| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 25.5% | 24.5% | ▼ -1.0% |
| Petroleum Products | 15.0% | 17.1% | ▲ +2.2% |
| Cement & Cement Products | 13.9% | 14.7% | ▲ +0.8% |
| Ferrous Metals | 14.8% | 14.7% | ▼ -0.1% |
| Non - Ferrous Metals | 7.2% | 6.6% | ▼ -0.6% |
| Oil | 5.7% | 5.4% | ▼ -0.3% |
| Consumable Fuels | 4.6% | 5.0% | ▲ +0.4% |
| Chemicals & Petrochemicals | 3.8% | 4.2% | ▲ +0.5% |
| Fertilizers & Agrochemicals | 2.6% | 2.5% | ● -0.1% |
| Diversified Metals | 2.6% | 2.3% | ▼ -0.4% |
| 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% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | UltraTech Cement Limited ₹8.79 Cr |
Cement & Cement Products | 6.30% | 6.62% | +0.32% |
| 2 | Adani Energy Solutions Limited ₹3.37 Cr |
Power | 2.32% | 2.54% | +0.22% |
| 3 | JSW Steel Limited ₹7.44 Cr |
Ferrous Metals | 5.44% | 5.60% | +0.16% |
| 4 | Bharat Petroleum Corporation Limited ₹4.05 Cr |
Petroleum Products | 2.91% | 3.05% | +0.14% |
| 5 | Oil & Natural Gas Corporation Limited ₹5.88 Cr |
Oil | 4.32% | 4.43% | +0.11% |
| 6 | Oil India Limited ₹1.56 Cr |
Oil | 1.08% | 1.18% | +0.10% |
| 7 | Hindalco Industries Limited ₹8.81 Cr |
Non - Ferrous Metals | 6.55% | 6.63% | +0.08% |
| 8 | UPL Limited ₹2.12 Cr |
Fertilizers & Agrochemicals | 1.52% | 1.59% | +0.07% |
| 9 | PI Industries Limited ₹1.39 Cr |
Fertilizers & Agrochemicals | 0.98% | 1.05% | +0.07% |
| 10 | Jindal Steel Limited ₹2.55 Cr |
Ferrous Metals | 1.86% | 1.92% | +0.06% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Coal India Limited ₹6.19 Cr |
Consumable Fuels | 4.98% | 4.66% | -0.32% |
| 2 | Adani Power Limited ₹5.47 Cr |
Power | 4.39% | 4.12% | -0.27% |
| 3 | NTPC Limited ₹10.28 Cr |
Power | 8.00% | 7.74% | -0.26% |
| 4 | Adani Green Energy Limited ₹2.89 Cr |
Power | 2.37% | 2.18% | -0.19% |
| 5 | Vedanta Limited ₹2.80 Cr |
Diversified Metals | 2.25% | 2.11% | -0.14% |
| 6 | SRF Limited ₹2.38 Cr |
Chemicals & Petrochemicals | 1.88% | 1.79% | -0.09% |
| 7 | JSW Energy Limited ₹2.12 Cr |
Power | 1.69% | 1.60% | -0.09% |
| 8 | Tata Power Company Limited ₹3.96 Cr |
Power | 3.04% | 2.99% | -0.05% |
| 9 | NHPC Limited ₹1.85 Cr |
Power | 1.45% | 1.40% | -0.05% |
| 10 | Grasim Industries Limited ₹7.30 Cr |
Cement & Cement Products | 5.53% | 5.50% | -0.03% |
30 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹13.31 Cr |
Petroleum Products |
10.03%
|
|
| 2 |
₹10.28 Cr |
Power |
7.74%
|
|
| 3 |
₹9.79 Cr |
Ferrous Metals |
7.37%
|
|
| 4 |
₹8.81 Cr |
Non - Ferrous Metals |
6.63%
|
|
| 5 |
₹8.79 Cr |
Cement & Cement Products |
6.62%
|
|
| 6 |
₹7.44 Cr |
Ferrous Metals |
5.60%
|
|
| 7 |
₹7.30 Cr |
Cement & Cement Products |
5.50%
|
|
| 8 |
₹6.19 Cr |
Consumable Fuels |
4.66%
|
|
| 9 |
₹5.88 Cr |
Oil |
4.43%
|
|
| 10 |
₹5.47 Cr |
Power |
4.12%
|
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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