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Quant Mutual Fund · Equity
Added
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
New position
Life Insurance Corporation of India
6.6% of the portfolio
+₹108 cr
Reduced
Exited
Tech Mahindra Ltd.
was 7.7% of the portfolio
−₹127 cr
No holdings were increased between July 2026 and August 2026.
Stocks 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.
Piramal Finance Ltd.PIRAMALFIN | Financial Services | +₹18.3 cr0.0% shares | 747.35K | 10.5% | +₹172 cr | Unchanged |
Adani Enterprises Ltd.ADANIENT | Metals & Mining | −₹7.3 cr0.0% shares | 482.97K | 8.5% | +₹138 cr | Unchanged |
Adani Green Energy Ltd.ADANIGREEN | Power | −₹18.4 cr0.0% shares | 1.09M | 8.1% | +₹133 cr | Unchanged |
Upgrade the plan to view this stock.Aurobindo Pharma Ltd.AUROPHARMA | Healthcare | +₹9.2 cr0.0% shares | 672.93K | 7.1% | +₹116 cr | Unchanged |
| Financial Services | +₹108 cr— | 2.59M | 6.6% | +₹108 cr | New | |
DLF Ltd.DLF | Realty | +₹4.3 cr0.0% shares | 1.34M | 5.7% | +₹92.6 cr | Unchanged |
Indus Towers Ltd.INDUSTOWER | Telecommunication | −₹52.4 L0.0% shares | 2.28M | 5.4% | +₹88.5 cr | Unchanged |
LTM Ltd.LTM | Information Technology | +₹71.7 cr— | 157.91K | 4.4% | +₹71.7 cr | New |
Zydus Lifesciences Ltd.ZYDUSLIFE | Healthcare | +₹69.9 cr— | 601.49K | 4.3% | +₹69.9 cr | New |
| Financial Services | +₹69.2 cr— | 225.81K | 4.2% | +₹69.2 cr | New | |
Adani Power Ltd.ADANIPOWER | Power | −₹4.3 cr0.0% shares | 3.21M | 3.9% | +₹63.6 cr | Unchanged |
Kotak Mahindra Bank Ltd.KOTAKBANK | Financial Services | +₹3.7 cr0.0% shares | 1.29M | 3.3% | +₹54.0 cr | Unchanged |
| Capital Goods | +₹3.8 cr0.0% shares | 1.08M | 2.9% | +₹47.8 cr | Unchanged | |
Bharti Airtel Ltd.BHARTIARTL | Telecommunication | −₹2.7 cr0.0% shares | 165.96K | 1.8% | +₹30.1 cr | Unchanged |
Upgrade the plan to view this stock.Black Box LimitedBBOX | Information Technology | −₹28.9 L0.0% shares | 368.44K | 1.7% | +₹27.5 cr | Unchanged |
| Information Technology | −₹54.0 cr−100.0% shares | 0 | — | ₹0 | Exited | |
Tech Mahindra Ltd.TECHM | Information Technology | −₹127 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 (+7.4 pp), while Financial Services saw the largest allocation reduction (−6.1 pp).
Sectors with the largest changes in portfolio allocation over the selected period.
Capital Goods +2.9 pp · Metals & Mining +0.5 pp
See which holdings gained or lost exposure within the selected sector.
Within Healthcare, Zydus Lifesciences Ltd. (new position) and Aurobindo Pharma Ltd. saw the largest disclosed position increases.
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.
0 holdings show persistent accumulation0 show persistent reduction18 are mixed or stableAug 2025 – Aug 2026 · 12 comparable transitions
No persistent accumulation met the conviction threshold during this period.
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.