AAUM (Average Assets Under Management) of ₹1,674.67 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Auto Components | 47.8% | 46.2% | ▼ -1.7% |
| Automobiles | 33.7% | 29.7% | ▼ -4.0% |
| Agricultural, Commercial & Construction Vehicles | 6.9% | 9.0% | ▲ +2.1% |
| Retailing | 5.4% | 6.6% | ▲ +1.2% |
| Industrial Products | 3.0% | 2.4% | ▼ -0.6% |
| Transport Services | 2.5% | 2.4% | ▼ -0.1% |
| Transport Infrastructure | 0.0% | 2.1% | ▲ +2.1% |
| Oil | 0.5% | 0.6% | ● +0.1% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Auto Components | 46.2% | 45.0% | ▼ -1.2% |
| Automobiles | 29.7% | 28.6% | ▼ -1.1% |
| Retailing | 6.6% | 9.2% | ▲ +2.6% |
| Agricultural, Commercial & Construction Vehicles | 9.0% | 8.5% | ▼ -0.5% |
| Transport Services | 2.4% | 2.4% | ● 0.0% |
| Industrial Products | 2.4% | 2.1% | ▼ -0.3% |
| Transport Infrastructure | 2.1% | 2.1% | ● +0.0% |
| Oil | 0.6% | 0.6% | ● +0.1% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Eternal Limited ₹142.91 Cr |
Retailing | 5.90% | 7.31% | +1.41% |
| 2 | Swiggy Limited ₹37.03 Cr |
Retailing | 0.67% | 1.89% | +1.22% |
| 3 | Sona BLW Precision Forgings Limited ₹146.19 Cr |
Auto Components | 6.57% | 7.48% | +0.91% |
| 4 | Gabriel India Limited ₹122.61 Cr |
Auto Components | 5.88% | 6.27% | +0.39% |
| 5 | Hyundai Motor India Ltd ₹109.07 Cr |
Automobiles | 5.32% | 5.58% | +0.26% |
| 6 | Eicher Motors Limited ₹156.67 Cr |
Automobiles | 7.89% | 8.01% | +0.12% |
| 7 | Balkrishna Industries Limited ₹50.56 Cr |
Auto Components | 2.49% | 2.59% | +0.10% |
| 8 | Aegis Vopak Terminals Limited ₹12.48 Cr |
Oil | 0.56% | 0.64% | +0.08% |
| 9 | Mahindra & Mahindra Limited ₹67.97 Cr |
Automobiles | 3.42% | 3.48% | +0.06% |
| 10 | JSW Infrastructure Ltd ₹40.67 Cr |
Transport Infrastructure | 2.07% | 2.08% | +0.01% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Hero MotoCorp Limited ₹53.86 Cr |
Automobiles | 3.74% | 2.75% | -0.99% |
| 2 | Maruti Suzuki India Limited ₹169.38 Cr |
Automobiles | 9.21% | 8.66% | -0.55% |
| 3 | SEDEMAC MECHATRONICS LTD ₹45.98 Cr |
Auto Components | 2.77% | 2.35% | -0.42% |
| 4 | Bosch Limited ₹131.47 Cr |
Auto Components | 7.12% | 6.72% | -0.40% |
| 5 | Tata Motors Ltd ₹135.79 Cr |
Agricultural, Commercial & Construction Vehicles | 7.34% | 6.95% | -0.39% |
| 6 | CIE Automotive India Limited ₹33.85 Cr |
Auto Components | 2.12% | 1.73% | -0.39% |
| 7 | SKF INDIA INDUSTRIAL LTD ₹41.20 Cr |
Industrial Products | 2.43% | 2.11% | -0.32% |
| 8 | S.J.S. Enterprises Limited ₹35.76 Cr |
Auto Components | 2.13% | 1.83% | -0.30% |
| 9 | SKF India Limited ₹21.66 Cr |
Auto Components | 1.37% | 1.11% | -0.26% |
| 10 | Apollo Tyres Limited ₹47.10 Cr |
Auto Components | 2.64% | 2.41% | -0.23% |
34 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹169.38 Cr |
Automobiles |
8.66%
|
|
| 2 |
₹156.67 Cr |
Automobiles |
8.01%
|
|
| 3 |
₹146.19 Cr |
Auto Components |
7.48%
|
|
| 4 |
₹142.91 Cr |
Retailing |
7.31%
|
|
| 5 |
₹135.79 Cr |
Agricultural, Commercial & Construction Vehicles |
6.95%
|
|
| 6 |
₹131.47 Cr |
Auto Components |
6.72%
|
|
| 7 |
₹122.61 Cr |
Auto Components |
6.27%
|
|
| 8 |
₹109.07 Cr |
Automobiles |
5.58%
|
|
| 9 |
₹67.97 Cr |
Automobiles |
3.48%
|
|
| 10 |
₹58.09 Cr |
Auto Components |
2.97%
|
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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