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the Quantum Ethical Fund

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
45
Jul 2026
Equity Holdings
₹113.15 Cr
Equity only, excl. debt & cash
AAUM
₹104.72 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
18.9%
Diversified
Top 10 Weight
33.6%
Diversified
Changes
43
0 new · 0 exits
Top Sector
Automobiles
18.4% of portfolio
Launch Date
02 Dec 2024
2 years old

AAUM (Average Assets Under Management) of ₹104.72 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, Elgi Equipments Limited saw the biggest increase — now at 1.78% of the portfolio. Hitachi Energy India Limited was trimmed the most, now at 3.31%. Marico Limited remains the top holding with Automobiles 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
Automobiles 16.7% 17.5% +0.8%
Consumer Durables 16.5% 16.2% -0.3%
IT - Software 13.7% 12.0% -1.8%
Auto Components 6.8% 7.5% +0.7%
Agricultural Food & other Products 6.9% 7.0% +0.1%
Other Utilities 5.4% 6.6% +1.2%
Electrical Equipment 6.9% 6.3% -0.6%
Capital Markets 4.8% 4.8% -0.1%
Healthcare Services 4.1% 4.2% +0.1%
Petroleum Products 3.0% 3.1% +0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Automobiles 17.5% 18.4% +0.9%
Consumer Durables 16.2% 15.5% -0.8%
IT - Software 12.0% 13.7% +1.8%
Auto Components 7.5% 7.4% -0.1%
Agricultural Food & other Products 7.0% 6.9% -0.1%
Other Utilities 6.6% 6.1% -0.5%
Electrical Equipment 6.3% 5.6% -0.8%
Capital Markets 4.8% 4.4% -0.4%
Healthcare Services 4.2% 4.2% +0.0%
Petroleum Products 3.1% 2.9% -0.3%
Biggest Add
Elgi Equipments Limited
+0.59% · now 1.78%
Biggest Trim
Hitachi Energy India Limited
-0.63% · now 3.31%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 21 Increased ↓ 22 Decreased
#StockSectorJun 2026Jul 2026Change
1
Elgi Equipments Limited
₹2.17 Cr
Industrial Products 1.19% 1.78% +0.59%
2
Persistent Systems Limited
₹4.00 Cr
IT - Software 2.72% 3.29% +0.57%
3
TVS Motor Company Limited
₹4.44 Cr
Automobiles 3.11% 3.65% +0.54%
4
HCL Technologies Limited
₹2.68 Cr
IT - Software 1.74% 2.20% +0.46%
5
Infosys Limited
₹2.77 Cr
IT - Software 1.93% 2.28% +0.35%
6
Eicher Motors Limited
₹3.84 Cr
Automobiles 2.92% 3.16% +0.24%
7
Dr. Lal Path Labs Limited
₹3.74 Cr
Healthcare Services 2.91% 3.07% +0.16%
8
Dixon Technologies (India) Limited
₹1.18 Cr
Consumer Durables 0.81% 0.97% +0.16%
9
Mahindra & Mahindra Limited
₹2.68 Cr
Automobiles 2.08% 2.21% +0.13%
10
Bajaj Auto Limited
₹3.27 Cr
Automobiles 2.57% 2.69% +0.12%
#StockSectorJun 2026Jul 2026Change
1
Hitachi Energy India Limited
₹4.03 Cr
Electrical Equipment 3.94% 3.31% -0.63%
2
Crompton Greaves Consumer Electricals Limited
₹2.95 Cr
Consumer Durables 2.81% 2.43% -0.38%
3
VA Tech Wabag Limited
₹4.89 Cr
Other Utilities 4.36% 4.02% -0.34%
4
Castrol India Limited
₹3.50 Cr
Petroleum Products 3.14% 2.88% -0.26%
5
Maruti Suzuki India Limited
₹3.57 Cr
Automobiles 3.19% 2.94% -0.25%
6
Computer Age Management Services Limited
₹3.06 Cr
Capital Markets 2.76% 2.52% -0.24%
7
Tata Communications Limited
₹1.21 Cr
Telecom - Services 1.22% 0.99% -0.23%
8
Vinati Organics Limited
₹2.03 Cr
Chemicals & Petrochemicals 1.88% 1.67% -0.21%
9
Samvardhana Motherson International Limited
₹2.99 Cr
Auto Components 2.65% 2.46% -0.19%
10
Amber Enterprises India Limited
₹3.04 Cr
Consumer Durables 2.66% 2.50% -0.16%

What Stocks Does This Fund Hold?

45 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹5.60 Cr
Agricultural Food & other Products
4.60%
2
₹4.89 Cr
Other Utilities
4.02%
3
₹4.44 Cr
Automobiles
3.65%
4
₹4.03 Cr
Electrical Equipment
3.31%
5
₹4.00 Cr
IT - Software
3.29%
6
₹3.84 Cr
Automobiles
3.16%
7
₹3.74 Cr
Healthcare Services
3.07%
8
₹3.57 Cr
Automobiles
2.94%
9
₹3.50 Cr
Petroleum Products
2.88%
10
₹3.27 Cr
Automobiles
2.69%
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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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