| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 24.8% | 24.9% | ▲ +0.1% |
| IT - Software | 13.6% | 13.4% | ▼ -0.2% |
| Automobiles | 10.0% | 10.2% | ▲ +0.1% |
| Diversified FMCG | 10.4% | 10.0% | ▼ -0.4% |
| Construction | 5.5% | 5.7% | ▲ +0.3% |
| Finance | 5.3% | 5.3% | ● 0.0% |
| Retailing | 5.0% | 5.2% | ▲ +0.2% |
| Consumer Durables | 5.4% | 5.2% | ▼ -0.2% |
| Power | 5.1% | 5.1% | ● 0.0% |
| Pharmaceuticals & Biotechnology | 5.0% | 5.1% | ▲ +0.1% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 24.9% | 23.1% | ▼ -1.8% |
| IT - Software | 13.4% | 16.3% | ▲ +2.9% |
| Automobiles | 10.2% | 10.5% | ▲ +0.3% |
| Diversified FMCG | 10.0% | 9.3% | ▼ -0.7% |
| Retailing | 5.2% | 5.7% | ▲ +0.4% |
| Finance | 5.3% | 5.5% | ▲ +0.2% |
| Consumer Durables | 5.2% | 5.4% | ▲ +0.2% |
| Pharmaceuticals & Biotechnology | 5.1% | 5.1% | ● +0.0% |
| Telecom - Services | 5.0% | 5.0% | ● +0.0% |
| Petroleum Products | 4.6% | 4.8% | ▲ +0.2% |
Comparing May 2026 → Jul 2026
| # | Stock | Sector | May 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | HCL Technologies Limited ₹87.35 L |
IT - Software | 4.26% | 5.79% | +1.53% |
| 2 | Tata Consultancy Services Limited ₹81.02 L |
IT - Software | 4.65% | 5.37% | +0.72% |
| 3 | Infosys Limited ₹77.25 L |
IT - Software | 4.49% | 5.12% | +0.63% |
| 4 | Eternal Limited ₹85.23 L |
Retailing | 5.21% | 5.65% | +0.44% |
| 5 | Mahindra & Mahindra Limited ₹80.10 L |
Automobiles | 4.96% | 5.31% | +0.35% |
| 6 | Titan Company Limited ₹81.42 L |
Consumer Durables | 5.16% | 5.40% | +0.24% |
| 7 | Bajaj Finance Limited ₹83.18 L |
Finance | 5.29% | 5.51% | +0.22% |
| 8 | Reliance Industries Limited ₹71.92 L |
Petroleum Products | 4.62% | 4.77% | +0.15% |
| 9 | State Bank of India ₹71.73 L |
Banks | 4.62% | 4.75% | +0.13% |
| 10 | ICICI Bank Limited ₹75.47 L |
Banks | 4.96% | 5.00% | +0.04% |
| # | Stock | Sector | May 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Larsen & Toubro Limited ₹68.02 L |
Construction | 5.73% | 4.51% | -1.22% |
| 2 | Axis Bank Limited ₹64.14 L |
Banks | 5.33% | 4.25% | -1.08% |
| 3 | Kotak Mahindra Bank Limited ₹69.45 L |
Banks | 5.18% | 4.60% | -0.58% |
| 4 | Hindustan Unilever Limited ₹70.33 L |
Diversified FMCG | 5.11% | 4.66% | -0.45% |
| 5 | NTPC Limited ₹70.25 L |
Power | 5.09% | 4.66% | -0.43% |
| 6 | HDFC Bank Limited ₹68.13 L |
Banks | 4.81% | 4.52% | -0.29% |
| 7 | ITC Limited ₹69.91 L |
Diversified FMCG | 4.87% | 4.63% | -0.24% |
| 8 | Maruti Suzuki India Limited ₹77.58 L |
Automobiles | 5.20% | 5.14% | -0.06% |
20 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹87.35 L |
IT - Software |
5.79%
|
|
| 2 |
₹85.23 L |
Retailing |
5.65%
|
|
| 3 |
₹83.18 L |
Finance |
5.51%
|
|
| 4 |
₹81.42 L |
Consumer Durables |
5.40%
|
|
| 5 |
₹81.02 L |
IT - Software |
5.37%
|
|
| 6 |
₹80.10 L |
Automobiles |
5.31%
|
|
| 7 |
₹77.58 L |
Automobiles |
5.14%
|
|
| 8 |
₹77.25 L |
IT - Software |
5.12%
|
|
| 9 |
₹76.69 L |
Pharmaceuticals & Biotechnology |
5.08%
|
|
| 10 |
₹75.86 L |
Telecom - Services |
5.03%
|
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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