| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Cement & Cement Products | 13.7% | 13.9% | ▲ +0.2% |
| Banks | 11.1% | 10.9% | ▼ -0.3% |
| Pharmaceuticals & Biotechnology | 9.8% | 9.5% | ▼ -0.4% |
| Consumer Durables | 6.9% | 7.3% | ▲ +0.4% |
| Food Products | 6.5% | 6.9% | ▲ +0.3% |
| Diversified FMCG | 6.5% | 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 | 3.6% | 3.7% | ● +0.1% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Cement & Cement Products | 13.9% | 13.7% | ▼ -0.2% |
| Banks | 10.9% | 10.9% | ● +0.1% |
| Pharmaceuticals & Biotechnology | 9.5% | 9.4% | ● 0.0% |
| Consumer Durables | 7.3% | 7.3% | ● +0.1% |
| Food Products | 6.9% | 6.8% | ● -0.1% |
| Diversified FMCG | 6.3% | 6.0% | ▼ -0.4% |
| Insurance | 6.0% | 5.8% | ▼ -0.2% |
| Chemicals & Petrochemicals | 4.5% | 4.6% | ▲ +0.2% |
| Healthcare Services | 3.7% | 3.7% | ● +0.0% |
| Agricultural Food & other Products | 3.8% | 3.7% | ▼ -0.1% |
Comparing Jul 2026 → Aug 2026
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Grasim Industries Limited ₹2.51 Cr |
Cement & Cement Products | 3.46% | 3.76% | +0.30% |
| 2 | Titan Company Limited ₹2.58 Cr |
Consumer Durables | 3.62% | 3.85% | +0.23% |
| 3 | Pidilite Industries Limited ₹3.09 Cr |
Chemicals & Petrochemicals | 4.47% | 4.62% | +0.15% |
| 4 | State Bank of India ₹2.09 Cr |
Banks | 2.98% | 3.12% | +0.14% |
| 5 | Larsen & Toubro Limited ₹2.23 Cr |
Construction | 3.21% | 3.33% | +0.12% |
| 6 | ICICI Bank Limited ₹2.83 Cr |
Banks | 4.13% | 4.23% | +0.10% |
| 7 | Dr. Reddy's Laboratories Limited ₹1.78 Cr |
Pharmaceuticals & Biotechnology | 2.59% | 2.67% | +0.08% |
| 8 | Tata Consultancy Services Limited ₹1.93 Cr |
IT - Software | 2.85% | 2.88% | +0.03% |
| 9 | Apollo Hospitals Enterprise Limited ₹2.48 Cr |
Healthcare Services | 3.69% | 3.70% | +0.01% |
| 10 | HDFC Life Insurance Company Limited ₹1.86 Cr |
Insurance | 2.77% | 2.78% | +0.01% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Shree Cement Limited ₹2.30 Cr |
Cement & Cement Products | 3.72% | 3.43% | -0.29% |
| 2 | ITC Limited ₹1.87 Cr |
Diversified FMCG | 3.03% | 2.80% | -0.23% |
| 3 | Dabur India Limited ₹1.71 Cr |
Personal Products | 2.77% | 2.56% | -0.21% |
| 4 | Bharti Airtel Limited ₹2.19 Cr |
Telecom - Services | 3.47% | 3.27% | -0.20% |
| 5 | SBI Life Insurance Company Limited ₹2.05 Cr |
Insurance | 3.26% | 3.06% | -0.20% |
| 6 | Asian Paints Limited ₹2.32 Cr |
Consumer Durables | 3.65% | 3.47% | -0.18% |
| 7 | United Breweries Limited ₹1.67 Cr |
Beverages | 2.67% | 2.50% | -0.17% |
| 8 | HDFC Bank Limited ₹2.40 Cr |
Banks | 3.74% | 3.59% | -0.15% |
| 9 | ACC Limited ₹2.02 Cr |
Cement & Cement Products | 3.16% | 3.01% | -0.15% |
| 10 | Marico Limited ₹2.46 Cr |
Agricultural Food & other Products | 3.81% | 3.68% | -0.13% |
30 stocks — Aug 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹3.09 Cr |
Chemicals & Petrochemicals |
4.62%
|
|
| 2 |
₹2.83 Cr |
Banks |
4.23%
|
|
| 3 |
₹2.63 Cr |
Food Products |
3.93%
|
|
| 4 |
₹2.58 Cr |
Consumer Durables |
3.85%
|
|
| 5 |
₹2.51 Cr |
Cement & Cement Products |
3.76%
|
|
| 6 |
₹2.48 Cr |
Healthcare Services |
3.70%
|
|
| 7 |
₹2.46 Cr |
Agricultural Food & other Products |
3.68%
|
|
| 8 |
₹2.40 Cr |
Banks |
3.59%
|
|
| 9 |
₹2.32 Cr |
Consumer Durables |
3.47%
|
|
| 10 |
₹2.32 Cr |
Cement & Cement Products |
3.47%
|
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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