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quant Dynamic Asset Allocation Fund

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
10
Jul 2026
Equity Holdings
₹555.72 Cr
Equity only, excl. debt & cash
AAUM
₹898.40 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
45.7%
High concentration
Top 10 Weight
63.1%
High concentration
Changes
13
3 new · 3 exits
Top Sector
Telecom - Services
18.8% 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 3 stocks this month. The biggest new buy was Adani Enterprises Limited (Metals & Minerals Trading) at 9.02% weight. HDFC Life Insurance Company Limited was the biggest exit (Insurance), which was held at 8.31%. Among existing holdings, Indus Towers Limited saw the biggest increase — now at 8.89% of the portfolio. Oswal Pumps Ltd. was trimmed the most, now at 0.80%. Bharti Airtel Limited remains the top holding with Telecom - Services the dominant sector at 18.8%. ↓ 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
Telecom - Services 0.0% 11.4% +11.4%
Power 9.1% 9.4% +0.3%
Pharmaceuticals & Biotechnology 7.7% 8.7% +1.0%
Insurance 8.4% 8.3% -0.1%
Electrical Equipment 6.9% 7.0% +0.1%
Leisure Services 5.4% 5.5% +0.2%
Healthcare Services 0.0% 5.4% +5.4%
Construction 0.0% 4.4% +4.4%
Industrial Products 1.8% 2.1% +0.3%
Auto Components 6.9% 0.0% -6.9%
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%
🟢
Biggest New Buy
Adani Enterprises Limited
9.02% weight · Metals & Minerals Trading
🔴
Biggest Exit
HDFC Life Insurance Company Limited
8.31% was held · Insurance
Biggest Add
Indus Towers Limited
+6.55% · now 8.89%
Biggest Trim
Oswal Pumps Ltd.
-1.29% · now 0.80%
🤝 Other funds also bought this month
Adani Enterprises Limited 73 funds
Adani Enterprises Limited
quant ESG Integration Strategy Fund
Samco Active Momentum Fund
Motilal Oswal Special Opportunities Fund - Direct - Growth + more
Kotak Mahindra Bank Limited 31 funds
Kotak Mahindra Bank Limited
Kotak Nifty Private Bank ETF
Bajaj Finserv BSE Top 10 Banks ETF
Edelweiss BSE Top 10 Bank ETF + more
Sumitomo Chemical India Limited 12 funds
Sumitomo Chemical India Limited
quant Commodities Fund - Growth Option - Direct Plan
quant Manufacturing Fund - Growth Option - Direct Plan
Baroda BNP Paribas ESG Best-in-Class Strategy Fund + more
👋 Other funds also exited
Larsen & Toubro Limited 63 funds
Larsen & Toubro Limited
quant ELSS Tax Saver Fund - Growth Option - Direct Plan
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option
quant Large Cap Fund - Growth Option - Direct Plan + more
Max Healthcare Institute Limited 43 funds
Max Healthcare Institute Limited
Groww Nifty 50 ETF
Groww BSE Hospitals ETF FOF
Invesco India Large & Mid Cap Fund - Direct Plan - Growth + more
HDFC Life Insurance Company Limited 37 funds
HDFC Life Insurance Company Limited
Groww Nifty 50 ETF
Edelweiss BSE Capital Markets & Insurance ETF - Growth
quant Business Cycle Fund - Growth Option - Direct Plan + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 3 New Entries 🔴 3 Exits ↑ 5 Increased ↓ 2 Decreased
#StockSectorWeight (Jul 2026)
1
Adani Enterprises Limited
₹79.38 Cr
Metals & Minerals Trading 9.02%
2
Kotak Mahindra Bank Limited
₹27.25 Cr
Banks 3.10%
3
Sumitomo Chemical India Limited
₹7.72 Cr
Fertilizers & Agrochemicals 0.88%
#StockSectorLast Weight (Jun 2026)
1
HDFC Life Insurance Company Limited
₹75.20 Cr
Insurance 8.31%
2
Max Healthcare Institute Limited
₹48.76 Cr
Healthcare Services 5.39%
3
Larsen & Toubro Limited
₹39.54 Cr
Construction 4.37%
#StockSectorJun 2026Jul 2026Change
1
Indus Towers Limited
₹78.24 Cr
Telecom - Services 2.34% 8.89% +6.55%
2
Bharti Airtel Limited
₹87.21 Cr
Telecom - Services 9.05% 9.91% +0.86%
3
Aurobindo Pharma Limited
₹78.49 Cr
Pharmaceuticals & Biotechnology 8.66% 8.91% +0.25%
4
Ventive Hospitality Limited
₹49.54 Cr
Leisure Services 5.50% 5.63% +0.13%
5
Bharat Heavy Electricals Limited
₹61.86 Cr
Electrical Equipment 6.95% 7.03% +0.08%
#StockSectorJun 2026Jul 2026Change
1
Oswal Pumps Ltd.
₹7.03 Cr
Industrial Products 2.09% 0.80% -1.29%
2
Adani Green Energy Limited
₹79.00 Cr
Power 9.42% 8.97% -0.45%

What Stocks Does This Fund Hold?

10 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹87.21 Cr
Telecom - Services
9.91%
2
₹79.38 Cr
Metals & Minerals Trading
9.02%
3
₹79.00 Cr
Power
8.97%
4
₹78.49 Cr
Pharmaceuticals & Biotechnology
8.91%
5
₹78.24 Cr
Telecom - Services
8.89%
6
₹61.86 Cr
Electrical Equipment
7.03%
7
₹49.54 Cr
Leisure Services
5.63%
8
₹27.25 Cr
Banks
3.10%
9
₹7.72 Cr
Fertilizers & Agrochemicals
0.88%
10
₹7.03 Cr
Industrial Products
0.80%
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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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