| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 7.4% | 6.6% | ▼ -0.8% |
| Healthcare Services | 4.2% | 4.1% | ▼ -0.1% |
| Finance | 4.3% | 3.8% | ▼ -0.4% |
| Electrical Equipment | 3.8% | 3.8% | ● +0.0% |
| Consumer Durables | 3.9% | 3.7% | ▼ -0.2% |
| Auto Components | 3.0% | 3.7% | ▲ +0.6% |
| Capital Markets | 2.9% | 3.4% | ▲ +0.5% |
| Retailing | 1.8% | 3.2% | ▲ +1.4% |
| Chemicals & Petrochemicals | 2.8% | 2.5% | ▼ -0.3% |
| IT - Software | 2.3% | 2.4% | ▲ +0.1% |
Comparing Jul 2026 → Aug 2026
| # | Stock | Sector | Weight (Aug 2026) |
|---|---|---|---|
| 1 | Aditya Vision Ltd ₹2.26 Cr |
Retailing | 1.42% |
| 2 | Horizon Industrial Parks Ltd. ₹1.99 Cr |
Realty | 1.25% |
| 3 | Gaja Alternative AMC Limited ₹1.89 Cr |
Capital Markets | 1.19% |
| 4 | Endurance Technologies Limited ₹1.44 Cr |
Auto Components | 0.90% |
| 5 | Voltamp Transformers Limited ₹98.18 L |
Electrical Equipment | 0.62% |
| # | Stock | Sector | Last Weight (Jul 2026) |
|---|---|---|---|
| 1 | Tata Motors Passenger Vehicles Limited ₹1.72 Cr |
Automobiles | 1.18% |
| 2 | Hindustan Aeronautics Limited ₹1.69 Cr |
Aerospace & Defense | 1.16% |
| 3 | Dr. Lal Path Labs Limited ₹1.09 Cr |
Healthcare Services | 0.75% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Manipal Health Enterprises Ltd ₹6.46 Cr |
Healthcare Services | 3.43% | 4.06% | +0.63% |
| 2 | One 97 Communications Limited ₹3.55 Cr |
Financial Technology (Fintech) | 1.90% | 2.23% | +0.33% |
| 3 | Coforge Limited ₹3.86 Cr |
IT - Software | 2.29% | 2.42% | +0.13% |
| 4 | JSW Energy Limited ₹1.38 Cr |
Power | 0.74% | 0.87% | +0.13% |
| 5 | Samvardhana Motherson International Limited ₹2.46 Cr |
Auto Components | 1.49% | 1.54% | +0.05% |
| 6 | Navin Fluorine International Limited ₹1.42 Cr |
Chemicals & Petrochemicals | 0.85% | 0.89% | +0.04% |
| 7 | Gravita India Limited ₹1.25 Cr |
Minerals & Mining | 0.77% | 0.78% | +0.01% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Nippon Life India Asset Management Limited ₹1.46 Cr |
Capital Markets | 1.47% | 0.91% | -0.56% |
| 2 | Diamond Power Infrastructure Limited ₹2.40 Cr |
Electrical Equipment | 1.96% | 1.51% | -0.45% |
| 3 | Bajaj Finance Limited ₹3.39 Cr |
Finance | 2.51% | 2.13% | -0.38% |
| 4 | Ujjivan Small Finance Bank Limited ₹4.03 Cr |
Banks | 2.87% | 2.53% | -0.34% |
| 5 | CEAT Limited ₹1.94 Cr |
Auto Components | 1.55% | 1.22% | -0.33% |
| 6 | HDFC Bank Limited ₹3.19 Cr |
Banks | 2.31% | 2.00% | -0.31% |
| 7 | Adani Ports and Special Economic Zone Limited ₹2.49 Cr |
Transport Infrastructure | 1.82% | 1.56% | -0.26% |
| 8 | Onesource Specialty Pharma Limited ₹2.22 Cr |
Pharmaceuticals & Biotechnology | 1.62% | 1.39% | -0.23% |
| 9 | IDFC First Bank Limited ₹3.29 Cr |
Banks | 2.22% | 2.06% | -0.16% |
| 10 | Linde India Limited ₹1.62 Cr |
Chemicals & Petrochemicals | 1.18% | 1.02% | -0.16% |
34 stocks — Aug 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹6.46 Cr |
Healthcare Services |
4.06%
|
|
| 2 |
₹4.03 Cr |
Banks |
2.53%
|
|
| 3 |
₹3.86 Cr |
IT - Software |
2.42%
|
|
| 4 |
₹3.55 Cr |
Financial Technology (Fintech) |
2.23%
|
|
| 5 |
₹3.40 Cr |
Construction |
2.14%
|
|
| 6 |
₹3.39 Cr |
Finance |
2.13%
|
|
| 7 |
₹3.29 Cr |
Banks |
2.06%
|
|
| 8 |
₹3.19 Cr |
Consumer Durables |
2.00%
|
|
| 9 |
₹3.19 Cr |
Banks |
2.00%
|
|
| 10 |
₹2.80 Cr |
Automobiles |
1.76%
|
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.
Found a discrepancy or have feedback? Contact Us — we read every message personally.