← Quantum Mutual Fund

the Quantum Ethical Fund

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
45
Aug 2026
Equity Holdings
₹118.88 Cr
Equity only, excl. debt & cash
AAUM
₹104.72 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
18.1%
Diversified
Top 10 Weight
33.0%
Diversified
Changes
45
0 new · 0 exits
Top Sector
Automobiles
18.1% 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 2.30% of the portfolio. Marico Limited was trimmed the most, now at 4.15%. Marico Limited remains the top holding with Automobiles the dominant sector at 18.1%. ↓ 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 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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Automobiles 18.4% 18.1% -0.3%
Consumer Durables 15.5% 15.0% -0.5%
IT - Software 13.7% 14.3% +0.6%
Auto Components 7.4% 8.4% +1.0%
Agricultural Food & other Products 6.9% 6.6% -0.4%
Electrical Equipment 5.6% 5.7% +0.1%
Other Utilities 6.1% 5.7% -0.4%
Capital Markets 4.4% 4.4% 0.0%
Healthcare Services 4.2% 4.0% -0.2%
Petroleum Products 2.9% 2.8% 0.0%
Biggest Add
Elgi Equipments Limited
+0.52% · now 2.30%
Biggest Trim
Marico Limited
-0.45% · now 4.15%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 21 Increased ↓ 24 Decreased
#StockSectorJul 2026Aug 2026Change
1
Elgi Equipments Limited
₹2.92 Cr
Industrial Products 1.78% 2.30% +0.52%
2
Bosch Limited
₹3.97 Cr
Auto Components 2.68% 3.12% +0.44%
3
Sundram Fasteners Limited
₹3.38 Cr
Auto Components 2.26% 2.66% +0.40%
4
Amber Enterprises India Limited
₹3.64 Cr
Consumer Durables 2.50% 2.87% +0.37%
5
Infosys Limited
₹3.27 Cr
IT - Software 2.28% 2.57% +0.29%
6
Samvardhana Motherson International Limited
₹3.38 Cr
Auto Components 2.46% 2.66% +0.20%
7
HCL Technologies Limited
₹2.98 Cr
IT - Software 2.20% 2.35% +0.15%
8
Tata Consultancy Services Limited
₹2.69 Cr
IT - Software 1.98% 2.12% +0.14%
9
Coforge Limited
₹1.90 Cr
IT - Software 1.36% 1.50% +0.14%
10
Bajaj Auto Limited
₹3.57 Cr
Automobiles 2.69% 2.81% +0.12%
#StockSectorJul 2026Aug 2026Change
1
Marico Limited
₹5.27 Cr
Agricultural Food & other Products 4.60% 4.15% -0.45%
2
Crompton Greaves Consumer Electricals Limited
₹2.68 Cr
Consumer Durables 2.43% 2.11% -0.32%
3
Symphony Limited
₹1.64 Cr
Consumer Durables 1.58% 1.29% -0.29%
4
Ion Exchange (India) Limited
₹2.33 Cr
Other Utilities 2.09% 1.83% -0.26%
5
Voltas Limited
₹2.03 Cr
Consumer Durables 1.85% 1.59% -0.26%
6
VA Tech Wabag Limited
₹4.89 Cr
Other Utilities 4.02% 3.85% -0.17%
7
TVS Motor Company Limited
₹4.47 Cr
Automobiles 3.65% 3.52% -0.13%
8
Nuvoco Vistas Corporation Limited
₹2.58 Cr
Cement & Cement Products 2.15% 2.03% -0.12%
9
Krishna Institute Of Medical Sciences Limited
₹1.34 Cr
Healthcare Services 1.17% 1.05% -0.12%
10
Eicher Motors Limited
₹3.90 Cr
Automobiles 3.16% 3.07% -0.09%

What Stocks Does This Fund Hold?

45 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹5.27 Cr
Agricultural Food & other Products
4.15%
2
₹4.89 Cr
Other Utilities
3.85%
3
₹4.47 Cr
Automobiles
3.52%
4
₹4.23 Cr
Electrical Equipment
3.33%
5
₹4.16 Cr
IT - Software
3.28%
6
₹3.97 Cr
Auto Components
3.12%
7
₹3.90 Cr
Automobiles
3.07%
8
₹3.80 Cr
Healthcare Services
2.99%
9
₹3.64 Cr
Consumer Durables
2.87%
10
₹3.64 Cr
Automobiles
2.86%
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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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