← Quantum Mutual Fund

the Quantum Value Fund

Value/Contra Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
32
Jul 2026
Equity Holdings
₹1,044.87 Cr
Equity only, excl. debt & cash
AAUM
₹1,053.73 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
24.4%
Diversified
Top 10 Weight
41.7%
Moderate
Changes
32
1 new · 0 exits
Top Sector
Banks
23.1% of portfolio
Launch Date
08 Feb 2006
10+ year track record

AAUM (Average Assets Under Management) of ₹1,053.73 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 Value Fund added 1 new stock to its portfolio this month. The biggest new buy was GSPL Transmission Limited (Gas) at 0.20% weight. Among existing holdings, HDFC Life Insurance Company Limited saw the biggest increase — now at 3.19% of the portfolio. ICICI Bank Limited was trimmed the most, now at 5.35%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 23.1%. ↓ 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
Banks 25.7% 27.3% +1.6%
IT - Software 15.5% 13.6% -1.9%
Insurance 10.6% 11.1% +0.4%
Automobiles 5.7% 5.6% -0.2%
Pharmaceuticals & Biotechnology 5.2% 5.4% +0.2%
Gas 4.5% 4.3% -0.2%
Consumer Durables 3.7% 3.6% -0.1%
Auto Components 3.4% 3.4% +0.0%
Transport Services 3.0% 3.1% +0.1%
Telecom - Services 3.0% 3.1% +0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 27.3% 23.1% -4.2%
IT - Software 13.6% 15.1% +1.5%
Insurance 11.1% 11.4% +0.4%
Automobiles 5.6% 6.1% +0.5%
Pharmaceuticals & Biotechnology 5.4% 5.4% 0.0%
Gas 4.3% 4.2% 0.0%
Auto Components 3.4% 3.8% +0.4%
Transport Services 3.1% 3.4% +0.2%
Consumer Durables 3.6% 3.3% -0.3%
Telecom - Services 3.1% 3.2% +0.1%
🟢
Biggest New Buy
GSPL Transmission Limited
0.20% weight · Gas
Biggest Add
HDFC Life Insurance Company Limited
+1.01% · now 3.19%
Biggest Trim
ICICI Bank Limited
-1.90% · now 5.35%
🤝 Other funds also bought this month
GSPL Transmission Limited 53 funds
GSPL Transmission Limited
SBI Energy Opportunities Fund - Direct Plan - Growth
ICICI Prudential Infrastructure Fund - Direct Plan - Growth
ICICI PRUDENTIAL ENERGY OPPORTUNITIES FUND - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry ↑ 16 Increased ↓ 15 Decreased
#StockSectorWeight (Jul 2026)
1
GSPL Transmission Limited
₹2.30 Cr
Gas 0.20%
#StockSectorJun 2026Jul 2026Change
1
HDFC Life Insurance Company Limited
₹36.33 Cr
Insurance 2.18% 3.19% +1.01%
2
Tata Consultancy Services Limited
₹53.25 Cr
IT - Software 4.13% 4.67% +0.54%
3
Tech Mahindra Limited
₹40.04 Cr
IT - Software 3.07% 3.51% +0.44%
4
Exide Industries Limited
₹43.54 Cr
Auto Components 3.39% 3.82% +0.43%
5
Infosys Limited
₹49.07 Cr
IT - Software 3.92% 4.30% +0.38%
6
Nuvoco Vistas Corporation Limited
₹33.78 Cr
Cement & Cement Products 2.68% 2.96% +0.28%
7
Hero MotoCorp Limited
₹35.10 Cr
Automobiles 2.82% 3.08% +0.26%
8
Container Corporation of India Limited
₹38.35 Cr
Transport Services 3.13% 3.36% +0.23%
9
Godrej Properties Limited
₹30.37 Cr
Realty 2.43% 2.66% +0.23%
10
Bajaj Auto Limited
₹18.60 Cr
Automobiles 1.46% 1.63% +0.17%
#StockSectorJun 2026Jul 2026Change
1
ICICI Bank Limited
₹60.98 Cr
Banks 7.25% 5.35% -1.90%
2
HDFC Bank Limited
₹70.17 Cr
Banks 7.75% 6.15% -1.60%
3
Star Health And Allied Insurance Company Limited
₹36.10 Cr
Insurance 3.69% 3.17% -0.52%
4
Axis Bank Limited
₹36.68 Cr
Banks 3.62% 3.22% -0.40%
5
Aditya Birla Sun Life AMC Limited
₹22.87 Cr
Capital Markets 2.36% 2.01% -0.35%
6
Crompton Greaves Consumer Electricals Limited
₹38.07 Cr
Consumer Durables 3.63% 3.34% -0.29%
7
LIC Housing Finance Limited
₹28.44 Cr
Finance 2.77% 2.49% -0.28%
8
Gujarat Gas Limited
₹14.03 Cr
Gas 1.51% 1.23% -0.28%
9
CMS Info Systems Limited
₹22.87 Cr
Commercial Services & Supplies 2.20% 2.01% -0.19%
10
ICICI Lombard General Insurance Company Limited
₹20.16 Cr
Insurance 1.95% 1.77% -0.18%

What Stocks Does This Fund Hold?

32 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹70.17 Cr
Banks
6.15%
2
₹60.98 Cr
Banks
5.35%
3
₹53.25 Cr
IT - Software
4.67%
4
₹49.07 Cr
IT - Software
4.30%
5
₹44.43 Cr
Banks
3.90%
6
₹43.54 Cr
Auto Components
3.82%
7
₹40.04 Cr
IT - Software
3.51%
8
₹38.35 Cr
Transport Services
3.36%
9
₹38.07 Cr
Consumer Durables
3.34%
10
₹37.75 Cr
Insurance
3.31%
🏆 Top stocks held by Value/Contra funds
See which stocks all active Value/Contra fund managers are buying — ranked by total value invested
🏦 Quantum Mutual Fund — Portfolio & Holdings
See all funds managed by Quantum Mutual Fund — conviction stocks, monthly entries & exits

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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