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Quant Value Fund - Growth Option - Direct Plan

Value/Contra Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
23
Jul 2026
Equity Holdings
₹1,511.23 Cr
Equity only, excl. debt & cash
AAUM
₹1,778.65 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
42.1%
High concentration
Top 10 Weight
63.6%
High concentration
Changes
24
0 new · 1 exits
Top Sector
Power
18.4% of portfolio
Launch Date
10 Nov 2021
5 years old

AAUM (Average Assets Under Management) of ₹1,778.65 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 Value Fund exited 1 stock from its portfolio this month. HDFC Life Insurance Company Limited was the biggest exit (Insurance), which was held at 3.01%. Among existing holdings, Indus Towers Limited saw the biggest increase — now at 7.55% of the portfolio. Adani Green Energy Limited was trimmed the most, now at 8.72%. Adani Enterprises Limited remains the top holding with Power the dominant sector at 18.4%. ↓ 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
Power 21.8% 19.5% -2.3%
Finance 15.3% 17.4% +2.1%
Metals & Minerals Trading 10.7% 9.6% -1.2%
Telecom - Services 5.3% 7.3% +2.0%
Electrical Equipment 0.0% 4.6% +4.6%
Pharmaceuticals & Biotechnology 4.4% 4.5% +0.2%
Construction 3.9% 3.1% -0.8%
Insurance 3.3% 3.0% -0.3%
Transport Services 1.7% 2.0% +0.3%
Entertainment 1.6% 1.5% 0.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Power 19.5% 18.4% -1.1%
Finance 17.4% 17.6% +0.2%
Telecom - Services 7.3% 13.0% +5.7%
Metals & Minerals Trading 9.6% 9.5% 0.0%
Electrical Equipment 4.6% 4.5% -0.1%
Pharmaceuticals & Biotechnology 4.5% 4.5% 0.0%
Construction 3.1% 2.4% -0.7%
Transport Services 2.0% 2.0% +0.1%
Entertainment 1.5% 1.5% 0.0%
Cement & Cement Products 1.4% 1.4% +0.1%
🔴
Biggest Exit
HDFC Life Insurance Company Limited
3.01% was held · Insurance
Biggest Add
Indus Towers Limited
+6.22% · now 7.55%
Biggest Trim
Adani Green Energy Limited
-0.66% · now 8.72%
👋 Other funds also exited
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

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🔴 1 Exit ↑ 8 Increased ↓ 15 Decreased
#StockSectorLast Weight (Jun 2026)
1
HDFC Life Insurance Company Limited
₹58.78 Cr
Insurance 3.01%
#StockSectorJun 2026Jul 2026Change
1
Indus Towers Limited
₹146.90 Cr
Telecom - Services 1.33% 7.55% +6.22%
2
Capri Global Capital Limited
₹22.61 Cr
Finance 0.53% 1.16% +0.63%
3
Manappuram Finance Limited
₹54.49 Cr
Finance 2.43% 2.80% +0.37%
4
Tech Mahindra Limited
₹17.08 Cr
IT - Software 0.74% 0.88% +0.14%
5
DIGITIDE SOLUTIONS LTD.
₹15.02 Cr
IT - Services 0.64% 0.77% +0.13%
6
Mangalam Cement Limited
₹27.45 Cr
Cement & Cement Products 1.35% 1.41% +0.06%
7
Black Buck Ltd
₹39.36 Cr
Transport Services 1.97% 2.02% +0.05%
8
Aurobindo Pharma Limited
₹78.31 Cr
Pharmaceuticals & Biotechnology 4.01% 4.03% +0.02%
#StockSectorJun 2026Jul 2026Change
1
Adani Green Energy Limited
₹169.66 Cr
Power 9.38% 8.72% -0.66%
2
Capacit'e Infraprojects Limited
₹5.68 Cr
Construction 0.91% 0.29% -0.62%
3
HFCL Limited
₹106.79 Cr
Telecom - Services 6.00% 5.49% -0.51%
4
Kovai Medical Center and Hospital Limited
₹4.31 Cr
Healthcare Services 0.71% 0.22% -0.49%
5
Piramal Finance Ltd
₹176.03 Cr
Finance 9.49% 9.05% -0.44%
6
Adani Power Limited
₹141.55 Cr
Power 7.68% 7.28% -0.40%
7
LIC Housing Finance Limited
₹88.98 Cr
Finance 4.91% 4.58% -0.33%
8
Bharat Heavy Electricals Limited
₹87.93 Cr
Electrical Equipment 4.58% 4.52% -0.06%
9
NCC Limited
₹24.19 Cr
Construction 1.30% 1.24% -0.06%
10
Man Infraconstruction Limited
₹17.16 Cr
Construction 0.93% 0.88% -0.05%

What Stocks Does This Fund Hold?

23 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹185.25 Cr
Metals & Minerals Trading
9.53%
2
₹176.03 Cr
Finance
9.05%
3
₹169.66 Cr
Power
8.72%
4
₹146.90 Cr
Telecom - Services
7.55%
5
₹141.55 Cr
Power
7.28%
6
₹106.79 Cr
Telecom - Services
5.49%
7
₹88.98 Cr
Finance
4.58%
8
₹87.93 Cr
Electrical Equipment
4.52%
9
₹78.31 Cr
Pharmaceuticals & Biotechnology
4.03%
10
₹54.49 Cr
Finance
2.80%
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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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