| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Aerospace & Defense | 62.7% | 63.1% | ▲ +0.4% |
| Auto Components | 15.2% | 13.9% | ▼ -1.2% |
| Chemicals & Petrochemicals | 11.6% | 12.1% | ▲ +0.6% |
| Industrial Manufacturing | 8.8% | 9.0% | ▲ +0.2% |
| Agricultural, Commercial & Construction Vehicles | 1.7% | 1.8% | ▲ +0.1% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Aerospace & Defense | 63.1% | 63.2% | ▲ +0.1% |
| Auto Components | 13.9% | 13.3% | ▼ -0.6% |
| Chemicals & Petrochemicals | 12.1% | 11.9% | ▼ -0.2% |
| Industrial Manufacturing | 9.0% | 8.5% | ▼ -0.6% |
| Agricultural, Commercial & Construction Vehicles | 1.8% | 1.9% | ● +0.1% |
Comparing Aug 2026 → Sep 2026
| # | Stock | Sector | Weight (Sep 2026) |
|---|---|---|---|
| 1 | Sigma Advanced Systems Ltd. ₹4.58 Cr |
1.27% | |
| 2 | Centum Electronics Ltd. ₹3.33 Cr |
Aerospace & Defense | 0.92% |
| 3 | Unimech Aerospace And Manufacturing Ltd ₹1.36 Cr |
Aerospace & Defense | 0.38% |
| # | Stock | Sector | Aug 2026 | Sep 2026 | Change |
|---|---|---|---|---|---|
| 1 | MTAR Technologies Limited ₹15.16 Cr |
Aerospace & Defense | 3.75% | 4.21% | +0.46% |
| 2 | Bharat Electronics Limited ₹71.88 Cr |
Aerospace & Defense | 19.50% | 19.95% | +0.45% |
| 3 | Aequs Limited ₹4.12 Cr |
Aerospace & Defense | 0.70% | 1.14% | +0.44% |
| 4 | Axiscades Technologies Ltd. ₹3.57 Cr |
Aerospace & Defense | 0.74% | 0.99% | +0.25% |
| 5 | Dynamatic Technologies Ltd ₹4.77 Cr |
Industrial Manufacturing | 1.17% | 1.32% | +0.15% |
| 6 | Apollo Micro Systems Limited ₹5.90 Cr |
Aerospace & Defense | 1.55% | 1.64% | +0.09% |
| 7 | BEML Limited ₹6.81 Cr |
Agricultural, Commercial & Construction Vehicles | 1.84% | 1.89% | +0.05% |
| 8 | Mishra Dhatu Nigam Limited ₹1.91 Cr |
Aerospace & Defense | 0.50% | 0.53% | +0.03% |
| # | Stock | Sector | Aug 2026 | Sep 2026 | Change |
|---|---|---|---|---|---|
| 1 | Hindustan Aeronautics Limited ₹70.85 Cr |
Aerospace & Defense | 21.38% | 19.66% | -1.72% |
| 2 | Mazagon Dock Shipbuilders Limited ₹14.34 Cr |
Industrial Manufacturing | 4.67% | 3.98% | -0.69% |
| 3 | Bharat Forge Limited ₹47.82 Cr |
Auto Components | 13.91% | 13.27% | -0.64% |
| 4 | Bharat Dynamics Limited ₹9.14 Cr |
Aerospace & Defense | 2.91% | 2.54% | -0.37% |
| 5 | Garden Reach Shipbuilders & Engineers Limited ₹5.71 Cr |
Aerospace & Defense | 1.86% | 1.58% | -0.28% |
| 6 | Solar Industries India Limited ₹42.87 Cr |
Chemicals & Petrochemicals | 12.14% | 11.90% | -0.24% |
| 7 | Zen Technologies Limited ₹6.61 Cr |
Aerospace & Defense | 2.03% | 1.84% | -0.19% |
| 8 | Data Patterns (India) Limited ₹11.63 Cr |
Aerospace & Defense | 3.38% | 3.23% | -0.15% |
| 9 | Paras Defence & Space Technologies Ltd ₹4.16 Cr |
Aerospace & Defense | 1.26% | 1.15% | -0.11% |
| 10 | Astra Microwave Products Limited ₹12.37 Cr |
Aerospace & Defense | 3.50% | 3.43% | -0.07% |
22 stocks — Sep 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹71.88 Cr |
Aerospace & Defense |
19.95%
|
|
| 2 |
₹70.85 Cr |
Aerospace & Defense |
19.66%
|
|
| 3 |
₹47.82 Cr |
Auto Components |
13.27%
|
|
| 4 |
₹42.87 Cr |
Chemicals & Petrochemicals |
11.90%
|
|
| 5 |
₹15.16 Cr |
Aerospace & Defense |
4.21%
|
|
| 6 |
₹14.34 Cr |
Industrial Manufacturing |
3.98%
|
|
| 7 |
₹12.37 Cr |
Aerospace & Defense |
3.43%
|
|
| 8 |
₹11.63 Cr |
Aerospace & Defense |
3.23%
|
|
| 9 |
₹11.36 Cr |
Industrial Manufacturing |
3.15%
|
|
| 10 |
₹9.14 Cr |
Aerospace & Defense |
2.54%
|
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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