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quant Small Cap Fund - Growth Option - Direct Plan

Small Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
103
Aug 2026
Equity Holdings
₹31,646.78 Cr
Equity only, excl. debt & cash
AAUM
₹30,637.07 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
22.1%
Diversified
Top 10 Weight
35.9%
Diversified
Changes
88
3 new · 6 exits
Top Sector
Finance
8.7% of portfolio
Launch Date
23 Sep 1996
10+ year track record

AAUM (Average Assets Under Management) of ₹30,637.07 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 Small Cap Fund made 3 new additions and exited 6 stocks this month. The biggest new buy was Indegene Limited (Healthcare Services) at 1.46% weight. Sequent Scientific Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 0.83%. Among existing holdings, HFCL Limited saw the biggest increase — now at 6.70% of the portfolio. Adani Green Energy Limited was trimmed the most, now at 2.49%. HFCL Limited remains the top holding with Finance the dominant sector at 8.7%. ↓ 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
Finance 7.5% 8.7% +1.2%
Banks 8.8% 7.9% -0.8%
Power 7.3% 6.7% -0.5%
Pharmaceuticals & Biotechnology 7.6% 6.6% -0.9%
Telecom - Services 6.2% 5.6% -0.6%
Auto Components 3.6% 5.0% +1.4%
Metals & Minerals Trading 3.6% 4.7% +1.1%
Industrial Products 4.6% 4.6% +0.1%
Textiles & Apparels 4.2% 3.9% -0.3%
Construction 4.0% 3.6% -0.3%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Finance 8.7% 8.7% 0.0%
Banks 7.9% 8.1% +0.2%
Telecom - Services 5.6% 6.8% +1.2%
Pharmaceuticals & Biotechnology 6.6% 6.7% +0.0%
Power 6.7% 5.9% -0.9%
Auto Components 5.0% 5.3% +0.3%
Industrial Products 4.6% 4.9% +0.2%
Metals & Minerals Trading 4.7% 4.3% -0.4%
Textiles & Apparels 3.9% 4.2% +0.3%
Healthcare Services 2.7% 3.7% +1.0%
🟢
Biggest New Buy
Indegene Limited
1.46% weight · Healthcare Services
🔴
Biggest Exit
Sequent Scientific Limited
0.83% was held · Pharmaceuticals & Biotechnology
Biggest Add
HFCL Limited
+1.26% · now 6.70%
Biggest Trim
Adani Green Energy Limited
-0.46% · now 2.49%
🤝 Other funds also bought this month
Info Edge (India) Limited 21 funds
Info Edge (India) Limited
DSP Multi Cap Fund
Nippon India Quant Fund - Direct Plan Growth Plan - Growth Option
Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option + more
Indegene Limited 14 funds
Indegene Limited
Groww Small Cap Fund-Direct-Growth
Groww Value Fund (formerly known as Indiabulls Value Fund) - Direct Plan - Growth Option
ICICI Prudential Healthcare Fund + more
Sudarshan Chemical Industries Limited 5 funds
Sudarshan Chemical Industries Limited
DSP Multi Cap Fund
THE WEALTH COMPANY SMALL CAP FUND
THE WEALTH COMPANY FLEXI CAP FUND + more
👋 Other funds also exited
Jubilant Foodworks Limited 24 funds
Jubilant Foodworks Limited
Kotak Nifty India Tourism Index Fund-Direct-Growth Option
Motilal Oswal Quant Fund - Direct - Growth
Kotak Consumption Fund - Direct plan - Growth Option + more
SBI Funds Management Limited 21 funds
SBI Funds Management Limited
quant BFSI Fund - Growth Option - Direct Plan
Kotak Banking & Financial Services Fund - Direct Plan - Growth
WhiteOak Capital Quality Equity Fund Direct Plan Growth + more
Himadri Speciality Chemical Limited 8 funds
Himadri Speciality Chemical Limited
Kotak Nifty Chemicals ETF
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
quant ELSS Tax Saver Fund - Growth Option - Direct Plan + more
EPL Limited 1 fund
EPL Limited
ICICI Prudential FMCG Fund - Direct Plan - Growth
Man Infraconstruction Limited 1 fund
Man Infraconstruction Limited
Quant Value Fund - Growth Option - Direct Plan
Sequent Scientific Limited 1 fund
Sequent Scientific Limited
Samco Small Cap Fund

