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 | 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% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Auto Components | 45.0% | 43.1% | ▼ -1.9% |
| Automobiles | 28.6% | 26.9% | ▼ -1.7% |
| Retailing | 9.2% | 10.0% | ▲ +0.8% |
| Agricultural, Commercial & Construction Vehicles | 8.5% | 8.8% | ▲ +0.2% |
| Transport Services | 2.4% | 3.9% | ▲ +1.5% |
| Industrial Products | 2.1% | 2.1% | ● +0.0% |
| Automobile and Auto Components | 0.0% | 2.1% | ▲ +2.1% |
| Transport Infrastructure | 2.1% | 2.1% | ● +0.0% |
| Oil | 0.6% | 0.6% | ● -0.1% |
Comparing Jul 2026 → Aug 2026
| # | Stock | Sector | Weight (Aug 2026) |
|---|---|---|---|
| 1 | Dhoot Transmission Ltd ₹44.70 Cr |
Automobile and Auto Components | 2.11% |
| 2 | Shiprocket Limited ₹35.60 Cr |
Transport Services | 1.68% |
| 3 | Tenneco Clean Air India Limited ₹6.41 Cr |
Auto Components | 0.30% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Bosch Limited ₹165.00 Cr |
Auto Components | 6.72% | 7.80% | +1.08% |
| 2 | Eicher Motors Limited ₹190.89 Cr |
Automobiles | 8.01% | 9.02% | +1.01% |
| 3 | Eternal Limited ₹164.05 Cr |
Retailing | 7.31% | 7.75% | +0.44% |
| 4 | Tata Motors Ltd ₹155.51 Cr |
Agricultural, Commercial & Construction Vehicles | 6.95% | 7.35% | +0.40% |
| 5 | Varroc Engineering Limited ₹47.17 Cr |
Auto Components | 1.85% | 2.23% | +0.38% |
| 6 | Swiggy Limited ₹46.51 Cr |
Retailing | 1.89% | 2.20% | +0.31% |
| 7 | SEDEMAC MECHATRONICS LTD ₹52.91 Cr |
Auto Components | 2.35% | 2.50% | +0.15% |
| 8 | Maruti Suzuki India Limited ₹185.59 Cr |
Automobiles | 8.66% | 8.77% | +0.11% |
| 9 | VRL Logistics Limited ₹6.06 Cr |
Transport Services | 0.27% | 0.29% | +0.02% |
| 10 | SKF INDIA INDUSTRIAL LTD ₹44.86 Cr |
Industrial Products | 2.11% | 2.12% | +0.01% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Hero MotoCorp Limited ₹13.63 Cr |
Automobiles | 2.75% | 0.64% | -2.11% |
| 2 | Gabriel India Limited ₹105.33 Cr |
Auto Components | 6.27% | 4.98% | -1.29% |
| 3 | Sona BLW Precision Forgings Limited ₹138.22 Cr |
Auto Components | 7.48% | 6.53% | -0.95% |
| 4 | Balkrishna Industries Limited ₹46.59 Cr |
Auto Components | 2.59% | 2.20% | -0.39% |
| 5 | Mahindra & Mahindra Limited ₹65.64 Cr |
Automobiles | 3.48% | 3.10% | -0.38% |
| 6 | Hyundai Motor India Ltd ₹110.74 Cr |
Automobiles | 5.58% | 5.23% | -0.35% |
| 7 | Fiem Industries Ltd ₹25.45 Cr |
Auto Components | 1.49% | 1.20% | -0.29% |
| 8 | CIE Automotive India Limited ₹32.40 Cr |
Auto Components | 1.73% | 1.53% | -0.20% |
| 9 | Escorts Kubota Limited ₹29.95 Cr |
Agricultural, Commercial & Construction Vehicles | 1.58% | 1.42% | -0.16% |
| 10 | Blue Dart Express Limited ₹24.62 Cr |
Transport Services | 1.32% | 1.16% | -0.16% |
37 stocks — Aug 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹190.89 Cr |
Automobiles |
9.02%
|
|
| 2 |
₹185.59 Cr |
Automobiles |
8.77%
|
|
| 3 |
₹165.00 Cr |
Auto Components |
7.80%
|
|
| 4 |
₹164.05 Cr |
Retailing |
7.75%
|
|
| 5 |
₹155.51 Cr |
Agricultural, Commercial & Construction Vehicles |
7.35%
|
|
| 6 |
₹138.22 Cr |
Auto Components |
6.53%
|
|
| 7 |
₹110.74 Cr |
Automobiles |
5.23%
|
|
| 8 |
₹105.33 Cr |
Auto Components |
4.98%
|
|
| 9 |
₹65.64 Cr |
Automobiles |
3.10%
|
|
| 10 |
₹60.19 Cr |
Auto Components |
2.84%
|
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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