| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 36.3% | 34.8% | ▼ -1.6% |
| Petroleum Products | 9.7% | 9.5% | ▼ -0.2% |
| IT - Software | 8.3% | 9.5% | ▲ +1.2% |
| Telecom - Services | 5.8% | 6.4% | ▲ +0.6% |
| Automobiles | 5.1% | 5.2% | ▲ +0.2% |
| Construction | 5.3% | 5.0% | ▼ -0.4% |
| Diversified FMCG | 5.1% | 4.9% | ▼ -0.2% |
| Finance | 4.1% | 4.5% | ▲ +0.4% |
| Consumer Durables | 3.3% | 3.5% | ▲ +0.2% |
| Retailing | 3.3% | 3.4% | ▲ +0.2% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 34.8% | 35.5% | ▲ +0.8% |
| IT - Software | 9.5% | 9.6% | ▲ +0.1% |
| Petroleum Products | 9.5% | 9.6% | ● +0.1% |
| Telecom - Services | 6.4% | 6.1% | ▼ -0.3% |
| Automobiles | 5.2% | 5.2% | ● -0.1% |
| Construction | 5.0% | 5.2% | ▲ +0.2% |
| Diversified FMCG | 4.9% | 4.6% | ▼ -0.3% |
| Finance | 4.5% | 4.3% | ▼ -0.2% |
| Retailing | 3.4% | 3.6% | ▲ +0.2% |
| Consumer Durables | 3.5% | 3.6% | ● +0.1% |
Comparing Jul 2026 → Aug 2026
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | ICICI Bank Limited ₹82.06 Cr |
Banks | 11.06% | 11.44% | +0.38% |
| 2 | Kotak Mahindra Bank Limited ₹24.16 Cr |
Banks | 3.09% | 3.37% | +0.28% |
| 3 | State Bank of India ₹34.67 Cr |
Banks | 4.59% | 4.83% | +0.24% |
| 4 | Larsen & Toubro Limited ₹37.17 Cr |
Construction | 4.95% | 5.18% | +0.23% |
| 5 | Axis Bank Limited ₹28.72 Cr |
Banks | 3.78% | 4.00% | +0.22% |
| 6 | Eternal Limited ₹18.38 Cr |
Retailing | 2.35% | 2.56% | +0.21% |
| 7 | Titan Company Limited ₹16.35 Cr |
Consumer Durables | 2.14% | 2.28% | +0.14% |
| 8 | Bharat Electronics Limited ₹11.59 Cr |
Aerospace & Defense | 1.49% | 1.62% | +0.13% |
| 9 | Reliance Industries Limited ₹68.65 Cr |
Petroleum Products | 9.50% | 9.57% | +0.07% |
| 10 | Infosys Limited ₹30.80 Cr |
IT - Software | 4.24% | 4.29% | +0.05% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | HDFC Bank Limited ₹85.22 Cr |
Banks | 12.25% | 11.88% | -0.37% |
| 2 | Bharti Airtel Limited ₹43.92 Cr |
Telecom - Services | 6.42% | 6.12% | -0.30% |
| 3 | ITC Limited ₹19.33 Cr |
Diversified FMCG | 2.91% | 2.69% | -0.22% |
| 4 | Bajaj Finance Limited ₹22.35 Cr |
Finance | 3.28% | 3.11% | -0.17% |
| 5 | Hindustan Unilever Limited ₹14.02 Cr |
Diversified FMCG | 2.02% | 1.95% | -0.07% |
| 6 | Maruti Suzuki India Limited ₹13.65 Cr |
Automobiles | 1.97% | 1.90% | -0.07% |
| 7 | NTPC Limited ₹12.17 Cr |
Power | 1.77% | 1.70% | -0.07% |
| 8 | Power Grid Corporation of India Limited ₹9.46 Cr |
Power | 1.39% | 1.32% | -0.07% |
| 9 | Asian Paints Limited ₹9.16 Cr |
Consumer Durables | 1.33% | 1.28% | -0.05% |
| 10 | UltraTech Cement Limited ₹10.65 Cr |
Cement & Cement Products | 1.51% | 1.48% | -0.03% |
30 stocks — Aug 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹85.22 Cr |
Banks |
11.88%
|
|
| 2 |
₹82.06 Cr |
Banks |
11.44%
|
|
| 3 |
₹68.65 Cr |
Petroleum Products |
9.57%
|
|
| 4 |
₹43.92 Cr |
Telecom - Services |
6.12%
|
|
| 5 |
₹37.17 Cr |
Construction |
5.18%
|
|
| 6 |
₹34.67 Cr |
Banks |
4.83%
|
|
| 7 |
₹30.80 Cr |
IT - Software |
4.29%
|
|
| 8 |
₹28.72 Cr |
Banks |
4.00%
|
|
| 9 |
₹24.16 Cr |
Banks |
3.37%
|
|
| 10 |
₹23.51 Cr |
Automobiles |
3.28%
|
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.