| 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% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 32.9% | 33.7% | ▲ +0.8% |
| IT - Software | 14.7% | 13.4% | ▼ -1.3% |
| Automobiles | 13.9% | 13.3% | ▼ -0.6% |
| Diversified FMCG | 11.9% | 13.2% | ▲ +1.3% |
| Telecom - Services | 6.4% | 6.7% | ▲ +0.3% |
| Construction | 6.4% | 6.6% | ▲ +0.2% |
| Petroleum Products | 6.5% | 6.6% | ▲ +0.1% |
| Finance | 7.1% | 6.5% | ▼ -0.6% |
Comparing Aug 2026 → Sep 2026
| # | Stock | Sector | Aug 2026 | Sep 2026 | Change |
|---|---|---|---|---|---|
| 1 | ITC Limited ₹91.55 L |
Diversified FMCG | 5.86% | 6.63% | +0.77% |
| 2 | HDFC Bank Limited ₹90.30 L |
Banks | 5.95% | 6.53% | +0.58% |
| 3 | Axis Bank Limited ₹94.00 L |
Banks | 6.25% | 6.80% | +0.55% |
| 4 | Hindustan Unilever Limited ₹90.65 L |
Diversified FMCG | 6.07% | 6.56% | +0.49% |
| 5 | Bharti Airtel Limited ₹92.22 L |
Telecom - Services | 6.42% | 6.67% | +0.25% |
| 6 | Larsen & Toubro Limited ₹90.88 L |
Construction | 6.43% | 6.58% | +0.15% |
| 7 | Kotak Mahindra Bank Limited ₹96.74 L |
Banks | 6.87% | 7.00% | +0.13% |
| 8 | Reliance Industries Limited ₹90.73 L |
Petroleum Products | 6.47% | 6.57% | +0.10% |
| # | Stock | Sector | Aug 2026 | Sep 2026 | Change |
|---|---|---|---|---|---|
| 1 | Tata Consultancy Services Limited ₹92.30 L |
IT - Software | 7.57% | 6.68% | -0.89% |
| 2 | Bajaj Finance Limited ₹90.19 L |
Finance | 7.10% | 6.53% | -0.57% |
| 3 | Mahindra & Mahindra Limited ₹91.10 L |
Automobiles | 7.12% | 6.59% | -0.53% |
| 4 | Infosys Limited ₹93.15 L |
IT - Software | 7.14% | 6.74% | -0.40% |
| 5 | ICICI Bank Limited ₹93.36 L |
Banks | 7.04% | 6.76% | -0.28% |
| 6 | State Bank of India ₹91.48 L |
Banks | 6.82% | 6.62% | -0.20% |
| 7 | Maruti Suzuki India Limited ₹92.86 L |
Automobiles | 6.80% | 6.72% | -0.08% |
15 stocks — Sep 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹96.74 L |
Banks |
7.00%
|
|
| 2 |
₹94.00 L |
Banks |
6.80%
|
|
| 3 |
₹93.36 L |
Banks |
6.76%
|
|
| 4 |
₹93.15 L |
IT - Software |
6.74%
|
|
| 5 |
₹92.86 L |
Automobiles |
6.72%
|
|
| 6 |
₹92.30 L |
IT - Software |
6.68%
|
|
| 7 |
₹92.22 L |
Telecom - Services |
6.67%
|
|
| 8 |
₹91.55 L |
Diversified FMCG |
6.63%
|
|
| 9 |
₹91.48 L |
Banks |
6.62%
|
|
| 10 |
₹91.10 L |
Automobiles |
6.59%
|
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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