HFCL Limited
Quant Mutual Fund increased its stake in HFCL Limited, buying 17,888,896 shares, which increased its total holding from 100,037,652 shares (6.54%) to 117,926,548 shares (7.70%). The value of the additional shares purchased was approximately ₹383.69 Cr, based on a share price of ₹214.63.
A telecom infrastructure company, HFCL manufactures optical fiber cables, telecom equipment, and provides system integration services across India's communications sector. The company operates through telecom infrastructure development, supply of high-end communications equipment, and production of optical fiber and fiber optic cables. Its vertically integrated operations and diverse portfolio position it as a key enabler in India's expanding telecommunications network infrastructure.
Built a quantitative, data-driven investment philosophy in an industry dominated by discretionary stock pickers. Manages over Rs 1.2 lakh crore. Founded by Sanjeev Sharma, Quant MF uses VLRT (Valuation, Liquidity, Risk, and Time) framework to run high-turnover, tactically active portfolios. Grew from obscurity to one of India's top-15 AMCs in under five years, attracting both retail capital and scrutiny for its aggressive churn.