| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Retailing | 16.5% | 17.5% | ▲ +1.0% |
| Finance | 14.0% | 13.0% | ▼ -1.0% |
| Financial Technology (Fintech) | 10.0% | 9.4% | ▼ -0.6% |
| Electrical Equipment | 7.7% | 6.8% | ▼ -0.9% |
| Pharmaceuticals & Biotechnology | 8.0% | 6.7% | ▼ -1.3% |
| Agricultural, Commercial & Construction Vehicles | 4.0% | 5.4% | ▲ +1.5% |
| Capital Markets | 2.1% | 5.1% | ▲ +3.1% |
| Automobiles | 5.1% | 4.8% | ▼ -0.2% |
| Auto Components | 4.5% | 4.2% | ▼ -0.3% |
| Industrial Manufacturing | 2.7% | 3.6% | ▲ +0.9% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Retailing | 17.5% | 17.9% | ▲ +0.5% |
| Finance | 13.0% | 12.6% | ▼ -0.5% |
| Financial Technology (Fintech) | 9.4% | 9.5% | ▲ +0.1% |
| Pharmaceuticals & Biotechnology | 6.7% | 6.6% | ▼ -0.1% |
| Electrical Equipment | 6.8% | 5.9% | ▼ -0.9% |
| Agricultural, Commercial & Construction Vehicles | 5.4% | 5.3% | ● -0.1% |
| Automobiles | 4.8% | 5.0% | ▲ +0.2% |
| Capital Markets | 5.1% | 4.7% | ▼ -0.4% |
| Auto Components | 4.2% | 4.6% | ▲ +0.3% |
| Industrial Manufacturing | 3.6% | 3.5% | ● -0.1% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Kalyan Jewellers India Limited ₹11.06 L |
Consumer Durables | 1.25% | 1.88% | +0.63% |
| 2 | Lodha Developers Limited ₹16.44 L |
Realty | 2.25% | 2.80% | +0.55% |
| 3 | JSW Infrastructure Ltd ₹7.91 L |
Transport Infrastructure | 0.86% | 1.35% | +0.49% |
| 4 | One 97 Communications Limited ₹26.76 L |
Financial Technology (Fintech) | 4.07% | 4.55% | +0.48% |
| 5 | Eternal Limited ₹33.07 L |
Retailing | 5.17% | 5.63% | +0.46% |
| 6 | Sona BLW Precision Forgings Limited ₹16.26 L |
Auto Components | 2.34% | 2.77% | +0.43% |
| 7 | Swiggy Limited ₹18.95 L |
Retailing | 2.84% | 3.23% | +0.39% |
| 8 | Acme Solar Holdings Ltd ₹3.50 L |
Power | 0.33% | 0.60% | +0.27% |
| 9 | Hyundai Motor India Ltd ₹14.25 L |
Automobiles | 2.22% | 2.42% | +0.20% |
| 10 | Jio Financial Services Limited ₹29.20 L |
Finance | 4.81% | 4.97% | +0.16% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Siemens Energy India Limited ₹13.60 L |
Electrical Equipment | 2.77% | 2.31% | -0.46% |
| 2 | Vishal Mega Mart Limited ₹13.95 L |
Retailing | 2.75% | 2.37% | -0.38% |
| 3 | PB Fintech Limited ₹27.80 L |
Financial Technology (Fintech) | 5.05% | 4.73% | -0.32% |
| 4 | Waaree Energies Limited ₹12.00 L |
Electrical Equipment | 2.36% | 2.04% | -0.32% |
| 5 | ITC Hotels Limited ₹8.64 L |
Leisure Services | 1.71% | 1.47% | -0.24% |
| 6 | Piramal Finance Ltd ₹11.67 L |
Finance | 2.19% | 1.99% | -0.20% |
| 7 | Mankind Pharma Limited ₹13.02 L |
Pharmaceuticals & Biotechnology | 2.40% | 2.22% | -0.18% |
| 8 | HDB Financial Services Limited ₹6.73 L |
Finance | 1.32% | 1.14% | -0.18% |
| 9 | ICICI Prudential Asset Management Company Limited ₹7.29 L |
Capital Markets | 1.38% | 1.24% | -0.14% |
| 10 | Billionbrains Garage Ventures Ltd ₹8.07 L |
Capital Markets | 1.50% | 1.37% | -0.13% |
71 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹33.07 L |
Retailing |
5.63%
|
|
| 2 |
₹31.38 L |
Agricultural, Commercial & Construction Vehicles |
5.34%
|
|
| 3 |
₹29.20 L |
Finance |
4.97%
|
|
| 4 |
₹27.80 L |
Financial Technology (Fintech) |
4.73%
|
|
| 5 |
₹26.76 L |
Financial Technology (Fintech) |
4.55%
|
|
| 6 |
₹21.64 L |
Retailing |
3.68%
|
|
| 7 |
₹18.95 L |
Retailing |
3.23%
|
|
| 8 |
₹16.44 L |
Realty |
2.80%
|
|
| 9 |
₹16.26 L |
Auto Components |
2.77%
|
|
| 10 |
₹14.25 L |
Automobiles |
2.42%
|
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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