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quant Flexi Cap Fund - Growth Option-Direct Plan

Flexi Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
27
Aug 2026
Equity Holdings
₹5,217.13 Cr
Equity only, excl. debt & cash
AAUM
₹6,680.17 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
37.8%
Moderate
Top 10 Weight
52.4%
Moderate
Changes
29
3 new · 2 exits
Top Sector
Power
17.4% of portfolio
Launch Date
25 Aug 2008
10+ year track record

AAUM (Average Assets Under Management) of ₹6,680.17 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 Flexi Cap Fund made 3 new additions and exited 2 stocks this month. The biggest new buy was Zydus Lifesciences Limited (Pharmaceuticals & Biotechnology) at 1.34% weight. Tech Mahindra Limited was the biggest exit (IT - Software), which was held at 1.79%. Among existing holdings, Samvardhana Motherson International Limited saw the biggest increase — now at 9.63% of the portfolio. ICICI Bank Limited was trimmed the most, now at 1.82%. Samvardhana Motherson International Limited remains the top holding with Power the dominant sector at 17.4%. ↓ 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
Power 20.3% 19.4% -0.8%
Auto Components 8.5% 8.5% +0.0%
Metals & Minerals Trading 8.6% 8.4% -0.2%
Pharmaceuticals & Biotechnology 8.4% 8.3% -0.1%
Banks 7.5% 6.8% -0.7%
Capital Markets 6.3% 5.8% -0.5%
Telecom - Services 4.6% 4.7% +0.1%
Chemicals & Petrochemicals 2.2% 2.1% -0.1%
Textiles & Apparels 2.2% 1.9% -0.3%
IT - Software 1.6% 1.8% +0.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Power 19.4% 17.4% -2.1%
Auto Components 8.5% 10.5% +2.0%
Pharmaceuticals & Biotechnology 8.3% 10.4% +2.2%
Metals & Minerals Trading 8.4% 7.9% -0.5%
Capital Markets 5.8% 5.8% +0.0%
Telecom - Services 4.7% 4.4% -0.3%
Textiles & Apparels 1.9% 2.1% +0.2%
Chemicals & Petrochemicals 2.1% 2.0% -0.1%
Transport Infrastructure 1.7% 1.8% +0.1%
Banks 6.8% 1.8% -5.0%
🟢
Biggest New Buy
Zydus Lifesciences Limited
1.34% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Tech Mahindra Limited
1.79% was held · IT - Software
Biggest Add
Samvardhana Motherson International Limited
+1.10% · now 9.63%
Biggest Trim
ICICI Bank Limited
-4.55% · now 1.82%
🤝 Other funds also bought this month
Zydus Lifesciences Limited 27 funds
Zydus Lifesciences Limited
quant Healthcare Fund - Growth Option - Direct Plan
quant Quantamental Fund
quant Aggressive Hybrid Fund-Growth Option-Direct Plan + more
Sona BLW Precision Forgings Limited 21 funds
Sona BLW Precision Forgings Limited
quant Mid Cap Fund - Growth Option - Direct Plan
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH + more
Nippon Life India Asset Management Limited 13 funds
Nippon Life India Asset Management Limited
Motilal Oswal Quant Fund - Direct - Growth
Invesco India Multicap Fund - Direct Plan - Growth Option
Bank of India Aggressive Hybrid Fund + more
👋 Other funds also exited
Tech Mahindra Limited 56 funds
Tech Mahindra Limited
Kotak Nifty IT ETF
quant Aggressive Hybrid Fund-Growth Option-Direct Plan
