LoadingMutual fund
Quant Mutual Fund · Equity
Added
Largest addition
Bharat Heavy Electricals Ltd.
shares +18.4% · Capital Goods
+₹9.5 cr
New position
Container Corporation of India Ltd.
9.8% of the portfolio
+₹42.4 cr
Reduced
Largest reduction
LIC Housing Finance Ltd.
shares −11.2% · Financial Services
−₹3.7 cr
Exited
Gujarat Mineral Development Corporation Ltd.
was 7.8% of the portfolio
−₹35.2 cr
Bharat Heavy Electricals Ltd.BHEL
Capital GoodsUpgrade the plan to view this stock.Cochin Shipyard Ltd.COCHINSHIP
Capital GoodsAdani Green Energy Ltd.ADANIGREEN
PowerStocks 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.
| Capital Goods | +₹9.5 cr+18.4% shares | 960.79K | 9.9% | +₹42.5 cr | Increased | |
| Services | +₹42.4 cr— | 827.95K | 9.8% | +₹42.4 cr | New | |
| Financial Services | +₹42.2 cr— | 1.01M | 9.8% | +₹42.2 cr | New | |
Upgrade the plan to view this stock.Shipping Corporation of India Ltd.SCI | Services | −₹26.9 L0.0% shares | 1.45M | 9.8% | +₹42.1 cr | Unchanged |
Upgrade the plan to view this stock.LIC Housing Finance Ltd.LICHSGFIN | Financial Services | −₹3.7 cr−11.2% shares | 736.13K | 9.2% | +₹39.6 cr | Reduced |
Upgrade the plan to view this stock.Cochin Shipyard Ltd.COCHINSHIP | Capital Goods | +₹9.2 cr+25.0% shares | 248.06K | 8.7% | +₹37.5 cr | Increased |
Adani Green Energy Ltd.ADANIGREEN | Power | −₹78.9 L+11.5% shares | 306.00K | 8.6% | +₹37.2 cr | Increased |
Upgrade the plan to view this stock.PTC India LimitedPTC | Power | −₹5.9 cr0.0% shares | 2.39M | 8.4% | +₹36.1 cr | Unchanged |
Coal India Ltd.COALINDIA | Oil Gas & Consumable Fuels | −₹56.9 L0.0% shares | 459.08K | 4.3% | +₹18.4 cr | Unchanged |
| Oil Gas & Consumable Fuels | −₹27.0 cr−100.0% shares | 0 | — | ₹0 | Exited | |
Upgrade the plan to view this stock.Gujarat Mineral Development Corporation Ltd.GMDCLTD | Metals & Mining | −₹35.2 cr−100.0% shares | 0 | — | ₹0 | Exited |
Upgrade the plan to view this stock.Vedanta Oil and Gas LimitedVOGL | Oil Gas & Consumable Fuels | −₹6.2 cr−100.0% shares | 0 | — | ₹0 | Exited |
Increasing Services exposure while reducing Metals & Mining.
Sector allocation, Feb 2026 → Aug 2026
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 Services (+19.6 pp), while Metals & Mining saw the largest allocation reduction (−23.0 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 Metals & Mining, Adani Enterprises Ltd. (exit) and NMDC 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.
2 holdings show persistent accumulation0 show persistent reduction15 are mixed or stableAug 2025 – Aug 2026 · 12 comparable transitions
Adani Enterprises Ltd.ADANIENT
Metals & MiningIncreased in 4 of 6 comparable transitions
3 consecutive increasesEntered Sept 2025Exited Apr 2026
NMDC Ltd.NMDC
Metals & MiningIncreased in 2 of 4 comparable transitions
Entered Nov 2025Exited Apr 2026
No persistent reductions met the conviction threshold during this period.
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.
Fund Quality
Sector and thematic funds are not rated against diversified peers.