Quant Small Cap Fund Reshuffles Portfolio in December, Adds Adani Green Energy and Exits LIC

Quant Small Cap Fund made several portfolio adjustments in December, adding new stocks, increasing exposure to select companies and exiting Life Insurance Corporation of India.

 The changes reflect the fund’s ongoing review of sectoral positioning and liquidity management amid evolving market conditions, as outlined in its latest monthly disclosure.

New Stocks Added to the Portfolio

During December, the fund introduced four new stocks into its portfolio. These included Adani Green Energy, HDFC Life Insurance, Ravindra Energy and S.P. Apparels. 

Among these additions, Adani Green Energy accounted for the highest number of shares added during the month, as per The Economic Times report.

Complete Exit from LIC

The fund made a full exit from Life Insurance Corporation of India in December by selling its entire holding. This marked a notable portfolio shift, as LIC had previously been part of the fund’s holdings.

Increase in Exposure to Select Stocks

Quant Small Cap Fund increased its stake in 12 stocks during the month. 

These included companies such as Aditya Birla Lifestyle Brands, Aarti Industries, HFCL, Capri Global Capital, Poly Medicure and Sun TV Network. HFCL saw the highest increase in shareholding among these names.

Reduction in Holdings Across Key Names

The fund reduced its exposure to four stocks in December, including Reliance Industries, Oil and Natural Gas Corporation, Bata India and Oriental Hotels. 

ONGC witnessed the largest reduction in terms of the number of shares sold.

Overall Portfolio Composition

As of December, the fund held 97 stocks, compared with 94 in the previous month. Exposure in 77 stocks remained unchanged during this period. The fund’s assets under management stood at ₹29,785 crore at the end of December 2025.

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Conclusion

The December portfolio reshuffle by Quant Small Cap Fund highlights a measured adjustment in stock selection, balancing new opportunities with reduced exposure to certain holdings. Future changes are expected to remain guided by market conditions, liquidity considerations and the fund’s long-term investment strategy.

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 in the securities market are subject to market risks, read all the related documents carefully before investing.