Quant Small Cap Fund: March 2025 – Key New Stock Additions

WELCORP

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CASTROLIND

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SCI

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BANDHANBNK

, Stanley Lifestyle

India’s top-performing mutual fund, Quant Small Cap Fund, made several strategic stock additions in March, reflecting a focus on recovery, value opportunities, and emerging sectoral trends: 1. Welspun India (newly added) - Benefiting from demand revival in oil and gas-linked segments - Strong order wins and improving export outlook 2. Castrol India (newly added) - Added due to ongoing recovery in the automobile sector - Rising lubricant demand with increased vehicle activity 3. Shipping Corporation of India (newly added) - Gaining from government focus on shipbuilding and maritime infrastructure - Long-term play on India's logistics and export ambitions 4. Bandhan Bank (newly added) - Trading close to its book value, indicating a value pick - Scope for turnaround as focus remains on asset quality and rural lending 5. Stanley Lifestyle (newly added) - Riding on growing demand for premium home and office furniture - Benefiting from urban consumption and lifestyle shifts ### Strategic Interpretation: The fund’s recent activity shows a tactical play across diverse themes — industrial revival, auto recovery, government policy focus, financial sector value buying, and rising aspirational consumption. Quant Small Cap Fund continues its bottom-up stock picking strategy, targeting fundamentally sound companies with turnaround potential and sector-specific tailwinds. stock to watch:-

, , , welspun , stanley lifestyle .