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Schemequant Mutual FundHybrid Scheme - Equity SavingsAMFI code 153705

quant Equity Savings Fund

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NAV, quant Equity Savings Fund - Direct Plan - Growth Option₹10.974428 Sep 2026 · Source: AMFI
AUM₹47.7 craverage for April - June 2026, all plans · Source: AMFI
Total expense ratioDirect 1.99 %a year, as of 28 Sep 2026 · Source: AMFI
Equity held₹38.4 cr18 stocks · Aug 2026 · Source: AMC file

This month, Aug 2026

compared with Jul 2026
Equity, % of fund64.5%Rest 35.5%: debt, money market, cash, REIT/InvIT units and other assets, not itemised here
Top 10 stocks, % of fund48.0%as the AMC's file prints % of NAV
New5stocks, by share count
Added1stocks, by share count
Trimmed1stocks, by share count
Exited5stocks, by share count

Stocks held by month, last 12 months collected. Source: quant Mutual Fund monthly portfolios. Report a wrong number

Changes, Aug 2026 vs Jul 2026

12 stocks · by share count
StockChangeShares beforeShares nowDifferenceValue
PIRAMALFIN New—21,939+21,939₹4.6 cr
NAUKRI New—24,100+24,100₹3.2 cr
LICI New—52,371+52,371₹2.2 cr
INFY New—8,400+8,400₹0.95 cr
GLENMARK New—2,491+2,491₹0.62 cr
RELIANCE Added19,50021,672+2,172₹2.8 cr
JSWINFRA Trimmed1.37 lakh72,799−64,570₹2.5 cr
UPL Exited38,519—−38,519₹2.3 cr
KAYNES Exited4,743—−4,743₹1.8 cr
MRPL Exited97,588—−97,588₹1.7 cr
HEXT Exited28,406—−28,406₹1.6 cr
SBIFUNDS Exited26,200—−26,200₹1.5 cr

Value: this month's market value in the AMC's file (an exit: last month's). "ISIN changed" = a split or bonus between the months; share counts are not comparable across it. Source: quant Mutual Fund monthly portfolios. Report a wrong number

Full portfolio, Aug 2026 (18 stocks)

CSV, with the 11 months before
Sector
INDUSTOWER Indus Towers Limited Telecommunication1.26 lakh₹4.9 cr8.21%
PIRAMALFIN Piramal Finance Limited Financial Services21,939₹4.6 cr7.79%
NAUKRI Info Edge (India) Limited Consumer Services24,100₹3.2 cr5.32%
RELIANCE Reliance Industries Limited Oil, Gas & Consumable Fuels21,672₹2.8 cr4.66%
JSWINFRA JSW Infrastructure Limited Services72,799₹2.5 cr4.16%
BAJFINANCE Bajaj Finance Limited Financial Services22,500₹2.4 cr4.00%
LICI Life Insurance Corporation Of India Financial Services52,371₹2.2 cr3.68%
ETERNAL ETERNAL LIMITED Consumer Services65,475₹2.1 cr3.61%
FORTIS Fortis Healthcare Limited Healthcare21,700₹2.0 cr3.31%
BANDHANBNK Bandhan Bank Limited Financial Services1.19 lakh₹1.9 cr3.27%
BHARTIARTL Bharti Airtel Limited Telecommunication9,500₹1.7 cr2.90%
KALYANKJIL Kalyan Jewellers India Limited Consumer Durables28,350₹1.7 cr2.87%
RECLTD REC Limited Financial Services50,400₹1.6 cr2.74%
MOTHERSON Samvardhana Motherson International Limited Automobile and Auto Components79,950₹1.4 cr2.30%
INFY Infosys Limited Information Technology8,400₹0.95 cr1.60%
CANBK Canara Bank Financial Services74,250₹0.94 cr1.59%
NMDC NMDC Limited Metals & Mining1.01 lakh₹0.89 cr1.50%
GLENMARK Glenmark Pharmaceuticals Limited Healthcare2,491₹0.62 cr1.04%

Equity rows as disclosed, Aug 2026. Source: quant Mutual Fund monthly portfolio. Report a wrong number

Sectors, Aug 2026

% of equity held
  1. Financial Services
    35.7%
  2. Telecommunication
    17.2%
  3. Consumer Services
    13.8%
  4. Oil, Gas & Consumable Fuels
    7.2%
  5. Healthcare
    6.7%
  6. Services
    6.5%
  7. Consumer Durables
    4.4%
  8. Automobile and Auto Components
    3.6%
  9. Information Technology
    2.5%
  10. Metals & Mining
    2.3%

AMFI's 22 sectors; one sector per stock, from the fund houses' industry labels. Source: quant Mutual Fund monthly portfolio; AMFI. Report a wrong number

Large, mid and small cap, Aug 2026

% of equity held
  1. Large Cap
    50.4%
  2. Mid Cap
    44.5%
  3. Small Cap
    5.1%

AMFI's list of Jun 2026. Source: quant Mutual Fund monthly portfolio; AMFI. Report a wrong number

Returns, quant Equity Savings Fund - Direct Plan - Growth Option

NAV to NAV · Source: AMFI
PeriodReturnFromTo
1 year+9.15 % in total 26 Sep 2025 · NAV ₹10.054728 Sep 2026 · NAV ₹10.9744
Since first NAV+8.13 % a year, compounded 25 Jul 2025 · NAV ₹10.009028 Sep 2026 · NAV ₹10.9744

Past performance may not be sustained in future.

Point-to-point change in the plan's NAV between the two dates shown, as AMFI publishes it; over a year, compounded a year. A period is shown only when a NAV exists within 7 days before its start date. Source: AMFI NAV files (plan code 153705). Report a wrong number

Rolling returns, quant Equity Savings Fund - Direct Plan - Growth Option

weekly NAVs · Source: AMFI
Not enough weekly NAV history stored for this plan yet (at least half a year of windows is needed).

Past performance may not be sustained in future.

One window ends on each week's last NAV; it starts at the NAV one (or three) years earlier, which must exist within 7 days before that date. 1 year: change in total; 3 years: compounded a year. Median = the middle window, so its dates are real. Source: AMFI NAV files.

Volatility, a year5.33 %25 Jul 2025 to 28 Sep 2026, 62 weekly changes: standard deviation of weekly NAV changes × √52 · Source: AMFI
Largest fall from a high−3.71 %high 20 Feb 2026, low 2 Apr 2026; back at the high 17 Apr 2026 · weekly NAVs since 25 Jul 2025 · Source: AMFI

Past performance may not be sustained in future. Measured on each week's last NAV, so a fall within a week can be deeper than shown.

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