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Funds/Quant Infrastructure Fund

Quant Infrastructure Fund

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

The fund remains heavily tilted toward infrastructure beneficiaries, with power and construction commanding 40% of the portfolio—a clear bet on India's capex cycle acceleration. The Adani group's dominant presence (24% combined) signals conviction in energy transition and asset monetization, though this concentration poses significant idiosyncratic risk. April's rebalancing toward Adani Green Energy and fresh cyclical picks like BHEL and Cochin Shipyard suggests the manager is doubling down on renewable energy and engineering plays while trimming banking exposure.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Primary₹40.0100+5.20%+7.42%+20.44%+20.28%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
38
Top 5 Weight
40.38%
Top 10 Weight
63.25%
Max Position
9.24%
Conviction Bets
18
Gini
0.485
Large Cap
48.86%
Mid Cap
0.00%
Small Cap
31.63%
Top Sector
Power
Sector Count
16
HHI (bps)
52,888
Highly Differentiated
Active Share
94.30%
vs peer portfolio
Weight Overlap
6.20%
with avg peer
Cosine Similarity
0.149
portfolio angle
Peer Count
237
funds in category

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

Holdings: 4140+8 added9 removed24 weight shifts ≥ 0.1%
StockWeight
Reliance Industries Limited 26/05/20266.54%
Kotak Mahindra Bank Limited 26/05/20263.97%
Bharat Heavy Electricals Ltd 26/05/20263.06%
Cochin Shipyard Limited 26/05/20261.99%
91 Days Treasury Bill 23-Jul-20260.64%
91 Days Treasury Bill 16-Jul-20260.32%
91 Days Treasury Bill 30-Jul-20260.32%
TREPS 04-May-2026 DEPO 1010.89%
#Holding% to NAV
1
TREPS 04-May-2026 DEPO 10
INCBLO040526
10.89%
2
Adani Power Limited
INE814H01029
9.24%
3
Adani Green Energy Limited
INE364U01010
9.23%
4
Samvardhana Motherson International Ltd
INE775A01035
8.58%
5
Kalyani Steels Ltd
INE907A01026
6.80%
6
Reliance Industries Limited 26/05/2026
RELIANCE260526
6.54%
7
Adani Enterprises Limited
INE423A01024
5.08%
8
Afcons Infrastructure Limited
INE101I01011
4.78%
9
NCC Ltd
INE868B01028
4.64%
10
Life Insurance Corporation Of India
INE0J1Y01017
4.37%
11
Larsen & Toubro Limited
INE018A01030
4.01%
12
Kotak Mahindra Bank Limited 26/05/2026
KOTAKBANK260526
3.97%
13
ICICI Bank Limited
INE090A01021
3.19%
14
Bharat Heavy Electricals Ltd 26/05/2026
BHEL260526
3.06%
15
Simplex Infrastructures Limited
INE059B01024
2.80%
16
DLF Limited
INE271C01023
2.72%
17
BLACKBUCK LIMITED
INE0UIZ01018
2.66%
18
Mangalam Cement Limited
INE347A01017
2.61%
19
Powerica Limited
INE921L01032
2.48%
20
Cochin Shipyard Limited 26/05/2026
COCHINSHIP260526
1.99%
Power21.6%
Construction18.0%
Industrial Products8.7%
Auto Components8.6%
Banks7.2%
Electrical Equipment7.0%
Petroleum Products6.5%
Metals & Minerals Trading5.1%
Insurance4.4%
Realty2.7%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does Quant Infrastructure Fund hold?

Quant Infrastructure Fund holds 38 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 40.38% of NAV.

What is the largest holding in Quant Infrastructure Fund?

The largest position in Quant Infrastructure Fund is TREPS 04-May-2026 DEPO 10, accounting for 10.89% of NAV in the N.A. sector.

Is Quant Infrastructure Fund a concentrated or diversified fund?

With a Gini coefficient of 0.485, Quant Infrastructure Fund is moderately concentrated. The HHI concentration index is 52,888 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 40.38% of the portfolio.

What is the market cap allocation of Quant Infrastructure Fund?

Based on SEBI's AMFI classification, Quant Infrastructure Fund's equity portfolio is split as: Large Cap: 48.86%, Mid Cap: 0.00%, Small Cap: 31.63%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does Quant Infrastructure Fund invest in most?

Quant Infrastructure Fund has the highest allocation to Power (21.56%), Construction (18.02%), Industrial Products (8.66%). The fund is invested across 16 sectors in total.

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

Quant Infrastructure Fund has an Active Share of 94.30%, 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 Infrastructure Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, Quant Infrastructure Fund added 8 new stocks (including Reliance Industries Limited 26/05/2026) and exited 9 stocks (including HDFC Bank Limited 28/04/2026). Total holding count decreased from 41 to 40 stocks.