| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 19.8% | 19.9% | ● +0.1% |
| Banks | 18.3% | 18.0% | ▼ -0.3% |
| Construction | 16.4% | 16.0% | ▼ -0.4% |
| Diversified FMCG | 14.3% | 14.4% | ● +0.1% |
| Petroleum Products | 6.1% | 6.5% | ▲ +0.4% |
| Consumable Fuels | 5.6% | 5.4% | ▼ -0.2% |
| Oil | 5.1% | 5.4% | ▲ +0.3% |
| Aerospace & Defense | 4.8% | 4.7% | ▼ -0.2% |
| Non - Ferrous Metals | 4.4% | 4.6% | ▲ +0.3% |
| Gas | 2.6% | 2.8% | ▲ +0.2% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 19.9% | 19.0% | ▼ -0.9% |
| Banks | 18.0% | 18.9% | ▲ +1.0% |
| Construction | 16.0% | 16.7% | ▲ +0.7% |
| Diversified FMCG | 14.4% | 13.3% | ▼ -1.0% |
| Petroleum Products | 6.5% | 6.5% | ● 0.0% |
| Consumable Fuels | 5.4% | 5.3% | ● -0.1% |
| Oil | 5.4% | 5.3% | ▼ -0.1% |
| Non - Ferrous Metals | 4.6% | 5.1% | ▲ +0.5% |
| Aerospace & Defense | 4.7% | 5.1% | ▲ +0.4% |
| Gas | 2.8% | 2.7% | ● -0.1% |
Comparing Jul 2026 → Aug 2026
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Larsen & Toubro Limited ₹1,605.96 Cr |
Construction | 15.50% | 16.15% | +0.65% |
| 2 | National Aluminium Company Limited ₹510.27 Cr |
Non - Ferrous Metals | 4.64% | 5.13% | +0.49% |
| 3 | State Bank of India ₹939.74 Cr |
Banks | 8.99% | 9.45% | +0.46% |
| 4 | Axis Bank Limited ₹782.69 Cr |
Banks | 7.41% | 7.87% | +0.46% |
| 5 | Bharat Electronics Limited ₹505.36 Cr |
Aerospace & Defense | 4.67% | 5.08% | +0.41% |
| 6 | Indian Bank ₹67.11 Cr |
Banks | 0.62% | 0.67% | +0.05% |
| 7 | Engineers India Limited ₹24.57 Cr |
Construction | 0.21% | 0.25% | +0.04% |
| 8 | Bharat Petroleum Corporation Limited ₹356.95 Cr |
Petroleum Products | 3.56% | 3.59% | +0.03% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | ITC Limited ₹1,326.57 Cr |
Diversified FMCG | 14.36% | 13.34% | -1.02% |
| 2 | Power Grid Corporation of India Limited ₹728.29 Cr |
Power | 7.74% | 7.32% | -0.42% |
| 3 | NTPC Limited ₹941.98 Cr |
Power | 9.85% | 9.47% | -0.38% |
| 4 | Power Finance Corporation Limited ₹107.23 Cr |
Finance | 1.30% | 1.08% | -0.22% |
| 5 | Oil & Natural Gas Corporation Limited ₹521.84 Cr |
Oil | 5.38% | 5.25% | -0.13% |
| 6 | REC Limited ₹83.21 Cr |
Finance | 0.97% | 0.84% | -0.13% |
| 7 | GAIL (India) Limited ₹268.99 Cr |
Gas | 2.78% | 2.70% | -0.08% |
| 8 | Coal India Limited ₹528.69 Cr |
Consumable Fuels | 5.38% | 5.32% | -0.06% |
| 9 | NLC India Limited ₹51.76 Cr |
Power | 0.57% | 0.52% | -0.05% |
| 10 | NHPC Limited ₹141.29 Cr |
Power | 1.46% | 1.42% | -0.04% |
22 stocks — Aug 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹1,605.96 Cr |
Construction |
16.15%
|
|
| 2 |
₹1,326.57 Cr |
Diversified FMCG |
13.34%
|
|
| 3 |
₹941.98 Cr |
Power |
9.47%
|
|
| 4 |
₹939.74 Cr |
Banks |
9.45%
|
|
| 5 |
₹782.69 Cr |
Banks |
7.87%
|
|
| 6 |
₹728.29 Cr |
Power |
7.32%
|
|
| 7 |
₹528.69 Cr |
Consumable Fuels |
5.32%
|
|
| 8 |
₹521.84 Cr |
Oil |
5.25%
|
|
| 9 |
₹510.27 Cr |
Non - Ferrous Metals |
5.13%
|
|
| 10 |
₹505.36 Cr |
Aerospace & Defense |
5.08%
|
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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