight. Apollo Tyres Limited was the biggest exit (Auto Components), which was held at 6.77%. Among existing holdings, LG Electronics India Ltd saw the biggest increase — now at 8.89% of the portfolio. HFCL Limited was trimmed the most, now at 8.42%. Capri Global Capital Limited remains the top holding with Consumer Durables the dominant sector at 22.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Consumer Durables 23.7% 22.3% -1.4%
Food Products 13.7% 14.3% +0.6%
Telecom - Services 8.6% 9.8% +1.2%
Finance 8.8% 8.7% -0.1%
Leisure Services 8.3% 8.1% -0.2%
Pharmaceuticals & Biotechnology 6.6% 7.1% +0.5%
Auto Components 6.4% 6.8% +0.3%
Personal Products 2.8% 2.6% -0.3%
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%
🟢
Biggest New Buy
ICICI Prudential Asset Management Company Limited
6.48% weight · Capital Markets
🔴
Biggest Exit
Apollo Tyres Limited
6.77% was held · Auto Components
Biggest Add
LG Electronics India Ltd
+2.43% · now 8.89%
Biggest Trim
HFCL Limited
-1.39% · now 8.42%
🤝 Other funds also bought this month
Bharti Airtel Limited 27 funds
Bharti Airtel Limited
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
Mirae Asset Nifty 100 ESG Sector Leaders ETF
Invesco India BSE Sensex Index Fund + more
ICICI Prudential Asset Management Company Limited 15 funds
ICICI Prudential Asset Management Company Limited
quant BFSI Fund - Growth Option - Direct Plan
quant Focused Fund - Growth Option-Direct Plan
quant Large Cap Fund - Growth Option - Direct Plan + more
IPCA Laboratories Limited 14 funds
IPCA Laboratories Limited
quant Healthcare Fund - Growth Option - Direct Plan
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
DSP Mid Cap Fund + more
👋 Other funds also exited
Blue Star Limited 18 funds
Blue Star Limited
Invesco India Consumption Fund - Direct Plan - Growth
LIC MF Consumption Fund-Direct Plan-Growth
Invesco India Manufacturing Fund - Direct Plan - Growth + more
Apollo Tyres Limited 14 funds
Apollo Tyres Limited
THE WEALTH COMPANY FLEXI CAP FUND
DSP Midcap Fund - Direct Plan - Growth
Kotak Transportation & Logistics Fund-Direct Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 3 New Entries 🔴 2 Exits ↑ 8 Increased ↓ 2 Decreased
#StockSectorWeight (Jul 2026)
1
ICICI Prudential Asset Management Company Limited
₹12.49 Cr
Capital Markets 6.48%
2
Bharti Airtel Limited
₹9.22 Cr
Telecom - Services 4.78%
3
IPCA Laboratories Limited
₹3.42 Cr
Pharmaceuticals & Biotechnology 1.77%
#StockSectorLast Weight (Jun 2026)
1
Apollo Tyres Limited
₹13.62 Cr
Auto Components 6.77%
2
Blue Star Limited
₹5.06 Cr
Consumer Durables 2.51%
#StockSectorJun 2026Jul 2026Change
1
LG Electronics India Ltd
₹17.13 Cr
Consumer Durables 6.46% 8.89% +2.43%
2
Capri Global Capital Limited
₹17.88 Cr
Finance 8.70% 9.28% +0.58%
3
ETHOS LIMITED
₹10.38 Cr
Consumer Durables 4.90% 5.39% +0.49%
4
Zydus Wellness Limited
₹15.78 Cr
Food Products 7.81% 8.19% +0.38%
5
HERITAGE FOODS LTD
₹13.15 Cr
Food Products 6.49% 6.82% +0.33%
6
Ventive Hospitality Limited
₹16.14 Cr
Leisure Services 8.05% 8.37% +0.32%
7
Aurobindo Pharma Limited
₹14.23 Cr
Pharmaceuticals & Biotechnology 7.06% 7.38% +0.32%
8
Safari Industries India Ltd
₹16.51 Cr
Consumer Durables 8.38% 8.56% +0.18%
#StockSectorJun 2026Jul 2026Change
1
HFCL Limited
₹16.23 Cr
Telecom - Services 9.81% 8.42% -1.39%
2
Procter & Gamble Hygiene and Health Care Limited
₹4.92 Cr
Personal Products 2.58% 2.55% -0.03%

What Stocks Does This Fund Hold?

13 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹17.88 Cr
Finance
9.28%
2
₹17.13 Cr
Consumer Durables
8.89%
3
₹16.51 Cr
Consumer Durables
8.56%
4
₹16.23 Cr
Telecom - Services
8.42%
5
₹16.14 Cr
Leisure Services
8.37%
6
₹15.78 Cr
Food Products
8.19%
7
₹14.23 Cr
Pharmaceuticals & Biotechnology
7.38%
8
₹13.15 Cr
Food Products
6.82%
9
₹12.49 Cr
Capital Markets
6.48%
10
₹10.38 Cr
Consumer Durables
5.39%
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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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