AAUM (Average Assets Under Management) of ₹744.55 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Industrial Products | 17.5% | 16.0% | ▼ -1.5% |
| Electrical Equipment | 13.7% | 13.0% | ▼ -0.6% |
| Automobiles | 11.0% | 11.7% | ▲ +0.7% |
| Auto Components | 10.8% | 9.7% | ▼ -1.2% |
| Pharmaceuticals & Biotechnology | 11.5% | 9.7% | ▼ -1.9% |
| Aerospace & Defense | 5.7% | 6.0% | ▲ +0.3% |
| Chemicals & Petrochemicals | 1.4% | 4.4% | ▲ +3.0% |
| Consumer Durables | 4.9% | 4.3% | ▼ -0.6% |
| Agricultural, Commercial & Construction Vehicles | 4.7% | 4.0% | ▼ -0.7% |
| Retailing | 3.5% | 3.4% | ▼ -0.1% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Industrial Products | 16.0% | 14.1% | ▼ -1.9% |
| Electrical Equipment | 13.0% | 12.6% | ▼ -0.4% |
| Automobiles | 11.7% | 12.2% | ▲ +0.5% |
| Auto Components | 9.7% | 11.1% | ▲ +1.5% |
| Pharmaceuticals & Biotechnology | 9.7% | 10.2% | ▲ +0.5% |
| Agricultural, Commercial & Construction Vehicles | 4.0% | 7.2% | ▲ +3.3% |
| Industrial Manufacturing | 1.3% | 6.5% | ▲ +5.3% |
| Chemicals & Petrochemicals | 4.4% | 4.3% | ▼ -0.1% |
| Aerospace & Defense | 6.0% | 3.4% | ▼ -2.6% |
| Consumer Durables | 4.3% | 2.7% | ▼ -1.6% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Weight (Jul 2026) |
|---|---|---|---|
| 1 | Indo-MIM Limited ₹41.86 Cr |
Industrial Manufacturing | 5.35% |
| 2 | SML Mahindra Limited ₹24.57 Cr |
Agricultural, Commercial & Construction Vehicles | 3.14% |
| 3 | Cipla Limited ₹18.37 Cr |
Pharmaceuticals & Biotechnology | 2.35% |
| 4 | Hyundai Motor India Ltd ₹8.93 Cr |
Automobiles | 1.14% |
| 5 | Sansera Engineering Limited ₹6.23 Cr |
Auto Components | 0.80% |
| # | Stock | Sector | Last Weight (Jun 2026) |
|---|---|---|---|
| 1 | Lenskart Solutions Limited ₹26.36 Cr |
Retailing | 3.37% |
| 2 | Onesource Specialty Pharma Limited ₹11.80 Cr |
Pharmaceuticals & Biotechnology | 1.51% |
| 3 | Hindustan Aeronautics Limited ₹10.91 Cr |
Aerospace & Defense | 1.40% |
| 4 | LG Electronics India Ltd ₹10.32 Cr |
Consumer Durables | 1.32% |
| 5 | Kirloskar Oil Engines Limited ₹8.17 Cr |
Industrial Products | 1.05% |
| 6 | Avalon Technologies Limited ₹5.77 Cr |
Electrical Equipment | 0.74% |
| 7 | JB Chemicals & Pharmaceuticals Limited ₹3.92 Cr |
Pharmaceuticals & Biotechnology | 0.50% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Hitachi Energy India Limited ₹23.37 Cr |
Electrical Equipment | 2.14% | 2.99% | +0.85% |
| 2 | Siemens Energy India Limited ₹26.80 Cr |
Electrical Equipment | 2.81% | 3.43% | +0.62% |
| 3 | Abbott India Limited ₹12.18 Cr |
Pharmaceuticals & Biotechnology | 1.05% | 1.56% | +0.51% |
| 4 | Piramal Pharma Limited ₹20.25 Cr |
Pharmaceuticals & Biotechnology | 2.23% | 2.59% | +0.36% |
| 5 | Tenneco Clean Air India Limited ₹14.03 Cr |
Auto Components | 1.43% | 1.79% | +0.36% |
| 6 | Mahindra & Mahindra Limited ₹25.01 Cr |
Automobiles | 2.89% | 3.20% | +0.31% |
| 7 | Garware Hi-Tech Films Ltd ₹27.29 Cr |
Industrial Products | 3.26% | 3.49% | +0.23% |
| 8 | TVS Motor Company Limited ₹8.26 Cr |
Automobiles | 0.85% | 1.06% | +0.21% |
| 9 | Schaeffler India Limited ₹18.13 Cr |
Auto Components | 2.18% | 2.32% | +0.14% |
| 10 | Tata Motors Ltd ₹31.88 Cr |
Agricultural, Commercial & Construction Vehicles | 3.95% | 4.08% | +0.13% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Maruti Suzuki India Limited ₹15.13 Cr |
Automobiles | 2.91% | 1.93% | -0.98% |
| 2 | Sun Pharmaceutical Industries Limited ₹28.51 Cr |
Pharmaceuticals & Biotechnology | 4.36% | 3.65% | -0.71% |
| 3 | Schneider Electric Infrastructure Limited ₹21.38 Cr |
Electrical Equipment | 3.34% | 2.73% | -0.61% |
| 4 | Bharat Dynamics Limited ₹16.97 Cr |
Aerospace & Defense | 2.78% | 2.17% | -0.61% |
| 5 | Bharat Electronics Limited ₹9.64 Cr |
Aerospace & Defense | 1.81% | 1.23% | -0.58% |
| 6 | KSB Limited ₹7.69 Cr |
Industrial Products | 1.34% | 0.98% | -0.36% |
| 7 | Arvind Limited ₹9.78 Cr |
Textiles & Apparels | 1.59% | 1.25% | -0.34% |
| 8 | Bharat Bijlee Ltd. ₹17.77 Cr |
Electrical Equipment | 2.60% | 2.27% | -0.33% |
| 9 | KSH International Limited ₹21.40 Cr |
Industrial Products | 3.01% | 2.74% | -0.27% |
| 10 | Vidya Wires Ltd. ₹4.38 Cr |
Industrial Products | 0.82% | 0.56% | -0.26% |
52 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹41.86 Cr |
Industrial Manufacturing |
5.35%
|
|
| 2 |
₹37.73 Cr |
Automobiles |
4.82%
|
|
| 3 |
₹31.88 Cr |
Agricultural, Commercial & Construction Vehicles |
4.08%
|
|
| 4 |
₹28.51 Cr |
Pharmaceuticals & Biotechnology |
3.65%
|
|
| 5 |
₹27.29 Cr |
Industrial Products |
3.49%
|
|
| 6 |
₹26.80 Cr |
Electrical Equipment |
3.43%
|
|
| 7 |
₹25.22 Cr |
Auto Components |
3.22%
|
|
| 8 |
₹25.01 Cr |
Automobiles |
3.20%
|
|
| 9 |
₹24.57 Cr |
Agricultural, Commercial & Construction Vehicles |
3.14%
|
|
| 10 |
₹23.37 Cr |
Electrical Equipment |
2.99%
|
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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