| 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% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 19.0% | 19.3% | ▲ +0.3% |
| Banks | 18.9% | 18.3% | ▼ -0.7% |
| Construction | 16.7% | 16.2% | ▼ -0.5% |
| Diversified FMCG | 13.3% | 14.2% | ▲ +0.9% |
| Petroleum Products | 6.5% | 6.5% | ● +0.0% |
| Consumable Fuels | 5.3% | 5.8% | ▲ +0.5% |
| Oil | 5.3% | 5.3% | ● +0.0% |
| Aerospace & Defense | 5.1% | 5.0% | ▼ -0.1% |
| Non - Ferrous Metals | 5.1% | 4.8% | ▼ -0.4% |
| Gas | 2.7% | 2.8% | ● +0.1% |
Comparing Aug 2026 → Sep 2026
| # | Stock | Sector | Aug 2026 | Sep 2026 | Change |
|---|---|---|---|---|---|
| 1 | ITC Limited ₹1,355.81 Cr |
Diversified FMCG | 13.34% | 14.23% | +0.89% |
| 2 | Coal India Limited ₹554.16 Cr |
Consumable Fuels | 5.32% | 5.81% | +0.49% |
| 3 | NTPC Limited ₹919.10 Cr |
Power | 9.47% | 9.64% | +0.17% |
| 4 | Power Grid Corporation of India Limited ₹713.05 Cr |
Power | 7.32% | 7.48% | +0.16% |
| 5 | GAIL (India) Limited ₹263.55 Cr |
Gas | 2.70% | 2.77% | +0.07% |
| 6 | Indian Oil Corporation Limited ₹282.08 Cr |
Petroleum Products | 2.90% | 2.96% | +0.06% |
| 7 | Engineers India Limited ₹28.87 Cr |
Construction | 0.25% | 0.30% | +0.05% |
| 8 | Oil & Natural Gas Corporation Limited ₹502.54 Cr |
Oil | 5.25% | 5.27% | +0.02% |
| 9 | Bank of Baroda ₹91.14 Cr |
Banks | 0.95% | 0.96% | +0.01% |
| 10 | NHPC Limited ₹136.37 Cr |
Power | 1.42% | 1.43% | +0.01% |
| # | Stock | Sector | Aug 2026 | Sep 2026 | Change |
|---|---|---|---|---|---|
| 1 | State Bank of India ₹845.73 Cr |
Banks | 9.45% | 8.87% | -0.58% |
| 2 | Larsen & Toubro Limited ₹1,485.84 Cr |
Construction | 16.15% | 15.59% | -0.56% |
| 3 | National Aluminium Company Limited ₹455.82 Cr |
Non - Ferrous Metals | 5.13% | 4.78% | -0.35% |
| 4 | Bharat Electronics Limited ₹472.53 Cr |
Aerospace & Defense | 5.08% | 4.96% | -0.12% |
| 5 | Axis Bank Limited ₹742.69 Cr |
Banks | 7.87% | 7.79% | -0.08% |
| 6 | Bharat Petroleum Corporation Limited ₹338.79 Cr |
Petroleum Products | 3.59% | 3.55% | -0.04% |
| 7 | Indian Bank ₹59.88 Cr |
Banks | 0.67% | 0.63% | -0.04% |
| 8 | Power Finance Corporation Limited ₹100.32 Cr |
Finance | 1.08% | 1.05% | -0.03% |
| 9 | REC Limited ₹78.53 Cr |
Finance | 0.84% | 0.82% | -0.02% |
| 10 | SJVN Limited ₹25.22 Cr |
Power | 0.28% | 0.26% | -0.02% |
22 stocks — Sep 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹1,485.84 Cr |
Construction |
15.59%
|
|
| 2 |
₹1,355.81 Cr |
Diversified FMCG |
14.23%
|
|
| 3 |
₹919.10 Cr |
Power |
9.64%
|
|
| 4 |
₹845.73 Cr |
Banks |
8.87%
|
|
| 5 |
₹742.69 Cr |
Banks |
7.79%
|
|
| 6 |
₹713.05 Cr |
Power |
7.48%
|
|
| 7 |
₹554.16 Cr |
Consumable Fuels |
5.81%
|
|
| 8 |
₹502.54 Cr |
Oil |
5.27%
|
|
| 9 |
₹472.53 Cr |
Aerospace & Defense |
4.96%
|
|
| 10 |
₹455.82 Cr |
Non - Ferrous Metals |
4.78%
|
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.