| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| IT - Software | 20.6% | 22.6% | ▲ +2.0% |
| Diversified FMCG | 8.7% | 9.8% | ▲ +1.1% |
| Food Products | 10.1% | 9.3% | ▼ -0.8% |
| Consumer Durables | 9.2% | 9.0% | ▼ -0.2% |
| Aerospace & Defense | 8.8% | 8.4% | ▼ -0.4% |
| Automobiles | 7.4% | 6.8% | ▼ -0.6% |
| Industrial Products | 7.3% | 6.2% | ▼ -1.2% |
| Chemicals & Petrochemicals | 2.7% | 5.5% | ▲ +2.9% |
| Consumable Fuels | 4.7% | 4.2% | ▼ -0.5% |
| Personal Products | 4.1% | 3.9% | ▼ -0.2% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| IT - Software | 22.6% | 24.8% | ▲ +2.2% |
| Consumer Durables | 9.0% | 9.6% | ▲ +0.6% |
| Food Products | 9.3% | 9.4% | ● +0.1% |
| Diversified FMCG | 9.8% | 9.2% | ▼ -0.6% |
| Aerospace & Defense | 8.4% | 7.9% | ▼ -0.5% |
| Automobiles | 6.8% | 7.5% | ▲ +0.8% |
| Industrial Products | 6.2% | 5.6% | ▼ -0.6% |
| Chemicals & Petrochemicals | 5.5% | 5.2% | ▼ -0.3% |
| Personal Products | 3.9% | 3.9% | ● 0.0% |
| Consumable Fuels | 4.2% | 3.8% | ▼ -0.4% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | HCL Technologies Limited ₹13.35 L |
IT - Software | 3.91% | 4.67% | +0.76% |
| 2 | Dixon Technologies (India) Limited ₹11.66 L |
Consumer Durables | 3.53% | 4.08% | +0.55% |
| 3 | Bajaj Auto Limited ₹12.33 L |
Automobiles | 3.78% | 4.31% | +0.53% |
| 4 | Tata Consultancy Services Limited ₹15.38 L |
IT - Software | 4.86% | 5.37% | +0.51% |
| 5 | Persistent Systems Limited ₹8.10 L |
IT - Software | 2.35% | 2.83% | +0.48% |
| 6 | Infosys Limited ₹14.63 L |
IT - Software | 4.77% | 5.11% | +0.34% |
| 7 | LTIMindtree Limited ₹6.50 L |
IT - Software | 1.93% | 2.27% | +0.34% |
| 8 | Hero MotoCorp Limited ₹9.21 L |
Automobiles | 2.99% | 3.22% | +0.23% |
| 9 | Nestle India Limited ₹14.93 L |
Food Products | 5.12% | 5.22% | +0.10% |
| 10 | Havells India Limited ₹5.36 L |
Consumer Durables | 1.81% | 1.87% | +0.06% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Bharat Electronics Limited ₹12.82 L |
Aerospace & Defense | 5.01% | 4.48% | -0.53% |
| 2 | Page Industries Limited ₹6.46 L |
Textiles & Apparels | 2.71% | 2.26% | -0.45% |
| 3 | Coal India Limited ₹10.76 L |
Consumable Fuels | 4.20% | 3.76% | -0.44% |
| 4 | Polycab India Limited ₹6.74 L |
Industrial Products | 2.74% | 2.36% | -0.38% |
| 5 | ITC Limited ₹13.25 L |
Diversified FMCG | 4.98% | 4.63% | -0.35% |
| 6 | Hindustan Unilever Limited ₹13.07 L |
Diversified FMCG | 4.85% | 4.57% | -0.28% |
| 7 | HDFC Asset Management Company Limited ₹8.63 L |
Capital Markets | 3.24% | 3.02% | -0.22% |
| 8 | Cummins India Limited ₹9.22 L |
Industrial Products | 3.43% | 3.22% | -0.21% |
| 9 | Solar Industries India Limited ₹7.72 L |
Chemicals & Petrochemicals | 2.90% | 2.70% | -0.20% |
| 10 | Mazagon Dock Shipbuilders Limited ₹4.67 L |
Industrial Manufacturing | 1.82% | 1.63% | -0.19% |
30 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹15.38 L |
IT - Software |
5.37%
|
|
| 2 |
₹14.93 L |
Food Products |
5.22%
|
|
| 3 |
₹14.63 L |
IT - Software |
5.11%
|
|
| 4 |
₹13.35 L |
IT - Software |
4.67%
|
|
| 5 |
₹13.25 L |
Diversified FMCG |
4.63%
|
|
| 6 |
₹13.07 L |
Diversified FMCG |
4.57%
|
|
| 7 |
₹12.82 L |
Aerospace & Defense |
4.48%
|
|
| 8 |
₹12.33 L |
Automobiles |
4.31%
|
|
| 9 |
₹11.92 L |
Food Products |
4.16%
|
|
| 10 |
₹11.66 L |
Consumer Durables |
4.08%
|
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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