| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 40.6% | 40.0% | ▼ -0.6% |
| IT - Software | 18.3% | 19.4% | ▲ +1.1% |
| Construction | 11.5% | 10.1% | ▼ -1.4% |
| Diversified FMCG | 9.8% | 10.0% | ▲ +0.3% |
| Telecom - Services | 10.1% | 10.0% | ● 0.0% |
| Petroleum Products | 9.3% | 10.0% | ▲ +0.7% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 40.0% | 38.3% | ▼ -1.8% |
| IT - Software | 19.4% | 21.9% | ▲ +2.5% |
| Telecom - Services | 10.0% | 10.5% | ▲ +0.5% |
| Petroleum Products | 10.0% | 9.9% | ● -0.1% |
| Diversified FMCG | 10.0% | 9.7% | ▼ -0.4% |
| Construction | 10.1% | 9.4% | ▼ -0.7% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Tata Consultancy Services Limited ₹77.78 Cr |
IT - Software | 9.77% | 11.19% | +1.42% |
| 2 | Infosys Limited ₹74.16 Cr |
IT - Software | 9.61% | 10.67% | +1.06% |
| 3 | Bharti Airtel Limited ₹72.84 Cr |
Telecom - Services | 10.01% | 10.48% | +0.47% |
| 4 | ICICI Bank Limited ₹72.46 Cr |
Banks | 10.16% | 10.42% | +0.26% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Axis Bank Limited ₹61.57 Cr |
Banks | 9.86% | 8.86% | -1.00% |
| 2 | HDFC Bank Limited ₹65.40 Cr |
Banks | 10.21% | 9.41% | -0.80% |
| 3 | Larsen & Toubro Limited ₹65.31 Cr |
Construction | 10.05% | 9.40% | -0.65% |
| 4 | ITC Limited ₹67.10 Cr |
Diversified FMCG | 10.03% | 9.65% | -0.38% |
| 5 | Kotak Mahindra Bank Limited ₹66.66 Cr |
Banks | 9.80% | 9.59% | -0.21% |
| 6 | Reliance Industries Limited ₹69.03 Cr |
Petroleum Products | 9.99% | 9.93% | -0.06% |
10 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹77.78 Cr |
IT - Software |
11.19%
|
|
| 2 |
₹74.16 Cr |
IT - Software |
10.67%
|
|
| 3 |
₹72.84 Cr |
Telecom - Services |
10.48%
|
|
| 4 |
₹72.46 Cr |
Banks |
10.42%
|
|
| 5 |
₹69.03 Cr |
Petroleum Products |
9.93%
|
|
| 6 |
₹67.10 Cr |
Diversified FMCG |
9.65%
|
|
| 7 |
₹66.66 Cr |
Banks |
9.59%
|
|
| 8 |
₹65.40 Cr |
Banks |
9.41%
|
|
| 9 |
₹65.31 Cr |
Construction |
9.40%
|
|
| 10 |
₹61.57 Cr |
Banks |
8.86%
|
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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