| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| IT - Software | 19.1% | 21.1% | ▲ +1.9% |
| Capital Markets | 16.8% | 15.5% | ▼ -1.3% |
| Auto Components | 9.9% | 10.0% | ▲ +0.1% |
| Consumer Durables | 10.0% | 9.9% | ▼ -0.1% |
| Automobiles | 6.9% | 6.9% | ● +0.1% |
| Diversified FMCG | 6.6% | 6.4% | ▼ -0.2% |
| Industrial Products | 6.8% | 6.3% | ▼ -0.5% |
| Banks | 3.4% | 3.7% | ▲ +0.3% |
| Chemicals & Petrochemicals | 0.0% | 3.6% | ▲ +3.6% |
| Food Products | 3.4% | 3.4% | ● 0.0% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| IT - Software | 21.1% | 21.6% | ▲ +0.6% |
| Capital Markets | 15.5% | 15.4% | ● -0.1% |
| Auto Components | 10.0% | 10.2% | ▲ +0.2% |
| Consumer Durables | 9.9% | 9.7% | ▼ -0.2% |
| Industrial Products | 6.3% | 7.2% | ▲ +0.9% |
| Automobiles | 6.9% | 6.8% | ▼ -0.1% |
| Diversified FMCG | 6.4% | 6.0% | ▼ -0.5% |
| Banks | 3.7% | 3.7% | ● +0.1% |
| IT - Services | 3.4% | 3.4% | ● +0.0% |
| Food Products | 3.4% | 3.4% | ● 0.0% |
Comparing Jul 2026 → Aug 2026
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | APL Apollo Tubes Limited ₹58.88 L |
Industrial Products | 3.24% | 3.97% | +0.73% |
| 2 | Coforge Limited ₹61.62 L |
IT - Software | 3.59% | 4.16% | +0.57% |
| 3 | Sona BLW Precision Forgings Limited ₹58.07 L |
Auto Components | 3.70% | 3.92% | +0.22% |
| 4 | Bharat Electronics Limited ₹48.13 L |
Aerospace & Defense | 3.03% | 3.25% | +0.22% |
| 5 | Anand Rathi Wealth Limited ₹50.45 L |
Capital Markets | 3.19% | 3.40% | +0.21% |
| 6 | Dixon Technologies (India) Limited ₹52.87 L |
Consumer Durables | 3.37% | 3.57% | +0.20% |
| 7 | Central Depository Services (India) Limited ₹46.76 L |
Capital Markets | 2.99% | 3.16% | +0.17% |
| 8 | Polycab India Limited ₹47.13 L |
Industrial Products | 3.06% | 3.18% | +0.12% |
| 9 | Karur Vysya Bank Limited ₹55.26 L |
Banks | 3.66% | 3.73% | +0.07% |
| 10 | Tata Consultancy Services Limited ₹51.94 L |
IT - Software | 3.44% | 3.50% | +0.06% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Himadri Speciality Chemical Limited ₹46.76 L |
Chemicals & Petrochemicals | 3.58% | 3.15% | -0.43% |
| 2 | BSE Limited ₹41.22 L |
Capital Markets | 3.08% | 2.78% | -0.30% |
| 3 | ITC Limited ₹44.16 L |
Diversified FMCG | 3.27% | 2.98% | -0.29% |
| 4 | Crompton Greaves Consumer Electricals Limited ₹43.04 L |
Consumer Durables | 3.19% | 2.90% | -0.29% |
| 5 | Colgate Palmolive (India) Limited ₹44.99 L |
Personal Products | 3.31% | 3.04% | -0.27% |
| 6 | Hindustan Unilever Limited ₹44.21 L |
Diversified FMCG | 3.17% | 2.98% | -0.19% |
| 7 | Marico Limited ₹46.04 L |
Agricultural Food & other Products | 3.29% | 3.11% | -0.18% |
| 8 | Maruti Suzuki India Limited ₹47.69 L |
Automobiles | 3.38% | 3.22% | -0.16% |
| 9 | Asian Paints Limited ₹47.84 L |
Consumer Durables | 3.33% | 3.23% | -0.10% |
| 10 | Angel One Limited ₹40.96 L |
Capital Markets | 2.86% | 2.76% | -0.10% |
30 stocks — Aug 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹61.62 L |
IT - Software |
4.16%
|
|
| 2 |
₹58.88 L |
Industrial Products |
3.97%
|
|
| 3 |
₹58.07 L |
Auto Components |
3.92%
|
|
| 4 |
₹55.26 L |
Banks |
3.73%
|
|
| 5 |
₹53.56 L |
IT - Software |
3.61%
|
|
| 6 |
₹53.25 L |
Automobiles |
3.59%
|
|
| 7 |
₹52.87 L |
Consumer Durables |
3.57%
|
|
| 8 |
₹52.24 L |
IT - Software |
3.53%
|
|
| 9 |
₹51.92 L |
IT - Software |
3.50%
|
|
| 10 |
₹51.94 L |
IT - Software |
3.50%
|
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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