| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Electrical Equipment | 24.5% | 30.9% | ▲ +6.4% |
| Auto Components | 10.2% | 11.2% | ▲ +0.9% |
| Automobiles | 11.4% | 10.6% | ▼ -0.9% |
| Non - Ferrous Metals | 8.9% | 8.5% | ▼ -0.5% |
| Industrial Products | 8.8% | 6.8% | ▼ -2.0% |
| Chemicals & Petrochemicals | 4.6% | 6.7% | ▲ +2.2% |
| Pharmaceuticals & Biotechnology | 8.8% | 5.2% | ▼ -3.6% |
| Ferrous Metals | 3.0% | 5.1% | ▲ +2.1% |
| Agricultural, Commercial & Construction Vehicles | 4.6% | 4.0% | ▼ -0.6% |
| Petroleum Products | 2.5% | 2.3% | ▼ -0.3% |
| 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% |
Comparing May 2026 → Jun 2026
| # | Stock | Sector | Weight (Jun 2026) |
|---|---|---|---|
| 1 | Schneider Electric Infrastructure Limited ₹34.25 Cr |
Electrical Equipment | 4.98% |
| 2 | Sun Pharmaceutical Industries Limited ₹34.10 Cr |
Pharmaceuticals & Biotechnology | 4.96% |
| 3 | Polycab India Limited ₹21.51 Cr |
Industrial Products | 3.13% |
| 4 | Pidilite Industries Limited ₹19.93 Cr |
Chemicals & Petrochemicals | 2.90% |
| # | Stock | Sector | Last Weight (May 2026) |
|---|---|---|---|
| 1 | Jindal Steel Limited ₹35.21 Cr |
Ferrous Metals | 5.07% |
| 2 | Hindalco Industries Limited ₹30.63 Cr |
Non - Ferrous Metals | 4.41% |
| 3 | Hindustan Zinc Limited ₹28.10 Cr |
Non - Ferrous Metals | 4.05% |
| 4 | Ather Energy Limited ₹19.67 Cr |
Automobiles | 2.83% |
| 5 | Bharat Heavy Electricals Limited ₹19.05 Cr |
Electrical Equipment | 2.74% |
| 6 | Vedanta Limited ₹10.45 Cr |
Diversified Metals | 1.50% |
| 7 | Talwandi Sabo Power Limited ₹3.59 Cr |
Power | 0.52% |
| 8 | Vedanta Aluminium Metal Limited ₹3.59 Cr |
Metals & Minerals Trading | 0.52% |
| 9 | Malco Energy Limited ₹3.59 Cr |
Power | 0.52% |
| 10 | Vedanta Iron And Steel Limited ₹3.59 Cr |
Metals & Minerals Trading | 0.52% |
| # | Stock | Sector | May 2026 | Jun 2026 | Change |
|---|---|---|---|---|---|
| 1 | CG Power and Industrial Solutions Limited ₹36.47 Cr |
Electrical Equipment | 3.19% | 5.30% | +2.11% |
| 2 | Solar Industries India Limited ₹27.83 Cr |
Chemicals & Petrochemicals | 1.95% | 4.04% | +2.09% |
| 3 | Reliance Industries Limited ₹28.65 Cr |
Petroleum Products | 2.27% | 4.16% | +1.89% |
| 4 | Thermax Limited ₹29.24 Cr |
Electrical Equipment | 2.64% | 4.25% | +1.61% |
| 5 | KEI Industries Limited ₹23.34 Cr |
Industrial Products | 2.81% | 3.39% | +0.58% |
| 6 | Navin Fluorine International Limited ₹35.71 Cr |
Chemicals & Petrochemicals | 4.77% | 5.19% | +0.42% |
| 7 | Lupin Limited ₹38.46 Cr |
Pharmaceuticals & Biotechnology | 5.19% | 5.59% | +0.40% |
| 8 | Gabriel India Limited ₹21.28 Cr |
Auto Components | 2.72% | 3.09% | +0.37% |
| 9 | Bajaj Auto Limited ₹26.92 Cr |
Automobiles | 3.57% | 3.91% | +0.34% |
| 10 | Samvardhana Motherson International Limited ₹39.29 Cr |
Auto Components | 5.57% | 5.71% | +0.14% |
| # | Stock | Sector | May 2026 | Jun 2026 | Change |
|---|---|---|---|---|---|
| 1 | TVS Motor Company Limited ₹15.85 Cr |
Automobiles | 4.15% | 2.30% | -1.85% |
| 2 | TD Power Systems Limited ₹27.10 Cr |
Electrical Equipment | 4.16% | 3.94% | -0.22% |
| 3 | Waaree Energies Limited ₹18.36 Cr |
Electrical Equipment | 2.82% | 2.67% | -0.15% |
| 4 | ABB India Limited ₹38.04 Cr |
Electrical Equipment | 5.65% | 5.53% | -0.12% |
| 5 | Shaily Engineering Plastics Ltd ₹17.06 Cr |
Industrial Products | 2.54% | 2.48% | -0.06% |
| 6 | UNO Minda Limited ₹19.79 Cr |
Auto Components | 2.89% | 2.88% | -0.01% |
25 stocks — Jun 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹39.29 Cr |
Auto Components |
5.71%
|
|
| 2 |
₹38.46 Cr |
Pharmaceuticals & Biotechnology |
5.59%
|
|
| 3 |
₹38.04 Cr |
Electrical Equipment |
5.53%
|
|
| 4 |
₹36.47 Cr |
Electrical Equipment |
5.30%
|
|
| 5 |
₹35.71 Cr |
Chemicals & Petrochemicals |
5.19%
|
|
| 6 |
₹34.25 Cr |
Electrical Equipment |
4.98%
|
|
| 7 |
₹34.10 Cr |
Pharmaceuticals & Biotechnology |
4.96%
|
|
| 8 |
₹30.26 Cr |
Electrical Equipment |
4.40%
|
|
| 9 |
₹29.24 Cr |
Electrical Equipment |
4.25%
|
|
| 10 |
₹28.65 Cr |
Petroleum Products |
4.16%
|
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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