Quant Small Cap Fund Rebalances Portfolio: Sells Four Stocks, Trims Holding in Seven
Quant Small Cap Fund made significant changes to its portfolio in February by entirely selling four stocks and cutting its holding in seven others. The fund offloaded all its holdings in Cochin Shipyard, HUDCO, Aarti Pharmalabs, and Eclerx Services in the month.
In all, about 1.53 lakh shares of Cochin Shipyard and 13.23 lakh shares of HUDCO were delisted from the portfolio. From among the seven stocks where holdings were scaled down, the group comprised HP Adhesives, India Shelter Finance Corporation, Jubilant Pharmova, Reliance Industries, Sandur Manganese and Iron Ores, Taj GVK Hotels and Resorts, and Tata Chemicals. Scales back on Reliance Industries stood at a whopping about 4.65 lakh shares.
While cutting exposure in certain stocks, the fund added shares in nine firms, such as Afcons Infrastructure, Alivus Life Sciences, Bata India, HFCL, Juniper Hotels, NCC, Ventive Hospitality, Welspun Corp, and Welspun Enterprises. The NCC investment rose by 56.67 lakh shares to 92.11 lakh shares in February from 35.44 lakh shares in January. Furthermore, holdings in Welspun Enterprises went up by 30.71 lakh shares.
Even with these changes, the exposure in 67 stocks did not change during the month. Some of the stocks included were Zydus Wellness, Aadhar Housing Finance, Adani Enterprises, Adani Power, Bata India, Borosil Renewables, EPL, Jio Financial Services, LIC, ONGC, Pfizer, RBL Bank, SBI, and Sula Vineyards. No additions were made to the portfolio in February. The number of stocks in the portfolio was 83, lower than 87 in January.
The monthly factsheet indicated that the AUM of the fund was Rs.22,832 crore in February, down from Rs.25,183 crore as on January 2025.
The scheme has a strategy of investment in small-cap stocks and takes a medium- and long-term growth approach. It seeks capital appreciation by making investments in companies with high growth potential and appealing valuations that are not much owned. The scheme is believed to be ideal for long-term investors who desire growth in the small-cap sector.
