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SBI Quant Fund- Direct Plan- Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
33
Jul 2026
Equity Holdings
₹2,984.59 Cr
Equity only, excl. debt & cash
AAUM
₹3,081.98 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
29.0%
Moderate
Top 10 Weight
53.0%
Moderate
Changes
40
6 new · 7 exits
Top Sector
Finance
17.5% of portfolio
Launch Date
04 Dec 2024
2 years old

AAUM (Average Assets Under Management) of ₹3,081.98 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 SBI Quant Fund made 6 new additions and exited 7 stocks this month. The biggest new buy was Coforge Limited (IT - Software) at 3.61% weight. Tata Consultancy Services Limited was the biggest exit (IT - Software), which was held at 4.26%. Among existing holdings, ICICI Bank Limited saw the biggest increase — now at 3.85% of the portfolio. Coal India Limited was trimmed the most, now at 0.33%. Bajaj Finance Limited remains the top holding with Finance the dominant sector at 17.5%. ↓ 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
Finance 16.5% 18.4% +1.8%
Banks 16.9% 15.9% -1.0%
Automobiles 10.3% 10.8% +0.4%
IT - Software 14.9% 8.5% -6.4%
Food Products 4.1% 5.6% +1.6%
Consumable Fuels 5.6% 5.5% -0.1%
Capital Markets 4.4% 5.3% +1.0%
Industrial Products 2.8% 5.0% +2.2%
Pharmaceuticals & Biotechnology 2.7% 4.7% +2.0%
Diversified FMCG 2.4% 3.9% +1.5%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Finance 18.4% 17.5% -0.9%
Banks 15.9% 16.2% +0.3%
Automobiles 10.8% 14.4% +3.6%
IT - Software 8.5% 10.5% +2.0%
Industrial Products 5.0% 6.5% +1.5%
Food Products 5.6% 5.5% -0.1%
Capital Markets 5.3% 5.3% 0.0%
Pharmaceuticals & Biotechnology 4.7% 4.6% 0.0%
Consumer Durables 2.4% 4.2% +1.8%
Agricultural Food & other Products 2.1% 3.3% +1.2%
🟢
Biggest New Buy
Coforge Limited
3.61% weight · IT - Software
🔴
Biggest Exit
Tata Consultancy Services Limited
4.26% was held · IT - Software
Biggest Add
ICICI Bank Limited
+2.88% · now 3.85%
Biggest Trim
Coal India Limited
-5.18% · now 0.33%
🤝 Other funds also bought this month
Coforge Limited 30 funds
Coforge Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
Eicher Motors Limited 25 funds
Eicher Motors Limited
HDFC Nifty Auto Index Fund
Edelweiss Nifty 100 Quality 30 Index Fnd
Edel Nifty Alpha Low Volatility 30 Index Fund + more
Mahindra & Mahindra Financial Services Limited 22 funds
Mahindra & Mahindra Financial Services Limited
Nippon India Active Momentum Fund-Direct Plan - Growth Option
Tata Banking And Financial Services Fund-Direct Plan-Growth
HSBC Value Fund - Direct Growth + more
Pidilite Industries Limited 20 funds
Pidilite Industries Limited
Motilal Oswal Contra Fund
Edel Nifty Alpha Low Volatility 30 Index Fund
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
United Spirits Limited 18 funds
United Spirits Limited
Nippon India MNC Fund
Edelweiss Nifty 100 Quality 30 Index Fnd
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option + more
Lodha Developers Limited 11 funds
Lodha Developers Limited
TRUSTMF MID CAP FUND -DIRECT -GROWTH
Axis BSE India Sector Leaders Index Fund
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF + more
👋 Other funds also exited
Axis Bank Limited 55 funds
Axis Bank Limited
Mirae Asset Nifty Financial Services ETF
Mirae Asset Nifty Bank ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option + more
Oil & Natural Gas Corporation Limited 46 funds
Oil & Natural Gas Corporation Limited
Groww Nifty 50 ETF
Mirae Asset Nifty Energy ETF
quant PSU Fund - Growth Option - Direct Plan + more
Hindustan Unilever Limited 43 funds
Hindustan Unilever Limited
