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Quantum Value Fund

Quantum Mutual Fund Value Fund As of 2026-06-30
Holdings
31
Concentrated
Top 10 weight
48%
Concentration
Strategy data
N/A
Not reported
Equity
100%
Asset allocation

Portfolio

16Sectors 2Large positions 29.3%Top: Banks 0.0%Cash

Market-cap allocation

Large cap58%
Mid cap14%
Small cap24%

Asset allocation

Equity100%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 100% equity.
  • 31 disclosed positions across 16 classified equity sectors.
  • Largest equity sector is Banks at 29.3% of the portfolio.

Watchpoints

  • Sector concentration is elevated: Banks represents 29%.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Value Fund.

Axis Value Fund88 holdings · 34% top 10
Nippon India Value Fund86 holdings · 38% top 10
ICICI Prudential Value Fund74 holdings · 52% top 10
HDFC Value Fund73 holdings · 35% top 10
ITI Value Fund73 holdings · 28% top 10
Aditya Birla Sun Life Value Fund70 holdings · 33% top 10

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks29.3%
IT - Software14.6%
Insurance11.8%
Automobiles6.0%
Pharmaceuticals & Biotechnology5.8%
Gas4.6%
Consumer Durables3.9%
Auto Components3.6%
Transport Services3.4%
Telecom - Services3.3%
Finance3.0%
Cement & Cement Products2.9%
Realty2.6%
Capital Markets2.5%
Other 2 sectors2.8%