| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Finance | 6.5% | 9.5% | ▲ +2.9% |
| Banks | 13.5% | 8.5% | ▼ -5.0% |
| Electrical Equipment | 5.6% | 7.2% | ▲ +1.6% |
| Auto Components | 5.9% | 7.0% | ▲ +1.1% |
| IT - Software | 4.1% | 5.0% | ▲ +0.9% |
| Retailing | 2.6% | 4.7% | ▲ +2.1% |
| Automobiles | 3.2% | 4.3% | ▲ +1.1% |
| Capital Markets | 2.2% | 4.1% | ▲ +1.9% |
| Telecom - Services | 3.2% | 3.9% | ▲ +0.7% |
| Cement & Cement Products | 1.9% | 3.6% | ▲ +1.7% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Electrical Equipment | 7.2% | 10.1% | ▲ +2.9% |
| Banks | 8.5% | 9.9% | ▲ +1.4% |
| Auto Components | 7.0% | 8.7% | ▲ +1.7% |
| Finance | 9.5% | 8.4% | ▼ -1.1% |
| Retailing | 4.7% | 5.3% | ▲ +0.6% |
| Transport Services | 2.4% | 5.2% | ▲ +2.7% |
| Pharmaceuticals & Biotechnology | 3.4% | 5.0% | ▲ +1.6% |
| Telecom - Services | 3.9% | 4.8% | ▲ +1.0% |
| Capital Markets | 4.1% | 4.7% | ▲ +0.6% |
| Healthcare Services | 2.6% | 4.0% | ▲ +1.4% |
Comparing Apr 2026 → May 2026
| # | Stock | Sector | Weight (May 2026) |
|---|---|---|---|
| 1 | AU Small Finance Bank Limited ₹105.02 Cr |
Banks | 3.52% |
| 2 | CG Power and Industrial Solutions Limited ₹80.28 Cr |
Electrical Equipment | 2.69% |
| 3 | Delhivery Limited ₹65.36 Cr |
Transport Services | 2.19% |
| 4 | KEI Industries Limited ₹58.66 Cr |
Industrial Products | 1.97% |
| 5 | Indus Towers Limited ₹57.69 Cr |
Telecom - Services | 1.93% |
| 6 | City Union Bank Limited ₹47.26 Cr |
Banks | 1.58% |
| 7 | Karur Vysya Bank Limited ₹44.18 Cr |
Banks | 1.48% |
| 8 | Zydus Lifesciences Limited ₹32.33 Cr |
Pharmaceuticals & Biotechnology | 1.08% |
| 9 | Aster DM Healthcare Limited ₹29.13 Cr |
Healthcare Services | 0.98% |
| # | Stock | Sector | Last Weight (Apr 2026) |
|---|---|---|---|
| 1 | ICICI Bank Limited ₹135.23 Cr |
Banks | 4.57% |
| 2 | Infosys Limited ₹97.74 Cr |
IT - Software | 3.30% |
| 3 | State Bank of India ₹54.78 Cr |
Banks | 1.85% |
| 4 | Mahindra & Mahindra Limited ₹52.99 Cr |
Automobiles | 1.79% |
| 5 | Jubilant Foodworks Limited ₹41.04 Cr |
Leisure Services | 1.39% |
| 6 | Tata Motors Ltd ₹39.68 Cr |
Agricultural, Commercial & Construction Vehicles | 1.34% |
| 7 | Cummins India Limited ₹36.89 Cr |
Industrial Products | 1.25% |
| 8 | Apar Industries Limited ₹34.52 Cr |
Electrical Equipment | 1.17% |
| 9 | LG Electronics India Ltd ₹29.16 Cr |
Consumer Durables | 0.99% |
| 10 | Bharat Dynamics Limited ₹26.94 Cr |
Aerospace & Defense | 0.91% |
| # | Stock | Sector | Apr 2026 | May 2026 | Change |
|---|---|---|---|---|---|
| 1 | Persistent Systems Limited ₹100.06 Cr |
IT - Software | 1.71% | 3.35% | +1.64% |
| 2 | Axis Bank Limited ₹100.18 Cr |
Banks | 2.09% | 3.36% | +1.27% |
| 3 | Thermax Limited ₹67.90 Cr |
Electrical Equipment | 1.18% | 2.28% | +1.10% |
| 4 | Bharat Electronics Limited ₹84.52 Cr |
Aerospace & Defense | 1.87% | 2.83% | +0.96% |
| 5 | Bharat Forge Limited ₹91.96 Cr |
Auto Components | 2.15% | 3.08% | +0.93% |
| 6 | JSW Steel Limited ₹52.72 Cr |
Ferrous Metals | 0.98% | 1.77% | +0.79% |
| 7 | Leela Palaces Hotels & Resorts Limited ₹28.94 Cr |
Leisure Services | 0.29% | 0.97% | +0.68% |
| 8 | Nippon Life India Asset Management Limited ₹72.89 Cr |
Capital Markets | 1.79% | 2.44% | +0.65% |
| 9 | Schaeffler India Limited ₹101.24 Cr |
Auto Components | 2.80% | 3.39% | +0.59% |
| 10 | InterGlobe Aviation Limited ₹89.03 Cr |
Transport Services | 2.43% | 2.98% | +0.55% |
| # | Stock | Sector | Apr 2026 | May 2026 | Change |
|---|---|---|---|---|---|
| 1 | United Spirits Limited ₹0.03 L |
Beverages | 2.02% | 0.00% | -2.02% |
| 2 | Cholamandalam Investment and Finance Company Ltd ₹28.43 Cr |
Finance | 2.00% | 0.95% | -1.05% |
| 3 | UltraTech Cement Limited ₹31.53 Cr |
Cement & Cement Products | 2.09% | 1.06% | -1.03% |
| 4 | Bharti Airtel Limited ₹86.15 Cr |
Telecom - Services | 3.86% | 2.89% | -0.97% |
| 5 | Max Financial Services Limited ₹45.80 Cr |
Insurance | 2.29% | 1.54% | -0.75% |
| 6 | JK Cement Limited ₹29.65 Cr |
Cement & Cement Products | 1.52% | 0.99% | -0.53% |
| 7 | Bajaj Finance Limited ₹88.55 Cr |
Finance | 3.09% | 2.97% | -0.12% |
| 8 | GE Vernova T&D India Limited ₹61.74 Cr |
Electrical Equipment | 2.19% | 2.07% | -0.12% |
| 9 | Maruti Suzuki India Limited ₹72.48 Cr |
Automobiles | 2.52% | 2.43% | -0.09% |
| 10 | APL Apollo Tubes Limited ₹26.61 Cr |
Industrial Products | 0.94% | 0.89% | -0.05% |
46 stocks — May 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹105.02 Cr |
Banks |
3.52%
|
|
| 2 |
₹101.24 Cr |
Auto Components |
3.39%
|
|
| 3 |
₹100.18 Cr |
Banks |
3.36%
|
|
| 4 |
₹100.06 Cr |
IT - Software |
3.35%
|
|
| 5 |
₹92.49 Cr |
Construction |
3.10%
|
|
| 6 |
₹91.96 Cr |
Auto Components |
3.08%
|
|
| 7 |
₹90.71 Cr |
Electrical Equipment |
3.04%
|
|
| 8 |
₹89.38 Cr |
Healthcare Services |
3.00%
|
|
| 9 |
₹89.03 Cr |
Transport Services |
2.98%
|
|
| 10 |
₹88.55 Cr |
Finance |
2.97%
|
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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