| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Aerospace & Defense | 60.0% | 259.0% | ▲ +199.0% |
| Auto Components | 15.1% | 14.5% | ▼ -0.6% |
| Chemicals & Petrochemicals | 12.9% | 11.6% | ▼ -1.3% |
| Industrial Manufacturing | 10.3% | 9.1% | ▼ -1.2% |
| Agricultural, Commercial & Construction Vehicles | 1.9% | 1.7% | ▼ -0.2% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Aerospace & Defense | 259.0% | 62.7% | ▼ -196.3% |
| Auto Components | 14.5% | 15.2% | ▲ +0.7% |
| Chemicals & Petrochemicals | 11.6% | 11.6% | ● +0.0% |
| Industrial Manufacturing | 9.1% | 8.8% | ▼ -0.3% |
| Agricultural, Commercial & Construction Vehicles | 1.7% | 1.7% | ● +0.0% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Hindustan Aeronautics Limited ₹74.26 Cr |
Aerospace & Defense | 19.97% | 21.56% | +1.59% |
| 2 | Bharat Forge Limited ₹52.17 Cr |
Auto Components | 14.50% | 15.15% | +0.65% |
| 3 | Astra Microwave Products Limited ₹14.02 Cr |
Aerospace & Defense | 3.78% | 4.07% | +0.29% |
| 4 | Solar Industries India Limited ₹39.86 Cr |
Chemicals & Petrochemicals | 11.55% | 11.57% | +0.02% |
| 5 | BEML Limited ₹5.95 Cr |
Agricultural, Commercial & Construction Vehicles | 1.71% | 1.73% | +0.02% |
| 6 | Dynamatic Technologies Ltd ₹3.61 Cr |
Industrial Manufacturing | 1.03% | 1.05% | +0.02% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Axiscades Technologies Ltd. ₹2.47 Cr |
Aerospace & Defense | 77.31% | 0.72% | -76.59% |
| 2 | Aequs Limited ₹2.34 Cr |
Aerospace & Defense | 68.45% | 0.68% | -67.77% |
| 3 | Mishra Dhatu Nigam Limited ₹1.72 Cr |
Aerospace & Defense | 51.85% | 0.50% | -51.35% |
| 4 | MTAR Technologies Limited ₹10.93 Cr |
Aerospace & Defense | 4.15% | 3.17% | -0.98% |
| 5 | Bharat Electronics Limited ₹65.49 Cr |
Aerospace & Defense | 19.82% | 19.01% | -0.81% |
| 6 | Bharat Dynamics Limited ₹10.28 Cr |
Aerospace & Defense | 3.20% | 2.98% | -0.22% |
| 7 | Mazagon Dock Shipbuilders Limited ₹16.10 Cr |
Industrial Manufacturing | 4.81% | 4.67% | -0.14% |
| 8 | Zen Technologies Limited ₹6.66 Cr |
Aerospace & Defense | 2.07% | 1.93% | -0.14% |
| 9 | Cochin Shipyard Limited ₹10.72 Cr |
Industrial Manufacturing | 3.24% | 3.11% | -0.13% |
| 10 | Data Patterns (India) Limited ₹11.48 Cr |
Aerospace & Defense | 3.44% | 3.33% | -0.11% |
19 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹74.26 Cr |
Aerospace & Defense |
21.56%
|
|
| 2 |
₹65.49 Cr |
Aerospace & Defense |
19.01%
|
|
| 3 |
₹52.17 Cr |
Auto Components |
15.15%
|
|
| 4 |
₹39.86 Cr |
Chemicals & Petrochemicals |
11.57%
|
|
| 5 |
₹16.10 Cr |
Industrial Manufacturing |
4.67%
|
|
| 6 |
₹14.02 Cr |
Aerospace & Defense |
4.07%
|
|
| 7 |
₹11.48 Cr |
Aerospace & Defense |
3.33%
|
|
| 8 |
₹10.93 Cr |
Aerospace & Defense |
3.17%
|
|
| 9 |
₹10.72 Cr |
Industrial Manufacturing |
3.11%
|
|
| 10 |
₹10.28 Cr |
Aerospace & Defense |
2.98%
|
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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