Quant Small Cap Fund exits ONGC and 3 others, adds Gillette India in its portfolio in January

In the first month of the current calendar year, the fund sold 4.99 shares of ONGC from its portfolio. Around 8.65 lakh shares of Vardhman Textiles, 8.15 lakh shares of India Shelter Fin Corporation, and 2.01 lakh shares of Sumitomo Chemical India were sold from the portfolio during the said time period.

Also Read | Quant MF stays largecap-focused, raises select mid and smallcap exposure in equity and hybrid schemes The fund added 15,998 shares of Gillette India to the portfolio with a market value of Rs 1,407 crore.

The exposure was increased in five stocks, which include Best Agrolife, Black Box, IRB Infrastructure Developers, Marathon Nextgen Realty and Poly Medicure. Among these five stocks, the maximum number of shares of Best Agrolife were added. The small cap fund added nearly 70 lakh shares of Best Agrolife to its portfolio.

Around 30.19 lakh shares of IRB Infrastructure Developers, 9 lakh shares of Poly Medicure, 1.33 lakh shares of Marathon Nextgen Realty, and 23,422 shares of Black Box were added to the portfolio.

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This small cap fund reduced its stake in five stocks such as Anand Rathi Wealth, BASF India, Bikaji Foods International, Minda Corporation and Oriental Hotels.

The exposure in 83 stocks remained unchanged, which include names such as Adani Green Energy, Adani Power, Bata India, Castrol India, EID Parry (India), Gland Pharma, HDFC Life Insurance, Jio Financial Services, NBCC, Piramal Finance, RBL Bank, RIL and Zydus Wellness.In January 2026, the small cap fund had 94 stocks in its portfolio compared with 97 stocks in the previous month. As of January 31, 2026, the fund had an AUM of Rs 27,384 crore.

The performance is benchmarked against Nifty Smallcap 250 TRI and is managed by Sandeep Tandon, Ankit Pande, Varun Pattani, Ayusha Kumbhat, Yug Tibrewal, Sameer Kate and Sanjeev Sharma.

Also Read | Quant MF cuts gold, silver exposure near peak levels in multi-asset fund

According to the monthly factsheet, this scheme is suitable for high risk appetite investors with a long-term investment horizon. A large part of the current portfolio is invested in relatively under-owned high growth companies with attractive valuations.

Commenting on the outlook, the fund house said, “Given our defensive view of the market, we have focused on maintaining liquidity of the portfolio to mitigate the effect of high impact costs. Apart from small cap stocks, the portfolio also consists of large and mid caps within the permissible limits. During the month gone by, the most significant change was an increase in exposure to large private sector banks based on our multi-dimensional research and analytics.”

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