| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 19.8% | 20.9% | ▲ +1.1% |
| Petroleum Products | 7.2% | 7.0% | ▼ -0.2% |
| Finance | 6.3% | 6.7% | ▲ +0.4% |
| Automobiles | 6.2% | 6.1% | ● -0.1% |
| IT - Software | 7.0% | 6.1% | ▼ -0.9% |
| Telecom - Services | 4.8% | 4.8% | ● 0.0% |
| Pharmaceuticals & Biotechnology | 4.5% | 4.6% | ▲ +0.1% |
| Power | 4.0% | 3.6% | ▼ -0.3% |
| Electrical Equipment | 3.1% | 3.0% | ● -0.1% |
| Consumer Durables | 2.6% | 2.7% | ● +0.1% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 20.9% | 20.0% | ▼ -0.9% |
| Finance | 6.7% | 7.0% | ▲ +0.3% |
| Petroleum Products | 7.0% | 6.9% | ▼ -0.1% |
| IT - Software | 6.1% | 6.9% | ▲ +0.8% |
| Automobiles | 6.1% | 6.6% | ▲ +0.4% |
| Pharmaceuticals & Biotechnology | 4.6% | 4.9% | ▲ +0.2% |
| Telecom - Services | 4.8% | 4.8% | ● +0.1% |
| Power | 3.6% | 3.5% | ▼ -0.1% |
| Consumer Durables | 2.7% | 2.9% | ▲ +0.2% |
| Electrical Equipment | 3.0% | 2.7% | ▼ -0.3% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Infosys Limited ₹28.99 L |
IT - Software | 2.34% | 2.57% | +0.23% |
| 2 | Bajaj Finance Limited ₹23.95 L |
Finance | 1.93% | 2.12% | +0.19% |
| 3 | Torrent Pharmaceuticals Limited ₹6.15 L |
Pharmaceuticals & Biotechnology | 0.36% | 0.55% | +0.19% |
| 4 | Tata Consultancy Services Limited ₹16.28 L |
IT - Software | 1.27% | 1.44% | +0.17% |
| 5 | HCL Technologies Limited ₹10.05 L |
IT - Software | 0.73% | 0.89% | +0.16% |
| 6 | Mahindra & Mahindra Limited ₹24.94 L |
Automobiles | 2.06% | 2.21% | +0.15% |
| 7 | TVS Motor Company Limited ₹8.63 L |
Automobiles | 0.63% | 0.77% | +0.14% |
| 8 | Bharti Airtel Limited ₹45.59 L |
Telecom - Services | 3.91% | 4.04% | +0.13% |
| 9 | Divi's Laboratories Limited ₹8.14 L |
Pharmaceuticals & Biotechnology | 0.60% | 0.72% | +0.12% |
| 10 | Titan Company Limited ₹14.63 L |
Consumer Durables | 1.20% | 1.30% | +0.10% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | HDFC Bank Limited ₹71.87 L |
Banks | 7.00% | 6.37% | -0.63% |
| 2 | Axis Bank Limited ₹23.84 L |
Banks | 2.38% | 2.11% | -0.27% |
| 3 | Larsen & Toubro Limited ₹22.37 L |
Construction | 2.15% | 1.98% | -0.17% |
| 4 | Reliance Industries Limited ₹67.16 L |
Petroleum Products | 6.07% | 5.96% | -0.11% |
| 5 | Suzlon Energy Limited ₹4.18 L |
Electrical Equipment | 0.47% | 0.37% | -0.10% |
| 6 | Bharat Electronics Limited ₹11.39 L |
Aerospace & Defense | 1.10% | 1.01% | -0.09% |
| 7 | Dr. Reddy's Laboratories Limited ₹4.86 L |
Pharmaceuticals & Biotechnology | 0.52% | 0.43% | -0.09% |
| 8 | Varun Beverages Limited ₹4.74 L |
Beverages | 0.50% | 0.42% | -0.08% |
| 9 | GE Vernova T&D India Limited ₹4.67 L |
Electrical Equipment | 0.49% | 0.41% | -0.08% |
| 10 | NTPC Limited ₹12.78 L |
Power | 1.20% | 1.13% | -0.07% |
165 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹71.87 L |
Banks |
6.37%
|
|
| 2 |
₹67.16 L |
Petroleum Products |
5.96%
|
|
| 3 |
₹64.13 L |
Banks |
5.69%
|
|
| 4 |
₹45.59 L |
Telecom - Services |
4.04%
|
|
| 5 |
₹28.99 L |
IT - Software |
2.57%
|
|
| 6 |
₹24.94 L |
Automobiles |
2.21%
|
|
| 7 |
₹23.95 L |
Finance |
2.12%
|
|
| 8 |
₹23.84 L |
Banks |
2.11%
|
|
| 9 |
₹22.37 L |
Construction |
1.98%
|
|
| 10 |
₹18.00 L |
Banks |
1.60%
|
Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.
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