AAUM (Average Assets Under Management) of ₹669.85 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Electrical Equipment | 30.9% | 36.7% | ▲ +5.8% |
| Chemicals & Petrochemicals | 6.7% | 12.1% | ▲ +5.4% |
| Auto Components | 11.2% | 11.7% | ▲ +0.5% |
| Pharmaceuticals & Biotechnology | 5.2% | 10.6% | ▲ +5.4% |
| Industrial Products | 6.8% | 10.5% | ▲ +3.7% |
| Automobiles | 10.6% | 6.2% | ▼ -4.3% |
| Petroleum Products | 2.3% | 4.2% | ▲ +1.9% |
| Agricultural, Commercial & Construction Vehicles | 4.0% | 4.1% | ● +0.1% |
| Diversified Metals | 1.5% | 0.0% | ▼ -1.5% |
| Ferrous Metals | 5.1% | 0.0% | ▼ -5.1% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Electrical Equipment | 36.7% | 21.2% | ▼ -15.5% |
| Pharmaceuticals & Biotechnology | 10.6% | 18.4% | ▲ +7.9% |
| Auto Components | 11.7% | 14.2% | ▲ +2.6% |
| Chemicals & Petrochemicals | 12.1% | 13.9% | ▲ +1.8% |
| Automobiles | 6.2% | 7.6% | ▲ +1.4% |
| Industrial Products | 10.5% | 6.6% | ▼ -3.9% |
| Consumer Durables | 0.0% | 6.5% | ▲ +6.5% |
| Petroleum Products | 4.2% | 4.3% | ▲ +0.1% |
| Commercial Services & Supplies | 0.0% | 2.1% | ▲ +2.1% |
| Transport Services | 0.0% | 0.4% | ▲ +0.4% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Weight (Jul 2026) |
|---|---|---|---|
| 1 | Asian Paints Limited ₹26.74 Cr |
Consumer Durables | 3.94% |
| 2 | Anthem Biosciences Limited ₹25.21 Cr |
Pharmaceuticals & Biotechnology | 3.71% |
| 3 | Belrise Industries Ltd. ₹23.79 Cr |
Auto Components | 3.50% |
| 4 | Garware Hi-Tech Films Ltd ₹23.16 Cr |
Industrial Products | 3.41% |
| 5 | Torrent Pharmaceuticals Limited ₹20.91 Cr |
Pharmaceuticals & Biotechnology | 3.08% |
| 6 | Dixon Technologies (India) Limited ₹17.56 Cr |
Consumer Durables | 2.59% |
| 7 | CENTRAL MINE PLANNING & DESIGN INSTITUTE LTD ₹13.91 Cr |
Commercial Services & Supplies | 2.05% |
| 8 | Shadowfax Technologies Ltd. ₹2.64 Cr |
Transport Services | 0.39% |
| # | Stock | Sector | Last Weight (Jun 2026) |
|---|---|---|---|
| 1 | CG Power and Industrial Solutions Limited ₹36.47 Cr |
Electrical Equipment | 5.30% |
| 2 | Ashok Leyland Limited ₹28.17 Cr |
Agricultural, Commercial & Construction Vehicles | 4.09% |
| 3 | Polycab India Limited ₹21.51 Cr |
Industrial Products | 3.13% |
| 4 | Hitachi Energy India Limited ₹19.39 Cr |
Electrical Equipment | 2.82% |
| 5 | Waaree Energies Limited ₹18.36 Cr |
Electrical Equipment | 2.67% |
| 6 | Shaily Engineering Plastics Ltd ₹17.06 Cr |
Industrial Products | 2.48% |
| 7 | PTC Industries Limited ₹10.23 Cr |
Industrial Products | 1.49% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Pidilite Industries Limited ₹33.31 Cr |
Chemicals & Petrochemicals | 2.90% | 4.91% | +2.01% |
| 2 | Solar Industries India Limited ₹40.73 Cr |
Chemicals & Petrochemicals | 4.04% | 6.00% | +1.96% |
| 3 | Sun Pharmaceutical Industries Limited ₹40.67 Cr |
Pharmaceuticals & Biotechnology | 4.96% | 5.99% | +1.03% |
| 4 | Bajaj Auto Limited ₹31.92 Cr |
Automobiles | 3.91% | 4.70% | +0.79% |
| 5 | UNO Minda Limited ₹23.68 Cr |
Auto Components | 2.88% | 3.49% | +0.61% |
| 6 | TVS Motor Company Limited ₹19.76 Cr |
Automobiles | 2.30% | 2.91% | +0.61% |
| 7 | Samvardhana Motherson International Limited ₹39.99 Cr |
Auto Components | 5.71% | 5.89% | +0.18% |
| 8 | Reliance Industries Limited ₹28.95 Cr |
Petroleum Products | 4.16% | 4.27% | +0.11% |
| 9 | Lupin Limited ₹38.40 Cr |
Pharmaceuticals & Biotechnology | 5.59% | 5.66% | +0.07% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Navin Fluorine International Limited ₹20.43 Cr |
Chemicals & Petrochemicals | 5.19% | 3.01% | -2.18% |
| 2 | Gabriel India Limited ₹9.17 Cr |
Auto Components | 3.09% | 1.35% | -1.74% |
| 3 | TD Power Systems Limited ₹16.29 Cr |
Electrical Equipment | 3.94% | 2.40% | -1.54% |
| 4 | Schneider Electric Infrastructure Limited ₹24.78 Cr |
Electrical Equipment | 4.98% | 3.65% | -1.33% |
| 5 | Thermax Limited ₹24.40 Cr |
Electrical Equipment | 4.25% | 3.60% | -0.65% |
| 6 | Suzlon Energy Limited ₹15.55 Cr |
Electrical Equipment | 2.77% | 2.29% | -0.48% |
| 7 | ABB India Limited ₹34.76 Cr |
Electrical Equipment | 5.53% | 5.12% | -0.41% |
| 8 | Azad Engineering Ltd ₹27.99 Cr |
Electrical Equipment | 4.40% | 4.12% | -0.28% |
| 9 | KEI Industries Limited ₹21.49 Cr |
Industrial Products | 3.39% | 3.17% | -0.22% |
26 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹40.73 Cr |
Chemicals & Petrochemicals |
6.00%
|
|
| 2 |
₹40.67 Cr |
Pharmaceuticals & Biotechnology |
5.99%
|
|
| 3 |
₹39.99 Cr |
Auto Components |
5.89%
|
|
| 4 |
₹38.40 Cr |
Pharmaceuticals & Biotechnology |
5.66%
|
|
| 5 |
₹34.76 Cr |
Electrical Equipment |
5.12%
|
|
| 6 |
₹33.31 Cr |
Chemicals & Petrochemicals |
4.91%
|
|
| 7 |
₹31.92 Cr |
Automobiles |
4.70%
|
|
| 8 |
₹28.95 Cr |
Petroleum Products |
4.27%
|
|
| 9 |
₹27.99 Cr |
Electrical Equipment |
4.12%
|
|
| 10 |
₹26.74 Cr |
Consumer Durables |
3.94%
|
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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