← Quantum Mutual Fund

the Quantum ESG Best In Class Strategy Fund

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
52
Jun 2026
Equity Holdings
₹90.01 Cr
Equity only, excl. debt & cash
AAUM
₹92.18 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.2%
Diversified
Top 10 Weight
34.2%
Diversified
Changes
51
1 new · 0 exits
Top Sector
Automobiles
15.1% of portfolio

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 added 1 new stock to its portfolio this month. The biggest new buy was Elgi Equipments Limited (Industrial Products) at 1.09% weight. Among existing holdings, VA Tech Wabag Limited saw the biggest increase — now at 3.32% of the portfolio. ICICI Lombard General Insurance Company Limited was trimmed the most, now at 2.41%. TVS Motor Company Limited remains the top holding with Automobiles the dominant sector at 15.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Automobiles 14.8% 15.1% +0.3%
Consumer Durables 12.4% 12.3% -0.1%
Banks 10.5% 10.8% +0.3%
IT - Software 9.5% 9.6% +0.1%
Insurance 7.7% 8.2% +0.5%
Healthcare Services 4.9% 5.7% +0.8%
Agricultural Food & other Products 5.5% 5.7% +0.2%
Finance 5.3% 5.4% +0.1%
Other Utilities 4.5% 4.5% 0.0%
Capital Markets 4.2% 4.3% +0.2%
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%
🟢
Biggest New Buy
Elgi Equipments Limited
1.09% weight · Industrial Products
Biggest Add
VA Tech Wabag Limited
+0.79% · now 3.32%
Biggest Trim
ICICI Lombard General Insurance Company Limited
-0.57% · now 2.41%
🤝 Other funds also bought this month
Elgi Equipments Limited 12 funds
Elgi Equipments Limited
Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
Groww Nifty Smallcap 250 Momentum Quality 100 Index Fund + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 1 New Entry ↑ 21 Increased ↓ 29 Decreased
#StockSectorWeight (Jun 2026)
1
Elgi Equipments Limited
₹1.00 Cr
Industrial Products 1.09%
#StockSectorMay 2026Jun 2026Change
1
VA Tech Wabag Limited
₹3.05 Cr
Other Utilities 2.53% 3.32% +0.79%
2
The Federal Bank Limited
₹2.92 Cr
Banks 2.70% 3.18% +0.48%
3
Bajaj Finance Limited
₹3.15 Cr
Finance 3.11% 3.43% +0.32%
4
Ion Exchange (India) Limited
₹2.03 Cr
Other Utilities 1.97% 2.21% +0.24%
5
Bosch Limited
₹2.26 Cr
Auto Components 2.26% 2.46% +0.20%
6
HDFC Bank Limited
₹4.02 Cr
Banks 4.19% 4.37% +0.18%
7
TVS Motor Company Limited
₹4.86 Cr
Automobiles 5.15% 5.29% +0.14%
8
Titan Company Limited
₹1.83 Cr
Consumer Durables 1.85% 1.99% +0.14%
9
Maruti Suzuki India Limited
₹1.80 Cr
Automobiles 1.83% 1.96% +0.13%
10
Sundram Fasteners Limited
₹1.04 Cr
Auto Components 1.05% 1.14% +0.09%
#StockSectorMay 2026Jun 2026Change
1
ICICI Lombard General Insurance Company Limited
₹2.22 Cr
Insurance 2.98% 2.41% -0.57%
2
Persistent Systems Limited
₹2.45 Cr
IT - Software 3.21% 2.66% -0.55%
3
Bajaj Finserv Limited
₹1.64 Cr
Finance 2.30% 1.78% -0.52%
4
Hitachi Energy India Limited
₹2.16 Cr
Electrical Equipment 2.70% 2.35% -0.35%
5
Infosys Limited
₹1.84 Cr
IT - Software 2.33% 2.00% -0.33%
6
Kotak Mahindra Bank Limited
₹2.52 Cr
Banks 2.99% 2.74% -0.25%
7
Computer Age Management Services Limited
₹2.01 Cr
Capital Markets 2.38% 2.19% -0.19%
8
Tata Consultancy Services Limited
₹1.48 Cr
IT - Software 1.79% 1.61% -0.18%
9
HCL Technologies Limited
₹1.39 Cr
IT - Software 1.67% 1.51% -0.16%
10
Nuvoco Vistas Corporation Limited
₹88.15 L
Cement & Cement Products 1.11% 0.96% -0.15%

What Stocks Does This Fund Hold?

52 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹4.86 Cr
Automobiles
5.29%
2
₹4.02 Cr
Banks
4.37%
3
₹3.52 Cr
Agricultural Food & other Products
3.83%
4
₹3.15 Cr
Finance
3.43%
5
₹3.05 Cr
Other Utilities
3.32%
6
₹2.92 Cr
Banks
3.18%
7
₹2.69 Cr
Insurance
2.93%
8
₹2.52 Cr
Banks
2.74%
9
₹2.45 Cr
IT - Software
2.66%
10
₹2.26 Cr
Auto Components
2.46%
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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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