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quant Dynamic Asset Allocation Fund

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
11
Aug 2026
Equity Holdings
₹559.58 Cr
Equity only, excl. debt & cash
AAUM
₹898.40 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
46.0%
High concentration
Top 10 Weight
65.2%
High concentration
Changes
13
3 new · 2 exits
Top Sector
Telecom - Services
18.5% of portfolio
Launch Date
23 Mar 2023
3 years old

AAUM (Average Assets Under Management) of ₹898.40 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 Dynamic Asset Allocation Fund made 3 new additions and exited 2 stocks this month. The biggest new buy was GlaxoSmithKline Pharmaceuticals Limited (Pharmaceuticals & Biotechnology) at 2.95% weight. Kotak Mahindra Bank Limited was the biggest exit (Banks), which was held at 3.10%. Among existing holdings, Aurobindo Pharma Limited saw the biggest increase — now at 10.01% of the portfolio. Bharti Airtel Limited was trimmed the most, now at 9.40%. Aurobindo Pharma Limited remains the top holding with Telecom - Services the dominant sector at 18.5%. ↓ 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
Telecom - Services 11.4% 18.8% +7.4%
Metals & Minerals Trading 0.0% 9.0% +9.0%
Power 9.4% 9.0% -0.5%
Pharmaceuticals & Biotechnology 8.7% 8.9% +0.3%
Electrical Equipment 7.0% 7.0% +0.1%
Leisure Services 5.5% 5.6% +0.1%
Banks 0.0% 3.1% +3.1%
Fertilizers & Agrochemicals 0.0% 0.9% +0.9%
Industrial Products 2.1% 0.8% -1.3%
Construction 4.4% 0.0% -4.4%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Telecom - Services 18.8% 18.5% -0.3%
Pharmaceuticals & Biotechnology 8.9% 13.0% +4.1%
Metals & Minerals Trading 9.0% 8.9% -0.2%
Power 9.0% 8.6% -0.4%
Electrical Equipment 7.0% 7.9% +0.9%
Leisure Services 5.6% 5.5% -0.1%
Petroleum Products 0.0% 2.0% +2.0%
Fertilizers & Agrochemicals 0.9% 0.9% +0.0%
Insurance 0.0% 0.4% +0.4%
Banks 3.1% 0.0% -3.1%
🟢
Biggest New Buy
GlaxoSmithKline Pharmaceuticals Limited
2.95% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Kotak Mahindra Bank Limited
3.10% was held · Banks
Biggest Add
Aurobindo Pharma Limited
+1.10% · now 10.01%
Biggest Trim
Bharti Airtel Limited
-0.51% · now 9.40%
🤝 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
quant BFSI Fund - Growth Option - Direct Plan
ICICI Prudential BSE Insurance ETF + more
Reliance Industries Limited 43 funds
Reliance Industries Limited
Motilal Oswal Nifty Oil & Gas ETF
Axis Nifty Energy Index Fund
Axis Nifty Energy ETF + more
GlaxoSmithKline Pharmaceuticals Limited 15 funds
GlaxoSmithKline Pharmaceuticals Limited
Baroda BNP Paribas Services Fund
Mirae Asset Nifty 500 Healthcare ETF
Union Flexi Cap Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
Kotak Mahindra Bank Limited 57 funds
Kotak Mahindra Bank Limited
Kotak Nifty Private Bank ETF
Kotak Nifty Top 10 Equal Weight Index Fund-Direct Plan-Growth
Kotak Nifty Bank ETF + more
Oswal Pumps Ltd. 2 funds
Oswal Pumps Ltd.
360 ONE FLEXICAP FUND-DIRECT PLAN- GROWTH
Kotak Energy Opportunities Fund-Direct-Growth

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 3 New Entries 🔴 2 Exits ↑ 4 Increased ↓ 4 Decreased
#StockSectorWeight (Aug 2026)
1
GlaxoSmithKline Pharmaceuticals Limited
₹25.15 Cr
Pharmaceuticals & Biotechnology 2.95%
2
Reliance Industries Limited
₹16.94 Cr
Petroleum Products 1.99%
3
Life Insurance Corporation Of India
₹3.75 Cr
Insurance 0.44%
#StockSectorLast Weight (Jul 2026)
1
Kotak Mahindra Bank Limited
₹27.25 Cr
Banks 3.10%
2
Oswal Pumps Ltd.
₹7.03 Cr
Industrial Products 0.80%
#StockSectorJul 2026Aug 2026Change
1
Aurobindo Pharma Limited
₹85.28 Cr
Pharmaceuticals & Biotechnology 8.91% 10.01% +1.10%
2
Bharat Heavy Electricals Limited
₹67.28 Cr
Electrical Equipment 7.03% 7.89% +0.86%
3
Indus Towers Limited
₹77.78 Cr
Telecom - Services 8.89% 9.12% +0.23%
4
Sumitomo Chemical India Limited
₹7.83 Cr
Fertilizers & Agrochemicals 0.88% 0.92% +0.04%
#StockSectorJul 2026Aug 2026Change
1
Bharti Airtel Limited
₹80.13 Cr
Telecom - Services 9.91% 9.40% -0.51%
2
Adani Green Energy Limited
₹73.14 Cr
Power 8.97% 8.58% -0.39%
3
Adani Enterprises Limited
₹75.42 Cr
Metals & Minerals Trading 9.02% 8.85% -0.17%
4
Ventive Hospitality Limited
₹46.89 Cr
Leisure Services 5.63% 5.50% -0.13%

What Stocks Does This Fund Hold?

11 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹85.28 Cr
Pharmaceuticals & Biotechnology
10.01%
2
₹80.13 Cr
Telecom - Services
9.40%
3
₹77.78 Cr
Telecom - Services
9.12%
4
₹75.42 Cr
Metals & Minerals Trading
8.85%
5
₹73.14 Cr
Power
8.58%
6
₹67.28 Cr
Electrical Equipment
7.89%
7
₹46.89 Cr
Leisure Services
5.50%
8
₹25.15 Cr
Pharmaceuticals & Biotechnology
2.95%
9
₹16.94 Cr
Petroleum Products
1.99%
10
₹7.83 Cr
Fertilizers & Agrochemicals
0.92%
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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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