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quant PSU Fund - Growth Option - Direct Plan

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
9
Aug 2026
Equity Holdings
₹338.05 Cr
Equity only, excl. debt & cash
AAUM
₹482.15 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
48.5%
High concentration
Top 10 Weight
78.4%
High concentration
Changes
12
2 new · 3 exits
Top Sector
Transport Services
19.6% of portfolio
Launch Date
02 Feb 2024
2 years old

AAUM (Average Assets Under Management) of ₹482.15 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 PSU Fund made 2 new additions and exited 3 stocks this month. The biggest new buy was Container Corporation of India Limited (Transport Services) at 9.83% weight. Gujarat Mineral Development Corporation Limited was the biggest exit (Minerals & Mining), which was held at 7.82%. Among existing holdings, Bharat Heavy Electricals Limited saw the biggest increase — now at 9.87% of the portfolio. PTC India Limited was trimmed the most, now at 8.38%. Bharat Heavy Electricals Limited remains the top holding with Transport Services the dominant sector at 19.6%. ↓ 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 17.8% 19.1% +1.3%
Finance 15.1% 9.6% -5.4%
Transport Services 9.4% 9.4% +0.0%
Minerals & Mining 7.7% 7.8% +0.1%
Electrical Equipment 9.9% 7.3% -2.6%
Industrial Manufacturing 0.0% 6.3% +6.3%
Gas 0.0% 6.0% +6.0%
Consumable Fuels 4.3% 4.2% 0.0%
Aerospace & Defense 6.6% 0.0% -6.6%
Oil 8.7% 0.0% -8.7%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Transport Services 9.4% 19.6% +10.2%
Power 19.1% 17.0% -2.1%
Electrical Equipment 7.3% 9.9% +2.5%
Insurance 0.0% 9.8% +9.8%
Finance 9.6% 9.2% -0.4%
Industrial Manufacturing 6.3% 8.7% +2.4%
Consumable Fuels 4.2% 4.3% +0.1%
Gas 6.0% 0.0% -6.0%
Minerals & Mining 7.8% 0.0% -7.8%
🟢
Biggest New Buy
Container Corporation of India Limited
9.83% weight · Transport Services
🔴
Biggest Exit
Gujarat Mineral Development Corporation Limited
7.82% was held · Minerals & Mining
Biggest Add
Bharat Heavy Electricals Limited
+2.54% · now 9.87%
Biggest Trim
PTC India Limited
-0.95% · now 8.38%
🤝 Other funds also bought this month
Life Insurance Corporation Of India 87 funds
Life Insurance Corporation Of India
quant BFSI Fund - Growth Option - Direct Plan
ICICI Prudential BSE Insurance ETF
quant Quantamental Fund + more
Container Corporation of India Limited 21 funds
Container Corporation of India Limited
Invesco India PSU Equity Fund
BANK OF INDIA Large & Mid Cap Fund Direct Plan-Growth
Bank of India Multi Cap Fund Direct Plan - Growth + more
👋 Other funds also exited
GAIL (India) Limited 23 funds
GAIL (India) Limited
Kotak Energy Opportunities Fund-Direct-Growth
quant Commodities Fund - Growth Option - Direct Plan
Kotak Nifty200 Value 30 Index Fund - Direct - Growth + more
Gujarat Mineral Development Corporation Limited 7 funds
Gujarat Mineral Development Corporation Limited
IB52-Groww Nifty Smallcap 250 ETF
Kotak BSE PSU Index Fund - Direct Plan - Growth
Kotak Nifty SmallCap 250 Index Fund- Direct - Growth + more
Malco Energy Limited 6 funds
Malco Energy Limited
SBI MNC FUND - DIRECT PLAN -GROWTH
Groww ELSS Tax Saver Fund (formerly known as Indiabulls Tax Savings Fund)- Direct Plan- Growth Option
ICICI Prudential Infrastructure Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries 🔴 3 Exits ↑ 5 Increased ↓ 2 Decreased
#StockSectorWeight (Aug 2026)
1
Container Corporation of India Limited
₹42.38 Cr
Transport Services 9.83%
2
Life Insurance Corporation Of India
₹42.20 Cr
Insurance 9.79%
#StockSectorLast Weight (Jul 2026)
1
Gujarat Mineral Development Corporation Limited
₹35.20 Cr
Minerals & Mining 7.82%
2
GAIL (India) Limited
₹27.04 Cr
Gas 6.01%
3
Malco Energy Limited
₹6.23 Cr
Power 1.38%
#StockSectorJul 2026Aug 2026Change
1
Bharat Heavy Electricals Limited
₹42.53 Cr
Electrical Equipment 7.33% 9.87% +2.54%
2
Cochin Shipyard Limited
₹37.46 Cr
Industrial Manufacturing 6.27% 8.69% +2.42%
3
Shipping Corporation Of India Limited
₹42.10 Cr
Transport Services 9.41% 9.77% +0.36%
4
Adani Green Energy Limited
₹37.18 Cr
Power 8.43% 8.63% +0.20%
5
Coal India Limited
₹18.44 Cr
Consumable Fuels 4.22% 4.28% +0.06%
#StockSectorJul 2026Aug 2026Change
1
PTC India Limited
₹36.13 Cr
Power 9.33% 8.38% -0.95%
2
LIC Housing Finance Limited
₹39.63 Cr
Finance 9.63% 9.20% -0.43%

What Stocks Does This Fund Hold?

9 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹42.53 Cr
Electrical Equipment
9.87%
2
₹42.38 Cr
Transport Services
9.83%
3
₹42.20 Cr
Insurance
9.79%
4
₹42.10 Cr
Transport Services
9.77%
5
₹39.63 Cr
Finance
9.20%
6
₹37.46 Cr
Industrial Manufacturing
8.69%
7
₹37.18 Cr
Power
8.63%
8
₹36.13 Cr
Power
8.38%
9
₹18.44 Cr
Consumable Fuels
4.28%
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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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