| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 36.2% | 34.8% | ▼ -1.5% |
| Petroleum Products | 9.6% | 9.5% | ● -0.1% |
| IT - Software | 8.3% | 9.5% | ▲ +1.2% |
| Telecom - Services | 6.2% | 6.5% | ▲ +0.3% |
| Automobiles | 5.0% | 5.3% | ▲ +0.3% |
| Construction | 5.3% | 5.0% | ▼ -0.4% |
| Diversified FMCG | 5.1% | 4.9% | ▼ -0.2% |
| Finance | 4.1% | 4.5% | ▲ +0.5% |
| Consumer Durables | 3.3% | 3.5% | ▲ +0.2% |
| Retailing | 3.3% | 3.4% | ▲ +0.1% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 34.8% | 35.4% | ▲ +0.6% |
| IT - Software | 9.5% | 9.6% | ● +0.1% |
| Petroleum Products | 9.5% | 9.5% | ● +0.0% |
| Telecom - Services | 6.5% | 6.1% | ▼ -0.4% |
| Automobiles | 5.3% | 5.2% | ▼ -0.1% |
| Construction | 5.0% | 5.2% | ▲ +0.2% |
| Diversified FMCG | 4.9% | 4.7% | ▼ -0.3% |
| Finance | 4.5% | 4.4% | ▼ -0.2% |
| Retailing | 3.4% | 3.6% | ▲ +0.2% |
| Consumer Durables | 3.5% | 3.6% | ● +0.1% |
Comparing Jul 2026 → Aug 2026
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | ICICI Bank Limited ₹43.63 L |
Banks | 11.06% | 11.38% | +0.32% |
| 2 | Kotak Mahindra Bank Limited ₹12.92 L |
Banks | 3.09% | 3.37% | +0.28% |
| 3 | Eternal Limited ₹9.96 L |
Retailing | 2.35% | 2.60% | +0.25% |
| 4 | Axis Bank Limited ₹15.41 L |
Banks | 3.78% | 4.02% | +0.24% |
| 5 | State Bank of India ₹18.49 L |
Banks | 4.59% | 4.82% | +0.23% |
| 6 | Larsen & Toubro Limited ₹19.79 L |
Construction | 4.95% | 5.16% | +0.21% |
| 7 | Titan Company Limited ₹8.75 L |
Consumer Durables | 2.14% | 2.28% | +0.14% |
| 8 | Bharat Electronics Limited ₹6.22 L |
Aerospace & Defense | 1.49% | 1.62% | +0.13% |
| 9 | Infosys Limited ₹16.49 L |
IT - Software | 4.24% | 4.30% | +0.06% |
| 10 | Tata Consultancy Services Limited ₹10.05 L |
IT - Software | 2.58% | 2.62% | +0.04% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | HDFC Bank Limited ₹45.36 L |
Banks | 12.26% | 11.83% | -0.43% |
| 2 | Bharti Airtel Limited ₹23.41 L |
Telecom - Services | 6.46% | 6.11% | -0.35% |
| 3 | ITC Limited ₹10.38 L |
Diversified FMCG | 2.91% | 2.71% | -0.20% |
| 4 | Bajaj Finance Limited ₹11.97 L |
Finance | 3.29% | 3.12% | -0.17% |
| 5 | Maruti Suzuki India Limited ₹7.28 L |
Automobiles | 1.99% | 1.90% | -0.09% |
| 6 | Hindustan Unilever Limited ₹7.48 L |
Diversified FMCG | 2.02% | 1.95% | -0.07% |
| 7 | NTPC Limited ₹6.53 L |
Power | 1.77% | 1.70% | -0.07% |
| 8 | Power Grid Corporation of India Limited ₹5.05 L |
Power | 1.39% | 1.32% | -0.07% |
| 9 | Asian Paints Limited ₹4.87 L |
Consumer Durables | 1.33% | 1.27% | -0.06% |
| 10 | UltraTech Cement Limited ₹5.64 L |
Cement & Cement Products | 1.51% | 1.47% | -0.04% |
30 stocks — Aug 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹45.36 L |
Banks |
11.83%
|
|
| 2 |
₹43.63 L |
Banks |
11.38%
|
|
| 3 |
₹36.49 L |
Petroleum Products |
9.52%
|
|
| 4 |
₹23.41 L |
Telecom - Services |
6.11%
|
|
| 5 |
₹19.79 L |
Construction |
5.16%
|
|
| 6 |
₹18.49 L |
Banks |
4.82%
|
|
| 7 |
₹16.49 L |
IT - Software |
4.30%
|
|
| 8 |
₹15.41 L |
Banks |
4.02%
|
|
| 9 |
₹12.92 L |
Banks |
3.37%
|
|
| 10 |
₹12.49 L |
Automobiles |
3.26%
|
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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