Quant Small Cap Fund, the largest fund managed by Sandeep Tandon-led Quant Mutual Fund, has added HDFC Bank, ICICI Bank, and five other stocks in February. In the same time period, the small cap fund reduced its stake in Jio Financial Services and three other stocks.

In the month of February, the small cap fund added 73.85 lakh shares of Manappuram Finance, 42.65 lakh shares of ICICI Bank, and 13.95 lakh shares of HDFC Bank to its portfolio as new entrants.

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The other new entrants in the portfolio were Aurobindo Pharma, Emami, One Source Specialty Pharma, and Sudeep Pharma.

The stake was reduced in four stocks. The fund sold 2.95 crore shares of Jio Financial Services from the portfolio, taking the total share count to 3.08 crore in February versus 6.04 crore in January.

The other three stocks from which exposure was reduced were Aegis Logistics, BASF India, and Minda Corporation.
The small cap fund increased its stake in four stocks in the month of February, which included Black Box, Capri Global Capital, Marathon Nextgen Realty, and Ventive Hospitality. Among these four stocks, the maximum number of shares added to the portfolio were of Capri Global Capital, around 15.08 lakh.
A complete exit was made from Stanley Lifestyles in February by selling 6.72 lakh shares from its portfolio worth a market value of Rs 12.35 crore. The exposure in 85 stocks remained unchanged, which included some stocks such as Adani Green Energy, Adani Power, Anand Rathi Wealth, Aster DM Healthcare, Bata India, Castrol India, Gland Pharma, Just Dial, RBL Bank, Reliance Industries, and Sula Vineyards.
In February, the fund had 100 stocks in its portfolio compared to 94 stocks in the January portfolio. The fund had an AUM of Rs 27,654 crore as of February 27, 2026. The performance of the fund 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.

The primary investment objective of the scheme is to seek to generate capital appreciation and provide long-term growth opportunities by investing in a portfolio of small cap companies.

According to the monthly release by the fund house, this scheme is for investors with a long-term investment horizon and a high risk appetite. The bulk of the portfolio is invested in high growth companies with attractive valuations and is relatively under-owned.

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During the month, the fund increased exposure towards healthcare companies and cut exposure to financial services and O&G, the release said.

“Our orientation towards maximising the mix of large caps over the last year in the portfolio is a reflection of our defensive view of the market. This has helped us increase the liquidity of the portfolio and mitigate the effects of high impact costs. As a result, drawdowns have been contained compared to the meltdown in the broader market,” the fund house said.

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