quant ELSS Tax Saver Fund - Growth Option - Direct Plan + more
AU Small Finance Bank Limited 29 funds
AU Small Finance Bank Limited
Kotak Nifty Bank ETF
SAMCO ELSS TAX SAVER FUND
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 3 New Entries 🔴 2 Exits ↑ 9 Increased ↓ 15 Decreased
#StockSectorWeight (Aug 2026)
1
Zydus Lifesciences Limited
₹98.39 Cr
Pharmaceuticals & Biotechnology 1.34%
2
Sona BLW Precision Forgings Limited
₹65.22 Cr
Auto Components 0.89%
3
Nippon Life India Asset Management Limited
₹12.97 Cr
Capital Markets 0.18%
#StockSectorLast Weight (Jul 2026)
1
Tech Mahindra Limited
₹130.29 Cr
IT - Software 1.79%
2
AU Small Finance Bank Limited
₹31.42 Cr
Banks 0.43%
#StockSectorJul 2026Aug 2026Change
1
Samvardhana Motherson International Limited
₹709.44 Cr
Auto Components 8.53% 9.63% +1.10%
2
Aurobindo Pharma Limited
₹515.85 Cr
Pharmaceuticals & Biotechnology 6.54% 7.01% +0.47%
3
Alivus Life Sciences
₹152.97 Cr
Pharmaceuticals & Biotechnology 1.74% 2.08% +0.34%
4
K.P.R. Mill Limited
₹155.55 Cr
Textiles & Apparels 1.91% 2.11% +0.20%
5
LG Electronics India Ltd
₹100.23 Cr
Consumer Durables 1.21% 1.36% +0.15%
6
JSW Infrastructure Ltd
₹135.75 Cr
Transport Infrastructure 1.72% 1.84% +0.12%
7
Piramal Finance Ltd
₹85.51 Cr
Finance 1.05% 1.16% +0.11%
8
Bharat Heavy Electricals Limited
₹83.54 Cr
Electrical Equipment 1.06% 1.13% +0.07%
9
DLF Limited
₹129.00 Cr
Realty 1.69% 1.75% +0.06%
#StockSectorJul 2026Aug 2026Change
1
ICICI Bank Limited
₹134.23 Cr
Banks 6.37% 1.82% -4.55%
2
Adani Power Limited
₹568.46 Cr
Power 8.35% 7.72% -0.63%
3
Adani Energy Solutions Limited
₹250.25 Cr
Power 4.00% 3.40% -0.60%
4
Adani Green Energy Limited
₹254.95 Cr
Power 4.00% 3.46% -0.54%
5
Adani Enterprises Limited
₹579.47 Cr
Metals & Minerals Trading 8.40% 7.87% -0.53%
6
Tata Power Company Limited
₹203.82 Cr
Power 3.08% 2.77% -0.31%
7
Bharti Airtel Limited
₹208.73 Cr
Telecom - Services 3.13% 2.83% -0.30%
8
ICICI Prudential Asset Management Company Limited
₹413.21 Cr
Capital Markets 5.78% 5.61% -0.17%
9
Swan Corp Limited
₹123.71 Cr
Chemicals & Petrochemicals 1.79% 1.68% -0.11%
10
Lloyds Metals And Energy Limited
₹45.72 Cr
Minerals & Mining 0.72% 0.62% -0.10%

What Stocks Does This Fund Hold?

27 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹709.44 Cr
Auto Components
9.63%
2
₹579.47 Cr
Metals & Minerals Trading
7.87%
3
₹568.46 Cr
Power
7.72%
4
₹515.85 Cr
Pharmaceuticals & Biotechnology
7.01%
5
₹413.21 Cr
Capital Markets
5.61%
6
₹254.95 Cr
Power
3.46%
7
₹250.25 Cr
Power
3.40%
8
₹208.73 Cr
Telecom - Services
2.83%
9
₹203.82 Cr
Power
2.77%
10
₹155.55 Cr
Textiles & Apparels
2.11%
🏆 Top stocks held by Flexi Cap funds
See which stocks all active Flexi Cap fund managers are buying — ranked by total value invested
🏦 Quant Mutual Fund — Portfolio & Holdings
See all funds managed by Quant Mutual Fund — conviction stocks, monthly entries & exits

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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