Quant Mutual Fund raises mid and small cap allocation across equity and hybrid funds, sees buying opportunity in 7 sectors

Time of India

14 hours ago

Quant Mutual Fund
has said their overall portfolio remains tilted towards largecaps, and the exposure in select mid and
small caps
has been increased in most of their equity and hybrid funds. The fund house believes that select buying opportunities are visible in certain sectors viz. PSU, Infrastructure, Hotels & Hospitality, Pharmaceuticals, Materials, Retail and Telecom.
'Our portfolio at Quant Mutual Fund remains tilted towards
large caps
and overall liquidity of the portfolio is good; select mid and small caps exposure has been increased in most of the equity and hybrid schemes. We reiterate that select buying opportunities are visible in certain sectors viz. PSU, Infrastructure, Hotels & Hospitality, Pharmaceuticals, Materials, Retail and Telecom,' the fund house said in its monthly release.
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The fund house's 'predictive analytics' continues to endorse risk-on for India, and with the right policy support, India stands a good chance of benefiting from global supply chain shifts in the medium-term. 'With a large domestic market (as large as China's in 2006-07), India can bank upon strong manufacturing-led growth for many years ahead,' the release further said.
The non-linearity in global macro-economic trends is increasing as financial markets are now more driven by geopolitical volatility, fiscal and policy interventions and the fund house expects both QE & QT to coexist through this decade as indices related to global uncertainties will remain elevated for long.
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'We continue to believe that a significant US Dollar devaluation is the only practical way to address US' spiraling debt crisis. The only question is how this will be carried out or triggered,' the release highlights.
On the geopolitical front, the US-China trade war bumped in to some degree of de-escalation as the US agreed to a 90-day truce to reduce tariffs on Chinese imports to 30% from 145% earlier. After disputes over critical minerals and US accusations of trade deal violations, the pause offers temporary relief.
The Sandeep Tandon-led fund house believes that there is definitely a sense of resilience being exhibited by global markets, shrugging off armed conflicts, tariff-induced inflation and economic slowdowns.
The US' 'Big Beautiful Bill,' aimed at boosting domestic manufacturing through subsidies, has sparked optimism in industrial stocks but raised concerns about rising deficits. The US 10-year Treasury yield climbed to 4.50%, reflecting higher inflation expectations and reduced appeal of bonds.
Change in nomenclature
The monthly release further mentioned that the fund house has revised the names of the four schemes with effect from June 30, 2025 which is in line with SEBI's directive to the mutual fund industry.
'SEBI aims to improve transparency, comparability and investor understanding by standardizing how mutual fund schemes are classified, disclosed and communicated to investors. No action is needed at your end about your existing investments with us. All new investments into the following schemes made on or after 30th June, 2025 will have to be made under the revised nomenclature,' the release highlighted.
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Quant Mutual Fund announces change in name of 4 funds
Quant Absolute Fund is renamed as Quant Aggressive Hybrid Fund.
Quant Active Fund
is renamed as Quant Multi Cap Fund. The name of
Quant Multi Asset Fund
is changed to Quant Multi Asset Allocation Fund. And Quant ESG Equity Fund is known as Quant ESG Integration Strategy Fund.
The release further informed about the upcoming NFO of
Quant Equity Savings Fund
which will open for subscription on July 7 and close on July 21 and the fund is designed to help investors capitalize on long-term equity growth opportunities and accrual income through arbitrage and high-quality bonds.
New fund offer (NFO)
While commenting on why one should go for Quant Equity Savings Fund, the fund house said that this fund is an 'All-weather' scheme with moderate risk and a tax efficient alternative for risk-averse investors, including first time equity investors and investors migrating from fixed deposits, seeking lower volatility as compared to traditional equity funds and long-term wealth creation.
The Quant Equity Savings Fund's equity portfolio will be managed as a flexi cap investment strategy with a large cap bias for stability and limited exposure to mid/ small-cap stocks in a relatively stable environment. Secondly, the arbitrage and hedging strategy will protect the portfolio in the risk-averse phase.
And lastly, the scheme's debt portfolio seeks to generate stable accrual income by investing in high-quality corporate bonds and government securities with low credit risk and dynamic duration management based on interest rate outlook.
The scheme will be rebalanced across market cycles through 'Predictive Analytics' tools and the VLRT Framework with a focus on delivering superior risk-adjusted returns and lower drawdowns during market corrections through dynamic asset allocation and hedging.
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Quant Equity Savings Fund combines twin objectives of stability and growth to help risk-averse investors with their long-term wealth creation goal.
Quant Mutual Fund further appreciated the continued trust and confidence by the investors' in the fund house. 'As we navigate changing markets, our commitment remains focused on disciplined investing and long-term value. Should you have any questions or need assistance, our team is here to help,' the fund house said.