| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 40.6% | 46.2% | ▲ +5.7% |
| Petroleum Products | 0.0% | 12.5% | ▲ +12.5% |
| IT - Software | 22.4% | 12.2% | ▼ -10.2% |
| Diversified FMCG | 6.8% | 5.6% | ▼ -1.2% |
| Power | 7.7% | 5.2% | ▼ -2.6% |
| Oil | 2.5% | 3.9% | ▲ +1.4% |
| Automobiles | 9.1% | 3.5% | ▼ -5.6% |
| Consumable Fuels | 2.5% | 3.0% | ▲ +0.5% |
| Non - Ferrous Metals | 4.0% | 2.3% | ▼ -1.7% |
| Cement & Cement Products | 0.0% | 2.0% | ▲ +2.0% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 46.2% | 45.0% | ▼ -1.2% |
| IT - Software | 12.2% | 14.0% | ▲ +1.8% |
| Petroleum Products | 12.5% | 12.5% | ● +0.0% |
| Diversified FMCG | 5.6% | 5.4% | ▼ -0.2% |
| Power | 5.2% | 5.0% | ▼ -0.1% |
| Oil | 3.9% | 4.0% | ▲ +0.1% |
| Automobiles | 3.5% | 3.3% | ▼ -0.2% |
| Consumable Fuels | 3.0% | 2.8% | ▼ -0.2% |
| Non - Ferrous Metals | 2.3% | 2.3% | ● +0.0% |
| Ferrous Metals | 2.0% | 2.0% | ● +0.0% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Infosys Limited ₹5.16 Cr |
IT - Software | 5.85% | 6.56% | +0.71% |
| 2 | Tata Consultancy Services Limited ₹3.18 Cr |
IT - Software | 3.50% | 4.04% | +0.54% |
| 3 | HCL Technologies Limited ₹2.00 Cr |
IT - Software | 2.04% | 2.55% | +0.51% |
| 4 | ICICI Bank Limited ₹10.05 Cr |
Banks | 12.33% | 12.77% | +0.44% |
| 5 | Bajaj Finserv Limited ₹1.20 Cr |
Finance | 1.35% | 1.53% | +0.18% |
| 6 | Oil & Natural Gas Corporation Limited ₹3.14 Cr |
Oil | 3.90% | 4.00% | +0.10% |
| 7 | Reliance Industries Limited ₹9.83 Cr |
Petroleum Products | 12.46% | 12.50% | +0.04% |
| 8 | Hindalco Industries Limited ₹1.82 Cr |
Non - Ferrous Metals | 2.28% | 2.31% | +0.03% |
| 9 | Tata Steel Limited ₹1.56 Cr |
Ferrous Metals | 1.98% | 1.99% | +0.01% |
| 10 | Wipro Limited ₹67.46 L |
IT - Software | 0.85% | 0.86% | +0.01% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | HDFC Bank Limited ₹11.15 Cr |
Banks | 15.23% | 14.17% | -1.06% |
| 2 | Axis Bank Limited ₹3.81 Cr |
Banks | 5.34% | 4.84% | -0.50% |
| 3 | Coal India Limited ₹2.24 Cr |
Consumable Fuels | 3.04% | 2.84% | -0.20% |
| 4 | ITC Limited ₹4.26 Cr |
Diversified FMCG | 5.58% | 5.42% | -0.16% |
| 5 | Tata Motors Passenger Vehicles Limited ₹2.62 Cr |
Automobiles | 3.48% | 3.33% | -0.15% |
| 6 | NTPC Limited ₹2.29 Cr |
Power | 3.02% | 2.91% | -0.11% |
| 7 | State Bank of India ₹7.82 Cr |
Banks | 10.02% | 9.95% | -0.07% |
| 8 | Kotak Mahindra Bank Limited ₹2.57 Cr |
Banks | 3.31% | 3.27% | -0.04% |
| 9 | Power Grid Corporation of India Limited ₹1.65 Cr |
Power | 2.13% | 2.10% | -0.03% |
| 10 | Grasim Industries Limited ₹1.55 Cr |
Cement & Cement Products | 1.99% | 1.97% | -0.02% |
20 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹11.15 Cr |
Banks |
14.17%
|
|
| 2 |
₹10.05 Cr |
Banks |
12.77%
|
|
| 3 |
₹9.83 Cr |
Petroleum Products |
12.50%
|
|
| 4 |
₹7.82 Cr |
Banks |
9.95%
|
|
| 5 |
₹5.16 Cr |
IT - Software |
6.56%
|
|
| 6 |
₹4.26 Cr |
Diversified FMCG |
5.42%
|
|
| 7 |
₹3.81 Cr |
Banks |
4.84%
|
|
| 8 |
₹3.18 Cr |
IT - Software |
4.04%
|
|
| 9 |
₹3.14 Cr |
Oil |
4.00%
|
|
| 10 |
₹2.62 Cr |
Automobiles |
3.33%
|
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.