Quant Small Cap Fund hikes stake in Jio Financial Services in July

Quant Small Cap Fund, the largest fund managed by Quant Mutual Fund, increased its stake in Jio Financial Services in July. The small-cap fund added nearly 44.99 lakh shares, taking the total holding to 6.04 crore shares in July, up from 5.59 crore shares in June.

The fund also increased its exposure in six other stocks: Digitide Solutions, Exicom Tele-Systems, Piramal Enterprises, Samvardhana Motherson International, SMS Pharmaceuticals, and Vinati Organics.

Among these, the highest number of shares was added in Samvardhana Motherson International, with around 75.78 lakh shares purchased during the month.


Exposure was reduced in four stocks: Anupam Rasayan India, HP Adhesives, India Shelter Finance Corporation, and One Source Specialty Pharma.

Four new stocks were added to the small-cap portfolio in July: Anthem Biosciences, Ethos, Gland Pharma, and Marathon Nextgen Realty. The fund added 54.84 lakh shares of Marathon Nextgen Realty, followed by 36.82 lakh shares of Anthem Biosciences.

Additionally, 6.21 lakh shares of Gland Pharma and 71,898 shares of Ethos were added during the period.

The fund made a complete exit from two stocks: Aadhar Housing Finance and Chambal Fertilizers & Chemicals, selling 9.55 lakh and 5.06 lakh shares, respectively.

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The exposure in nearly 83 stocks remained unchanged, including Adani Enterprises, Adani Power, Aditya Birla Fashion and Retail, Balrampur Chini Mills, Bayer Cropscience, Castrol India, Delhivery, Jana Small Finance Bank, JM Financial, Juniper Hotels, LIC, NCC, ONGC, RBL Bank, Reliance Industries, Siemens Energy India, Welspun Corporation, Welspun Enterprises, and Zydus Wellness.

The primary investment objective of the scheme is to generate capital appreciation and provide long-term growth opportunities by investing in a portfolio of small-cap companies.

As of July 31, 2025, the fund had an AUM of Rs 29,463 crore. It is managed by Sandeep Tandon, Ankit Pande, Varun Pattani, Ayusha Kumbhat, Yug Tibrewal, Sameer Kate, and Sanjeev Sharma.

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Benchmarking against the NIFTY Smallcap 250 TRI, the portfolio consists mainly of small-cap stocks, constructed with both medium- and long-term perspectives. The scheme is suitable for long-term investors. A major portion is invested in high-growth companies with attractive valuations that are relatively under-owned.