| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Pharmaceuticals & Biotechnology | 11.7% | 16.4% | ▲ +4.7% |
| Electrical Equipment | 19.2% | 15.6% | ▼ -3.6% |
| Banks | 13.7% | 13.2% | ▼ -0.5% |
| Auto Components | 4.8% | 9.7% | ▲ +4.9% |
| Capital Markets | 7.2% | 6.7% | ▼ -0.6% |
| Industrial Products | 2.9% | 5.6% | ▲ +2.7% |
| Non - Ferrous Metals | 6.4% | 5.3% | ▼ -1.1% |
| Financial Technology (Fintech) | 4.0% | 4.6% | ▲ +0.7% |
| Telecom - Services | 4.1% | 4.3% | ▲ +0.2% |
| Finance | 6.1% | 4.2% | ▼ -1.9% |
Comparing Aug 2026 → Sep 2026
| # | Stock | Sector | Weight (Sep 2026) |
|---|---|---|---|
| 1 | Aurobindo Pharma Limited ₹5.47 Cr |
Pharmaceuticals & Biotechnology | 5.18% |
| 2 | Sona BLW Precision Forgings Limited ₹4.86 Cr |
Auto Components | 4.60% |
| 3 | APL Apollo Tubes Limited ₹3.69 Cr |
Industrial Products | 3.49% |
| 4 | IPCA Laboratories Limited ₹2.17 Cr |
Pharmaceuticals & Biotechnology | 2.06% |
| 5 | Oracle Financial Services Software Limited ₹2.12 Cr |
IT - Software | 2.01% |
| 6 | Ajanta Pharma Limited ₹1.58 Cr |
Pharmaceuticals & Biotechnology | 1.50% |
| # | Stock | Sector | Last Weight (Aug 2026) |
|---|---|---|---|
| 1 | Fortis Healthcare Limited ₹2.72 Cr |
Healthcare Services | 3.49% |
| 2 | Marico Limited ₹2.05 Cr |
Agricultural Food & other Products | 2.64% |
| 3 | Biocon Limited ₹1.53 Cr |
Pharmaceuticals & Biotechnology | 1.97% |
| 4 | GMR Airports Limited ₹1.41 Cr |
Transport Infrastructure | 1.82% |
| 5 | Thermax Limited ₹92.68 L |
Electrical Equipment | 1.19% |
| 6 | NLC India Limited ₹48.87 L |
Power | 0.63% |
| # | Stock | Sector | Aug 2026 | Sep 2026 | Change |
|---|---|---|---|---|---|
| 1 | FSN E-Commerce Ventures Limited ₹4.22 Cr |
Retailing | 3.13% | 3.99% | +0.86% |
| 2 | One 97 Communications Limited ₹4.90 Cr |
Financial Technology (Fintech) | 3.98% | 4.64% | +0.66% |
| 3 | Radico Khaitan Limited ₹3.23 Cr |
Beverages | 2.53% | 3.06% | +0.53% |
| 4 | Bharat Forge Limited ₹5.40 Cr |
Auto Components | 4.77% | 5.11% | +0.34% |
| 5 | Vodafone Idea Limited ₹4.53 Cr |
Telecom - Services | 4.09% | 4.29% | +0.20% |
| 6 | Bank of Maharashtra ₹1.47 Cr |
Banks | 1.31% | 1.39% | +0.08% |
| # | Stock | Sector | Aug 2026 | Sep 2026 | Change |
|---|---|---|---|---|---|
| 1 | Glenmark Pharmaceuticals Limited ₹2.40 Cr |
Pharmaceuticals & Biotechnology | 3.50% | 2.28% | -1.22% |
| 2 | Hitachi Energy India Limited ₹3.49 Cr |
Electrical Equipment | 4.51% | 3.30% | -1.21% |
| 3 | L&T Finance Limited ₹1.75 Cr |
Finance | 2.78% | 1.65% | -1.13% |
| 4 | National Aluminium Company Limited ₹3.79 Cr |
Non - Ferrous Metals | 4.58% | 3.59% | -0.99% |
| 5 | Laurus Labs Limited ₹5.69 Cr |
Pharmaceuticals & Biotechnology | 6.24% | 5.38% | -0.86% |
| 6 | Aditya Birla Capital Limited ₹2.70 Cr |
Finance | 3.31% | 2.56% | -0.75% |
| 7 | KEI Industries Limited ₹2.28 Cr |
Industrial Products | 2.90% | 2.15% | -0.75% |
| 8 | CG Power and Industrial Solutions Limited ₹3.65 Cr |
Electrical Equipment | 4.18% | 3.45% | -0.73% |
| 9 | Multi Commodity Exchange of India Limited ₹5.48 Cr |
Capital Markets | 5.60% | 5.19% | -0.41% |
| 10 | Ashok Leyland Limited ₹2.99 Cr |
Agricultural, Commercial & Construction Vehicles | 3.15% | 2.84% | -0.31% |
30 stocks — Sep 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹5.69 Cr |
Pharmaceuticals & Biotechnology |
5.38%
|
|
| 2 |
₹5.48 Cr |
Capital Markets |
5.19%
|
|
| 3 |
₹5.47 Cr |
Pharmaceuticals & Biotechnology |
5.18%
|
|
| 4 |
₹5.40 Cr |
Auto Components |
5.11%
|
|
| 5 |
₹5.31 Cr |
Banks |
5.03%
|
|
| 6 |
₹5.31 Cr |
Electrical Equipment |
5.03%
|
|
| 7 |
₹5.12 Cr |
Banks |
4.84%
|
|
| 8 |
₹4.90 Cr |
Financial Technology (Fintech) |
4.64%
|
|
| 9 |
₹4.86 Cr |
Auto Components |
4.60%
|
|
| 10 |
₹4.53 Cr |
Telecom - Services |
4.29%
|
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.