← Quantum Mutual Fund

the Quantum Value Fund

Value/Contra Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
33
Aug 2026
Equity Holdings
₹1,052.72 Cr
Equity only, excl. debt & cash
AAUM
₹1,053.73 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
23.9%
Diversified
Top 10 Weight
41.3%
Moderate
Changes
32
1 new · 0 exits
Top Sector
Banks
22.8% 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 SBI Cards and Payment Services Limited (Finance) at 2.02% weight. Among existing holdings, ICICI Lombard General Insurance Company Limited saw the biggest increase — now at 2.70% of the portfolio. HDFC Bank Limited was trimmed the most, now at 5.43%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 22.8%. ↓ 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 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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 23.1% 22.8% -0.3%
IT - Software 15.1% 15.4% +0.3%
Insurance 11.4% 12.3% +0.9%
Automobiles 6.1% 6.3% +0.2%
Pharmaceuticals & Biotechnology 5.4% 5.3% 0.0%
Finance 2.5% 4.6% +2.1%
Gas 4.2% 4.1% -0.1%
Auto Components 3.8% 3.8% -0.1%
Transport Services 3.4% 3.3% 0.0%
Consumer Durables 3.3% 3.1% -0.3%
🟢
Biggest New Buy
SBI Cards and Payment Services Limited
2.02% weight · Finance
Biggest Add
ICICI Lombard General Insurance Company Limited
+0.93% · now 2.70%
Biggest Trim
HDFC Bank Limited
-0.72% · now 5.43%
🤝 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
ICICI Prudential Multi-Asset Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry ↑ 16 Increased ↓ 15 Decreased
#StockSectorWeight (Aug 2026)
1
SBI Cards and Payment Services Limited
₹22.68 Cr
Finance 2.02%
#StockSectorJul 2026Aug 2026Change
1
ICICI Lombard General Insurance Company Limited
₹30.32 Cr
Insurance 1.77% 2.70% +0.93%
2
Kotak Mahindra Bank Limited
₹47.75 Cr
Banks 3.90% 4.26% +0.36%
3
Axis Bank Limited
₹38.78 Cr
Banks 3.22% 3.46% +0.24%
4
Tata Consultancy Services Limited
₹54.01 Cr
IT - Software 4.67% 4.81% +0.14%
5
State Bank of India
₹29.38 Cr
Banks 2.50% 2.62% +0.12%
6
LIC Housing Finance Limited
₹29.27 Cr
Finance 2.49% 2.61% +0.12%
7
Bajaj Auto Limited
₹19.58 Cr
Automobiles 1.63% 1.75% +0.12%
8
Aditya Birla Sun Life AMC Limited
₹23.77 Cr
Capital Markets 2.01% 2.12% +0.11%
9
Infosys Limited
₹49.23 Cr
IT - Software 4.30% 4.39% +0.09%
10
Hero MotoCorp Limited
₹35.52 Cr
Automobiles 3.08% 3.17% +0.09%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹60.95 Cr
Banks 6.15% 5.43% -0.72%
2
ICICI Bank Limited
₹55.95 Cr
Banks 5.35% 4.99% -0.36%
3
Crompton Greaves Consumer Electricals Limited
₹34.52 Cr
Consumer Durables 3.34% 3.08% -0.26%
4
Bharti Airtel Limited
₹33.51 Cr
Telecom - Services 3.20% 2.99% -0.21%
5
Nuvoco Vistas Corporation Limited
₹31.26 Cr
Cement & Cement Products 2.96% 2.79% -0.17%
6
Star Health And Allied Insurance Company Limited
₹34.10 Cr
Insurance 3.17% 3.04% -0.13%
7
CMS Info Systems Limited
₹21.12 Cr
Commercial Services & Supplies 2.01% 1.88% -0.13%
8
Gujarat Gas Limited
₹12.66 Cr
Gas 1.23% 1.13% -0.10%
9
Cipla Limited
₹31.27 Cr
Pharmaceuticals & Biotechnology 2.87% 2.79% -0.08%
10
Exide Industries Limited
₹42.06 Cr
Auto Components 3.82% 3.75% -0.07%

What Stocks Does This Fund Hold?

33 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹60.95 Cr
Banks
5.43%
2
₹55.95 Cr
Banks
4.99%
3
₹54.01 Cr
IT - Software
4.81%
4
₹49.23 Cr
IT - Software
4.39%
5
₹47.75 Cr
Banks
4.26%
6
₹42.06 Cr
Auto Components
3.75%
7
₹39.47 Cr
IT - Software
3.52%
8
₹38.78 Cr
Banks
3.46%
9
₹37.87 Cr
Insurance
3.38%
10
₹37.35 Cr
Transport Services
3.33%
🏆 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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