Quantum ESG Best In Class Strategy Fund

Quantum Mutual FundThematicPortfolio as of 31 July 2026

Quantum ESG Best In Class Strategy Fund holds 54 instruments (98.07% equity), led by TVS Motor Company Limited (6.07%), HDFC Bank Limited (3.91%) and Marico Limited (3.8%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
54
Equity Allocation
98.07%
AMC
Quantum Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of Quantum ESG Best In Class Strategy Fund, managed by Quantum Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 54 instruments with an equity allocation of 98.07%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Quantum ESG Best In Class Strategy Fund's top 10 holdings account for 34.64% of its portfolio, more diversified than the Thematic category average of 50.4%. Consumer Discretionary is its largest sector exposure at 32.88% of net assets, spread across 10 sectors in total. Since its 30 June 2026 disclosure, the fund added 0 new positions and exited 0 positions, with Kotak Mahindra Bank Limited seeing the largest move (-1.05pp to 1.69%).

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.

10 increased10 reduced

Biggest Weight Increases

StockWeightChange
TVS Motor Company Limited5.29% → 6.07%▲ +0.78
Persistent Systems Limited2.66% → 3.26%▲ +0.6
The Federal Bank Limited3.18% → 3.7%▲ +0.52
HCL Technologies Limited1.51% → 1.81%▲ +0.3
Bajaj Finance Limited3.43% → 3.71%▲ +0.28
Bajaj Auto Limited1.53% → 1.78%▲ +0.25
Eicher Motors Limited1.82% → 2.02%▲ +0.2
Amber Enterprises India Limited1.78% → 1.97%▲ +0.19
Elgi Equipments Limited1.09% → 1.27%▲ +0.18
Dr. Lal Path Labs Ltd.1.57% → 1.74%▲ +0.17

Biggest Weight Reductions

StockWeightChange
Kotak Mahindra Bank Limited2.74% → 1.69%▼ -1.05
Castrol India Limited1.87% → 1.39%▼ -0.48
VA Tech Wabag Limited3.32% → 2.84%▼ -0.48
HDFC Bank Limited4.37% → 3.91%▼ -0.46
ICICI Lombard General Insurance Company Limited2.41% → 2.05%▼ -0.36
Hitachi Energy India Limited2.35% → 2.06%▼ -0.29
HDFC Life Insurance Company Limited2.93% → 2.66%▼ -0.27
Tata Communications Limited1.34% → 1.14%▼ -0.2
Crompton Greaves Consumer Electricals Limited1.78% → 1.6%▼ -0.18
Syngene International Limited0.95% → 0.79%▼ -0.16

Top Holdings — Weight Trend

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

Feb: 5.15%, Mar: 5.15%, Apr: 5.15%, May: 5.15%, Jun: 5.29%, Jul: 6.07%
6.07%
Feb: 4.19%, Mar: 4.19%, Apr: 4.19%, May: 4.19%, Jun: 4.37%, Jul: 3.91%
3.91%
Feb: 3.78%, Mar: 3.78%, Apr: 3.78%, May: 3.78%, Jun: 3.83%, Jul: 3.8%
3.8%
Feb: 3.11%, Mar: 3.11%, Apr: 3.11%, May: 3.11%, Jun: 3.43%, Jul: 3.71%
3.71%
Feb: 2.7%, Mar: 2.7%, Apr: 2.7%, May: 2.7%, Jun: 3.18%, Jul: 3.7%
3.7%

Full Portfolio (54 holdings)

#HoldingSector% to NAV
1TVS Motor Company LimitedConsumer Discretionary6.07%
2HDFC Bank LimitedFinancial Services3.91%
3Marico LimitedConsumer Staples3.8%
4Bajaj Finance LimitedFinancial Services3.71%
5The Federal Bank LimitedFinancial Services3.7%
6Persistent Systems LimitedInformation Technology3.26%
7VA Tech Wabag LimitedUtilities2.84%
8HDFC Life Insurance Company LimitedFinancial Services2.66%
9Bosch LimitedConsumer Discretionary2.41%
10Mahindra & Mahindra LimitedConsumer Discretionary2.28%
11ION Exchange (India) LimitedUtilities2.17%
12Infosys LimitedInformation Technology2.16%
13ICICI Prudential Life Insurance Company LimitedFinancial Services2.1%
14Titan Company LimitedConsumer Discretionary2.1%
15Computer Age Management Services LimitedFinancial Services2.08%
16Maruti Suzuki India LimitedConsumer Discretionary2.08%
17Hitachi Energy India LimitedIndustrials2.06%
18ICICI Lombard General Insurance Company LimitedFinancial Services2.05%
19Eicher Motors LimitedConsumer Discretionary2.02%
20Amber Enterprises India LimitedConsumer Discretionary1.97%
21Central Depository Services (India) LimitedFinancial Services1.96%
22Narayana Hrudayalaya Ltd.Healthcare1.95%
23LT Foods LimitedConsumer Staples1.9%
24Bajaj Finserv LimitedFinancial Services1.83%
25HCL Technologies LimitedInformation Technology1.81%
26Tata Consultancy Services LimitedInformation Technology1.78%
27Bajaj Auto LimitedConsumer Discretionary1.78%
28Dr. Lal Path Labs Ltd.Healthcare1.74%
29TREPS ^treps1.71%
30Kotak Mahindra Bank LimitedFinancial Services1.69%
31Havells India LimitedConsumer Discretionary1.68%
32Crompton Greaves Consumer Electricals LimitedConsumer Discretionary1.6%
33Hero MotoCorp LimitedConsumer Discretionary1.42%
34Voltas LimitedConsumer Discretionary1.42%
35Rallis India LimitedMaterials1.42%
36Castrol India LimitedEnergy1.39%
37Elgi Equipments LimitedIndustrials1.27%
38Krishna Institute of Medical Sciences LimitedHealthcare1.23%
39ABB India LimitedIndustrials1.21%
40Tata Communications LimitedTelecommunication1.14%
41Nuvoco Vistas Corporation LimitedMaterials1.13%
42Sundram Fasteners LimitedConsumer Discretionary1.13%
43Hyundai Motor India LimitedConsumer Discretionary1.12%
44Dixon Technologies (India) LimitedConsumer Discretionary1.05%
45Safari Industries (India) LimitedConsumer Discretionary1.05%
46Vinati Organics LimitedMaterials1.02%
47Tata Chemicals LimitedMaterials1.01%
48IndusInd Bank LimitedFinancial Services0.96%
49Colgate Palmolive (India) LimitedConsumer Staples0.94%
50Eureka Forbes LimitedConsumer Discretionary0.91%
51Syngene International LimitedHealthcare0.79%
52Symphony LimitedConsumer Discretionary0.79%
53Wipro LimitedInformation Technology0.52%
54Net Receivable/(payable)other0.22%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, TVS Motor Company Limited is 6.07% of Quantum ESG Best In Class Strategy Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 3.91% of Quantum ESG Best In Class Strategy Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Marico Limited is 3.8% of Quantum ESG Best In Class Strategy Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Bajaj Finance Limited is 3.71% of Quantum ESG Best In Class Strategy Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, The Federal Bank Limited is 3.7% of Quantum ESG Best In Class Strategy 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: Quantum 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.