| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 30.4% | 29.6% | ▼ -0.8% |
| Construction | 28.3% | 29.5% | ▲ +1.2% |
| Transport Infrastructure | 11.7% | 11.6% | ● -0.1% |
| Transport Services | 9.0% | 9.5% | ▲ +0.4% |
| Oil | 8.3% | 8.5% | ▲ +0.2% |
| Finance | 8.7% | 7.6% | ▼ -1.0% |
| Gas | 3.4% | 3.4% | ● 0.0% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 29.6% | 29.8% | ▲ +0.2% |
| Construction | 29.5% | 29.5% | ● 0.0% |
| Transport Infrastructure | 11.6% | 13.4% | ▲ +1.8% |
| Transport Services | 9.5% | 8.6% | ▼ -0.9% |
| Finance | 7.6% | 8.0% | ▲ +0.4% |
| Oil | 8.5% | 7.5% | ▼ -1.0% |
| Gas | 3.4% | 3.1% | ▼ -0.3% |
Comparing Aug 2026 → Sep 2026
| # | Stock | Sector | Weight (Sep 2026) |
|---|---|---|---|
| 1 | JSW Infrastructure Ltd ₹4.54 L |
Transport Infrastructure | 1.45% |
| 2 | Indian Renewable Energy Development Agency Limited ₹1.84 L |
Finance | 0.59% |
| 3 | Housing & Urban Development Corporation Limited ₹1.75 L |
Finance | 0.56% |
| # | Stock | Sector | Last Weight (Aug 2026) |
|---|---|---|---|
| 1 | IRCON International Limited ₹4.00 L |
Construction | 1.25% |
| 2 | Reliance Power Limited ₹1.11 L |
Power | 0.35% |
| # | Stock | Sector | Aug 2026 | Sep 2026 | Change |
|---|---|---|---|---|---|
| 1 | Kalpataru Projects International Limited ₹18.46 L |
Construction | 5.03% | 5.90% | +0.87% |
| 2 | Adani Ports and Special Economic Zone Limited ₹29.40 L |
Transport Infrastructure | 8.81% | 9.39% | +0.58% |
| 3 | Rail Vikas Nigam Limited ₹13.48 L |
Construction | 3.76% | 4.31% | +0.55% |
| 4 | Adani Power Limited ₹14.69 L |
Power | 4.36% | 4.69% | +0.33% |
| 5 | NBCC (India) Limited ₹9.56 L |
Construction | 2.80% | 3.06% | +0.26% |
| 6 | NHPC Limited ₹4.60 L |
Power | 1.27% | 1.47% | +0.20% |
| 7 | KEC International Limited ₹5.84 L |
Construction | 1.73% | 1.86% | +0.13% |
| 8 | Tata Power Company Limited ₹10.13 L |
Power | 3.13% | 3.24% | +0.11% |
| 9 | IRB Infrastructure Developers Limited ₹8.01 L |
Construction | 2.45% | 2.56% | +0.11% |
| 10 | Adani Green Energy Limited ₹7.14 L |
Power | 2.18% | 2.28% | +0.10% |
| # | Stock | Sector | Aug 2026 | Sep 2026 | Change |
|---|---|---|---|---|---|
| 1 | InterGlobe Aviation Limited ₹23.46 L |
Transport Services | 8.50% | 7.49% | -1.01% |
| 2 | Larsen & Toubro Limited ₹30.87 L |
Construction | 10.59% | 9.86% | -0.73% |
| 3 | Oil & Natural Gas Corporation Limited ₹18.45 L |
Oil | 6.61% | 5.89% | -0.72% |
| 4 | Power Finance Corporation Limited ₹9.95 L |
Finance | 3.67% | 3.18% | -0.49% |
| 5 | REC Limited ₹7.79 L |
Finance | 2.85% | 2.49% | -0.36% |
| 6 | GAIL (India) Limited ₹9.68 L |
Gas | 3.41% | 3.09% | -0.32% |
| 7 | Oil India Limited ₹5.04 L |
Oil | 1.89% | 1.61% | -0.28% |
| 8 | GMR Airports Limited ₹6.96 L |
Transport Infrastructure | 2.46% | 2.22% | -0.24% |
| 9 | NTPC Limited ₹25.98 L |
Power | 8.44% | 8.30% | -0.14% |
| 10 | Power Grid Corporation of India Limited ₹20.16 L |
Power | 6.53% | 6.44% | -0.09% |
30 stocks — Sep 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹30.87 L |
Construction |
9.86%
|
|
| 2 |
₹29.40 L |
Transport Infrastructure |
9.39%
|
|
| 3 |
₹25.98 L |
Power |
8.30%
|
|
| 4 |
₹23.46 L |
Transport Services |
7.49%
|
|
| 5 |
₹20.16 L |
Power |
6.44%
|
|
| 6 |
₹18.46 L |
Construction |
5.90%
|
|
| 7 |
₹18.45 L |
Oil |
5.89%
|
|
| 8 |
₹14.69 L |
Power |
4.69%
|
|
| 9 |
₹13.48 L |
Construction |
4.31%
|
|
| 10 |
₹10.13 L |
Power |
3.24%
|
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.