← Quantum Mutual Fund

the Quantum ESG Best In Class Strategy Fund

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
52
Jul 2026
Equity Holdings
₹94.63 Cr
Equity only, excl. debt & cash
AAUM
₹92.18 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
21.2%
Diversified
Top 10 Weight
34.6%
Diversified
Changes
52
0 new · 0 exits
Top Sector
Automobiles
16.8% 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 Among existing holdings, TVS Motor Company Limited saw the biggest increase — now at 6.07% of the portfolio. Kotak Mahindra Bank Limited was trimmed the most, now at 1.69%. TVS Motor Company Limited remains the top holding with Automobiles the dominant sector at 16.8%. ↓ 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
Automobiles 15.1% 15.1% 0.0%
Consumer Durables 12.3% 12.5% +0.2%
Banks 10.8% 11.2% +0.4%
IT - Software 9.6% 8.3% -1.4%
Insurance 8.2% 7.4% -0.8%
Healthcare Services 5.7% 5.8% +0.1%
Agricultural Food & other Products 5.7% 5.6% -0.1%
Other Utilities 4.5% 5.5% +1.0%
Finance 5.4% 5.2% -0.2%
Capital Markets 4.3% 4.2% -0.1%
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%
Biggest Add
TVS Motor Company Limited
+0.78% · now 6.07%
Biggest Trim
Kotak Mahindra Bank Limited
-1.05% · now 1.69%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 26 Increased ↓ 26 Decreased
#StockSectorJun 2026Jul 2026Change
1
TVS Motor Company Limited
₹5.86 Cr
Automobiles 5.29% 6.07% +0.78%
2
Persistent Systems Limited
₹3.14 Cr
IT - Software 2.66% 3.26% +0.60%
3
The Federal Bank Limited
₹3.57 Cr
Banks 3.18% 3.70% +0.52%
4
HCL Technologies Limited
₹1.74 Cr
IT - Software 1.51% 1.81% +0.30%
5
Bajaj Finance Limited
₹3.58 Cr
Finance 3.43% 3.71% +0.28%
6
Bajaj Auto Limited
₹1.71 Cr
Automobiles 1.53% 1.78% +0.25%
7
Eicher Motors Limited
₹1.95 Cr
Automobiles 1.82% 2.02% +0.20%
8
Amber Enterprises India Limited
₹1.90 Cr
Consumer Durables 1.78% 1.97% +0.19%
9
Elgi Equipments Limited
₹1.23 Cr
Industrial Products 1.09% 1.27% +0.18%
10
Tata Consultancy Services Limited
₹1.72 Cr
IT - Software 1.61% 1.78% +0.17%
#StockSectorJun 2026Jul 2026Change
1
Kotak Mahindra Bank Limited
₹1.63 Cr
Banks 2.74% 1.69% -1.05%
2
VA Tech Wabag Limited
₹2.74 Cr
Other Utilities 3.32% 2.84% -0.48%
3
Castrol India Limited
₹1.34 Cr
Petroleum Products 1.87% 1.39% -0.48%
4
HDFC Bank Limited
₹3.77 Cr
Banks 4.37% 3.91% -0.46%
5
ICICI Lombard General Insurance Company Limited
₹1.98 Cr
Insurance 2.41% 2.05% -0.36%
6
Hitachi Energy India Limited
₹1.99 Cr
Electrical Equipment 2.35% 2.06% -0.29%
7
HDFC Life Insurance Company Limited
₹2.56 Cr
Insurance 2.93% 2.66% -0.27%
8
Tata Communications Limited
₹1.10 Cr
Telecom - Services 1.34% 1.14% -0.20%
9
Crompton Greaves Consumer Electricals Limited
₹1.55 Cr
Consumer Durables 1.78% 1.60% -0.18%
10
Syngene International Limited
₹76.64 L
Healthcare Services 0.95% 0.79% -0.16%

What Stocks Does This Fund Hold?

52 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹5.86 Cr
Automobiles
6.07%
2
₹3.77 Cr
Banks
3.91%
3
₹3.67 Cr
Agricultural Food & other Products
3.80%
4
₹3.58 Cr
Finance
3.71%
5
₹3.57 Cr
Banks
3.70%
6
₹3.14 Cr
IT - Software
3.26%
7
₹2.74 Cr
Other Utilities
2.84%
8
₹2.56 Cr
Insurance
2.66%
9
₹2.33 Cr
Auto Components
2.41%
10
₹2.20 Cr
Automobiles
2.28%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 Quantum Mutual Fund — Portfolio & Holdings
See all funds managed by Quantum Mutual Fund — conviction stocks, monthly entries & exits

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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.