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quant ESG Integration Strategy Fund

Equity Data as of Jul 2026 Comparing May 2026 → Jul 2026
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Stocks Held
13
Jul 2026
Equity Holdings
₹225.31 Cr
Equity only, excl. debt & cash
AAUM
₹276.11 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
42.7%
High concentration
Top 10 Weight
65.2%
High concentration
Changes
16
4 new · 3 exits
Top Sector
Telecom - Services
18.2% of portfolio
Launch Date
15 Oct 2020
6 years old

AAUM (Average Assets Under Management) of ₹276.11 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 ESG Integration Strategy Fund made 4 new additions and exited 3 stocks this month. The biggest new buy was Indus Towers Limited (Telecom - Services) at 9.53% weight. HDFC Life Insurance Company Limited was the biggest exit (Insurance), which was held at 3.23%. Among existing holdings, Black Buck Ltd saw the biggest increase — now at 5.04% of the portfolio. HFCL Limited was trimmed the most, now at 8.64%. Indus Towers Limited remains the top holding with Telecom - Services the dominant sector at 18.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Finance 14.3% 12.9% -1.4%
Power 9.0% 12.5% +3.5%
Telecom - Services 8.3% 11.0% +2.7%
Metals & Minerals Trading 9.4% 10.3% +0.9%
IT - Services 3.0% 5.8% +2.8%
Pharmaceuticals & Biotechnology 7.6% 5.4% -2.2%
Insurance 8.0% 3.2% -4.8%
Transport Services 3.7% 3.1% -0.6%
IT - Software 0.0% 2.7% +2.7%
Consumer Durables 1.0% 1.0% -0.1%
May 2026 Jul 2026
Sector Prev Curr Delta
Telecom - Services 11.0% 18.2% +7.2%
Finance 12.9% 13.2% +0.3%
Metals & Minerals Trading 10.3% 8.7% -1.6%
Power 12.5% 8.4% -4.1%
Pharmaceuticals & Biotechnology 5.4% 5.5% +0.1%
IT - Software 2.7% 5.3% +2.7%
Transport Services 3.1% 5.0% +2.0%
IT - Services 5.8% 3.9% -1.9%
Petroleum Products 0.0% 2.4% +2.4%
Consumer Durables 1.0% 0.0% -1.0%
🟢
Biggest New Buy
Indus Towers Limited
9.53% weight · Telecom - Services
🔴
Biggest Exit
HDFC Life Insurance Company Limited
3.23% was held · Insurance
Biggest Add
Black Buck Ltd
+1.95% · now 5.04%
Biggest Trim
HFCL Limited
-2.31% · now 8.64%
🤝 Other funds also bought this month
Infosys Limited 43 funds
Infosys Limited
Axis NIFTY IT ETF
Navi Nifty IT Index Fund
Invesco India Technology Fund + more
Indus Towers Limited 36 funds
Indus Towers Limited
quant Momentum Fund - Growth Option - Direct Plan
quant Dynamic Asset Allocation Fund
quant Business Cycle Fund - Growth Option - Direct Plan + more
Hexaware Technologies Limited 15 funds
Hexaware Technologies Limited
quant Momentum Fund - Growth Option - Direct Plan
Invesco India Technology Fund
ADITYA BIRLA SUN LIFE DIVIDEND YIELD FUND + more
Mangalore Refinery and Petrochemicals Limited 6 funds
Mangalore Refinery and Petrochemicals Limited
Baroda BNP Paribas Energy Opportunities Fund - Direct Plan - Growth Option
quant Small Cap Fund - Growth Option - Direct Plan
IB52-Groww Nifty Smallcap 250 ETF + more
👋 Other funds also exited
HDFC Life Insurance Company Limited 52 funds
HDFC Life Insurance Company Limited
Edelweiss BSE Capital Markets & Insurance ETF - Growth
quant Dynamic Asset Allocation Fund
quant Focused Fund - Growth Option-Direct Plan + more
Adani Energy Solutions Limited 18 funds
Adani Energy Solutions Limited
Axis Quant Fund - Direct Plan - Growth
Union Active Momentum Fund - Direct Plan - Growth Option
Mirae Asset Nifty Next 50 ETF + more
Safari Industries India Ltd 10 funds
Safari Industries India Ltd
Invesco India Consumption Fund - Direct Plan - Growth
Invesco India Multicap Fund - Direct Plan - Growth Option
Invesco India Manufacturing Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jul 2026

May 2026 Jul 2026
🟢 4 New Entries 🔴 3 Exits ↑ 3 Increased ↓ 6 Decreased
#StockSectorWeight (Jul 2026)
1
Indus Towers Limited
₹30.44 Cr
Telecom - Services 9.53%
2
Mangalore Refinery and Petrochemicals Limited
₹7.61 Cr
Petroleum Products 2.38%
3
Infosys Limited
₹4.93 Cr
IT - Software 1.54%
4
Hexaware Technologies Limited
₹4.87 Cr
IT - Software 1.52%
#StockSectorLast Weight (May 2026)
1
HDFC Life Insurance Company Limited
₹9.49 Cr
Insurance 3.23%
2
Adani Energy Solutions Limited
₹6.73 Cr
Power 2.29%
3
Safari Industries India Ltd
₹2.83 Cr
Consumer Durables 0.96%
#StockSectorMay 2026Jul 2026Change
1
Black Buck Ltd
₹16.08 Cr
Transport Services 3.09% 5.04% +1.95%
2
Capri Global Capital Limited
₹18.42 Cr
Finance 5.35% 5.77% +0.42%
3
Aurobindo Pharma Limited
₹17.48 Cr
Pharmaceuticals & Biotechnology 5.37% 5.47% +0.10%
#StockSectorMay 2026Jul 2026Change
1
HFCL Limited
₹27.58 Cr
Telecom - Services 10.95% 8.64% -2.31%
2
Black Box Limited
₹12.39 Cr
IT - Services 5.79% 3.88% -1.91%
3
Adani Green Energy Limited
₹26.73 Cr
Power 10.20% 8.37% -1.83%
4
Adani Enterprises Limited
₹27.91 Cr
Metals & Minerals Trading 10.29% 8.74% -1.55%
5
Tech Mahindra Limited
₹7.28 Cr
IT - Software 2.67% 2.28% -0.39%
6
Piramal Finance Ltd
₹23.60 Cr
Finance 7.52% 7.39% -0.13%

What Stocks Does This Fund Hold?

13 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹30.44 Cr
Telecom - Services
9.53%
2
₹27.91 Cr
Metals & Minerals Trading
8.74%
3
₹27.58 Cr
Telecom - Services
8.64%
4
₹26.73 Cr
Power
8.37%
5
₹23.60 Cr
Finance
7.39%
6
₹18.42 Cr
Finance
5.77%
7
₹17.48 Cr
Pharmaceuticals & Biotechnology
5.47%
8
₹16.08 Cr
Transport Services
5.04%
9
₹12.39 Cr
IT - Services
3.88%
10
₹7.61 Cr
Petroleum Products
2.38%
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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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