In March 2025, the Quant Small Cap Fund carried out a significant reshuffle in its portfolio, highlighting a strategic shift with bold new bets in emerging companies while exiting or trimming exposure in some older holdings. The fund made several fresh entries into companies where it had no holding in February, including Bandhan Bank Ltd., Welspun India Limited, Shipping Corporation of India, Castrol India, Stanley Lifestyles Limited, and Anand Rathi Wealth Limited. All these names show a 100% increase in holdings, suggesting high conviction from the fund manager.
One of the most notable new additions is Anand Rathi Wealth Limited, where the fund increased its stake from 1.1 million to 2.2 million shares, indicating strong confidence in the financial services sector. Among the existing holdings, NCC Ltd saw a substantial increase of 46.29%, making it one of the largest holdings in the fund at over 13 million shares. Other key increases were seen in Alivus Life Sciences and Equinox India Developments, which rose by 31.5% and 29.12% respectively, signaling continued interest in the pharmaceutical and real estate sectors.
While the fund aggressively added new stocks, it also trimmed or exited some positions. The most significant exit was from State Bank of India, where it reduced its holding from 4 million shares to zero. Additionally, it slightly trimmed its position in Reliance Industries Limited by 2.81%, though it continues to be the fund’s largest holding, comprising over 10% of the total AUM.
Overall, the fund's portfolio now shows a well-diversified mix across banking, infrastructure, pharma, oil & gas, and hospitality sectors. With significant exposure to companies like RBL Bank, EID Parry, Welspun Corp, Juniper Hotels, and Poly Medicure, the fund seems to be positioning itself to benefit from a potential small-cap revival backed by macroeconomic stability and favorable policy support.
This reshuffling demonstrates a proactive approach by the fund manager in capturing emerging opportunities and optimizing returns for investors. By allocating capital to high-growth potential small caps while scaling back from mature or underperforming large caps, Quant Small Cap Fund appears to be strategically realigning for long-term performance.
Disclaimer: This content is purely for informational purposes and should not be considered as investment advice. Investors should perform their own due diligence or consult with a qualified financial advisor before making investment decisions. The data presented here is based on publicly available information and may be subject to change. Neither the author nor the platform assumes any responsibility for any losses arising from decisions made based on this article.
