Portfolio Holdings
As of 31 Jul 2026
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Quantum Value Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Banks
23.13%
IT - Software
15.12%
Insurance
11.44%
Automobiles
6.08%
Pharmaceuticals & Biotechnology
5.35%
Gas
4.23%
Auto Components
3.82%
Transport Services
3.36%
Consumer Durables
3.34%
Telecom - Services
3.20%
Cement & Cement Products
2.96%
Realty
2.66%
Finance
2.49%
Capital Markets
2.01%
Commercial Services & Supplies
2.01%
Others
0.45%

All Holdings

Complete list of 32 stocks, grouped by sector. Filter by industry to focus.

32 holdings41.7% top 10 weight16 sectors
#Stock% of NAVValue (₹Cr)
Banks 6 stocks23.13%
1HDFC Bank Ltd6.15%70.17
2ICICI Bank Ltd5.35%60.98
5Kotak Mahindra Bank Ltd3.90%44.43
11Axis Bank Ltd3.22%36.68
21State Bank of India2.50%28.47
26IndusInd Bank Ltd2.01%22.91
IT - Software 4 stocks15.12%
3Tata Consultancy Services Ltd4.67%53.25
4Infosys Ltd4.30%49.07
7Tech Mahindra Ltd3.51%40.04
20Wipro Ltd2.64%30.05
Insurance 4 stocks11.44%
10ICICI Prudential Life Insurance Company Ltd3.31%37.75
13HDFC Life Insurance Company Ltd3.19%36.33
14Star Health And Allied Insurance Company Ltd3.17%36.10
27ICICI Lombard General Insurance Company Ltd1.77%20.16
Automobiles 3 stocks6.08%
15Hero MotoCorp Ltd3.08%35.10
28Bajaj Auto Ltd1.63%18.60
29Mahindra & Mahindra Ltd1.37%15.65
Pharmaceuticals & Biotechnology 2 stocks5.35%
17Cipla Ltd2.87%32.69
23Dr. Reddy''s Laboratories Ltd2.48%28.25
Gas 3 stocks4.23%
18GAIL (India) Ltd2.80%31.99
30Gujarat Energy Ltd1.23%14.03
32GSPL Transmission Ltd0.20%2.30
Auto Components 1 stocks3.82%
6Exide Industries Ltd3.82%43.54
Transport Services 1 stocks3.36%
8Container Corporation of India Ltd3.36%38.35
Consumer Durables 1 stocks3.34%
9Crompton Greaves Consumer Electricals Ltd3.34%38.07
Telecom - Services 1 stocks3.20%
12Bharti Airtel Ltd3.20%36.47
Cement & Cement Products 1 stocks2.96%
16Nuvoco Vistas Corporation Ltd2.96%33.78
Realty 1 stocks2.66%
19Godrej Properties Ltd2.66%30.37
Finance 1 stocks2.49%
22LIC Housing Finance Ltd2.49%28.44
Capital Markets 1 stocks2.01%
24Aditya Birla Sun Life AMC Ltd2.01%22.87
Commercial Services & Supplies 1 stocks2.01%
25CMS Info System Ltd2.01%22.87
Ferrous Metals 1 stocks0.45%
31Tata Steel Ltd0.45%5.12