LoadingMutual fund
Quant Mutual Fund · Equity
Added
Largest addition
Pfizer Ltd.
shares +68.3% · Healthcare
Fund Quality
Sector and thematic funds are not rated against diversified peers.
Increasing Healthcare exposure while reducing Financial Services.
Sector allocation, Feb 2026 → Aug 2026
+₹14.7 cr
New position
Zydus Lifesciences Ltd.
9.3% of the portfolio
+₹39.8 cr
Reduced
Largest reduction
Zydus Wellness Ltd.
shares −29.0% · Fast Moving Consumer Goods
−₹12.9 cr
Exited
Aster DM Quality Care Ltd.
was 9.2% of the portfolio
−₹36.7 cr
Upgrade the plan to view this stock.Pfizer Ltd.PFIZER
HealthcareStocks this fund has persistently increased or reduced across its recent disclosures.
See where this fund has shifted portfolio exposure and which holdings drove those changes.
Disclosed holdings for August 2026. Change columns use share quantities, with earlier quantities adjusted when a corporate action has a usable ratio.
Upgrade the plan to view this stock.Glaxosmithkline Pharmaceuticals Ltd.GLAXO | Healthcare | +₹5.9 cr0.0% shares | 148.56K | 10.6% | +₹45.3 cr | Unchanged |
Zydus Lifesciences Ltd.ZYDUSLIFE | Healthcare | +₹39.8 cr— | 342.90K | 9.3% | +₹39.8 cr | New |
Upgrade the plan to view this stock.Pfizer Ltd.PFIZER | Healthcare | +₹14.7 cr+68.3% shares | 80.71K | 8.8% | +₹37.8 cr | Increased |
Upgrade the plan to view this stock.Alivus Life Sciences LimitedALIVUS | Healthcare | +₹6.1 cr0.0% shares | 246.30K | 8.1% | +₹34.6 cr | Unchanged |
Upgrade the plan to view this stock.Concord Biotech Ltd.CONCORDBIO | Healthcare | −₹8.2 cr−22.8% shares | 208.33K | 7.0% | +₹30.1 cr | Reduced |
Upgrade the plan to view this stock.SMS Pharmaceuticals LimitedSMSPHARMA | Healthcare | −₹15.8 L0.0% shares | 772.73K | 6.7% | +₹28.7 cr | Unchanged |
Upgrade the plan to view this stock.Ipca Laboratories Ltd.IPCALAB | Healthcare | +₹3.1 cr0.0% shares | 134.84K | 6.2% | +₹26.6 cr | Unchanged |
Upgrade the plan to view this stock.Zydus Wellness Ltd.ZYDUSWELL | Fast Moving Consumer Goods | −₹12.9 cr−29.0% shares | 455.82K | 5.6% | +₹24.2 cr | Reduced |
Upgrade the plan to view this stock.Aurobindo Pharma Ltd.AUROPHARMA | Healthcare | +₹1.8 cr0.0% shares | 129.17K | 5.2% | +₹22.2 cr | Unchanged |
Upgrade the plan to view this stock.Strides Pharma Science LimitedSTAR | Healthcare | ₹00.0% shares | 102.25K | 2.4% | +₹10.5 cr | Unchanged |
Upgrade the plan to view this stock.Sumitomo Chemical India Ltd.SUMICHEM | Chemicals | +₹1.8 L0.0% shares | 25.51K | 0.3% | +₹1.3 cr | Unchanged |
Aster DM Quality Care Ltd.ASTERDM | Healthcare | −₹36.7 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.HFCL Ltd.HFCL | Telecommunication | −₹31.3 cr−100.0% shares | 0 | — | ₹0 | Exited |
Allocation change, Feb 2026 → Aug 2026, the same range as Capital Rotation.
See where this fund has shifted portfolio exposure and which holdings drove those changes.
Over the last 6 months, the fund's largest allocation increase was in Healthcare (+3.1 pp), while Financial Services saw the largest allocation reduction (−10.2 pp).
Sectors with the largest changes in portfolio allocation over the selected period.
See which holdings gained or lost exposure within the selected sector.
Within Financial Services, ICICI Prudential Life Insurance Company Ltd. (exit) and HDFC Life Insurance Company Ltd. (exit) were the largest position reductions.
Ribbon width is the notional size of each disclosed share change: shares added or removed, valued at the Aug 2026 reference price. Ribbons join each holding to the sector, not to other holdings; disclosures do not show which sale funded which purchase.
Allocation change is the percentage-point change in each sector's share of the disclosed portfolio, and can move with prices as well as trades. Position changes compare corporate-action adjusted share quantities at the two disclosures; a change under 0.5% of the existing holding counts as unchanged. Holdings without a sector classification are grouped as Unclassified.
Stocks this fund has persistently increased or reduced across its recent disclosures.
1 holding shows persistent accumulation1 show persistent reduction16 are mixed or stableAug 2025 – Aug 2026 · 12 comparable transitions
Upgrade the plan to view this stock.Strides Pharma Science LimitedSTAR
HealthcareIncreased in 2 of 4 comparable transitions
Entered Apr 2026Portfolio weight 2.4%
Upgrade the plan to view this stock.HFCL Ltd.HFCL
TelecommunicationReduced in 2 of 3 comparable transitions
Entered Apr 2026Exited Aug 2026
Conviction signal based on persistent disclosed position changes. Bars show each stock's disclosed share quantity scaled to its own first holding in the range (not portfolio weight), adjusted for splits and bonuses. A move under 0.5% of the existing holding counts as stable.