← Quant Mutual Fund

quant Momentum 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
₹932.73 Cr
Equity only, excl. debt & cash
AAUM
₹1,315.87 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
44.5%
High concentration
Top 10 Weight
64.7%
High concentration
Changes
17
1 new · 5 exits
Top Sector
Telecom - Services
15.2% 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 1 new addition and exited 5 stocks this month. The biggest new buy was Reliance Industries Limited (Petroleum Products) at 3.93% weight. Max Healthcare Institute Limited was the biggest exit (Healthcare Services), which was held at 4.44%. Among existing holdings, Hexaware Technologies Limited saw the biggest increase — now at 4.31% of the portfolio. Yes Bank Limited was trimmed the most, now at 1.42%. Piramal Finance Ltd remains the top holding with Telecom - Services the dominant sector at 15.2%. ↓ 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
Telecom - Services 0.0% 11.2% +11.2%
Pharmaceuticals & Biotechnology 7.4% 11.1% +3.6%
Finance 9.2% 10.2% +1.0%
Power 10.5% 10.0% -0.5%
Metals & Minerals Trading 11.2% 9.7% -1.5%
Electrical Equipment 3.6% 4.5% +0.9%
Healthcare Services 0.0% 4.4% +4.4%
IT - Software 1.0% 3.6% +2.5%
Banks 11.4% 3.0% -8.4%
Construction 0.0% 2.9% +2.9%
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%
🟢
Biggest New Buy
Reliance Industries Limited
3.93% weight · Petroleum Products
🔴
Biggest Exit
Max Healthcare Institute Limited
4.44% was held · Healthcare Services
Biggest Add
Hexaware Technologies Limited
+4.31% · now 4.31%
Biggest Trim
Yes Bank Limited
-1.55% · now 1.42%
🤝 Other funds also bought this month
Reliance Industries Limited 29 funds
Reliance Industries Limited
HDFC Nifty50 Value 20 ETF
Mirae Asset Nifty 100 ESG Sector Leaders ETF
Invesco India BSE Sensex Index Fund + more
👋 Other funds also exited
Larsen & Toubro Limited 63 funds
Larsen & Toubro Limited
quant ELSS Tax Saver Fund - Growth Option - Direct Plan
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option
quant Large Cap Fund - Growth Option - Direct Plan + more
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
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
Divi's Laboratories Limited 35 funds
Divi's Laboratories Limited
Mirae Asset Nifty 500 Healthcare ETF
quant Business Cycle Fund - Growth Option - Direct Plan
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry 🔴 5 Exits ↑ 5 Increased ↓ 6 Decreased
#StockSectorWeight (Jul 2026)
1
Reliance Industries Limited
₹53.21 Cr
Petroleum Products 3.93%
#StockSectorLast Weight (Jun 2026)
1
Max Healthcare Institute Limited
₹61.05 Cr
Healthcare Services 4.44%
2
Divi's Laboratories Limited
₹40.01 Cr
Pharmaceuticals & Biotechnology 2.91%
3
Larsen & Toubro Limited
₹39.91 Cr
Construction 2.90%
4
HDFC Life Insurance Company Limited
₹32.70 Cr
Insurance 2.38%
5
Sai Parenterals Limited
₹12.71 Cr
N.A. 0.92%
#StockSectorJun 2026Jul 2026Change
1
Hexaware Technologies Limited
₹58.38 Cr
IT - Software 0.00% 4.31% +4.31%
2
Indus Towers Limited
₹124.92 Cr
Telecom - Services 5.26% 9.22% +3.96%
3
Tech Mahindra Limited
₹57.34 Cr
IT - Software 3.55% 4.23% +0.68%
4
Bharti Airtel Limited
₹43.11 Cr
Telecom - Services 2.94% 3.18% +0.24%
5
Aurobindo Pharma Limited
₹111.97 Cr
Pharmaceuticals & Biotechnology 8.14% 8.26% +0.12%
#StockSectorJun 2026Jul 2026Change
1
Yes Bank Limited
₹19.19 Cr
Banks 2.97% 1.42% -1.55%
2
Adani Green Energy Limited
₹114.38 Cr
Power 9.96% 8.44% -1.52%
3
Adani Enterprises Limited
₹119.16 Cr
Metals & Minerals Trading 9.70% 8.79% -0.91%
4
Piramal Finance Ltd
₹132.72 Cr
Finance 10.16% 9.79% -0.37%
5
HFCL Limited
₹37.35 Cr
Telecom - Services 2.98% 2.76% -0.22%
6
Bharat Heavy Electricals Limited
₹60.99 Cr
Electrical Equipment 4.51% 4.50% -0.01%

What Stocks Does This Fund Hold?

12 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹132.72 Cr
Finance
9.79%
2
₹124.92 Cr
Telecom - Services
9.22%
3
₹119.16 Cr
Metals & Minerals Trading
8.79%
4
₹114.38 Cr
Power
8.44%
5
₹111.97 Cr
Pharmaceuticals & Biotechnology
8.26%
6
₹60.99 Cr
Electrical Equipment
4.50%
7
₹58.38 Cr
IT - Software
4.31%
8
₹57.34 Cr
IT - Software
4.23%
9
₹53.21 Cr
Petroleum Products
3.93%
10
₹43.11 Cr
Telecom - Services
3.18%
🏆 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.