quant Consumption Fund

quant Mutual FundThematicPortfolio as of 31 July 2026

quant Consumption Fund holds 25 instruments (86.88% equity), led by Capri Global Capital Limited (9.28%), LG Electronics India Limited (8.89%) and Safari Industries (India) Limited (8.56%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
25
Equity Allocation
86.88%
AMC
quant Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of quant Consumption Fund, managed by quant Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 25 instruments with an equity allocation of 86.88%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

quant Consumption Fund's top 10 holdings account for 77.78% of its portfolio, more concentrated than the Thematic category average of 50.4%. Consumer Discretionary is its largest sector exposure at 31.21% of net assets, spread across 5 sectors in total. Since its 30 June 2026 disclosure, the fund added 3 new positions and exited 2 positions, with LG Electronics India Limited seeing the largest move (+2.43pp to 8.89%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

3 new entries2 exits8 increased1 reduced

Biggest Weight Increases

StockWeightChange
LG Electronics India Limited6.46% → 8.89%▲ +2.43
Capri Global Capital Limited8.7% → 9.28%▲ +0.58
Ethos Limited4.9% → 5.39%▲ +0.49
Zydus Wellness Limited7.81% → 8.19%▲ +0.38
Heritage Foods Limited6.49% → 6.82%▲ +0.33
Aurobindo Pharma Limited7.06% → 7.38%▲ +0.32
Ventive Hospitality Limited8.05% → 8.37%▲ +0.32
Safari Industries (India) Limited8.38% → 8.56%▲ +0.18

Biggest Weight Reductions

StockWeightChange
HFCL Limited9.81% → 8.42%▼ -1.39

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 9.05%, Mar: 10.56%, Apr: 9.96%, May: 8.81%, Jun: 8.7%, Jul: 9.28%
9.28%
Feb: 6.05%, Mar: 6.15%, Apr: 6.02%, May: 6.57%, Jun: 6.46%, Jul: 8.89%
8.89%
Feb: –, Mar: 4.74%, Apr: 8.31%, May: 9.62%, Jun: 8.38%, Jul: 8.56%
8.56%
Feb: –, Mar: –, Apr: 9.24%, May: 8.59%, Jun: 9.81%, Jul: 8.42%
8.42%
Feb: 9.54%, Mar: 8.44%, Apr: 8.44%, May: 8.27%, Jun: 8.05%, Jul: 8.37%
8.37%

Full Portfolio (25 holdings)

#HoldingSector% to NAV
1Capri Global Capital Limited9.28%
2LG Electronics India LimitedConsumer Discretionary8.89%
3Safari Industries (India) LimitedConsumer Discretionary8.56%
4HFCL LimitedTelecommunication8.42%
5Ventive Hospitality LimitedConsumer Discretionary8.37%
6Zydus Wellness LimitedConsumer Staples8.19%
7Aurobindo Pharma LimitedHealthcare7.38%
8Heritage Foods LimitedConsumer Staples6.82%
9ICICI Prudential Asset Management Company LimitedFinancial Services6.48%
10Adani Power Limitedother6.26%
11TREPS DEPO 10other5.86%
12Ethos LimitedConsumer Discretionary5.39%
13Bharti Airtel LimitedTelecommunication4.78%
14Bharti Airtel Limitedother3.46%
15Hyundai Motor India Limitedother2.99%
16Procter & Gamble Hygiene and Health Care LimitedConsumer Staples2.55%
17IPCA Laboratories LimitedHealthcare1.77%
1891 Days Treasury Billtbill1.04%
1991 Days Treasury Billstbill1.04%
2091 DAYS T-BILL - 20AUG2026tbill1.03%
2191 Days Treasury Billsbond1.03%
2291 Days Treasury Billtbill1.03%
2391 Days Treasury Billtbill1.03%
2491 Days Treasury Billtbill1.03%
25NCA-NET CURRENT ASSETSother-12.68%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Capri Global Capital Limited is 9.28% of quant Consumption Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, LG Electronics India Limited is 8.89% of quant Consumption Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Safari Industries (India) Limited is 8.56% of quant Consumption Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, HFCL Limited is 8.42% of quant Consumption Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Ventive Hospitality Limited is 8.37% of quant Consumption Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: quant Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.