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth
Mirae Asset Nifty 100 Low Volatility 30 ETF + more
Tata Consultancy Services Limited 43 funds
Tata Consultancy Services Limited
Axis IT ETF
Navi NiftyIT Index Fund - Direct Plan- Growth
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth + more
Muthoot Finance Limited 37 funds
Muthoot Finance Limited
SAMCO ELSS TAX SAVER FUND
SAMCO FLEXICAP FUND
Motilal Oswal Business Cycle Fund - Direct Plan- Growth + more
Schaeffler India Limited 27 funds
Schaeffler India Limited
Groww Nifty EV & New Age Automotive ETF FOF
Motilal Oswal Special Opportunities Fund - Direct - Growth
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 6 New Entries 🔴 7 Exits ↑ 10 Increased ↓ 17 Decreased
#StockSectorWeight (Jul 2026)
1
Coforge Limited
₹109.95 Cr
IT - Software 3.61%
2
Eicher Motors Limited
₹99.85 Cr
Automobiles 3.28%
3
Lodha Developers Limited
₹75.91 Cr
Realty 2.49%
4
Mahindra & Mahindra Financial Services Limited
₹49.52 Cr
Finance 1.63%
5
Pidilite Industries Limited
₹30.57 Cr
Chemicals & Petrochemicals 1.00%
6
United Spirits Limited
₹29.01 Cr
Beverages 0.95%
#StockSectorLast Weight (Jun 2026)
1
Tata Consultancy Services Limited
₹127.85 Cr
IT - Software 4.26%
2
Hindustan Unilever Limited
₹116.89 Cr
Diversified FMCG 3.89%
3
Oil & Natural Gas Corporation Limited
₹91.14 Cr
Oil 3.04%
4
Muthoot Finance Limited
₹76.90 Cr
Finance 2.56%
5
Axis Bank Limited
₹58.30 Cr
Banks 1.94%
6
Schaeffler India Limited
₹25.92 Cr
Auto Components 0.86%
7
Hindustan Zinc Limited
₹18.73 Cr
Non - Ferrous Metals 0.62%
#StockSectorJun 2026Jul 2026Change
1
ICICI Bank Limited
₹117.25 Cr
Banks 0.97% 3.85% +2.88%
2
Tech Mahindra Limited
₹132.33 Cr
IT - Software 1.54% 4.35% +2.81%
3
Asian Paints Limited
₹126.36 Cr
Consumer Durables 2.35% 4.15% +1.80%
4
Cummins India Limited
₹113.50 Cr
Industrial Products 2.09% 3.73% +1.64%
5
Marico Limited
₹100.25 Cr
Agricultural Food & other Products 2.10% 3.29% +1.19%
6
Bajaj Finance Limited
₹213.88 Cr
Finance 6.63% 7.02% +0.39%
7
Hero MotoCorp Limited
₹166.62 Cr
Automobiles 5.21% 5.47% +0.26%
8
Zydus Lifesciences Limited
₹38.51 Cr
Pharmaceuticals & Biotechnology 1.12% 1.26% +0.14%
9
Bajaj Auto Limited
₹171.66 Cr
Automobiles 5.55% 5.64% +0.09%
10
AU Small Finance Bank Limited
₹158.75 Cr
Banks 5.15% 5.21% +0.06%
#StockSectorJun 2026Jul 2026Change
1
Coal India Limited
₹9.95 Cr
Consumable Fuels 5.51% 0.33% -5.18%
2
HDFC Bank Limited
₹54.17 Cr
Banks 2.33% 1.78% -0.55%
3
GE Vernova T&D India Limited
₹71.12 Cr
Electrical Equipment 2.78% 2.34% -0.44%
4
Reliance Industries Limited
₹5.29 Cr
Petroleum Products 0.39% 0.17% -0.22%
5
Power Finance Corporation Limited
₹151.08 Cr
Finance 5.17% 4.96% -0.21%
6
Oracle Financial Services Software Limited
₹76.91 Cr
IT - Software 2.70% 2.53% -0.17%
7
The Federal Bank Limited
₹163.17 Cr
Banks 5.51% 5.36% -0.15%
8
Aurobindo Pharma Limited
₹81.13 Cr
Pharmaceuticals & Biotechnology 2.81% 2.66% -0.15%
9
Polycab India Limited
₹82.79 Cr
Industrial Products 2.86% 2.72% -0.14%
10
Nestle India Limited
₹167.35 Cr
Food Products 5.63% 5.50% -0.13%

What Stocks Does This Fund Hold?

33 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹213.88 Cr
Finance
7.02%
2
₹171.66 Cr
Automobiles
5.64%
3
₹167.35 Cr
Food Products
5.50%
4
₹166.62 Cr
Automobiles
5.47%
5
₹163.17 Cr
Banks
5.36%
6
₹161.25 Cr
Capital Markets
5.30%
7
₹158.75 Cr
Banks
5.21%
8
₹151.08 Cr
Finance
4.96%
9
₹132.33 Cr
IT - Software
4.35%
10
₹126.36 Cr
Consumer Durables
4.15%
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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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