| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 33.1% | 31.5% | ▼ -1.6% |
| IT - Software | 12.8% | 14.3% | ▲ +1.5% |
| Automobiles | 13.8% | 14.2% | ▲ +0.4% |
| Diversified FMCG | 13.2% | 12.7% | ▼ -0.5% |
| Finance | 6.8% | 7.5% | ▲ +0.7% |
| Telecom - Services | 6.6% | 6.8% | ▲ +0.2% |
| Petroleum Products | 6.6% | 6.5% | ▼ -0.1% |
| Construction | 6.6% | 6.1% | ▼ -0.5% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 31.5% | 32.9% | ▲ +1.5% |
| IT - Software | 14.3% | 14.7% | ▲ +0.4% |
| Automobiles | 14.2% | 13.9% | ▼ -0.3% |
| Diversified FMCG | 12.7% | 11.9% | ▼ -0.7% |
| Finance | 7.5% | 7.1% | ▼ -0.4% |
| Petroleum Products | 6.5% | 6.5% | ● 0.0% |
| Construction | 6.1% | 6.4% | ▲ +0.3% |
| Telecom - Services | 6.8% | 6.4% | ▼ -0.4% |
Comparing Jul 2026 → Aug 2026
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Kotak Mahindra Bank Limited ₹89.66 L |
Banks | 6.26% | 6.87% | +0.61% |
| 2 | Axis Bank Limited ₹81.48 L |
Banks | 5.79% | 6.25% | +0.46% |
| 3 | State Bank of India ₹88.91 L |
Banks | 6.47% | 6.82% | +0.35% |
| 4 | Larsen & Toubro Limited ₹83.93 L |
Construction | 6.13% | 6.43% | +0.30% |
| 5 | Tata Consultancy Services Limited ₹98.71 L |
IT - Software | 7.31% | 7.57% | +0.26% |
| 6 | ICICI Bank Limited ₹91.86 L |
Banks | 6.81% | 7.04% | +0.23% |
| 7 | Infosys Limited ₹93.12 L |
IT - Software | 6.97% | 7.14% | +0.17% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | ITC Limited ₹76.37 L |
Diversified FMCG | 6.31% | 5.86% | -0.45% |
| 2 | Bharti Airtel Limited ₹83.75 L |
Telecom - Services | 6.84% | 6.42% | -0.42% |
| 3 | Bajaj Finance Limited ₹92.56 L |
Finance | 7.50% | 7.10% | -0.40% |
| 4 | Hindustan Unilever Limited ₹79.11 L |
Diversified FMCG | 6.35% | 6.07% | -0.28% |
| 5 | Maruti Suzuki India Limited ₹88.73 L |
Automobiles | 7.00% | 6.80% | -0.20% |
| 6 | HDFC Bank Limited ₹77.57 L |
Banks | 6.14% | 5.95% | -0.19% |
| 7 | Mahindra & Mahindra Limited ₹92.91 L |
Automobiles | 7.22% | 7.12% | -0.10% |
| 8 | Reliance Industries Limited ₹84.36 L |
Petroleum Products | 6.49% | 6.47% | -0.02% |
15 stocks — Aug 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹98.71 L |
IT - Software |
7.57%
|
|
| 2 |
₹93.12 L |
IT - Software |
7.14%
|
|
| 3 |
₹92.91 L |
Automobiles |
7.12%
|
|
| 4 |
₹92.56 L |
Finance |
7.10%
|
|
| 5 |
₹91.86 L |
Banks |
7.04%
|
|
| 6 |
₹89.66 L |
Banks |
6.87%
|
|
| 7 |
₹88.91 L |
Banks |
6.82%
|
|
| 8 |
₹88.73 L |
Automobiles |
6.80%
|
|
| 9 |
₹84.36 L |
Petroleum Products |
6.47%
|
|
| 10 |
₹83.93 L |
Construction |
6.43%
|
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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