| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 15.3% | 14.2% | ▼ -1.1% |
| Capital Markets | 8.0% | 11.0% | ▲ +3.1% |
| IT - Software | 9.4% | 9.6% | ▲ +0.2% |
| Transport Services | 10.0% | 9.2% | ▼ -0.7% |
| Retailing | 8.1% | 8.4% | ▲ +0.3% |
| Automobiles | 8.2% | 7.9% | ▼ -0.4% |
| Construction | 6.6% | 6.3% | ▼ -0.2% |
| Realty | 5.5% | 6.3% | ▲ +0.8% |
| Aerospace & Defense | 4.6% | 4.4% | ▼ -0.1% |
| Consumer Durables | 4.3% | 4.3% | ● 0.0% |
Comparing Jul 2026 → Aug 2026
| # | Stock | Sector | Weight (Aug 2026) |
|---|---|---|---|
| 1 | KFin Technologies Limited ₹196.53 Cr |
Capital Markets | 3.05% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | The Phoenix Mills Limited ₹241.00 Cr |
Realty | 2.98% | 3.73% | +0.75% |
| 2 | Multi Commodity Exchange of India Limited ₹202.50 Cr |
Capital Markets | 2.64% | 3.14% | +0.50% |
| 3 | Coforge Limited ₹368.12 Cr |
IT - Software | 5.26% | 5.70% | +0.44% |
| 4 | Meesho Ltd ₹136.93 Cr |
Retailing | 2.00% | 2.12% | +0.12% |
| 5 | Trent Limited ₹128.67 Cr |
Retailing | 1.87% | 1.99% | +0.12% |
| 6 | Eternal Limited ₹276.67 Cr |
Retailing | 4.20% | 4.29% | +0.09% |
| 7 | BEML Limited ₹149.13 Cr |
Agricultural, Commercial & Construction Vehicles | 2.22% | 2.31% | +0.09% |
| 8 | Prestige Estates Projects Limited ₹167.19 Cr |
Realty | 2.51% | 2.59% | +0.08% |
| 9 | Cohance Lifesciences Limited ₹80.41 Cr |
Pharmaceuticals & Biotechnology | 1.24% | 1.25% | +0.01% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | HDFC Bank Limited ₹350.69 Cr |
Banks | 6.10% | 5.43% | -0.67% |
| 2 | Nuvama Wealth Management Limited ₹313.21 Cr |
Capital Markets | 5.31% | 4.85% | -0.46% |
| 3 | ICICI Bank Limited ₹563.56 Cr |
Banks | 9.17% | 8.73% | -0.44% |
| 4 | Delhivery Limited ₹233.34 Cr |
Transport Services | 4.06% | 3.62% | -0.44% |
| 5 | InterGlobe Aviation Limited ₹362.40 Cr |
Transport Services | 5.90% | 5.62% | -0.28% |
| 6 | Cholamandalam Investment and Finance Company Ltd ₹275.00 Cr |
Finance | 4.52% | 4.26% | -0.26% |
| 7 | TVS Motor Company Limited ₹262.20 Cr |
Automobiles | 4.29% | 4.06% | -0.23% |
| 8 | Larsen & Toubro Limited ₹408.22 Cr |
Construction | 6.55% | 6.33% | -0.22% |
| 9 | Persistent Systems Limited ₹250.16 Cr |
IT - Software | 4.09% | 3.88% | -0.21% |
| 10 | Aditya Birla Real Estate Limited ₹85.99 Cr |
Paper, Forest & Jute Products | 1.48% | 1.33% | -0.15% |
25 stocks — Aug 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹563.56 Cr |
Banks |
8.73%
|
|
| 2 |
₹408.22 Cr |
Construction |
6.33%
|
|
| 3 |
₹368.12 Cr |
IT - Software |
5.70%
|
|
| 4 |
₹362.40 Cr |
Transport Services |
5.62%
|
|
| 5 |
₹350.69 Cr |
Banks |
5.43%
|
|
| 6 |
₹313.21 Cr |
Capital Markets |
4.85%
|
|
| 7 |
₹285.73 Cr |
Aerospace & Defense |
4.43%
|
|
| 8 |
₹276.67 Cr |
Retailing |
4.29%
|
|
| 9 |
₹277.11 Cr |
Consumer Durables |
4.29%
|
|
| 10 |
₹275.00 Cr |
Finance |
4.26%
|
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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