| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Electrical Equipment | 20.3% | 23.5% | ▲ +3.2% |
| Petroleum Products | 11.2% | 12.4% | ▲ +1.2% |
| Construction | 8.9% | 10.6% | ▲ +1.7% |
| Auto Components | 6.6% | 9.7% | ▲ +3.1% |
| Power | 9.8% | 8.2% | ▼ -1.6% |
| Telecom - Services | 7.3% | 7.9% | ▲ +0.5% |
| Agricultural, Commercial & Construction Vehicles | 0.0% | 4.3% | ▲ +4.3% |
| Industrial Products | 6.6% | 4.3% | ▼ -2.3% |
| Diversified Metals | 4.7% | 4.1% | ▼ -0.6% |
| Capital Markets | 3.8% | 4.1% | ▲ +0.3% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Electrical Equipment | 23.5% | 35.6% | ▲ +12.1% |
| Construction | 10.6% | 10.2% | ▼ -0.4% |
| Auto Components | 9.7% | 8.7% | ▼ -1.0% |
| Power | 8.2% | 8.5% | ▲ +0.3% |
| Telecom - Services | 7.9% | 6.6% | ▼ -1.3% |
| Petroleum Products | 12.4% | 6.6% | ▼ -5.8% |
| Healthcare Services | 2.7% | 4.0% | ▲ +1.3% |
| Industrial Products | 4.3% | 3.3% | ▼ -1.0% |
| Agricultural, Commercial & Construction Vehicles | 4.3% | 3.0% | ▼ -1.3% |
| Aerospace & Defense | 0.0% | 2.8% | ▲ +2.8% |
Comparing Apr 2026 → May 2026
| # | Stock | Sector | Weight (May 2026) |
|---|---|---|---|
| 1 | CG Power and Industrial Solutions Limited ₹5.86 Cr |
Electrical Equipment | 4.25% |
| 2 | Siemens Limited ₹5.48 Cr |
Electrical Equipment | 3.98% |
| 3 | Thermax Limited ₹4.34 Cr |
Electrical Equipment | 3.15% |
| 4 | Hindustan Aeronautics Limited ₹3.85 Cr |
Aerospace & Defense | 2.79% |
| # | Stock | Sector | Last Weight (Apr 2026) |
|---|---|---|---|
| 1 | Jain Resource Recycling Limited ₹5.38 Cr |
Diversified Metals | 4.11% |
| 2 | Gabriel India Limited ₹3.33 Cr |
Auto Components | 2.54% |
| 3 | Hindustan Petroleum Corporation Limited ₹2.21 Cr |
Petroleum Products | 1.69% |
| 4 | Fractal Analytics Ltd ₹2.08 Cr |
IT - Software | 1.59% |
| 5 | Shadowfax Technologies Ltd. ₹1.00 Cr |
Transport Services | 0.77% |
| # | Stock | Sector | Apr 2026 | May 2026 | Change |
|---|---|---|---|---|---|
| 1 | Suzlon Energy Limited ₹5.45 Cr |
Electrical Equipment | 2.27% | 3.95% | +1.68% |
| 2 | Apollo Hospitals Enterprise Limited ₹5.54 Cr |
Healthcare Services | 2.74% | 4.02% | +1.28% |
| 3 | ABB India Limited ₹6.50 Cr |
Electrical Equipment | 3.63% | 4.71% | +1.08% |
| 4 | UNO Minda Limited ₹4.49 Cr |
Auto Components | 2.42% | 3.26% | +0.84% |
| 5 | Samvardhana Motherson International Limited ₹7.48 Cr |
Auto Components | 4.75% | 5.43% | +0.68% |
| 6 | Bharat Heavy Electricals Limited ₹4.17 Cr |
Electrical Equipment | 2.69% | 3.02% | +0.33% |
| 7 | Power Grid Corporation of India Limited ₹6.09 Cr |
Power | 4.11% | 4.42% | +0.31% |
| 8 | TD Power Systems Limited ₹5.41 Cr |
Electrical Equipment | 3.61% | 3.92% | +0.31% |
| 9 | Coal India Limited ₹3.56 Cr |
Consumable Fuels | 2.54% | 2.58% | +0.04% |
| # | Stock | Sector | Apr 2026 | May 2026 | Change |
|---|---|---|---|---|---|
| 1 | Reliance Industries Limited ₹9.07 Cr |
Petroleum Products | 10.72% | 6.58% | -4.14% |
| 2 | Multi Commodity Exchange of India Limited ₹2.95 Cr |
Capital Markets | 4.10% | 2.14% | -1.96% |
| 3 | Ashok Leyland Limited ₹4.08 Cr |
Agricultural, Commercial & Construction Vehicles | 4.30% | 2.96% | -1.34% |
| 4 | Bharti Airtel Limited ₹9.12 Cr |
Telecom - Services | 7.87% | 6.62% | -1.25% |
| 5 | Waaree Energies Limited ₹4.09 Cr |
Electrical Equipment | 4.12% | 2.97% | -1.15% |
| 6 | GE Vernova T&D India Limited ₹4.30 Cr |
Electrical Equipment | 4.12% | 3.12% | -1.00% |
| 7 | KSB Limited ₹4.51 Cr |
Industrial Products | 4.27% | 3.28% | -0.99% |
| 8 | Hitachi Energy India Limited ₹3.49 Cr |
Electrical Equipment | 3.07% | 2.53% | -0.54% |
| 9 | Larsen & Toubro Limited ₹14.11 Cr |
Construction | 10.60% | 10.23% | -0.37% |
| 10 | NTPC Limited ₹5.58 Cr |
Power | 4.09% | 4.05% | -0.04% |
23 stocks — May 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹14.11 Cr |
Construction |
10.23%
|
|
| 2 |
₹9.12 Cr |
Telecom - Services |
6.62%
|
|
| 3 |
₹9.07 Cr |
Petroleum Products |
6.58%
|
|
| 4 |
₹7.48 Cr |
Auto Components |
5.43%
|
|
| 5 |
₹6.50 Cr |
Electrical Equipment |
4.71%
|
|
| 6 |
₹6.09 Cr |
Power |
4.42%
|
|
| 7 |
₹5.86 Cr |
Electrical Equipment |
4.25%
|
|
| 8 |
₹5.58 Cr |
Power |
4.05%
|
|
| 9 |
₹5.54 Cr |
Healthcare Services |
4.02%
|
|
| 10 |
₹5.48 Cr |
Electrical Equipment |
3.98%
|
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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