| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Cement & Cement Products | 14.2% | 13.8% | ▼ -0.4% |
| Banks | 10.4% | 11.2% | ▲ +0.7% |
| Pharmaceuticals & Biotechnology | 9.6% | 9.9% | ▲ +0.3% |
| Consumer Durables | 6.8% | 6.9% | ▲ +0.1% |
| Food Products | 6.7% | 6.6% | ▼ -0.1% |
| Diversified FMCG | 6.7% | 6.6% | ▼ -0.1% |
| Insurance | 6.4% | 6.1% | ▼ -0.3% |
| Chemicals & Petrochemicals | 4.2% | 4.5% | ▲ +0.3% |
| Agricultural Food & other Products | 3.7% | 3.7% | ● +0.0% |
| Healthcare Services | 3.5% | 3.7% | ▲ +0.2% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Cement & Cement Products | 13.8% | 13.9% | ▲ +0.1% |
| Banks | 11.2% | 10.9% | ▼ -0.3% |
| Pharmaceuticals & Biotechnology | 9.9% | 9.5% | ▼ -0.4% |
| Consumer Durables | 6.9% | 7.3% | ▲ +0.4% |
| Food Products | 6.6% | 6.9% | ▲ +0.3% |
| Diversified FMCG | 6.6% | 6.3% | ▼ -0.2% |
| Insurance | 6.1% | 6.0% | ● 0.0% |
| Chemicals & Petrochemicals | 4.5% | 4.5% | ● 0.0% |
| Agricultural Food & other Products | 3.7% | 3.8% | ● +0.1% |
| Healthcare Services | 3.7% | 3.7% | ● +0.1% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Tata Consultancy Services Limited ₹2.24 Cr |
IT - Software | 2.50% | 2.85% | +0.35% |
| 2 | Titan Company Limited ₹2.85 Cr |
Consumer Durables | 3.34% | 3.63% | +0.29% |
| 3 | Nestle India Limited ₹3.12 Cr |
Food Products | 3.77% | 3.97% | +0.20% |
| 4 | Sun Pharmaceutical Industries Limited ₹2.71 Cr |
Pharmaceuticals & Biotechnology | 3.29% | 3.45% | +0.16% |
| 5 | Bharti Airtel Limited ₹2.73 Cr |
Telecom - Services | 3.33% | 3.48% | +0.15% |
| 6 | SBI Life Insurance Company Limited ₹2.56 Cr |
Insurance | 3.12% | 3.27% | +0.15% |
| 7 | UltraTech Cement Limited ₹2.79 Cr |
Cement & Cement Products | 3.43% | 3.55% | +0.12% |
| 8 | United Breweries Limited ₹2.10 Cr |
Beverages | 2.57% | 2.68% | +0.11% |
| 9 | ICICI Bank Limited ₹3.24 Cr |
Banks | 4.04% | 4.13% | +0.09% |
| 10 | Asian Paints Limited ₹2.87 Cr |
Consumer Durables | 3.57% | 3.66% | +0.09% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Dr. Reddy's Laboratories Limited ₹2.04 Cr |
Pharmaceuticals & Biotechnology | 3.12% | 2.59% | -0.53% |
| 2 | HDFC Bank Limited ₹2.94 Cr |
Banks | 4.07% | 3.74% | -0.33% |
| 3 | Larsen & Toubro Limited ₹2.52 Cr |
Construction | 3.45% | 3.22% | -0.23% |
| 4 | Coal India Limited ₹2.17 Cr |
Consumable Fuels | 2.99% | 2.77% | -0.22% |
| 5 | HDFC Life Insurance Company Limited ₹2.17 Cr |
Insurance | 2.96% | 2.77% | -0.19% |
| 6 | NTPC Limited ₹2.29 Cr |
Power | 3.05% | 2.91% | -0.14% |
| 7 | ITC Limited ₹2.38 Cr |
Diversified FMCG | 3.15% | 3.03% | -0.12% |
| 8 | Hindustan Unilever Limited ₹2.60 Cr |
Diversified FMCG | 3.40% | 3.31% | -0.09% |
| 9 | Grasim Industries Limited ₹2.72 Cr |
Cement & Cement Products | 3.53% | 3.47% | -0.06% |
| 10 | Cipla Limited ₹2.69 Cr |
Pharmaceuticals & Biotechnology | 3.48% | 3.43% | -0.05% |
30 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹3.52 Cr |
Chemicals & Petrochemicals |
4.48%
|
|
| 2 |
₹3.24 Cr |
Banks |
4.13%
|
|
| 3 |
₹3.12 Cr |
Food Products |
3.97%
|
|
| 4 |
₹2.99 Cr |
Agricultural Food & other Products |
3.81%
|
|
| 5 |
₹2.94 Cr |
Banks |
3.74%
|
|
| 6 |
₹2.93 Cr |
Cement & Cement Products |
3.73%
|
|
| 7 |
₹2.90 Cr |
Healthcare Services |
3.70%
|
|
| 8 |
₹2.87 Cr |
Consumer Durables |
3.66%
|
|
| 9 |
₹2.85 Cr |
Consumer Durables |
3.63%
|
|
| 10 |
₹2.79 Cr |
Cement & Cement Products |
3.55%
|
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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