Asset Sadhu
Funds/Quant Healthcare Fund

Quant Healthcare Fund

quant Mutual Fund·Sectoral / Thematic·vs Nifty 500 TRI

The fund remains heavily concentrated in pharmaceuticals and biotech, betting on structural growth in India's drug manufacturing and specialty chemicals space. Significant portfolio churn—adding telecom exposure via HFCL while trimming diversified pharma plays—suggests the manager is rotating toward niche, higher-conviction ideas rather than broad-based pharma names. The spike in cash and near-term deposits signals either defensive positioning ahead or preparation for tactical deployment, though the 78% top-10 weight indicates conviction remains selective and concentrated.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Primary₹16.2649+6.35%+6.23%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
23
Top 5 Weight
44.82%
Top 10 Weight
75.14%
Max Position
9.27%
Conviction Bets
13
Gini
0.440
Large Cap
3.80%
Mid Cap
20.81%
Small Cap
61.90%
Top Sector
Pharmaceuticals & Biotechnology
Sector Count
8
HHI (bps)
63,687
Highly Differentiated
Active Share
93.52%
vs peer portfolio
Weight Overlap
2.34%
with avg peer
Cosine Similarity
0.066
portfolio angle
Peer Count
237
funds in category

Active Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.

Holdings: 2925+7 added11 removed12 weight shifts ≥ 0.1%
StockWeight
HFCL Limited7.14%
Strides Pharma Science Ltd0.30%
ICICI Bank Limited 26/05/20261.34%
HDFC Life Insurance Co Ltd 26/05/20261.11%
91 Days Treasury Bill 16-Jul-20260.84%
91 Days Treasury Bill 23-Jul-20260.84%
TREPS 04-May-2026 DEPO 107.50%
#Holding% to NAV
1
Zydus Wellness Ltd
INE768C01028
9.27%
2
ANTHEM BIOSCIENCES LIMITED
INE0CZ201020
9.17%
3
Aster DM Healthcare Limited
INE914M01019
8.90%
4
SMS Pharmaceuticals Limited
INE812G01025
8.86%
5
Sequent Scientific Limited
INE807F01027
8.62%
6
TREPS 04-May-2026 DEPO 10
INCBLO040526
7.50%
7
Alivus Life Sciences
INE03Q201024
7.27%
8
HFCL Limited
INE548A01028
7.14%
9
Pfizer Ltd
INE182A01018
6.42%
10
Aurobindo Pharma Limited
INE406A01037
5.15%
11
ICICI Prudential Life Insurance Co Ltd
INE726G01019
4.35%
12
HDFC Life Insurance Co Ltd
INE795G01014
3.80%
13
Medplus Health Services Limited
INE804L01022
3.72%
14
Glaxosmithkline Pharmaceuticals Ltd
INE159A01016
2.16%
15
91 Days Treasury Bill 22-May-2026
IN002025X463
1.70%
16
Gland Pharma Limited
INE068V01023
1.40%
17
ICICI Bank Limited 26/05/2026
ICICIBANK260526
1.34%
18
HDFC Life Insurance Co Ltd 26/05/2026
HDFCLIFE260526
1.11%
19
91 Days Treasury Bill 07-May-2026
IN002025X448
0.85%
20
91 Days Treasury Bill 14-May-2026
IN002025X455
0.85%
Pharmaceuticals & Biotechnology49.3%
N.A.11.0%
Food Products9.3%
Insurance9.3%
Healthcare Services8.9%
Telecom - Services7.1%
Retailing3.7%
Banks1.3%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does Quant Healthcare Fund hold?

Quant Healthcare Fund holds 23 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 44.82% of NAV.

What is the largest holding in Quant Healthcare Fund?

The largest position in Quant Healthcare Fund is Zydus Wellness Ltd, accounting for 9.27% of NAV in the Food Products sector.

Is Quant Healthcare Fund a concentrated or diversified fund?

With a Gini coefficient of 0.440, Quant Healthcare Fund is well-diversified. The HHI concentration index is 63,687 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 44.82% of the portfolio.

What is the market cap allocation of Quant Healthcare Fund?

Based on SEBI's AMFI classification, Quant Healthcare Fund's equity portfolio is split as: Large Cap: 3.80%, Mid Cap: 20.81%, Small Cap: 61.90%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does Quant Healthcare Fund invest in most?

Quant Healthcare Fund has the highest allocation to Pharmaceuticals & Biotechnology (49.33%), N.A. (11.04%), Food Products (9.27%). The fund is invested across 8 sectors in total.

How actively managed is Quant Healthcare Fund compared to other Sectoral / Thematic funds?

Quant Healthcare Fund has an Active Share of 93.52%, classifying it as "Highly Differentiated" among 237 Sectoral / Thematic peers. This means the fund takes significantly different stock positions compared to its category peers.

What changed in Quant Healthcare Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, Quant Healthcare Fund added 7 new stocks (including HFCL Limited) and exited 11 stocks (including Concord Biotech Limited). Total holding count decreased from 29 to 25 stocks.