| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 31.8% | 30.3% | ▼ -1.5% |
| Construction | 28.7% | 29.2% | ▲ +0.5% |
| Transport Infrastructure | 11.7% | 12.0% | ▲ +0.3% |
| Transport Services | 7.6% | 9.2% | ▲ +1.5% |
| Finance | 8.2% | 8.3% | ▲ +0.1% |
| Oil | 8.7% | 7.7% | ▼ -1.0% |
| Gas | 3.0% | 3.2% | ▲ +0.2% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 30.3% | 30.4% | ● +0.1% |
| Construction | 29.2% | 28.3% | ▼ -0.9% |
| Transport Infrastructure | 12.0% | 11.7% | ▼ -0.4% |
| Transport Services | 9.2% | 9.0% | ▼ -0.1% |
| Finance | 8.3% | 8.7% | ▲ +0.3% |
| Oil | 7.7% | 8.3% | ▲ +0.6% |
| Gas | 3.2% | 3.4% | ▲ +0.3% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Oil & Natural Gas Corporation Limited ₹20.24 L |
Oil | 6.18% | 6.60% | +0.42% |
| 2 | GAIL (India) Limited ₹10.47 L |
Gas | 3.16% | 3.41% | +0.25% |
| 3 | Oil India Limited ₹5.27 L |
Oil | 1.51% | 1.72% | +0.21% |
| 4 | REC Limited ₹9.89 L |
Finance | 3.04% | 3.22% | +0.18% |
| 5 | Power Grid Corporation of India Limited ₹20.57 L |
Power | 6.53% | 6.70% | +0.17% |
| 6 | Power Finance Corporation Limited ₹13.19 L |
Finance | 4.16% | 4.30% | +0.14% |
| 7 | NTPC Limited ₹26.19 L |
Power | 8.48% | 8.54% | +0.06% |
| 8 | Tata Power Company Limited ₹10.04 L |
Power | 3.21% | 3.27% | +0.06% |
| 9 | Torrent Power Limited ₹4.30 L |
Power | 1.36% | 1.40% | +0.04% |
| 10 | Indian Railway Finance Corporation Limited ₹3.49 L |
Finance | 1.12% | 1.14% | +0.02% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Adani Ports and Special Economic Zone Limited ₹26.82 L |
Transport Infrastructure | 9.01% | 8.74% | -0.27% |
| 2 | NBCC (India) Limited ₹9.06 L |
Construction | 3.16% | 2.95% | -0.21% |
| 3 | Larsen & Toubro Limited ₹30.33 L |
Construction | 10.05% | 9.88% | -0.17% |
| 4 | Kalpataru Projects International Limited ₹13.39 L |
Construction | 4.53% | 4.36% | -0.17% |
| 5 | KEC International Limited ₹5.70 L |
Construction | 2.00% | 1.86% | -0.14% |
| 6 | Adani Power Limited ₹13.59 L |
Power | 4.53% | 4.43% | -0.10% |
| 7 | Adani Green Energy Limited ₹7.23 L |
Power | 2.46% | 2.36% | -0.10% |
| 8 | IRB Infrastructure Developers Limited ₹7.42 L |
Construction | 2.51% | 2.42% | -0.09% |
| 9 | GMR Airports Limited ₹8.09 L |
Transport Infrastructure | 2.72% | 2.64% | -0.08% |
| 10 | The Great Eastern Shipping Company Limited ₹2.93 L |
Transport Services | 1.02% | 0.95% | -0.07% |
29 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹30.33 L |
Construction |
9.88%
|
|
| 2 |
₹26.82 L |
Transport Infrastructure |
8.74%
|
|
| 3 |
₹26.19 L |
Power |
8.54%
|
|
| 4 |
₹24.82 L |
Transport Services |
8.09%
|
|
| 5 |
₹20.57 L |
Power |
6.70%
|
|
| 6 |
₹20.24 L |
Oil |
6.60%
|
|
| 7 |
₹13.59 L |
Power |
4.43%
|
|
| 8 |
₹13.39 L |
Construction |
4.36%
|
|
| 9 |
₹13.19 L |
Finance |
4.30%
|
|
| 10 |
₹11.82 L |
Construction |
3.85%
|
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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