Quant Small Cap Fund exits SBI, cuts stake in RIL to pick 5 new stocks

Quant Small Cap Fund, the largest fund managed by Quant Mutual Fund, made a complete exit from State Bank of India (SBI), has reduced its stake in Reliance Industries (RIL), and has added five new stocks in its portfolio in March.

The fund sold around 40.04 lakh shares of SBI in March. Around 5.66 lakh shares of RIL were sold from the portfolio taking the total number of shares to 1.95 crore in March against 2.01 crore in February.

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Five new stocks added to the portfolio includes Bandhan Bank, Castrol India, Shipping Corporation of India, Stanley Lifestyles, and Welspun India. Around 24.48 lakh shares of Bandhan Bank, 22.43 lakh shares of Castrol India, 26.56 lakh shares of Shipping Corporation, 3.09 lakh shares of Stanley Lifestyles, and 72.68 lakh shares of Welspun India were added to the portfolio.

The small cap fund increased its stake in 12 stocks which includes Welspun Corporation, Poly Medicure, Afcons Infrastructure, Alivus Life Sciences, Anand Rathi Wealth, Bata India, EID Parry (India), Equinox India Developments, Juniper Hotels, NCC, RBL Bank, and Ventive Hospitality.

Around 42.63 lakh shares of NCC were added to the portfolio taking the total number of shares to 1.34 crore in March against 92.11 lakh in February. Around 2.51 lakh shares of Bata India were added to the portfolio in the mentioned period. The fund added 95,263 shares of Poly Medicure to its portfolio in March.

The stake in 69 stocks remained unchanged which includes Aadhar Housing Finance, Adani Enterprises, Adani Power, Jio Financial Services, Jana Small Finance Bank, LIC, ONGC, Oriental Hotels, Tata Chemicals, Welspun Enterprises, and Zydus Wellness.

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This small cap fund had around 87 stocks in its portfolio in March against 83 stocks in February.

According to the monthly release by the fund house, Quant Small Cap Fund majority of the portfolio is composed of small-cap stocks and the portfolio is constructed from both medium-term and long-term perspective and this scheme is apt for long-term investors. The bulk of the portfolio is invested in high growth companies with attractive valuation and is relatively under-owned, the release said.

The primary investment objective of the scheme is to seek to generate capital appreciation & provide long-term growth opportunities by investing in a portfolio of Small Cap companies.

The scheme had an AUM of Rs 24,893 crore as on March 31, 2025 and is benchmarked against NIFTY SMALLCAP 250 TRI. The scheme is managed by Sandeep Tandon, Ankit Pande, Varun Pattani, Ayusha Kumbhat, Yug Tibrewal, Sameer Kate, and Sanjeev Sharma.

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