| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Electrical Equipment | 11.5% | 14.3% | ▲ +2.8% |
| Banks | 16.5% | 10.3% | ▼ -6.2% |
| Consumer Durables | 9.6% | 10.0% | ▲ +0.3% |
| IT - Software | 11.1% | 9.8% | ▼ -1.3% |
| Capital Markets | 3.3% | 7.6% | ▲ +4.2% |
| Finance | 9.0% | 6.9% | ▼ -2.1% |
| Retailing | 5.5% | 5.3% | ▼ -0.2% |
| Telecom - Services | 6.1% | 5.2% | ▼ -0.9% |
| Construction | 3.4% | 4.0% | ▲ +0.7% |
| Automobiles | 3.4% | 3.8% | ▲ +0.5% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Electrical Equipment | 14.3% | 18.2% | ▲ +3.9% |
| IT - Software | 9.8% | 9.5% | ▼ -0.4% |
| Consumer Durables | 10.0% | 8.6% | ▼ -1.4% |
| Finance | 6.9% | 8.4% | ▲ +1.5% |
| Capital Markets | 7.6% | 8.3% | ▲ +0.8% |
| Retailing | 5.3% | 5.3% | ● +0.0% |
| Banks | 10.3% | 4.5% | ▼ -5.8% |
| Automobiles | 3.8% | 3.9% | ● +0.1% |
| Aerospace & Defense | 2.8% | 3.6% | ▲ +0.8% |
| Auto Components | 2.3% | 3.6% | ▲ +1.3% |
Comparing Apr 2026 → May 2026
| # | Stock | Sector | Weight (May 2026) |
|---|---|---|---|
| 1 | Muthoot Finance Limited ₹128.93 Cr |
Finance | 1.00% |
| 2 | Bharat Dynamics Limited ₹127.64 Cr |
Aerospace & Defense | 0.99% |
| 3 | Premier Energies Limited ₹127.20 Cr |
Electrical Equipment | 0.98% |
| 4 | RBL Bank Limited ₹126.40 Cr |
Banks | 0.98% |
| 5 | Bharat Heavy Electricals Limited ₹125.83 Cr |
Electrical Equipment | 0.97% |
| 6 | Jindal Steel Limited ₹123.98 Cr |
Ferrous Metals | 0.96% |
| 7 | Vedanta Limited ₹124.64 Cr |
Diversified Metals | 0.96% |
| 8 | Sterlite Technologies Limited ₹96.66 Cr |
Telecom - Equipment & Accessories | 0.75% |
| 9 | Acutaas Chemicals Ltd ₹43.58 Cr |
Pharmaceuticals & Biotechnology | 0.34% |
| # | Stock | Sector | Last Weight (Apr 2026) |
|---|---|---|---|
| 1 | Bharti Airtel Limited ₹660.38 Cr |
Telecom - Services | 5.17% |
| 2 | Larsen & Toubro Limited ₹516.04 Cr |
Construction | 4.04% |
| 3 | ICICI Bank Limited ₹493.04 Cr |
Banks | 3.86% |
| 4 | State Bank of India ₹361.90 Cr |
Banks | 2.83% |
| 5 | Radico Khaitan Limited ₹223.81 Cr |
Beverages | 1.75% |
| # | Stock | Sector | Apr 2026 | May 2026 | Change |
|---|---|---|---|---|---|
| 1 | Siemens Limited ₹384.50 Cr |
Electrical Equipment | 1.37% | 2.97% | +1.60% |
| 2 | Samvardhana Motherson International Limited ₹459.48 Cr |
Auto Components | 2.28% | 3.55% | +1.27% |
| 3 | Aditya Infotech Limited ₹358.30 Cr |
Industrial Manufacturing | 1.69% | 2.77% | +1.08% |
| 4 | Ashok Leyland Limited ₹419.02 Cr |
Agricultural, Commercial & Construction Vehicles | 2.37% | 3.24% | +0.87% |
| 5 | Onesource Specialty Pharma Limited ₹396.18 Cr |
Pharmaceuticals & Biotechnology | 2.20% | 3.06% | +0.86% |
| 6 | ICICI Prudential Asset Management Company Limited ₹219.95 Cr |
Capital Markets | 1.01% | 1.70% | +0.69% |
| 7 | Piramal Finance Ltd ₹420.86 Cr |
Finance | 2.75% | 3.25% | +0.50% |
| 8 | Polycab India Limited ₹395.48 Cr |
Industrial Products | 2.65% | 3.06% | +0.41% |
| 9 | Apollo Hospitals Enterprise Limited ₹413.77 Cr |
Healthcare Services | 3.03% | 3.20% | +0.17% |
| 10 | CG Power and Industrial Solutions Limited ₹853.23 Cr |
Electrical Equipment | 6.43% | 6.60% | +0.17% |
| # | Stock | Sector | Apr 2026 | May 2026 | Change |
|---|---|---|---|---|---|
| 1 | Kalyan Jewellers India Limited ₹808.89 Cr |
Consumer Durables | 7.36% | 6.25% | -1.11% |
| 2 | Coforge Limited ₹627.81 Cr |
IT - Software | 5.27% | 4.85% | -0.42% |
| 3 | PG Electroplast Limited ₹300.17 Cr |
Consumer Durables | 2.60% | 2.32% | -0.28% |
| 4 | Bharat Electronics Limited ₹337.10 Cr |
Aerospace & Defense | 2.77% | 2.61% | -0.16% |
| 5 | Multi Commodity Exchange of India Limited ₹472.72 Cr |
Capital Markets | 3.72% | 3.65% | -0.07% |
| 6 | IndusInd Bank Limited ₹459.98 Cr |
Banks | 3.61% | 3.56% | -0.05% |
| 7 | Shriram Finance Limited ₹533.30 Cr |
Finance | 4.13% | 4.12% | -0.01% |
33 stocks — May 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹853.23 Cr |
Electrical Equipment |
6.60%
|
|
| 2 |
₹808.89 Cr |
Consumer Durables |
6.25%
|
|
| 3 |
₹689.10 Cr |
Retailing |
5.33%
|
|
| 4 |
₹627.81 Cr |
IT - Software |
4.85%
|
|
| 5 |
₹597.70 Cr |
IT - Software |
4.62%
|
|
| 6 |
₹534.22 Cr |
Electrical Equipment |
4.13%
|
|
| 7 |
₹533.30 Cr |
Finance |
4.12%
|
|
| 8 |
₹501.58 Cr |
Automobiles |
3.88%
|
|
| 9 |
₹472.72 Cr |
Capital Markets |
3.65%
|
|
| 10 |
₹459.98 Cr |
Banks |
3.56%
|
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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