← Quantum Mutual Fund

the Quantum Ethical Fund

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
45
Jun 2026
Equity Holdings
₹103.26 Cr
Equity only, excl. debt & cash
AAUM
₹104.72 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.4%
Diversified
Top 10 Weight
33.9%
Diversified
Changes
43
1 new · 1 exits
Top Sector
Automobiles
17.5% of portfolio

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 the Quantum Ethical Fund made 1 new addition and exited 1 stock this month. The biggest new buy was Elgi Equipments Limited (Industrial Products) at 1.19% weight. Thermax Limited was the biggest exit (Electrical Equipment), which was held at 0.42%. Among existing holdings, VA Tech Wabag Limited saw the biggest increase — now at 4.36% of the portfolio. Persistent Systems Limited was trimmed the most, now at 2.72%. Marico Limited remains the top holding with Automobiles 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
Apr 2026 May 2026
Sector Prev Curr Delta
Automobiles 16.4% 16.7% +0.3%
Consumer Durables 17.2% 16.5% -0.7%
IT - Software 13.6% 13.7% +0.1%
Agricultural Food & other Products 6.8% 6.9% +0.1%
Electrical Equipment 7.4% 6.9% -0.5%
Auto Components 6.4% 6.8% +0.4%
Other Utilities 5.3% 5.4% +0.0%
Capital Markets 4.8% 4.8% +0.0%
Healthcare Services 3.3% 4.1% +0.8%
Petroleum Products 2.8% 3.0% +0.2%
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%
🟢
Biggest New Buy
Elgi Equipments Limited
1.19% weight · Industrial Products
🔴
Biggest Exit
Thermax Limited
0.42% was held · Electrical Equipment
Biggest Add
VA Tech Wabag Limited
+0.93% · now 4.36%
Biggest Trim
Persistent Systems Limited
-0.66% · now 2.72%
🤝 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
👋 Other funds also exited
Thermax Limited 5 funds
Thermax Limited
Kotak Energy Opportunities Fund-Direct-Growth
LIC MF Infrastructure Fund-Direct Plan-Growth
Mirae Asset BSE 200 Equal Weight ETF + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 1 New Entry 🔴 1 Exit ↑ 21 Increased ↓ 20 Decreased
#StockSectorWeight (Jun 2026)
1
Elgi Equipments Limited
₹1.32 Cr
Industrial Products 1.19%
#StockSectorLast Weight (May 2026)
1
Thermax Limited
₹45.29 L
Electrical Equipment 0.42%
#StockSectorMay 2026Jun 2026Change
1
VA Tech Wabag Limited
₹4.84 Cr
Other Utilities 3.43% 4.36% +0.93%
2
Maruti Suzuki India Limited
₹3.54 Cr
Automobiles 2.58% 3.19% +0.61%
3
Bosch Limited
₹2.95 Cr
Auto Components 2.25% 2.66% +0.41%
4
ABB India Limited
₹2.62 Cr
Electrical Equipment 1.99% 2.37% +0.38%
5
TVS Motor Company Limited
₹3.45 Cr
Automobiles 2.82% 3.11% +0.29%
6
Ion Exchange (India) Limited
₹2.47 Cr
Other Utilities 1.94% 2.23% +0.29%
7
Marico Limited
₹5.26 Cr
Agricultural Food & other Products 4.51% 4.74% +0.23%
8
Vinati Organics Limited
₹2.08 Cr
Chemicals & Petrochemicals 1.69% 1.88% +0.19%
9
Amber Enterprises India Limited
₹2.96 Cr
Consumer Durables 2.48% 2.66% +0.18%
10
Samvardhana Motherson International Limited
₹2.94 Cr
Auto Components 2.49% 2.65% +0.16%
#StockSectorMay 2026Jun 2026Change
1
Persistent Systems Limited
₹3.02 Cr
IT - Software 3.38% 2.72% -0.66%
2
Hitachi Energy India Limited
₹4.38 Cr
Electrical Equipment 4.49% 3.94% -0.55%
3
Infosys Limited
₹2.14 Cr
IT - Software 2.31% 1.93% -0.38%
4
Tata Consultancy Services Limited
₹2.07 Cr
IT - Software 2.14% 1.87% -0.27%
5
HCL Technologies Limited
₹1.93 Cr
IT - Software 1.99% 1.74% -0.25%
6
Crompton Greaves Consumer Electricals Limited
₹3.12 Cr
Consumer Durables 2.97% 2.81% -0.16%
7
LT Foods Limited
₹2.51 Cr
Agricultural Food & other Products 2.39% 2.26% -0.13%
8
Tech Mahindra Limited
₹1.53 Cr
IT - Software 1.51% 1.38% -0.13%
9
Nuvoco Vistas Corporation Limited
₹2.30 Cr
Cement & Cement Products 2.17% 2.07% -0.10%
10
Havells India Limited
₹2.23 Cr
Consumer Durables 2.11% 2.01% -0.10%

What Stocks Does This Fund Hold?

45 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹5.26 Cr
Agricultural Food & other Products
4.74%
2
₹4.84 Cr
Other Utilities
4.36%
3
₹4.38 Cr
Electrical Equipment
3.94%
4
₹3.54 Cr
Automobiles
3.19%
5
₹3.49 Cr
Petroleum Products
3.14%
6
₹3.45 Cr
Automobiles
3.11%
7
₹3.24 Cr
Automobiles
2.92%
8
₹3.23 Cr
Healthcare Services
2.91%
9
₹3.12 Cr
Consumer Durables
2.81%
10
₹3.07 Cr
Capital Markets
2.76%
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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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