| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 20.4% | 19.8% | ▼ -0.6% |
| Banks | 17.1% | 18.3% | ▲ +1.2% |
| Construction | 15.9% | 16.4% | ▲ +0.6% |
| Diversified FMCG | 14.0% | 14.3% | ▲ +0.2% |
| Petroleum Products | 6.0% | 6.1% | ▲ +0.2% |
| Consumable Fuels | 5.7% | 5.6% | ▼ -0.1% |
| Oil | 5.7% | 5.1% | ▼ -0.6% |
| Aerospace & Defense | 4.7% | 4.8% | ▲ +0.1% |
| Non - Ferrous Metals | 5.4% | 4.4% | ▼ -1.0% |
| Gas | 2.4% | 2.6% | ▲ +0.2% |
| 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% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Oil & Natural Gas Corporation Limited ₹546.47 Cr |
Oil | 5.08% | 5.38% | +0.30% |
| 2 | Bharat Petroleum Corporation Limited ₹360.79 Cr |
Petroleum Products | 3.28% | 3.56% | +0.28% |
| 3 | National Aluminium Company Limited ₹470.47 Cr |
Non - Ferrous Metals | 4.38% | 4.64% | +0.26% |
| 4 | State Bank of India ₹912.19 Cr |
Banks | 8.75% | 8.99% | +0.24% |
| 5 | GAIL (India) Limited ₹282.63 Cr |
Gas | 2.60% | 2.78% | +0.18% |
| 6 | Power Grid Corporation of India Limited ₹785.47 Cr |
Power | 7.59% | 7.74% | +0.15% |
| 7 | Indian Oil Corporation Limited ₹297.40 Cr |
Petroleum Products | 2.84% | 2.93% | +0.09% |
| 8 | ITC Limited ₹1,457.45 Cr |
Diversified FMCG | 14.28% | 14.36% | +0.08% |
| 9 | REC Limited ₹98.81 Cr |
Finance | 0.92% | 0.97% | +0.05% |
| 10 | Power Finance Corporation Limited ₹131.82 Cr |
Finance | 1.26% | 1.30% | +0.04% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Axis Bank Limited ₹751.65 Cr |
Banks | 7.89% | 7.41% | -0.48% |
| 2 | Larsen & Toubro Limited ₹1,572.72 Cr |
Construction | 15.87% | 15.50% | -0.37% |
| 3 | Coal India Limited ₹545.72 Cr |
Consumable Fuels | 5.55% | 5.38% | -0.17% |
| 4 | Bharat Electronics Limited ₹474.35 Cr |
Aerospace & Defense | 4.84% | 4.67% | -0.17% |
| 5 | Bank of Baroda ₹96.59 Cr |
Banks | 1.04% | 0.95% | -0.09% |
| 6 | NLC India Limited ₹57.56 Cr |
Power | 0.60% | 0.57% | -0.03% |
| 7 | NBCC (India) Limited ₹33.22 Cr |
Construction | 0.35% | 0.33% | -0.02% |
| 8 | NTPC Limited ₹999.95 Cr |
Power | 9.86% | 9.85% | -0.01% |
| 9 | NHPC Limited ₹148.53 Cr |
Power | 1.47% | 1.46% | -0.01% |
| 10 | SJVN Limited ₹29.42 Cr |
Power | 0.30% | 0.29% | -0.01% |
22 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹1,572.72 Cr |
Construction |
15.50%
|
|
| 2 |
₹1,457.45 Cr |
Diversified FMCG |
14.36%
|
|
| 3 |
₹999.95 Cr |
Power |
9.85%
|
|
| 4 |
₹912.19 Cr |
Banks |
8.99%
|
|
| 5 |
₹785.47 Cr |
Power |
7.74%
|
|
| 6 |
₹751.65 Cr |
Banks |
7.41%
|
|
| 7 |
₹546.47 Cr |
Oil |
5.38%
|
|
| 8 |
₹545.72 Cr |
Consumable Fuels |
5.38%
|
|
| 9 |
₹474.35 Cr |
Aerospace & Defense |
4.67%
|
|
| 10 |
₹470.47 Cr |
Non - Ferrous Metals |
4.64%
|
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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