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quant Momentum Fund - Growth Option - Direct Plan

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
12
Aug 2026
Equity Holdings
₹979.96 Cr
Equity only, excl. debt & cash
AAUM
₹1,315.87 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
43.2%
High concentration
Top 10 Weight
66.5%
High concentration
Changes
14
2 new · 2 exits
Top Sector
Telecom - Services
15.6% of portfolio
Launch Date
30 Oct 2023
3 years old

AAUM (Average Assets Under Management) of ₹1,315.87 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 Momentum Fund made 2 new additions and exited 2 stocks this month. The biggest new buy was Life Insurance Corporation Of India (Insurance) at 3.81% weight. Tech Mahindra Limited was the biggest exit (IT - Software), which was held at 4.23%. Among existing holdings, Reliance Industries Limited saw the biggest increase — now at 6.76% of the portfolio. Adani Green Energy Limited was trimmed the most, now at 7.42%. Piramal Finance Ltd remains the top holding with Telecom - Services the dominant sector at 15.6%. ↓ 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
Telecom - Services 11.2% 15.2% +4.0%
Finance 10.2% 9.8% -0.4%
Metals & Minerals Trading 9.7% 8.8% -0.9%
IT - Software 3.6% 8.5% +5.0%
Power 10.0% 8.4% -1.5%
Pharmaceuticals & Biotechnology 11.1% 8.3% -2.8%
Electrical Equipment 4.5% 4.5% 0.0%
Petroleum Products 0.0% 3.9% +3.9%
Banks 3.0% 1.4% -1.6%
Construction 2.9% 0.0% -2.9%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Telecom - Services 15.2% 15.6% +0.5%
Pharmaceuticals & Biotechnology 8.3% 11.9% +3.6%
Finance 9.8% 9.3% -0.5%
Metals & Minerals Trading 8.8% 8.4% -0.4%
Power 8.4% 7.4% -1.0%
Petroleum Products 3.9% 6.8% +2.8%
Electrical Equipment 4.5% 4.9% +0.4%
IT - Software 8.5% 4.3% -4.3%
Insurance 0.0% 3.8% +3.8%
Banks 1.4% 0.0% -1.4%
🟢
Biggest New Buy
Life Insurance Corporation Of India
3.81% weight · Insurance
🔴
Biggest Exit
Tech Mahindra Limited
4.23% was held · IT - Software
Biggest Add
Reliance Industries Limited
+2.83% · now 6.76%
Biggest Trim
Adani Green Energy Limited
-1.02% · now 7.42%
🤝 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
Torrent Pharmaceuticals Limited 31 funds
Torrent Pharmaceuticals Limited
Mirae Asset Nifty 500 Healthcare ETF
Bandhan Nifty Alpha Low Volatility 30 Index Fund
HDFC MNC 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 ↑ 4 Increased ↓ 6 Decreased
#StockSectorWeight (Aug 2026)
1
Life Insurance Corporation Of India
₹51.57 Cr
Insurance 3.81%
2
Torrent Pharmaceuticals Limited
₹39.58 Cr
Pharmaceuticals & Biotechnology 2.92%
#StockSectorLast Weight (Jul 2026)
1
Tech Mahindra Limited
₹57.34 Cr
IT - Software 4.23%
2
Yes Bank Limited
₹19.19 Cr
Banks 1.42%
#StockSectorJul 2026Aug 2026Change
1
Reliance Industries Limited
₹91.59 Cr
Petroleum Products 3.93% 6.76% +2.83%
2
HFCL Limited
₹47.98 Cr
Telecom - Services 2.76% 3.54% +0.78%
3
Aurobindo Pharma Limited
₹121.67 Cr
Pharmaceuticals & Biotechnology 8.26% 8.98% +0.72%
4
Bharat Heavy Electricals Limited
₹66.34 Cr
Electrical Equipment 4.50% 4.90% +0.40%
#StockSectorJul 2026Aug 2026Change
1
Adani Green Energy Limited
₹100.48 Cr
Power 8.44% 7.42% -1.02%
2
Piramal Finance Ltd
₹126.09 Cr
Finance 9.79% 9.31% -0.48%
3
Adani Enterprises Limited
₹113.21 Cr
Metals & Minerals Trading 8.79% 8.36% -0.43%
4
Bharti Airtel Limited
₹39.61 Cr
Telecom - Services 3.18% 2.92% -0.26%
5
Indus Towers Limited
₹124.19 Cr
Telecom - Services 9.22% 9.17% -0.05%
6
Hexaware Technologies Limited
₹57.66 Cr
IT - Software 4.31% 4.26% -0.05%

What Stocks Does This Fund Hold?

12 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹126.09 Cr
Finance
9.31%
2
₹124.19 Cr
Telecom - Services
9.17%
3
₹121.67 Cr
Pharmaceuticals & Biotechnology
8.98%
4
₹113.21 Cr
Metals & Minerals Trading
8.36%
5
₹100.48 Cr
Power
7.42%
6
₹91.59 Cr
Petroleum Products
6.76%
7
₹66.34 Cr
Electrical Equipment
4.90%
8
₹57.66 Cr
IT - Software
4.26%
9
₹51.57 Cr
Insurance
3.81%
10
₹47.98 Cr
Telecom - Services
3.54%
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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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