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quant Manufacturing Fund - Growth Option - Direct Plan

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
14
Aug 2026
Equity Holdings
₹600.45 Cr
Equity only, excl. debt & cash
AAUM
₹674.36 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
44.7%
High concentration
Top 10 Weight
75.7%
High concentration
Changes
16
2 new · 2 exits
Top Sector
Pharmaceuticals & Biotechnology
16.9% of portfolio
Launch Date
26 Jul 2023
3 years old

AAUM (Average Assets Under Management) of ₹674.36 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 Manufacturing Fund made 2 new additions and exited 2 stocks this month. The biggest new buy was Pfizer Limited (Pharmaceuticals & Biotechnology) at 1.38% weight. HFCL Limited was the biggest exit (Telecom - Services), which was held at 0.74%. Among existing holdings, Ador Welding Limited saw the biggest increase — now at 8.77% of the portfolio. Lloyds Metals And Energy Limited was trimmed the most, now at 7.44%. Aurobindo Pharma Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 16.9%. ↓ 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
Pharmaceuticals & Biotechnology 14.3% 13.8% -0.5%
Minerals & Mining 8.3% 10.6% +2.3%
Power 10.2% 9.5% -0.7%
Metals & Minerals Trading 9.1% 9.1% -0.1%
Electrical Equipment 9.1% 8.9% -0.2%
Food Products 8.2% 8.2% +0.0%
Industrial Products 6.5% 7.4% +0.9%
N.A. 6.4% 6.5% +0.1%
Fertilizers & Agrochemicals 0.0% 4.4% +4.4%
Chemicals & Petrochemicals 3.2% 3.0% -0.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 13.8% 16.9% +3.2%
Electrical Equipment 8.9% 9.8% +0.9%
Industrial Products 7.4% 8.8% +1.4%
Metals & Minerals Trading 9.1% 8.7% -0.4%
Power 9.5% 7.6% -1.9%
Food Products 8.2% 7.6% -0.6%
Minerals & Mining 10.6% 7.4% -3.1%
N.A. 6.5% 6.2% -0.3%
Fertilizers & Agrochemicals 4.4% 4.5% +0.1%
Chemicals & Petrochemicals 3.0% 2.9% -0.1%
🟢
Biggest New Buy
Pfizer Limited
1.38% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
HFCL Limited
0.74% was held · Telecom - Services
Biggest Add
Ador Welding Limited
+1.41% · now 8.77%
Biggest Trim
Lloyds Metals And Energy Limited
-3.12% · now 7.44%
🤝 Other funds also bought this month
LG Electronics India Ltd 17 funds
LG Electronics India Ltd
quant Business Cycle Fund - Growth Option - Direct Plan
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option
JM Large & Mid Cap Fund (Direct) - Growth Option + more
Pfizer Limited 8 funds
Pfizer Limited
ICICI Prudential Healthcare Fund
Mirae Asset Nifty 500 Healthcare ETF
Mirae Asset Nifty Smallcap 250 ETF + more
👋 Other funds also exited
HFCL Limited 8 funds
HFCL Limited
quant ESG Integration Strategy Fund
quant Consumption Fund - Growth Option - Direct Plan
quant Healthcare Fund - Growth Option - Direct Plan + more
Capri Global Capital Limited 6 funds
Capri Global Capital Limited
quant ESG Integration Strategy Fund
CAPITALMIND FLEXI CAP FUND DIRECT GROWTH
ITI Value Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries 🔴 2 Exits ↑ 5 Increased ↓ 7 Decreased
#StockSectorWeight (Aug 2026)
1
Pfizer Limited
₹10.17 Cr
Pharmaceuticals & Biotechnology 1.38%
2
LG Electronics India Ltd
₹7.84 Cr
Consumer Durables 1.06%
#StockSectorLast Weight (Jul 2026)
1
HFCL Limited
₹5.48 Cr
Telecom - Services 0.74%
2
Capri Global Capital Limited
₹4.34 Cr
Finance 0.58%
#StockSectorJul 2026Aug 2026Change
1
Ador Welding Limited
₹64.70 Cr
Industrial Products 7.36% 8.77% +1.41%
2
Gujarat Themis Biosyn Limited
₹42.05 Cr
Pharmaceuticals & Biotechnology 4.79% 5.70% +0.91%
3
Aurobindo Pharma Limited
₹72.72 Cr
Pharmaceuticals & Biotechnology 8.99% 9.86% +0.87%
4
Bharat Heavy Electricals Limited
₹71.93 Cr
Electrical Equipment 8.88% 9.75% +0.87%
5
Sumitomo Chemical India Limited
₹33.01 Cr
Fertilizers & Agrochemicals 4.37% 4.48% +0.11%
#StockSectorJul 2026Aug 2026Change
1
Lloyds Metals And Energy Limited
₹54.84 Cr
Minerals & Mining 10.56% 7.44% -3.12%
2
PTC India Limited
₹3.14 Cr
Power 1.40% 0.43% -0.97%
3
Adani Green Energy Limited
₹53.17 Cr
Power 8.13% 7.21% -0.92%
4
Zydus Wellness Limited
₹56.06 Cr
Food Products 8.20% 7.60% -0.60%
5
Adani Enterprises Limited
₹64.01 Cr
Metals & Minerals Trading 9.05% 8.68% -0.37%
6
Ravindra Energy Limited
₹45.60 Cr
N.A. 6.46% 6.18% -0.28%
7
Tata Chemicals Limited
₹21.21 Cr
Chemicals & Petrochemicals 2.98% 2.88% -0.10%

What Stocks Does This Fund Hold?

14 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹72.72 Cr
Pharmaceuticals & Biotechnology
9.86%
2
₹71.93 Cr
Electrical Equipment
9.75%
3
₹64.70 Cr
Industrial Products
8.77%
4
₹64.01 Cr
Metals & Minerals Trading
8.68%
5
₹56.06 Cr
Food Products
7.60%
6
₹54.84 Cr
Minerals & Mining
7.44%
7
₹53.17 Cr
Power
7.21%
8
₹45.60 Cr
N.A.
6.18%
9
₹42.05 Cr
Pharmaceuticals & Biotechnology
5.70%
10
₹33.01 Cr
Fertilizers & Agrochemicals
4.48%
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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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