| 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% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 23.1% | 25.4% | ▲ +2.3% |
| IT - Software | 16.3% | 15.1% | ▼ -1.2% |
| Automobiles | 10.5% | 10.0% | ▼ -0.4% |
| Diversified FMCG | 9.3% | 9.9% | ▲ +0.6% |
| Power | 4.7% | 5.1% | ▲ +0.4% |
| Telecom - Services | 5.0% | 5.0% | ● 0.0% |
| Pharmaceuticals & Biotechnology | 5.1% | 5.0% | ● -0.1% |
| Construction | 4.5% | 5.0% | ▲ +0.4% |
| Petroleum Products | 4.8% | 4.9% | ▲ +0.2% |
| Finance | 5.5% | 4.9% | ▼ -0.6% |
Comparing Jul 2026 → Sep 2026
| # | Stock | Sector | Jul 2026 | Sep 2026 | Change |
|---|---|---|---|---|---|
| 1 | Axis Bank Limited ₹71.49 L |
Banks | 4.25% | 5.12% | +0.87% |
| 2 | Kotak Mahindra Bank Limited ₹73.58 L |
Banks | 4.60% | 5.27% | +0.67% |
| 3 | Larsen & Toubro Limited ₹69.15 L |
Construction | 4.51% | 4.95% | +0.44% |
| 4 | HDFC Bank Limited ₹68.67 L |
Banks | 4.52% | 4.92% | +0.40% |
| 5 | NTPC Limited ₹70.44 L |
Power | 4.66% | 5.05% | +0.39% |
| 6 | ITC Limited ₹69.63 L |
Diversified FMCG | 4.63% | 4.99% | +0.36% |
| 7 | Hindustan Unilever Limited ₹68.93 L |
Diversified FMCG | 4.66% | 4.94% | +0.28% |
| 8 | State Bank of India ₹69.57 L |
Banks | 4.75% | 4.98% | +0.23% |
| 9 | Reliance Industries Limited ₹69.01 L |
Petroleum Products | 4.77% | 4.94% | +0.17% |
| 10 | ICICI Bank Limited ₹71.00 L |
Banks | 5.00% | 5.09% | +0.09% |
| # | Stock | Sector | Jul 2026 | Sep 2026 | Change |
|---|---|---|---|---|---|
| 1 | HCL Technologies Limited ₹69.69 L |
IT - Software | 5.79% | 4.99% | -0.80% |
| 2 | Eternal Limited ₹68.09 L |
Retailing | 5.65% | 4.88% | -0.77% |
| 3 | Titan Company Limited ₹66.92 L |
Consumer Durables | 5.40% | 4.79% | -0.61% |
| 4 | Bajaj Finance Limited ₹68.60 L |
Finance | 5.51% | 4.91% | -0.60% |
| 5 | Mahindra & Mahindra Limited ₹69.27 L |
Automobiles | 5.31% | 4.96% | -0.35% |
| 6 | Tata Consultancy Services Limited ₹70.19 L |
IT - Software | 5.37% | 5.03% | -0.34% |
| 7 | Maruti Suzuki India Limited ₹70.61 L |
Automobiles | 5.14% | 5.06% | -0.08% |
| 8 | Sun Pharmaceutical Industries Limited ₹69.90 L |
Pharmaceuticals & Biotechnology | 5.08% | 5.01% | -0.07% |
| 9 | Infosys Limited ₹70.85 L |
IT - Software | 5.12% | 5.08% | -0.04% |
| 10 | Bharti Airtel Limited ₹70.14 L |
Telecom - Services | 5.03% | 5.02% | -0.01% |
20 stocks — Sep 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹73.58 L |
Banks |
5.27%
|
|
| 2 |
₹71.49 L |
Banks |
5.12%
|
|
| 3 |
₹71.00 L |
Banks |
5.09%
|
|
| 4 |
₹70.85 L |
IT - Software |
5.08%
|
|
| 5 |
₹70.61 L |
Automobiles |
5.06%
|
|
| 6 |
₹70.44 L |
Power |
5.05%
|
|
| 7 |
₹70.19 L |
IT - Software |
5.03%
|
|
| 8 |
₹70.14 L |
Telecom - Services |
5.02%
|
|
| 9 |
₹69.90 L |
Pharmaceuticals & Biotechnology |
5.01%
|
|
| 10 |
₹69.63 L |
Diversified FMCG |
4.99%
|
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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