← Quantum Mutual Fund

the Quantum Multi Asset Allocation Fund

Multi Asset Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
42
Aug 2026
Equity Holdings
₹30.13 Cr
Equity only, excl. debt & cash
AAUM
₹56.95 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
16.5%
Diversified
Top 10 Weight
26.3%
Diversified
Changes
39
1 new · 0 exits
Top Sector
Banks
16.4% of portfolio
Launch Date
19 Feb 2024
2 years old

AAUM (Average Assets Under Management) of ₹56.95 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 Multi Asset Allocation Fund added 1 new stock to its portfolio this month. The biggest new buy was SBI Cards and Payment Services Limited (Finance) at 1.32% weight. Among existing holdings, HDFC Life Insurance Company Limited saw the biggest increase — now at 1.43% of the portfolio. State Bank of India was trimmed the most, now at 1.91%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 16.4%. ↓ 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
Banks 17.6% 17.0% -0.6%
IT - Software 6.9% 7.7% +0.9%
Automobiles 4.6% 5.0% +0.3%
Insurance 4.9% 4.1% -0.8%
Consumer Durables 3.3% 3.2% -0.1%
Finance 2.6% 2.7% +0.1%
Pharmaceuticals & Biotechnology 2.8% 2.5% -0.3%
Transport Services 1.9% 2.1% +0.2%
Cement & Cement Products 1.7% 1.8% +0.2%
Telecom - Services 1.3% 1.3% +0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 17.0% 16.4% -0.6%
IT - Software 7.7% 7.7% -0.1%
Insurance 4.1% 4.5% +0.4%
Automobiles 5.0% 4.4% -0.6%
Finance 2.7% 3.9% +1.2%
Consumer Durables 3.2% 3.0% -0.2%
Pharmaceuticals & Biotechnology 2.5% 2.4% -0.1%
Transport Services 2.1% 2.0% -0.1%
Cement & Cement Products 1.8% 1.7% -0.2%
Telecom - Services 1.3% 1.2% -0.1%
🟢
Biggest New Buy
SBI Cards and Payment Services Limited
1.32% weight · Finance
Biggest Add
HDFC Life Insurance Company Limited
+0.98% · now 1.43%
Biggest Trim
State Bank of India
-0.55% · now 1.91%
🤝 Other funds also bought this month
SBI Cards and Payment Services Limited 16 funds
SBI Cards and Payment Services Limited
SBI PSU Fund - DIRECT PLAN - GROWTH
the Quantum ELSS Tax Saver Fund
the Quantum Value Fund + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry ↑ 7 Increased ↓ 31 Decreased
#StockSectorWeight (Aug 2026)
1
SBI Cards and Payment Services Limited
₹78.03 L
Finance 1.32%
#StockSectorJul 2026Aug 2026Change
1
HDFC Life Insurance Company Limited
₹84.84 L
Insurance 0.45% 1.43% +0.98%
2
Kotak Mahindra Bank Limited
₹1.51 Cr
Banks 2.40% 2.54% +0.14%
3
Axis Bank Limited
₹1.22 Cr
Banks 1.98% 2.07% +0.09%
4
Bajaj Auto Limited
₹40.15 L
Automobiles 0.65% 0.68% +0.03%
5
Titan Company Limited
₹41.02 L
Consumer Durables 0.67% 0.69% +0.02%
6
LIC Housing Finance Limited
₹38.64 L
Finance 0.64% 0.65% +0.01%
7
Tata Motors Ltd
₹15.65 L
Agricultural, Commercial & Construction Vehicles 0.25% 0.26% +0.01%
#StockSectorJul 2026Aug 2026Change
1
State Bank of India
₹1.13 Cr
Banks 2.46% 1.91% -0.55%
2
Star Health And Allied Insurance Company Limited
₹45.21 L
Insurance 1.29% 0.76% -0.53%
3
Eicher Motors Limited
₹21.71 L
Automobiles 0.86% 0.37% -0.49%
4
HDFC Bank Limited
₹2.42 Cr
Banks 4.36% 4.08% -0.28%
5
Tata Steel Limited
₹36.72 L
Ferrous Metals 0.86% 0.62% -0.24%
6
Crompton Greaves Consumer Electricals Limited
₹1.09 Cr
Consumer Durables 2.06% 1.85% -0.21%
7
Nuvoco Vistas Corporation Limited
₹98.98 L
Cement & Cement Products 1.83% 1.67% -0.16%
8
Bajaj Finance Limited
₹80.15 L
Finance 1.48% 1.35% -0.13%
9
Bharti Airtel Limited
₹70.97 L
Telecom - Services 1.32% 1.20% -0.12%
10
Container Corporation of India Limited
₹1.18 Cr
Transport Services 2.07% 1.99% -0.08%

What Stocks Does This Fund Hold?

42 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹2.65 Cr
Banks
4.48%
2
₹2.42 Cr
Banks
4.08%
3
₹1.67 Cr
IT - Software
2.82%
4
₹1.52 Cr
IT - Software
2.57%
5
₹1.51 Cr
Banks
2.54%
6
₹1.22 Cr
Banks
2.07%
7
₹1.18 Cr
Insurance
2.00%
8
₹1.18 Cr
Transport Services
1.99%
9
₹1.13 Cr
Banks
1.91%
10
₹1.09 Cr
Consumer Durables
1.85%
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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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