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quant Large & Mid Cap Fund - Growth Option-Direct Plan

Mid Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
19
Jul 2026
Equity Holdings
₹2,675.67 Cr
Equity only, excl. debt & cash
AAUM
₹3,250.61 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
40.0%
Moderate
Top 10 Weight
61.9%
High concentration
Changes
22
2 new · 3 exits
Top Sector
Power
13.9% of portfolio
Launch Date
20 Nov 2006
10+ year track record

AAUM (Average Assets Under Management) of ₹3,250.61 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 Large & Mid Cap Fund made 2 new additions and exited 3 stocks this month. The biggest new buy was Sona BLW Precision Forgings Limited (Auto Components) at 2.95% weight. HDFC Life Insurance Company Limited was the biggest exit (Insurance), which was held at 2.03%. Among existing holdings, Lloyds Metals And Energy Limited saw the biggest increase — now at 10.24% of the portfolio. Adani Power Limited was trimmed the most, now at 5.49%. Lloyds Metals And Energy Limited remains the top holding with Power the dominant sector at 13.9%. ↓ 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
Power 15.7% 15.0% -0.7%
Minerals & Mining 9.2% 9.2% 0.0%
Pharmaceuticals & Biotechnology 8.2% 9.0% +0.8%
Electrical Equipment 7.1% 8.0% +0.9%
Auto Components 7.5% 7.6% +0.1%
Metals & Minerals Trading 6.7% 6.9% +0.2%
IT - Software 0.0% 4.9% +4.9%
Telecom - Services 3.4% 3.4% 0.0%
Textiles & Apparels 2.6% 3.1% +0.5%
Insurance 2.1% 2.0% -0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Power 15.0% 13.9% -1.1%
Auto Components 7.6% 10.6% +3.0%
Minerals & Mining 9.2% 10.2% +1.1%
Pharmaceuticals & Biotechnology 9.0% 8.9% -0.1%
Electrical Equipment 8.0% 7.7% -0.3%
Metals & Minerals Trading 6.9% 6.8% -0.2%
IT - Software 4.9% 6.6% +1.7%
Telecom - Services 3.4% 3.0% -0.4%
Textiles & Apparels 3.1% 2.8% -0.4%
Transport Infrastructure 1.4% 1.6% +0.2%
🟢
Biggest New Buy
Sona BLW Precision Forgings Limited
2.95% weight · Auto Components
🔴
Biggest Exit
HDFC Life Insurance Company Limited
2.03% was held · Insurance
Biggest Add
Lloyds Metals And Energy Limited
+1.06% · now 10.24%
Biggest Trim
Adani Power Limited
-2.44% · now 5.49%
🤝 Other funds also bought this month
Sona BLW Precision Forgings Limited 24 funds
Sona BLW Precision Forgings Limited
SBI Resurgent India Opportunities Scheme
Navi Nifty SmallCap250 Momentum Qlty 100
HDFC Nifty Auto Index Fund + more
Adani Energy Solutions Limited 22 funds
Adani Energy Solutions Limited
ADITYA BIRLA SUN LIFE DIVIDEND YIELD FUND
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF
Mahindra Manulife Value Fund - Direct Plan - Growth + more
👋 Other funds also exited
HDFC Life Insurance Company Limited 37 funds
HDFC Life Insurance Company Limited
Groww Nifty 50 ETF
Edelweiss BSE Capital Markets & Insurance ETF - Growth
quant Dynamic Asset Allocation Fund + more
Dixon Technologies (India) Limited 36 funds
Dixon Technologies (India) Limited
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option
BANK OF INDIA Manufacturing & Infrastructure Fund-Direct Plan-Growth + more
Varun Beverages Limited 30 funds
Varun Beverages Limited
Mirae Asset Nifty Next 50 ETF
Aditya Birla Sunlife Nifty Next 50 ETF
ITI Focused Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries 🔴 3 Exits ↑ 7 Increased ↓ 10 Decreased
#StockSectorWeight (Jul 2026)
1
Sona BLW Precision Forgings Limited
₹103.30 Cr
Auto Components 2.95%
2
Adani Energy Solutions Limited
₹69.49 Cr
Power 1.99%
#StockSectorLast Weight (Jun 2026)
1
HDFC Life Insurance Company Limited
₹69.90 Cr
Insurance 2.03%
2
Varun Beverages Limited
₹64.11 Cr
Beverages 1.86%
3
Dixon Technologies (India) Limited
₹17.09 Cr
Consumer Durables 0.50%
#StockSectorJun 2026Jul 2026Change
1
Lloyds Metals And Energy Limited
₹358.16 Cr
Minerals & Mining 9.18% 10.24% +1.06%
2
Hexaware Technologies Limited
₹32.58 Cr
IT - Software 0.00% 0.93% +0.93%
3
Tech Mahindra Limited
₹197.36 Cr
IT - Software 4.87% 5.64% +0.77%
4
JSW Infrastructure Ltd
₹55.02 Cr
Transport Infrastructure 1.42% 1.57% +0.15%
5
3M India Limited
₹42.23 Cr
Diversified 1.16% 1.21% +0.05%
6
Samvardhana Motherson International Limited
₹266.24 Cr
Auto Components 7.58% 7.61% +0.03%
7
AWL Agri Business Limited
₹54.25 Cr
Agricultural Food & other Products 1.52% 1.55% +0.03%
#StockSectorJun 2026Jul 2026Change
1
Adani Power Limited
₹191.93 Cr
Power 7.93% 5.49% -2.44%
2
Adani Green Energy Limited
₹225.96 Cr
Power 7.07% 6.46% -0.61%
3
Tata Communications Limited
₹104.08 Cr
Telecom - Services 3.39% 2.98% -0.41%
4
K.P.R. Mill Limited
₹96.02 Cr
Textiles & Apparels 3.12% 2.75% -0.37%
5
Adani Enterprises Limited
₹236.46 Cr
Metals & Minerals Trading 6.92% 6.76% -0.16%
6
Premier Energies Limited
₹123.36 Cr
Electrical Equipment 3.68% 3.53% -0.15%
7
Bharat Heavy Electricals Limited
₹147.23 Cr
Electrical Equipment 4.34% 4.21% -0.13%
8
Aurobindo Pharma Limited
₹312.27 Cr
Pharmaceuticals & Biotechnology 9.04% 8.93% -0.11%
9
Yes Bank Limited
₹47.87 Cr
Banks 1.47% 1.37% -0.10%
10
Procter & Gamble Hygiene and Health Care Limited
₹11.86 Cr
Personal Products 0.36% 0.34% -0.02%

What Stocks Does This Fund Hold?

19 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹358.16 Cr
Minerals & Mining
10.24%
2
₹312.27 Cr
Pharmaceuticals & Biotechnology
8.93%
3
₹266.24 Cr
Auto Components
7.61%
4
₹236.46 Cr
Metals & Minerals Trading
6.76%
5
₹225.96 Cr
Power
6.46%
6
₹197.36 Cr
IT - Software
5.64%
7
₹191.93 Cr
Power
5.49%
8
₹147.23 Cr
Electrical Equipment
4.21%
9
₹123.36 Cr
Electrical Equipment
3.53%
10
₹104.08 Cr
Telecom - Services
2.98%
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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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