| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| IT - Software | 18.0% | 36.8% | ▲ +18.7% |
| Telecom - Services | 6.9% | 14.4% | ▲ +7.5% |
| Electrical Equipment | 2.5% | 6.3% | ▲ +3.8% |
| Retailing | 2.7% | 6.3% | ▲ +3.5% |
| Financial Technology (Fintech) | 2.2% | 4.9% | ▲ +2.7% |
| Capital Markets | 1.5% | 4.2% | ▲ +2.7% |
| Industrial Products | 1.3% | 3.1% | ▲ +1.7% |
| IT - Services | 1.5% | 3.1% | ▲ +1.5% |
| Consumer Durables | 0.8% | 2.1% | ▲ +1.4% |
| Construction | 0.4% | 1.0% | ▲ +0.7% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| IT - Software | 36.8% | 37.3% | ▲ +0.5% |
| Telecom - Services | 14.4% | 15.6% | ▲ +1.2% |
| Electrical Equipment | 6.3% | 7.0% | ▲ +0.7% |
| Retailing | 6.3% | 6.0% | ▼ -0.2% |
| Financial Technology (Fintech) | 4.9% | 4.8% | ▼ -0.1% |
| Capital Markets | 4.2% | 4.3% | ● +0.1% |
| Industrial Products | 3.1% | 3.4% | ▲ +0.3% |
| IT - Services | 3.1% | 3.3% | ▲ +0.2% |
| Consumer Durables | 2.1% | 2.0% | ▼ -0.2% |
| Construction | 1.0% | 0.8% | ▼ -0.2% |
Comparing Apr 2026 → May 2026
| # | Stock | Sector | Weight (May 2026) |
|---|---|---|---|
| 1 | Indus Towers Limited ₹1.27 Cr |
Telecom - Services | 1.48% |
| # | Stock | Sector | Apr 2026 | May 2026 | Change |
|---|---|---|---|---|---|
| 1 | Coforge Limited ₹1.88 Cr |
IT - Software | 1.60% | 2.19% | +0.59% |
| 2 | Tata Communications Limited ₹2.80 Cr |
Telecom - Services | 2.74% | 3.26% | +0.52% |
| 3 | Siemens Energy India Limited ₹1.62 Cr |
Electrical Equipment | 1.41% | 1.89% | +0.48% |
| 4 | Oracle Financial Services Software Limited ₹2.66 Cr |
IT - Software | 2.63% | 3.10% | +0.47% |
| 5 | Affle 3i Limited ₹1.63 Cr |
IT - Services | 1.53% | 1.90% | +0.37% |
| 6 | Rategain Travel Technologies Limited ₹1.96 Cr |
IT - Software | 1.92% | 2.28% | +0.36% |
| 7 | Tech Mahindra Limited ₹4.47 Cr |
IT - Software | 4.87% | 5.21% | +0.34% |
| 8 | Polycab India Limited ₹1.73 Cr |
Industrial Products | 1.80% | 2.02% | +0.22% |
| 9 | GE Vernova T&D India Limited ₹1.73 Cr |
Electrical Equipment | 1.82% | 2.01% | +0.19% |
| 10 | BSE Limited ₹1.78 Cr |
Capital Markets | 1.90% | 2.08% | +0.18% |
| # | Stock | Sector | Apr 2026 | May 2026 | Change |
|---|---|---|---|---|---|
| 1 | Bharti Airtel Limited ₹7.42 Cr |
Telecom - Services | 9.32% | 8.65% | -0.67% |
| 2 | Tata Consultancy Services Limited ₹3.49 Cr |
IT - Software | 4.65% | 4.06% | -0.59% |
| 3 | Infosys Limited ₹7.34 Cr |
IT - Software | 9.10% | 8.56% | -0.54% |
| 4 | Techno Electric & Engineering Company Limited ₹71.98 L |
Construction | 1.04% | 0.84% | -0.20% |
| 5 | LG Electronics India Ltd ₹1.68 Cr |
Consumer Durables | 2.14% | 1.96% | -0.18% |
| 6 | Mphasis Limited ₹2.72 Cr |
IT - Software | 3.32% | 3.17% | -0.15% |
| 7 | L&T Technology Services Limited ₹1.18 Cr |
IT - Services | 1.52% | 1.37% | -0.15% |
| 8 | Bharti Hexacom Limited ₹1.93 Cr |
Telecom - Services | 2.38% | 2.24% | -0.14% |
| 9 | Eternal Limited ₹3.52 Cr |
Retailing | 4.23% | 4.11% | -0.12% |
| 10 | Multi Commodity Exchange of India Limited ₹1.87 Cr |
Capital Markets | 2.29% | 2.18% | -0.11% |
30 stocks — May 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹7.42 Cr |
Telecom - Services |
8.65%
|
|
| 2 |
₹7.34 Cr |
IT - Software |
8.56%
|
|
| 3 |
₹4.47 Cr |
IT - Software |
5.21%
|
|
| 4 |
₹4.02 Cr |
IT - Software |
4.69%
|
|
| 5 |
₹3.52 Cr |
Retailing |
4.11%
|
|
| 6 |
₹3.49 Cr |
IT - Software |
4.06%
|
|
| 7 |
₹2.80 Cr |
Telecom - Services |
3.26%
|
|
| 8 |
₹2.72 Cr |
IT - Software |
3.17%
|
|
| 9 |
₹2.66 Cr |
IT - Software |
3.10%
|
|
| 10 |
₹2.59 Cr |
Financial Technology (Fintech) |
3.02%
|
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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