| 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% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 14.2% | 14.2% | ● +0.0% |
| Capital Markets | 11.0% | 10.8% | ▼ -0.3% |
| Transport Services | 9.2% | 9.2% | ● -0.1% |
| IT - Software | 9.6% | 9.0% | ▼ -0.6% |
| Retailing | 8.4% | 8.9% | ▲ +0.5% |
| Automobiles | 7.9% | 7.2% | ▼ -0.6% |
| Realty | 6.3% | 6.5% | ▲ +0.2% |
| Construction | 6.3% | 6.3% | ● 0.0% |
| Aerospace & Defense | 4.4% | 4.5% | ● +0.0% |
| Finance | 4.3% | 4.1% | ▼ -0.2% |
Comparing Aug 2026 → Sep 2026
| # | Stock | Sector | Weight (Sep 2026) |
|---|---|---|---|
| 1 | Aditya Infotech Limited ₹110.95 Cr |
Industrial Manufacturing | 1.78% |
| 2 | SEDEMAC MECHATRONICS LTD ₹59.89 Cr |
Auto Components | 0.96% |
| # | Stock | Sector | Aug 2026 | Sep 2026 | Change |
|---|---|---|---|---|---|
| 1 | Meesho Ltd ₹151.83 Cr |
Retailing | 2.12% | 2.44% | +0.32% |
| 2 | The Phoenix Mills Limited ₹245.44 Cr |
Realty | 3.73% | 3.94% | +0.21% |
| 3 | HDFC Bank Limited ₹350.54 Cr |
Banks | 5.43% | 5.63% | +0.20% |
| 4 | InterGlobe Aviation Limited ₹361.85 Cr |
Transport Services | 5.62% | 5.81% | +0.19% |
| 5 | BEML Limited ₹153.47 Cr |
Agricultural, Commercial & Construction Vehicles | 2.31% | 2.46% | +0.15% |
| 6 | Trent Limited ₹132.28 Cr |
Retailing | 1.99% | 2.12% | +0.13% |
| 7 | Eternal Limited ₹269.84 Cr |
Retailing | 4.29% | 4.33% | +0.04% |
| 8 | Hindustan Aeronautics Limited ₹277.78 Cr |
Aerospace & Defense | 4.43% | 4.46% | +0.03% |
| 9 | Multi Commodity Exchange of India Limited ₹196.57 Cr |
Capital Markets | 3.14% | 3.16% | +0.02% |
| 10 | Cohance Lifesciences Limited ₹78.31 Cr |
Pharmaceuticals & Biotechnology | 1.25% | 1.26% | +0.01% |
| # | Stock | Sector | Aug 2026 | Sep 2026 | Change |
|---|---|---|---|---|---|
| 1 | Hitachi Energy India Limited ₹67.85 Cr |
Electrical Equipment | 2.04% | 1.09% | -0.95% |
| 2 | Ather Energy Limited ₹203.21 Cr |
Automobiles | 3.80% | 3.26% | -0.54% |
| 3 | Coforge Limited ₹324.32 Cr |
IT - Software | 5.70% | 5.21% | -0.49% |
| 4 | Dixon Technologies (India) Limited ₹244.45 Cr |
Consumer Durables | 4.29% | 3.92% | -0.37% |
| 5 | Delhivery Limited ₹209.55 Cr |
Transport Services | 3.62% | 3.36% | -0.26% |
| 6 | KFin Technologies Limited ₹177.91 Cr |
Capital Markets | 3.05% | 2.86% | -0.19% |
| 7 | Cholamandalam Investment and Finance Company Ltd ₹254.10 Cr |
Finance | 4.26% | 4.08% | -0.18% |
| 8 | Aditya Birla Real Estate Limited ₹71.73 Cr |
Paper, Forest & Jute Products | 1.33% | 1.15% | -0.18% |
| 9 | ICICI Bank Limited ₹532.91 Cr |
Banks | 8.73% | 8.56% | -0.17% |
| 10 | Nuvama Wealth Management Limited ₹295.15 Cr |
Capital Markets | 4.85% | 4.74% | -0.11% |
27 stocks — Sep 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹532.91 Cr |
Banks |
8.56%
|
|
| 2 |
₹393.69 Cr |
Construction |
6.32%
|
|
| 3 |
₹361.85 Cr |
Transport Services |
5.81%
|
|
| 4 |
₹350.54 Cr |
Banks |
5.63%
|
|
| 5 |
₹324.32 Cr |
IT - Software |
5.21%
|
|
| 6 |
₹295.15 Cr |
Capital Markets |
4.74%
|
|
| 7 |
₹277.78 Cr |
Aerospace & Defense |
4.46%
|
|
| 8 |
₹269.84 Cr |
Retailing |
4.33%
|
|
| 9 |
₹254.10 Cr |
Finance |
4.08%
|
|
| 10 |
₹247.99 Cr |
Automobiles |
3.98%
|
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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