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

Mid Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
19
Aug 2026
Equity Holdings
₹2,523.68 Cr
Equity only, excl. debt & cash
AAUM
₹3,250.61 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
39.0%
Moderate
Top 10 Weight
58.6%
Moderate
Changes
21
2 new · 2 exits
Top Sector
Power
12.6% 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 2 stocks this month. The biggest new buy was Zydus Lifesciences Limited (Pharmaceuticals & Biotechnology) at 2.30% weight. Tech Mahindra Limited was the biggest exit (IT - Software), which was held at 5.64%. Among existing holdings, Aurobindo Pharma Limited saw the biggest increase — now at 9.73% of the portfolio. Lloyds Metals And Energy Limited was trimmed the most, now at 9.00%. Aurobindo Pharma Limited remains the top holding with Power the dominant sector at 12.6%. ↓ 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 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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Power 13.9% 12.6% -1.4%
Pharmaceuticals & Biotechnology 8.9% 12.0% +3.1%
Auto Components 10.6% 11.3% +0.7%
Minerals & Mining 10.2% 9.0% -1.2%
Electrical Equipment 7.7% 8.2% +0.4%
Metals & Minerals Trading 6.8% 6.4% -0.3%
Textiles & Apparels 2.8% 3.1% +0.3%
Telecom - Services 3.0% 2.9% -0.1%
Transport Infrastructure 1.6% 1.7% +0.2%
Agricultural Food & other Products 1.6% 1.6% +0.0%
🟢
Biggest New Buy
Zydus Lifesciences Limited
2.30% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Tech Mahindra Limited
5.64% was held · IT - Software
Biggest Add
Aurobindo Pharma Limited
+0.80% · now 9.73%
Biggest Trim
Lloyds Metals And Energy Limited
-1.24% · now 9.00%
🤝 Other funds also bought this month
Life Insurance Corporation Of India 87 funds
Life Insurance Corporation Of India
quant PSU Fund - Growth Option - Direct Plan
quant BFSI Fund - Growth Option - Direct Plan
ICICI Prudential BSE Insurance ETF + more
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
👋 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
Yes Bank Limited 19 funds
Yes Bank Limited
quant BFSI Fund - Growth Option - Direct Plan
Kotak Nifty Bank ETF
Kotak Nifty Private Bank ETF + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries 🔴 2 Exits ↑ 8 Increased ↓ 9 Decreased
#StockSectorWeight (Aug 2026)
1
Zydus Lifesciences Limited
₹80.06 Cr
Pharmaceuticals & Biotechnology 2.30%
2
Life Insurance Corporation Of India
₹41.34 Cr
Insurance 1.19%
#StockSectorLast Weight (Jul 2026)
1
Tech Mahindra Limited
₹197.36 Cr
IT - Software 5.64%
2
Yes Bank Limited
₹47.87 Cr
Banks 1.37%
#StockSectorJul 2026Aug 2026Change
1
Aurobindo Pharma Limited
₹339.31 Cr
Pharmaceuticals & Biotechnology 8.93% 9.73% +0.80%
2
Samvardhana Motherson International Limited
₹283.90 Cr
Auto Components 7.61% 8.14% +0.53%
3
Bharat Heavy Electricals Limited
₹160.12 Cr
Electrical Equipment 4.21% 4.59% +0.38%
4
K.P.R. Mill Limited
₹107.71 Cr
Textiles & Apparels 2.75% 3.09% +0.34%
5
Sona BLW Precision Forgings Limited
₹109.16 Cr
Auto Components 2.95% 3.13% +0.18%
6
JSW Infrastructure Ltd
₹59.88 Cr
Transport Infrastructure 1.57% 1.72% +0.15%
7
Premier Energies Limited
₹125.06 Cr
Electrical Equipment 3.53% 3.59% +0.06%
8
AWL Agri Business Limited
₹55.14 Cr
Agricultural Food & other Products 1.55% 1.58% +0.03%
#StockSectorJul 2026Aug 2026Change
1
Lloyds Metals And Energy Limited
₹313.99 Cr
Minerals & Mining 10.24% 9.00% -1.24%
2
Adani Green Energy Limited
₹198.50 Cr
Power 6.46% 5.69% -0.77%
3
Adani Power Limited
₹179.84 Cr
Power 5.49% 5.16% -0.33%
4
Adani Enterprises Limited
₹224.64 Cr
Metals & Minerals Trading 6.76% 6.44% -0.32%
5
Adani Energy Solutions Limited
₹59.86 Cr
Power 1.99% 1.72% -0.27%
6
Tata Communications Limited
₹102.12 Cr
Telecom - Services 2.98% 2.93% -0.05%
7
3M India Limited
₹40.65 Cr
Diversified 1.21% 1.17% -0.04%
8
Hexaware Technologies Limited
₹31.37 Cr
IT - Software 0.93% 0.90% -0.03%
9
Procter & Gamble Hygiene and Health Care Limited
₹11.01 Cr
Personal Products 0.34% 0.32% -0.02%

What Stocks Does This Fund Hold?

19 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹339.31 Cr
Pharmaceuticals & Biotechnology
9.73%
2
₹313.99 Cr
Minerals & Mining
9.00%
3
₹283.90 Cr
Auto Components
8.14%
4
₹224.64 Cr
Metals & Minerals Trading
6.44%
5
₹198.50 Cr
Power
5.69%
6
₹179.84 Cr
Power
5.16%
7
₹160.12 Cr
Electrical Equipment
4.59%
8
₹125.06 Cr
Electrical Equipment
3.59%
9
₹109.16 Cr
Auto Components
3.13%
10
₹107.71 Cr
Textiles & Apparels
3.09%
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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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