← Quant Mutual Fund

quant Healthcare Fund - Growth Option - Direct Plan

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
12
Jul 2026
Equity Holdings
₹319.29 Cr
Equity only, excl. debt & cash
AAUM
₹361.15 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
46.1%
High concentration
Top 10 Weight
77.4%
High concentration
Changes
13
2 new · 1 exits
Top Sector
Pharmaceuticals & Biotechnology
53.6% of portfolio
Launch Date
27 Jun 2023
3 years old

AAUM (Average Assets Under Management) of ₹361.15 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 Healthcare Fund made 2 new additions and exited 1 stock this month. The biggest new buy was IPCA Laboratories Limited (Pharmaceuticals & Biotechnology) at 5.93% weight. Max Healthcare Institute Limited was the biggest exit (Healthcare Services), which was held at 2.03%. Among existing holdings, GlaxoSmithKline Pharmaceuticals Limited saw the biggest increase — now at 9.93% of the portfolio. HFCL Limited was trimmed the most, now at 7.89%. GlaxoSmithKline Pharmaceuticals Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 53.6%. ↓ 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
Pharmaceuticals & Biotechnology 38.7% 39.8% +1.1%
Healthcare Services 8.7% 11.0% +2.3%
Telecom - Services 9.6% 10.8% +1.2%
Food Products 8.7% 9.4% +0.7%
Insurance 3.7% 0.0% -3.7%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 39.8% 53.6% +13.8%
Food Products 9.4% 9.3% -0.1%
Healthcare Services 11.0% 9.3% -1.7%
Telecom - Services 10.8% 7.9% -2.9%
Fertilizers & Agrochemicals 0.0% 0.3% +0.3%
🟢
Biggest New Buy
IPCA Laboratories Limited
5.93% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Max Healthcare Institute Limited
2.03% was held · Healthcare Services
Biggest Add
GlaxoSmithKline Pharmaceuticals Limited
+7.89% · now 9.93%
Biggest Trim
HFCL Limited
-2.87% · now 7.89%
🤝 Other funds also bought this month
IPCA Laboratories Limited 14 funds
IPCA Laboratories Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
DSP Mid Cap Fund
quant Consumption Fund - Growth Option - Direct Plan + 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
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

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries 🔴 1 Exit ↑ 4 Increased ↓ 6 Decreased
#StockSectorWeight (Jul 2026)
1
IPCA Laboratories Limited
₹23.57 Cr
Pharmaceuticals & Biotechnology 5.93%
2
Sumitomo Chemical India Limited
₹1.30 Cr
Fertilizers & Agrochemicals 0.33%
#StockSectorLast Weight (Jun 2026)
1
Max Healthcare Institute Limited
₹7.92 Cr
Healthcare Services 2.03%
#StockSectorJun 2026Jul 2026Change
1
GlaxoSmithKline Pharmaceuticals Limited
₹39.45 Cr
Pharmaceuticals & Biotechnology 2.04% 9.93% +7.89%
2
Concord Biotech Limited
₹38.35 Cr
Pharmaceuticals & Biotechnology 8.84% 9.66% +0.82%
3
Pfizer Limited
₹23.13 Cr
Pharmaceuticals & Biotechnology 5.44% 5.82% +0.38%
4
Aster DM Healthcare Limited
₹36.72 Cr
Healthcare Services 8.96% 9.25% +0.29%
#StockSectorJun 2026Jul 2026Change
1
HFCL Limited
₹31.35 Cr
Telecom - Services 10.76% 7.89% -2.87%
2
SMS Pharmaceuticals Limited
₹28.89 Cr
Pharmaceuticals & Biotechnology 8.15% 7.27% -0.88%
3
Strides Pharma Science Limited
₹10.48 Cr
Pharmaceuticals & Biotechnology 2.86% 2.64% -0.22%
4
Zydus Wellness Limited
₹37.06 Cr
Food Products 9.44% 9.33% -0.11%
5
Alivus Life Sciences
₹28.57 Cr
Pharmaceuticals & Biotechnology 7.28% 7.19% -0.09%
6
Aurobindo Pharma Limited
₹20.41 Cr
Pharmaceuticals & Biotechnology 5.21% 5.14% -0.07%

What Stocks Does This Fund Hold?

12 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹39.45 Cr
Pharmaceuticals & Biotechnology
9.93%
2
₹38.35 Cr
Pharmaceuticals & Biotechnology
9.66%
3
₹37.06 Cr
Food Products
9.33%
4
₹36.72 Cr
Healthcare Services
9.25%
5
₹31.35 Cr
Telecom - Services
7.89%
6
₹28.89 Cr
Pharmaceuticals & Biotechnology
7.27%
7
₹28.57 Cr
Pharmaceuticals & Biotechnology
7.19%
8
₹23.57 Cr
Pharmaceuticals & Biotechnology
5.93%
9
₹23.13 Cr
Pharmaceuticals & Biotechnology
5.82%
10
₹20.41 Cr
Pharmaceuticals & Biotechnology
5.14%
🏆 Top stocks held by Equity funds
See which stocks all active Equity 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.