← Quantum Mutual Fund

the Quantum ESG Best In Class Strategy Fund

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
51
Aug 2026
Equity Holdings
₹93.59 Cr
Equity only, excl. debt & cash
AAUM
₹92.18 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.7%
Diversified
Top 10 Weight
34.7%
Diversified
Changes
52
0 new · 1 exits
Top Sector
Automobiles
16.9% of portfolio
Launch Date
21 Jun 2019
7 years old

AAUM (Average Assets Under Management) of ₹92.18 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 the Quantum ESG Best In Class Strategy Fund exited 1 stock from its portfolio this month. Dixon Technologies (India) Limited was the biggest exit (Consumer Durables), which was held at 1.05%. Among existing holdings, Bosch Limited saw the biggest increase — now at 2.96% of the portfolio. Ion Exchange (India) Limited was trimmed the most, now at 1.89%. TVS Motor Company Limited remains the top holding with Automobiles the dominant sector at 16.9%. ↓ 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
Automobiles 15.1% 16.8% +1.7%
Consumer Durables 12.5% 12.6% +0.1%
Banks 11.2% 10.3% -1.0%
IT - Software 8.3% 9.5% +1.2%
Insurance 7.4% 6.8% -0.6%
Healthcare Services 5.8% 5.7% -0.1%
Agricultural Food & other Products 5.6% 5.7% +0.1%
Finance 5.2% 5.5% +0.3%
Other Utilities 5.5% 5.0% -0.5%
Capital Markets 4.2% 4.0% -0.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Automobiles 16.8% 16.9% +0.2%
Consumer Durables 12.6% 11.6% -1.0%
Banks 10.3% 10.1% -0.1%
IT - Software 9.5% 9.6% +0.1%
Insurance 6.8% 6.8% 0.0%
Agricultural Food & other Products 5.7% 5.7% 0.0%
Healthcare Services 5.7% 5.6% -0.1%
Finance 5.5% 5.3% -0.2%
Other Utilities 5.0% 4.8% -0.3%
Auto Components 3.5% 4.4% +0.8%
🔴
Biggest Exit
Dixon Technologies (India) Limited
1.05% was held · Consumer Durables
Biggest Add
Bosch Limited
+0.55% · now 2.96%
Biggest Trim
Ion Exchange (India) Limited
-0.28% · now 1.89%
👋 Other funds also exited
Dixon Technologies (India) Limited 29 funds
Dixon Technologies (India) Limited
Helios Large & Mid Cap Fund - Direct Plan - Growth Option
Helios Mid Cap Fund - Direct Plan - Growth Option
Helios Flexi Cap Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🔴 1 Exit ↑ 30 Increased ↓ 21 Decreased
#StockSectorLast Weight (Jul 2026)
1
Dixon Technologies (India) Limited
₹1.01 Cr
Consumer Durables 1.05%
#StockSectorJul 2026Aug 2026Change
1
Bosch Limited
₹2.83 Cr
Auto Components 2.41% 2.96% +0.55%
2
Sundram Fasteners Limited
₹1.35 Cr
Auto Components 1.13% 1.41% +0.28%
3
Amber Enterprises India Limited
₹2.14 Cr
Consumer Durables 1.97% 2.23% +0.26%
4
Elgi Equipments Limited
₹1.45 Cr
Industrial Products 1.27% 1.51% +0.24%
5
LT Foods Limited
₹1.99 Cr
Agricultural Food & other Products 1.90% 2.08% +0.18%
6
Titan Company Limited
₹2.12 Cr
Consumer Durables 2.10% 2.22% +0.12%
7
Hitachi Energy India Limited
₹2.09 Cr
Electrical Equipment 2.06% 2.18% +0.12%
8
Central Depository Services (India) Limited
₹1.99 Cr
Capital Markets 1.96% 2.08% +0.12%
9
Bajaj Auto Limited
₹1.80 Cr
Automobiles 1.78% 1.89% +0.11%
10
TVS Motor Company Limited
₹5.89 Cr
Automobiles 6.07% 6.16% +0.09%
#StockSectorJul 2026Aug 2026Change
1
Ion Exchange (India) Limited
₹1.81 Cr
Other Utilities 2.17% 1.89% -0.28%
2
Bajaj Finance Limited
₹3.31 Cr
Finance 3.71% 3.46% -0.25%
3
Marico Limited
₹3.45 Cr
Agricultural Food & other Products 3.80% 3.61% -0.19%
4
HDFC Bank Limited
₹3.57 Cr
Banks 3.91% 3.73% -0.18%
5
Crompton Greaves Consumer Electricals Limited
₹1.40 Cr
Consumer Durables 1.60% 1.46% -0.14%
6
Voltas Limited
₹1.23 Cr
Consumer Durables 1.42% 1.29% -0.13%
7
Symphony Limited
₹64.71 L
Consumer Durables 0.79% 0.68% -0.11%
8
Narayana Hrudayalaya Limited
₹1.77 Cr
Healthcare Services 1.95% 1.85% -0.10%
9
Maruti Suzuki India Limited
₹1.91 Cr
Automobiles 2.08% 1.99% -0.09%
10
Krishna Institute Of Medical Sciences Limited
₹1.11 Cr
Healthcare Services 1.23% 1.16% -0.07%

What Stocks Does This Fund Hold?

51 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹5.89 Cr
Automobiles
6.16%
2
₹3.57 Cr
Banks
3.73%
3
₹3.55 Cr
Banks
3.71%
4
₹3.45 Cr
Agricultural Food & other Products
3.61%
5
₹3.31 Cr
Finance
3.46%
6
₹3.17 Cr
IT - Software
3.31%
7
₹2.83 Cr
Auto Components
2.96%
8
₹2.74 Cr
Other Utilities
2.86%
9
₹2.54 Cr
Insurance
2.65%
10
₹2.14 Cr
Consumer Durables
2.23%
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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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