AAUM (Average Assets Under Management) of ₹1,474.69 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Automobiles | 37.4% | 36.1% | ▼ -1.3% |
| Auto Components | 28.4% | 30.6% | ▲ +2.2% |
| Retailing | 11.0% | 10.7% | ▼ -0.3% |
| Transport Services | 5.8% | 6.5% | ▲ +0.7% |
| Agricultural, Commercial & Construction Vehicles | 5.5% | 5.6% | ▲ +0.1% |
| Transport Infrastructure | 4.0% | 3.8% | ▼ -0.2% |
| Industrial Products | 2.2% | 2.3% | ▲ +0.1% |
| Industrial Manufacturing | 2.1% | 2.1% | ● 0.0% |
| Aerospace & Defense | 0.8% | 0.9% | ● +0.0% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Automobiles | 36.1% | 40.3% | ▲ +4.2% |
| Auto Components | 30.6% | 28.5% | ▼ -2.1% |
| Retailing | 10.7% | 11.3% | ▲ +0.6% |
| Agricultural, Commercial & Construction Vehicles | 5.6% | 5.4% | ▼ -0.2% |
| Transport Services | 6.5% | 5.4% | ▼ -1.1% |
| Industrial Products | 2.3% | 2.3% | ● 0.0% |
| Industrial Manufacturing | 2.1% | 1.8% | ▼ -0.2% |
| Transport Infrastructure | 3.8% | 1.3% | ▼ -2.5% |
| Aerospace & Defense | 0.9% | 1.2% | ▲ +0.3% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Weight (Jul 2026) |
|---|---|---|---|
| 1 | Belrise Industries Ltd. ₹27.36 Cr |
Auto Components | 1.62% |
| 2 | Container Corporation of India Limited ₹23.65 Cr |
Transport Services | 1.40% |
| 3 | Endurance Technologies Limited ₹13.83 Cr |
Auto Components | 0.82% |
| # | Stock | Sector | Last Weight (Jun 2026) |
|---|---|---|---|
| 1 | CEAT Limited ₹29.88 Cr |
Auto Components | 1.90% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | TVS Motor Company Limited ₹131.93 Cr |
Automobiles | 5.81% | 7.80% | +1.99% |
| 2 | Bajaj Auto Limited ₹71.13 Cr |
Automobiles | 2.97% | 4.21% | +1.24% |
| 3 | Eicher Motors Limited ₹131.03 Cr |
Automobiles | 6.92% | 7.75% | +0.83% |
| 4 | Eternal Limited ₹138.76 Cr |
Retailing | 7.71% | 8.21% | +0.50% |
| 5 | Mahindra & Mahindra Limited ₹222.59 Cr |
Automobiles | 12.77% | 13.16% | +0.39% |
| 6 | Sona BLW Precision Forgings Limited ₹45.66 Cr |
Auto Components | 2.34% | 2.70% | +0.36% |
| 7 | Cyient DLM Ltd ₹19.38 Cr |
Aerospace & Defense | 0.85% | 1.15% | +0.30% |
| 8 | Ather Energy Limited ₹15.89 Cr |
Automobiles | 0.64% | 0.94% | +0.30% |
| 9 | Swiggy Limited ₹39.37 Cr |
Retailing | 2.10% | 2.33% | +0.23% |
| 10 | Hyundai Motor India Ltd ₹35.22 Cr |
Automobiles | 1.96% | 2.08% | +0.12% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | InterGlobe Aviation Limited ₹51.15 Cr |
Transport Services | 5.54% | 3.02% | -2.52% |
| 2 | Adani Ports and Special Economic Zone Limited ₹22.40 Cr |
Transport Infrastructure | 3.82% | 1.32% | -2.50% |
| 3 | Craftsman Automation Limited ₹24.35 Cr |
Auto Components | 2.23% | 1.44% | -0.79% |
| 4 | Maruti Suzuki India Limited ₹66.63 Cr |
Automobiles | 4.67% | 3.94% | -0.73% |
| 5 | Gabriel India Limited ₹16.80 Cr |
Auto Components | 1.69% | 0.99% | -0.70% |
| 6 | SEDEMAC MECHATRONICS LTD ₹72.67 Cr |
Auto Components | 4.98% | 4.30% | -0.68% |
| 7 | Minda Corporation Limited ₹68.49 Cr |
Auto Components | 4.33% | 4.05% | -0.28% |
| 8 | Pitti Engineering Ltd ₹30.60 Cr |
Industrial Manufacturing | 2.05% | 1.81% | -0.24% |
| 9 | Samvardhana Motherson International Limited ₹46.48 Cr |
Auto Components | 2.90% | 2.75% | -0.15% |
| 10 | Tata Motors Ltd ₹60.67 Cr |
Agricultural, Commercial & Construction Vehicles | 3.73% | 3.59% | -0.14% |
33 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹222.59 Cr |
Automobiles |
13.16%
|
|
| 2 |
₹138.76 Cr |
Retailing |
8.21%
|
|
| 3 |
₹131.93 Cr |
Automobiles |
7.80%
|
|
| 4 |
₹131.03 Cr |
Automobiles |
7.75%
|
|
| 5 |
₹72.67 Cr |
Auto Components |
4.30%
|
|
| 6 |
₹71.13 Cr |
Automobiles |
4.21%
|
|
| 7 |
₹68.49 Cr |
Auto Components |
4.05%
|
|
| 8 |
₹66.63 Cr |
Automobiles |
3.94%
|
|
| 9 |
₹60.67 Cr |
Agricultural, Commercial & Construction Vehicles |
3.59%
|
|
| 10 |
₹54.67 Cr |
Auto Components |
3.23%
|
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.
Found a discrepancy or have feedback? Contact Us — we read every message personally.