| 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% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| IT - Software | 24.8% | 25.1% | ▲ +0.3% |
| Consumer Durables | 9.6% | 9.6% | ● 0.0% |
| Food Products | 9.4% | 9.2% | ▼ -0.2% |
| Diversified FMCG | 9.2% | 8.5% | ▼ -0.7% |
| Aerospace & Defense | 7.9% | 8.4% | ▲ +0.4% |
| Automobiles | 7.5% | 7.7% | ▲ +0.2% |
| Chemicals & Petrochemicals | 5.2% | 5.6% | ▲ +0.4% |
| Industrial Products | 5.6% | 5.4% | ▼ -0.2% |
| Consumable Fuels | 3.8% | 3.7% | ▼ -0.1% |
| Personal Products | 3.9% | 3.6% | ▼ -0.3% |
Comparing Jul 2026 → Aug 2026
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Bharat Electronics Limited ₹13.72 L |
Aerospace & Defense | 4.48% | 4.80% | +0.32% |
| 2 | Hindustan Zinc Limited ₹8.77 L |
Non - Ferrous Metals | 2.77% | 3.07% | +0.30% |
| 3 | Solar Industries India Limited ₹8.45 L |
Chemicals & Petrochemicals | 2.70% | 2.96% | +0.26% |
| 4 | Oracle Financial Services Software Limited ₹6.77 L |
IT - Software | 2.15% | 2.37% | +0.22% |
| 5 | Bajaj Auto Limited ₹12.86 L |
Automobiles | 4.31% | 4.50% | +0.19% |
| 6 | Dixon Technologies (India) Limited ₹12.03 L |
Consumer Durables | 4.08% | 4.21% | +0.13% |
| 7 | Pidilite Industries Limited ₹7.54 L |
Chemicals & Petrochemicals | 2.51% | 2.64% | +0.13% |
| 8 | Polycab India Limited ₹7.08 L |
Industrial Products | 2.36% | 2.48% | +0.12% |
| 9 | Hindustan Aeronautics Limited ₹10.13 L |
Aerospace & Defense | 3.44% | 3.55% | +0.11% |
| 10 | Tata Consultancy Services Limited ₹15.60 L |
IT - Software | 5.37% | 5.46% | +0.09% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | ITC Limited ₹12.07 L |
Diversified FMCG | 4.63% | 4.22% | -0.41% |
| 2 | Colgate Palmolive (India) Limited ₹10.17 L |
Personal Products | 3.90% | 3.56% | -0.34% |
| 3 | Hindustan Unilever Limited ₹12.28 L |
Diversified FMCG | 4.57% | 4.30% | -0.27% |
| 4 | Cummins India Limited ₹8.42 L |
Industrial Products | 3.22% | 2.95% | -0.27% |
| 5 | Marico Limited ₹8.44 L |
Agricultural Food & other Products | 3.13% | 2.95% | -0.18% |
| 6 | Asian Paints Limited ₹10.08 L |
Consumer Durables | 3.66% | 3.53% | -0.13% |
| 7 | Britannia Industries Limited ₹11.55 L |
Food Products | 4.16% | 4.04% | -0.12% |
| 8 | HCL Technologies Limited ₹13.04 L |
IT - Software | 4.67% | 4.56% | -0.11% |
| 9 | Coal India Limited ₹10.46 L |
Consumable Fuels | 3.76% | 3.66% | -0.10% |
| 10 | Tata Elxsi Limited ₹3.69 L |
IT - Software | 1.35% | 1.29% | -0.06% |
30 stocks — Aug 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹15.60 L |
IT - Software |
5.46%
|
|
| 2 |
₹14.85 L |
Food Products |
5.19%
|
|
| 3 |
₹14.72 L |
IT - Software |
5.15%
|
|
| 4 |
₹13.72 L |
Aerospace & Defense |
4.80%
|
|
| 5 |
₹13.04 L |
IT - Software |
4.56%
|
|
| 6 |
₹12.86 L |
Automobiles |
4.50%
|
|
| 7 |
₹12.28 L |
Diversified FMCG |
4.30%
|
|
| 8 |
₹12.07 L |
Diversified FMCG |
4.22%
|
|
| 9 |
₹12.03 L |
Consumer Durables |
4.21%
|
|
| 10 |
₹11.55 L |
Food Products |
4.04%
|
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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