| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 24.5% | 23.8% | ▼ -0.7% |
| Petroleum Products | 17.1% | 17.3% | ▲ +0.2% |
| Cement & Cement Products | 14.7% | 15.0% | ▲ +0.4% |
| Ferrous Metals | 14.7% | 14.9% | ▲ +0.2% |
| Non - Ferrous Metals | 6.6% | 6.6% | ● +0.1% |
| Oil | 5.4% | 5.6% | ▲ +0.2% |
| Consumable Fuels | 5.0% | 4.7% | ▼ -0.3% |
| Chemicals & Petrochemicals | 4.2% | 4.1% | ● -0.1% |
| Fertilizers & Agrochemicals | 2.5% | 2.6% | ▲ +0.1% |
| Diversified Metals | 2.3% | 2.1% | ▼ -0.1% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 23.8% | 22.4% | ▼ -1.5% |
| Petroleum Products | 17.3% | 17.3% | ● +0.0% |
| Ferrous Metals | 14.9% | 15.3% | ▲ +0.4% |
| Cement & Cement Products | 15.0% | 15.3% | ▲ +0.3% |
| Non - Ferrous Metals | 6.6% | 7.1% | ▲ +0.4% |
| Oil | 5.6% | 5.6% | ● 0.0% |
| Consumable Fuels | 4.7% | 4.6% | ● -0.1% |
| Chemicals & Petrochemicals | 4.1% | 4.3% | ▲ +0.2% |
| Fertilizers & Agrochemicals | 2.6% | 2.4% | ▼ -0.2% |
| Diversified Metals | 2.1% | 2.3% | ▲ +0.2% |
Comparing Jul 2026 → Aug 2026
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Grasim Industries Limited ₹7.60 Cr |
Cement & Cement Products | 5.50% | 6.10% | +0.60% |
| 2 | Hindalco Industries Limited ₹8.78 Cr |
Non - Ferrous Metals | 6.63% | 7.05% | +0.42% |
| 3 | APL Apollo Tubes Limited ₹2.42 Cr |
Industrial Products | 1.56% | 1.94% | +0.38% |
| 4 | JSW Steel Limited ₹7.33 Cr |
Ferrous Metals | 5.60% | 5.88% | +0.28% |
| 5 | Jindal Steel Limited ₹2.64 Cr |
Ferrous Metals | 1.92% | 2.12% | +0.20% |
| 6 | Pidilite Industries Limited ₹3.12 Cr |
Chemicals & Petrochemicals | 2.35% | 2.51% | +0.16% |
| 7 | Vedanta Limited ₹2.82 Cr |
Diversified Metals | 2.11% | 2.26% | +0.15% |
| 8 | Bharat Petroleum Corporation Limited ₹3.92 Cr |
Petroleum Products | 3.05% | 3.15% | +0.10% |
| 9 | NMDC Limited ₹1.82 Cr |
Minerals & Mining | 1.38% | 1.46% | +0.08% |
| 10 | Oil India Limited ₹1.57 Cr |
Oil | 1.18% | 1.26% | +0.08% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Adani Energy Solutions Limited ₹2.78 Cr |
Power | 2.54% | 2.23% | -0.31% |
| 2 | NTPC Limited ₹9.27 Cr |
Power | 7.74% | 7.44% | -0.30% |
| 3 | Adani Green Energy Limited ₹2.43 Cr |
Power | 2.18% | 1.95% | -0.23% |
| 4 | Tata Power Company Limited ₹3.46 Cr |
Power | 2.99% | 2.78% | -0.21% |
| 5 | Adani Power Limited ₹4.91 Cr |
Power | 4.12% | 3.94% | -0.18% |
| 6 | Shree Cement Limited ₹1.85 Cr |
Cement & Cement Products | 1.64% | 1.49% | -0.15% |
| 7 | Torrent Power Limited ₹1.38 Cr |
Power | 1.26% | 1.11% | -0.15% |
| 8 | PI Industries Limited ₹1.15 Cr |
Fertilizers & Agrochemicals | 1.05% | 0.92% | -0.13% |
| 9 | UltraTech Cement Limited ₹8.09 Cr |
Cement & Cement Products | 6.62% | 6.50% | -0.12% |
| 10 | Oil & Natural Gas Corporation Limited ₹5.38 Cr |
Oil | 4.43% | 4.32% | -0.11% |
30 stocks — Aug 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹12.44 Cr |
Petroleum Products |
9.99%
|
|
| 2 |
₹9.27 Cr |
Power |
7.44%
|
|
| 3 |
₹9.10 Cr |
Ferrous Metals |
7.31%
|
|
| 4 |
₹8.78 Cr |
Non - Ferrous Metals |
7.05%
|
|
| 5 |
₹8.09 Cr |
Cement & Cement Products |
6.50%
|
|
| 6 |
₹7.60 Cr |
Cement & Cement Products |
6.10%
|
|
| 7 |
₹7.33 Cr |
Ferrous Metals |
5.88%
|
|
| 8 |
₹5.75 Cr |
Consumable Fuels |
4.61%
|
|
| 9 |
₹5.38 Cr |
Oil |
4.32%
|
|
| 10 |
₹4.91 Cr |
Power |
3.94%
|
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.
Found a discrepancy or have feedback? Contact Us — we read every message personally.