Quant Small Cap Fund Increases Stake in Jio Financial Services and Adds New Stocks in July

In July, Quant Small Cap Fund, the largest scheme managed by Quant Mutual Fund, actively reshuffled its portfolio. The fund increased exposure to Jio Financial Services and added new small-cap companies. 

Increase in Jio Financial Services Stake

In July, the fund added nearly 44.99 lakh shares of Jio Financial Services, taking its total holding to 6.04 crore shares compared to 5.59 crore shares in June. This marked a notable increase in its allocation towards the company.

Higher Exposure in Select Small Cap Stocks

Apart from Jio Financial Services, the fund boosted its exposure in 6 other companies: Digitide Solutions, Exicom Tele Systems, Piramal Enterprises, Samvardhana Motherson International, SMS Pharmaceuticals, and Vinati Organics. The largest addition was in Samvardhana Motherson International, where around 75.78 lakh shares were purchased during the month.

New Additions to the Portfolio

The small-cap fund introduced 4 new stocks to its portfolio in July: Anthem Biosciences, Ethos, Gland Pharma, and Marathon Nextgen Realty. The largest addition among these was 54.84 lakh shares of Marathon Nextgen Realty, followed by 36.82 lakh shares of Anthem Biosciences.

Fund Size and Management Team

As of July 31, 2025, Quant Small Cap Fund had an AUM of ₹29,463 crore. The fund is managed by a team comprising Sandeep Tandon, Ankit Pande, Varun Pattani, Ayusha Kumbhat, Yug Tibrewal, Sameer Kate, and Sanjeev Sharma.

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Conclusion

July was a month of active reshuffling for Quant Small Cap Fund, with increased exposure to Jio Financial Services, selective stake additions, new entries, and a few reductions in holdings.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions. 

Mutual Fund Investments are subject to market risks, read all the related documents carefully before investing.