Quant Small-Cap Fund Reduces Stake In 5 Companies; Complete Details Inside

It aims to generate long-term capital appreciation by investing in a diversified portfolio of small-cap companies across various sectors of the Indian economy.

The Quant Small-Cap Fund is an equity mutual fund managed by Quant Mutual Fund. It focuses on investing in companies with smaller market capitalizations, aiming to capitalize on their potential for significant growth. This fund carries inherent risks associated with investing in small-cap stocks, such as higher volatility and potential for lower liquidity compared to larger companies.  

The fund's investment strategy involves a rigorous selection process, identifying companies with strong fundamentals, competitive advantages, and growth prospects. It aims to generate long-term capital appreciation by investing in a diversified portfolio of small-cap companies across various sectors of the Indian economy.

Quant Mutual Fund made several portfolio adjustments in December 2024. The fund reduced its holdings in five companies: Mazagon Dock Shipbuilders, Aadhar Housing Finance, eClerx Services, India Shelter Finance Corporation and Om Infra. Notably, the fund significantly decreased its stake in India Shelter Finance Corporation, selling off a substantial portion of its shares.

Conversely, Quant Mutual Fund increased its exposure to five other stocks: Welspun Enterprises, RBL Bank, MOIL, Housing & Urban Development Corporation (HUDCO), and Aster DM Healthcare. RBL Bank witnessed the most significant increase in holdings, with the fund adding a substantial number of shares.

The fund maintained its positions in 72 stocks, including prominent names such as Adani Enterprises, Adani Power, Balrampur Chini Mills, and Jio Financial Services. Furthermore, four new stocks were added to the portfolio: Borosil Renewables, One Source Specialty Pharma, Punjab Alkalies and Chemicals and Ventive Hospitality.

Quant Mutual Fund exited its positions in two companies entirely: Gillette India and Primo Chemicals. The scheme, launched in October 1996, currently manages assets worth Rs 26,670 crore. It aims to generate long-term capital appreciation by investing in a portfolio of small-cap companies. The fund's investment strategy focuses on high-growth companies with attractive valuations and relatively low ownership.