| 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% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Cement & Cement Products | 13.9% | 13.9% | ● +0.0% |
| Banks | 10.9% | 11.2% | ▲ +0.3% |
| Pharmaceuticals & Biotechnology | 9.5% | 9.6% | ▲ +0.2% |
| Consumer Durables | 7.3% | 7.5% | ▲ +0.2% |
| Food Products | 6.9% | 6.9% | ● +0.0% |
| Diversified FMCG | 6.3% | 6.1% | ▼ -0.3% |
| Insurance | 6.0% | 6.0% | ● -0.1% |
| Chemicals & Petrochemicals | 4.5% | 4.7% | ▲ +0.2% |
| Healthcare Services | 3.7% | 3.8% | ● +0.1% |
| Agricultural Food & other Products | 3.8% | 3.8% | ● -0.1% |
Comparing Jul 2026 → Aug 2026
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Grasim Industries Limited ₹3.21 Cr |
Cement & Cement Products | 3.47% | 3.83% | +0.36% |
| 2 | Titan Company Limited ₹3.29 Cr |
Consumer Durables | 3.63% | 3.93% | +0.30% |
| 3 | Pidilite Industries Limited ₹3.95 Cr |
Chemicals & Petrochemicals | 4.48% | 4.71% | +0.23% |
| 4 | State Bank of India ₹2.67 Cr |
Banks | 2.99% | 3.18% | +0.19% |
| 5 | ICICI Bank Limited ₹3.61 Cr |
Banks | 4.13% | 4.31% | +0.18% |
| 6 | Larsen & Toubro Limited ₹2.84 Cr |
Construction | 3.22% | 3.40% | +0.18% |
| 7 | Dr. Reddy's Laboratories Limited ₹2.28 Cr |
Pharmaceuticals & Biotechnology | 2.59% | 2.72% | +0.13% |
| 8 | Tata Consultancy Services Limited ₹2.46 Cr |
IT - Software | 2.85% | 2.94% | +0.09% |
| 9 | Apollo Hospitals Enterprise Limited ₹3.16 Cr |
Healthcare Services | 3.70% | 3.77% | +0.07% |
| 10 | HDFC Life Insurance Company Limited ₹2.37 Cr |
Insurance | 2.77% | 2.83% | +0.06% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Shree Cement Limited ₹2.93 Cr |
Cement & Cement Products | 3.73% | 3.50% | -0.23% |
| 2 | ITC Limited ₹2.39 Cr |
Diversified FMCG | 3.03% | 2.85% | -0.18% |
| 3 | Dabur India Limited ₹2.18 Cr |
Personal Products | 2.78% | 2.60% | -0.18% |
| 4 | Bharti Airtel Limited ₹2.79 Cr |
Telecom - Services | 3.48% | 3.33% | -0.15% |
| 5 | SBI Life Insurance Company Limited ₹2.61 Cr |
Insurance | 3.27% | 3.12% | -0.15% |
| 6 | United Breweries Limited ₹2.14 Cr |
Beverages | 2.68% | 2.55% | -0.13% |
| 7 | Asian Paints Limited ₹2.96 Cr |
Consumer Durables | 3.66% | 3.54% | -0.12% |
| 8 | ACC Limited ₹2.57 Cr |
Cement & Cement Products | 3.16% | 3.07% | -0.09% |
| 9 | HDFC Bank Limited ₹3.06 Cr |
Banks | 3.74% | 3.66% | -0.08% |
| 10 | Maruti Suzuki India Limited ₹2.67 Cr |
Automobiles | 3.26% | 3.18% | -0.08% |
30 stocks — Aug 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹3.95 Cr |
Chemicals & Petrochemicals |
4.71%
|
|
| 2 |
₹3.61 Cr |
Banks |
4.31%
|
|
| 3 |
₹3.35 Cr |
Food Products |
4.00%
|
|
| 4 |
₹3.29 Cr |
Consumer Durables |
3.93%
|
|
| 5 |
₹3.21 Cr |
Cement & Cement Products |
3.83%
|
|
| 6 |
₹3.16 Cr |
Healthcare Services |
3.77%
|
|
| 7 |
₹3.14 Cr |
Agricultural Food & other Products |
3.75%
|
|
| 8 |
₹3.06 Cr |
Banks |
3.66%
|
|
| 9 |
₹2.96 Cr |
Consumer Durables |
3.54%
|
|
| 10 |
₹2.97 Cr |
Cement & Cement Products |
3.54%
|
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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