| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| IT - Software | 40.8% | 42.9% | ▲ +2.0% |
| Retailing | 19.2% | 16.6% | ▼ -2.6% |
| Capital Markets | 11.1% | 8.4% | ▼ -2.7% |
| IT - Services | 7.2% | 7.5% | ▲ +0.3% |
| Telecom - Services | 4.6% | 4.3% | ▼ -0.3% |
| Financial Technology (Fintech) | 4.1% | 4.1% | ● +0.1% |
| Electrical Equipment | 3.6% | 3.6% | ● +0.0% |
| Healthcare Services | 2.8% | 2.8% | ● +0.0% |
| Commercial Services & Supplies | 2.7% | 2.5% | ▼ -0.2% |
| Consumer Durables | 2.2% | 2.3% | ● +0.0% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| IT - Software | 42.9% | 43.0% | ▲ +0.1% |
| Retailing | 16.6% | 14.9% | ▼ -1.7% |
| Capital Markets | 8.4% | 8.4% | ● +0.0% |
| IT - Services | 7.5% | 7.5% | ● +0.1% |
| Telecom - Services | 4.3% | 4.7% | ▲ +0.5% |
| Financial Technology (Fintech) | 4.1% | 4.0% | ▼ -0.1% |
| Electrical Equipment | 3.6% | 3.9% | ▲ +0.3% |
| Commercial Services & Supplies | 2.5% | 2.9% | ▲ +0.4% |
| Healthcare Services | 2.8% | 2.8% | ● 0.0% |
| Consumer Durables | 2.3% | 2.2% | ● -0.1% |
Comparing Apr 2026 → May 2026
| # | Stock | Sector | Apr 2026 | May 2026 | Change |
|---|---|---|---|---|---|
| 1 | Coforge Limited ₹19.97 Cr |
IT - Software | 5.51% | 6.49% | +0.98% |
| 2 | Bharti Airtel Limited ₹14.53 Cr |
Telecom - Services | 4.27% | 4.72% | +0.45% |
| 3 | Persistent Systems Limited ₹20.67 Cr |
IT - Software | 6.30% | 6.71% | +0.41% |
| 4 | Firstsource Solutions Limited ₹9.04 Cr |
Commercial Services & Supplies | 2.53% | 2.94% | +0.41% |
| 5 | Netweb Technologies India Limited ₹12.21 Cr |
IT - Services | 3.65% | 3.97% | +0.32% |
| 6 | BSE Limited ₹13.50 Cr |
Capital Markets | 4.08% | 4.38% | +0.30% |
| 7 | Hitachi Energy India Limited ₹12.08 Cr |
Electrical Equipment | 3.62% | 3.92% | +0.30% |
| 8 | Hexaware Technologies Limited ₹10.44 Cr |
IT - Software | 3.16% | 3.39% | +0.23% |
| 9 | SEDEMAC MECHATRONICS LTD ₹5.74 Cr |
Auto Components | 1.69% | 1.86% | +0.17% |
| 10 | Fractal Analytics Ltd ₹5.57 Cr |
IT - Software | 1.79% | 1.81% | +0.02% |
| # | Stock | Sector | Apr 2026 | May 2026 | Change |
|---|---|---|---|---|---|
| 1 | Meesho Ltd ₹11.95 Cr |
Retailing | 4.86% | 3.88% | -0.98% |
| 2 | Infosys Limited ₹28.53 Cr |
IT - Software | 9.98% | 9.27% | -0.71% |
| 3 | Tech Mahindra Limited ₹22.68 Cr |
IT - Software | 7.74% | 7.36% | -0.38% |
| 4 | Swiggy Limited ₹7.99 Cr |
Retailing | 2.88% | 2.59% | -0.29% |
| 5 | Multi Commodity Exchange of India Limited ₹12.40 Cr |
Capital Markets | 4.29% | 4.03% | -0.26% |
| 6 | FSN E-Commerce Ventures Limited ₹10.99 Cr |
Retailing | 3.81% | 3.57% | -0.24% |
| 7 | Mphasis Limited ₹11.61 Cr |
IT - Software | 4.00% | 3.77% | -0.23% |
| 8 | L&T Technology Services Limited ₹5.65 Cr |
IT - Services | 2.05% | 1.83% | -0.22% |
| 9 | Eternal Limited ₹15.03 Cr |
Retailing | 5.09% | 4.88% | -0.21% |
| 10 | PB Fintech Limited ₹12.27 Cr |
Financial Technology (Fintech) | 4.13% | 3.99% | -0.14% |
27 stocks — May 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹28.53 Cr |
IT - Software |
9.27%
|
|
| 2 |
₹22.68 Cr |
IT - Software |
7.36%
|
|
| 3 |
₹20.67 Cr |
IT - Software |
6.71%
|
|
| 4 |
₹19.97 Cr |
IT - Software |
6.49%
|
|
| 5 |
₹15.03 Cr |
Retailing |
4.88%
|
|
| 6 |
₹14.53 Cr |
Telecom - Services |
4.72%
|
|
| 7 |
₹13.50 Cr |
Capital Markets |
4.38%
|
|
| 8 |
₹12.40 Cr |
Capital Markets |
4.03%
|
|
| 9 |
₹12.27 Cr |
Financial Technology (Fintech) |
3.99%
|
|
| 10 |
₹12.21 Cr |
IT - Services |
3.97%
|
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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