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 3 New Entries 🔴 6 Exits ↑ 30 Increased ↓ 49 Decreased
#StockSectorWeight (Aug 2026)
1
Indegene Limited
₹520.86 Cr
Healthcare Services 1.46%
2
Info Edge (India) Limited
₹73.17 Cr
Retailing 0.21%
3
Sudarshan Chemical Industries Limited
₹26.58 Cr
Chemicals & Petrochemicals 0.07%
#StockSectorLast Weight (Jul 2026)
1
Sequent Scientific Limited
₹283.50 Cr
Pharmaceuticals & Biotechnology 0.83%
2
EPL Limited
₹175.69 Cr
Industrial Products 0.52%
3
Himadri Speciality Chemical Limited
₹85.84 Cr
Chemicals & Petrochemicals 0.25%
4
Jubilant Foodworks Limited
₹25.91 Cr
Leisure Services 0.08%
5
Man Infraconstruction Limited
₹24.31 Cr
Construction 0.07%
6
SBI Funds Management Limited
₹1.34 Cr
Capital Markets 0.00%
#StockSectorJul 2026Aug 2026Change
1
HFCL Limited
₹2,381.01 Cr
Telecom - Services 5.44% 6.70% +1.26%
2
Welspun Corp Limited
₹1,058.77 Cr
Industrial Products 2.09% 2.98% +0.89%
3
Pfizer Limited
₹761.54 Cr
Pharmaceuticals & Biotechnology 1.29% 2.14% +0.85%
4
Karnataka Bank Ltd
₹585.93 Cr
Banks 1.23% 1.65% +0.42%
5
Sonata Software Limited
₹72.01 Cr
IT - Software 0.00% 0.20% +0.20%
6
Piramal Finance Ltd
₹997.35 Cr
Finance 2.62% 2.80% +0.18%
7
Welspun Living Limited
₹344.84 Cr
Textiles & Apparels 0.80% 0.97% +0.17%
8
TVS Srichakra Limited
₹208.39 Cr
Auto Components 0.44% 0.59% +0.15%
9
Redington Limited
₹115.20 Cr
Commercial Services & Supplies 0.18% 0.32% +0.14%
10
Capri Global Capital Limited
₹852.75 Cr
Finance 2.27% 2.40% +0.13%
#StockSectorJul 2026Aug 2026Change
1
Adani Green Energy Limited
₹883.94 Cr
Power 2.95% 2.49% -0.46%
2
Aster DM Healthcare Limited
₹806.89 Cr
Healthcare Services 2.73% 2.27% -0.46%
3
Adani Enterprises Limited
₹1,527.53 Cr
Metals & Minerals Trading 4.72% 4.30% -0.42%
4
Adani Power Limited
₹1,186.62 Cr
Power 3.72% 3.34% -0.38%
5
Manappuram Finance Limited
₹890.31 Cr
Finance 2.80% 2.50% -0.30%
6
Sun TV Network Limited
₹683.43 Cr
Entertainment 2.19% 1.92% -0.27%
7
Aegis Logistics Limited
₹1,141.15 Cr
Gas 3.39% 3.21% -0.18%
8
Zydus Wellness Limited
₹479.16 Cr
Food Products 1.53% 1.35% -0.18%
9
ETHOS LIMITED
₹159.24 Cr
Consumer Durables 0.60% 0.45% -0.15%
10
RBL Bank Limited
₹1,603.42 Cr
Banks 4.65% 4.51% -0.14%

What Stocks Does This Fund Hold?

103 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹2,381.01 Cr
Telecom - Services
6.70%
2
₹1,603.42 Cr
Banks
4.51%
3
₹1,527.53 Cr
Metals & Minerals Trading
4.30%
4
₹1,186.62 Cr
Power
3.34%
5
₹1,141.15 Cr
Gas
3.21%
6
₹1,058.77 Cr
Industrial Products
2.98%
7
₹1,046.30 Cr
Capital Markets
2.94%
8
₹997.35 Cr
Finance
2.80%
9
₹930.51 Cr
Auto Components
2.62%
10
₹890.31 Cr
Finance
2.50%
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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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