| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| IT - Software | 11.9% | 11.9% | ● +0.0% |
| Industrial Products | 17.0% | 11.3% | ▼ -5.7% |
| Capital Markets | 9.3% | 10.6% | ▲ +1.3% |
| Consumer Durables | 5.0% | 9.3% | ▲ +4.3% |
| Pharmaceuticals & Biotechnology | 7.5% | 7.9% | ▲ +0.4% |
| Personal Products | 6.8% | 6.4% | ▼ -0.4% |
| Auto Components | 6.9% | 5.5% | ▼ -1.4% |
| Textiles & Apparels | 4.2% | 4.4% | ▲ +0.2% |
| Electrical Equipment | 2.0% | 3.9% | ▲ +1.9% |
| Agricultural Food & other Products | 3.7% | 3.7% | ● -0.1% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| IT - Software | 11.9% | 12.7% | ▲ +0.8% |
| Industrial Products | 11.3% | 10.7% | ▼ -0.5% |
| Capital Markets | 10.6% | 10.0% | ▼ -0.6% |
| Consumer Durables | 9.3% | 10.0% | ▲ +0.8% |
| Pharmaceuticals & Biotechnology | 7.9% | 8.2% | ▲ +0.2% |
| Personal Products | 6.4% | 6.4% | ● +0.0% |
| Auto Components | 5.5% | 5.4% | ▼ -0.1% |
| Textiles & Apparels | 4.4% | 4.1% | ▼ -0.3% |
| Automobiles | 3.4% | 3.7% | ▲ +0.3% |
| Agricultural Food & other Products | 3.7% | 3.7% | ● +0.1% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Persistent Systems Limited ₹3.38 Cr |
IT - Software | 2.69% | 3.36% | +0.67% |
| 2 | Dixon Technologies (India) Limited ₹4.56 Cr |
Consumer Durables | 3.94% | 4.54% | +0.60% |
| 3 | Hero MotoCorp Limited ₹3.74 Cr |
Automobiles | 3.39% | 3.72% | +0.33% |
| 4 | Coforge Limited ₹2.23 Cr |
IT - Software | 1.94% | 2.22% | +0.28% |
| 5 | Balkrishna Industries Limited ₹1.49 Cr |
Auto Components | 1.34% | 1.48% | +0.14% |
| 6 | Havells India Limited ₹2.18 Cr |
Consumer Durables | 2.04% | 2.17% | +0.13% |
| 7 | Abbott India Limited ₹2.07 Cr |
Pharmaceuticals & Biotechnology | 1.93% | 2.06% | +0.13% |
| 8 | GlaxoSmithKline Pharmaceuticals Limited ₹2.29 Cr |
Pharmaceuticals & Biotechnology | 2.15% | 2.27% | +0.12% |
| 9 | L&T Technology Services Limited ₹1.25 Cr |
IT - Services | 1.13% | 1.25% | +0.12% |
| 10 | Mphasis Limited ₹2.01 Cr |
IT - Software | 1.89% | 2.00% | +0.11% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | BSE Limited ₹4.66 Cr |
Capital Markets | 5.03% | 4.64% | -0.39% |
| 2 | Polycab India Limited ₹2.77 Cr |
Industrial Products | 3.08% | 2.75% | -0.33% |
| 3 | Bank of Maharashtra ₹1.53 Cr |
Banks | 1.79% | 1.52% | -0.27% |
| 4 | Hitachi Energy India Limited ₹1.95 Cr |
Electrical Equipment | 2.15% | 1.94% | -0.21% |
| 5 | KEI Industries Limited ₹1.88 Cr |
Industrial Products | 2.07% | 1.87% | -0.20% |
| 6 | Apar Industries Limited ₹1.56 Cr |
Electrical Equipment | 1.73% | 1.55% | -0.18% |
| 7 | AIA Engineering Limited ₹1.38 Cr |
Industrial Products | 1.55% | 1.37% | -0.18% |
| 8 | Tube Investments of India Limited ₹1.35 Cr |
Auto Components | 1.51% | 1.34% | -0.17% |
| 9 | Motilal Oswal Financial Services Limited ₹1.24 Cr |
Capital Markets | 1.41% | 1.24% | -0.17% |
| 10 | KPIT Technologies Limited ₹1.18 Cr |
IT - Software | 1.34% | 1.17% | -0.17% |
50 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹4.72 Cr |
Personal Products |
4.70%
|
|
| 2 |
₹4.66 Cr |
Capital Markets |
4.64%
|
|
| 3 |
₹4.56 Cr |
Consumer Durables |
4.54%
|
|
| 4 |
₹3.74 Cr |
Automobiles |
3.72%
|
|
| 5 |
₹3.73 Cr |
Agricultural Food & other Products |
3.71%
|
|
| 6 |
₹3.38 Cr |
IT - Software |
3.36%
|
|
| 7 |
₹3.01 Cr |
Textiles & Apparels |
2.99%
|
|
| 8 |
₹2.77 Cr |
Industrial Products |
2.75%
|
|
| 9 |
₹2.45 Cr |
IT - Software |
2.44%
|
|
| 10 |
₹2.32 Cr |
Capital Markets |
2.31%
|
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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