| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 17.1% | 17.1% | ● +0.1% |
| Electrical Equipment | 14.0% | 12.0% | ▼ -2.0% |
| IT - Software | 9.2% | 10.6% | ▲ +1.4% |
| Financial Technology (Fintech) | 8.0% | 8.2% | ▲ +0.3% |
| Pharmaceuticals & Biotechnology | 7.4% | 8.0% | ▲ +0.6% |
| Consumer Durables | 5.7% | 6.2% | ▲ +0.5% |
| Auto Components | 6.5% | 6.2% | ▼ -0.3% |
| Realty | 4.4% | 4.4% | ● 0.0% |
| Healthcare Services | 3.6% | 3.5% | ▼ -0.2% |
| Agricultural, Commercial & Construction Vehicles | 3.2% | 3.3% | ● +0.1% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 17.1% | 16.6% | ▼ -0.5% |
| Electrical Equipment | 12.0% | 11.9% | ● -0.1% |
| IT - Software | 10.6% | 11.1% | ▲ +0.5% |
| Financial Technology (Fintech) | 8.2% | 9.6% | ▲ +1.4% |
| Pharmaceuticals & Biotechnology | 8.0% | 8.2% | ▲ +0.2% |
| Consumer Durables | 6.2% | 6.0% | ▼ -0.2% |
| Auto Components | 6.2% | 5.8% | ▼ -0.4% |
| Realty | 4.4% | 4.1% | ▼ -0.2% |
| Agricultural, Commercial & Construction Vehicles | 3.3% | 3.4% | ● +0.1% |
| Healthcare Services | 3.5% | 3.2% | ▼ -0.2% |
Comparing Jul 2026 → Aug 2026
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | One 97 Communications Limited ₹5.70 Cr |
Financial Technology (Fintech) | 3.98% | 4.86% | +0.88% |
| 2 | Coforge Limited ₹5.58 Cr |
IT - Software | 4.22% | 4.75% | +0.53% |
| 3 | APL Apollo Tubes Limited ₹3.58 Cr |
Industrial Products | 2.56% | 3.05% | +0.49% |
| 4 | PB Fintech Limited ₹5.51 Cr |
Financial Technology (Fintech) | 4.22% | 4.69% | +0.47% |
| 5 | Bharat Heavy Electricals Limited ₹5.11 Cr |
Electrical Equipment | 4.19% | 4.35% | +0.16% |
| 6 | Aurobindo Pharma Limited ₹3.79 Cr |
Pharmaceuticals & Biotechnology | 3.10% | 3.23% | +0.13% |
| 7 | Laurus Labs Limited ₹5.88 Cr |
Pharmaceuticals & Biotechnology | 4.90% | 5.01% | +0.11% |
| 8 | Ashok Leyland Limited ₹3.97 Cr |
Agricultural, Commercial & Construction Vehicles | 3.29% | 3.38% | +0.09% |
| 9 | Dixon Technologies (India) Limited ₹4.90 Cr |
Consumer Durables | 4.10% | 4.17% | +0.07% |
| 10 | Max Financial Services Limited ₹3.31 Cr |
Insurance | 2.76% | 2.82% | +0.06% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Bharat Forge Limited ₹4.42 Cr |
Auto Components | 4.14% | 3.77% | -0.37% |
| 2 | GMR Airports Limited ₹2.71 Cr |
Transport Infrastructure | 2.66% | 2.31% | -0.35% |
| 3 | The Federal Bank Limited ₹6.92 Cr |
Banks | 6.22% | 5.89% | -0.33% |
| 4 | Hindustan Petroleum Corporation Limited ₹2.77 Cr |
Petroleum Products | 2.62% | 2.36% | -0.26% |
| 5 | Voltas Limited ₹2.17 Cr |
Consumer Durables | 2.10% | 1.85% | -0.25% |
| 6 | Colgate Palmolive (India) Limited ₹1.95 Cr |
Personal Products | 1.91% | 1.66% | -0.25% |
| 7 | Fortis Healthcare Limited ₹3.80 Cr |
Healthcare Services | 3.46% | 3.24% | -0.22% |
| 8 | UPL Limited ₹2.52 Cr |
Fertilizers & Agrochemicals | 2.37% | 2.15% | -0.22% |
| 9 | Muthoot Finance Limited ₹2.61 Cr |
Finance | 2.38% | 2.22% | -0.16% |
| 10 | Suzlon Energy Limited ₹4.60 Cr |
Electrical Equipment | 4.07% | 3.92% | -0.15% |
30 stocks — Aug 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹6.92 Cr |
Banks |
5.89%
|
|
| 2 |
₹5.88 Cr |
Pharmaceuticals & Biotechnology |
5.01%
|
|
| 3 |
₹5.70 Cr |
Financial Technology (Fintech) |
4.86%
|
|
| 4 |
₹5.58 Cr |
IT - Software |
4.75%
|
|
| 5 |
₹5.51 Cr |
Financial Technology (Fintech) |
4.69%
|
|
| 6 |
₹5.11 Cr |
Electrical Equipment |
4.35%
|
|
| 7 |
₹4.91 Cr |
IT - Software |
4.18%
|
|
| 8 |
₹4.90 Cr |
Consumer Durables |
4.17%
|
|
| 9 |
₹4.90 Cr |
Banks |
4.17%
|
|
| 10 |
₹4.60 Cr |
Electrical Equipment |
3.92%
|
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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