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 | 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% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Electrical Equipment | 21.2% | 19.2% | ▼ -2.0% |
| Auto Components | 14.2% | 16.0% | ▲ +1.8% |
| Pharmaceuticals & Biotechnology | 18.4% | 13.7% | ▼ -4.8% |
| Chemicals & Petrochemicals | 13.9% | 13.0% | ▼ -1.0% |
| Consumer Durables | 6.5% | 8.3% | ▲ +1.8% |
| Industrial Products | 6.6% | 7.9% | ▲ +1.3% |
| Automobiles | 7.6% | 7.6% | ● +0.0% |
| Industrial Manufacturing | 0.0% | 2.2% | ▲ +2.2% |
| Commercial Services & Supplies | 2.1% | 2.0% | ● 0.0% |
| Finance | 0.0% | 1.9% | ▲ +1.9% |
Comparing Jul 2026 → Aug 2026
| # | Stock | Sector | Weight (Aug 2026) |
|---|---|---|---|
| 1 | Bosch Limited ₹36.35 Cr |
Auto Components | 5.19% |
| 2 | TD Power Systems Limited ₹22.38 Cr |
Electrical Equipment | 3.20% |
| 3 | Kaynes Technology India Limited ₹15.15 Cr |
Industrial Manufacturing | 2.17% |
| 4 | PG Electroplast Limited ₹14.78 Cr |
Consumer Durables | 2.11% |
| 5 | Divi's Laboratories Limited ₹13.87 Cr |
Pharmaceuticals & Biotechnology | 1.98% |
| 6 | APL Apollo Tubes Limited ₹13.58 Cr |
Industrial Products | 1.94% |
| 7 | Titan Company Limited ₹13.48 Cr |
Consumer Durables | 1.93% |
| 8 | Jio Financial Services Limited ₹12.95 Cr |
Finance | 1.85% |
| # | Stock | Sector | Last Weight (Jul 2026) |
|---|---|---|---|
| 1 | Lupin Limited ₹38.40 Cr |
Pharmaceuticals & Biotechnology | 5.66% |
| 2 | Reliance Industries Limited ₹28.95 Cr |
Petroleum Products | 4.27% |
| 3 | Asian Paints Limited ₹26.74 Cr |
Consumer Durables | 3.94% |
| 4 | Thermax Limited ₹24.40 Cr |
Electrical Equipment | 3.60% |
| 5 | TD Power Systems Limited ₹16.29 Cr |
Electrical Equipment | 2.40% |
| 6 | Gabriel India Limited ₹9.17 Cr |
Auto Components | 1.35% |
| 7 | Shadowfax Technologies Ltd. ₹2.64 Cr |
Transport Services | 0.39% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Dixon Technologies (India) Limited ₹29.94 Cr |
Consumer Durables | 2.59% | 4.28% | +1.69% |
| 2 | UNO Minda Limited ₹32.16 Cr |
Auto Components | 3.49% | 4.60% | +1.11% |
| 3 | Solar Industries India Limited ₹48.63 Cr |
Chemicals & Petrochemicals | 6.00% | 6.95% | +0.95% |
| 4 | ABB India Limited ₹42.46 Cr |
Electrical Equipment | 5.12% | 6.07% | +0.95% |
| 5 | Garware Hi-Tech Films Ltd ₹28.07 Cr |
Industrial Products | 3.41% | 4.01% | +0.60% |
| 6 | Schneider Electric Infrastructure Limited ₹28.16 Cr |
Electrical Equipment | 3.65% | 4.02% | +0.37% |
| 7 | Anthem Biosciences Limited ₹27.82 Cr |
Pharmaceuticals & Biotechnology | 3.71% | 3.98% | +0.27% |
| 8 | Bajaj Auto Limited ₹33.61 Cr |
Automobiles | 4.70% | 4.80% | +0.10% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Pidilite Industries Limited ₹22.26 Cr |
Chemicals & Petrochemicals | 4.91% | 3.18% | -1.73% |
| 2 | Samvardhana Motherson International Limited ₹29.76 Cr |
Auto Components | 5.89% | 4.25% | -1.64% |
| 3 | Belrise Industries Ltd. ₹13.94 Cr |
Auto Components | 3.50% | 1.99% | -1.51% |
| 4 | Sun Pharmaceutical Industries Limited ₹33.21 Cr |
Pharmaceuticals & Biotechnology | 5.99% | 4.75% | -1.24% |
| 5 | KEI Industries Limited ₹13.66 Cr |
Industrial Products | 3.17% | 1.95% | -1.22% |
| 6 | Azad Engineering Ltd ₹25.73 Cr |
Electrical Equipment | 4.12% | 3.68% | -0.44% |
| 7 | Navin Fluorine International Limited ₹19.86 Cr |
Chemicals & Petrochemicals | 3.01% | 2.84% | -0.17% |
| 8 | Torrent Pharmaceuticals Limited ₹20.68 Cr |
Pharmaceuticals & Biotechnology | 3.08% | 2.96% | -0.12% |
| 9 | Suzlon Energy Limited ₹15.39 Cr |
Electrical Equipment | 2.29% | 2.20% | -0.09% |
| 10 | TVS Motor Company Limited ₹19.89 Cr |
Automobiles | 2.91% | 2.84% | -0.07% |
27 stocks — Aug 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹48.63 Cr |
Chemicals & Petrochemicals |
6.95%
|
|
| 2 |
₹42.46 Cr |
Electrical Equipment |
6.07%
|
|
| 3 |
₹36.35 Cr |
Auto Components |
5.19%
|
|
| 4 |
₹33.61 Cr |
Automobiles |
4.80%
|
|
| 5 |
₹33.21 Cr |
Pharmaceuticals & Biotechnology |
4.75%
|
|
| 6 |
₹32.16 Cr |
Auto Components |
4.60%
|
|
| 7 |
₹29.94 Cr |
Consumer Durables |
4.28%
|
|
| 8 |
₹29.76 Cr |
Auto Components |
4.25%
|
|
| 9 |
₹28.16 Cr |
Electrical Equipment |
4.02%
|
|
| 10 |
₹28.07 Cr |
Industrial Products |
4.01%
|
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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