| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Aerospace & Defense | 63.3% | 62.7% | ▼ -0.6% |
| Auto Components | 14.5% | 15.2% | ▲ +0.7% |
| Chemicals & Petrochemicals | 11.5% | 11.6% | ● +0.0% |
| Industrial Manufacturing | 9.1% | 8.8% | ▼ -0.2% |
| Agricultural, Commercial & Construction Vehicles | 1.7% | 1.7% | ● +0.0% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Aerospace & Defense | 62.7% | 63.1% | ▲ +0.4% |
| Auto Components | 15.2% | 13.9% | ▼ -1.2% |
| Chemicals & Petrochemicals | 11.6% | 12.1% | ▲ +0.6% |
| Industrial Manufacturing | 8.8% | 9.0% | ▲ +0.2% |
| Agricultural, Commercial & Construction Vehicles | 1.7% | 1.8% | ▲ +0.1% |
Comparing Jul 2026 → Aug 2026
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | MTAR Technologies Limited ₹50.87 Cr |
Aerospace & Defense | 3.17% | 3.75% | +0.58% |
| 2 | Solar Industries India Limited ₹164.88 Cr |
Chemicals & Petrochemicals | 11.57% | 12.14% | +0.57% |
| 3 | Bharat Electronics Limited ₹264.76 Cr |
Aerospace & Defense | 19.01% | 19.50% | +0.49% |
| 4 | BEML Limited ₹24.92 Cr |
Agricultural, Commercial & Construction Vehicles | 1.73% | 1.84% | +0.11% |
| 5 | Paras Defence & Space Technologies Ltd ₹17.13 Cr |
Aerospace & Defense | 1.15% | 1.26% | +0.11% |
| 6 | Dynamatic Technologies Ltd ₹15.81 Cr |
Industrial Manufacturing | 1.05% | 1.16% | +0.11% |
| 7 | Zen Technologies Limited ₹27.62 Cr |
Aerospace & Defense | 1.93% | 2.03% | +0.10% |
| 8 | Cochin Shipyard Limited ₹43.02 Cr |
Industrial Manufacturing | 3.11% | 3.17% | +0.06% |
| 9 | Data Patterns (India) Limited ₹45.89 Cr |
Aerospace & Defense | 3.33% | 3.38% | +0.05% |
| 10 | Axiscades Technologies Ltd. ₹10.06 Cr |
Aerospace & Defense | 0.72% | 0.74% | +0.02% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Bharat Forge Limited ₹188.86 Cr |
Auto Components | 15.15% | 13.91% | -1.24% |
| 2 | Astra Microwave Products Limited ₹47.46 Cr |
Aerospace & Defense | 4.07% | 3.49% | -0.58% |
| 3 | Hindustan Aeronautics Limited ₹290.35 Cr |
Aerospace & Defense | 21.56% | 21.38% | -0.18% |
| 4 | Garden Reach Shipbuilders & Engineers Limited ₹25.30 Cr |
Aerospace & Defense | 1.97% | 1.86% | -0.11% |
| 5 | Apollo Micro Systems Limited ₹21.00 Cr |
Aerospace & Defense | 1.63% | 1.55% | -0.08% |
| 6 | Bharat Dynamics Limited ₹39.56 Cr |
Aerospace & Defense | 2.98% | 2.91% | -0.07% |
19 stocks — Aug 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹290.35 Cr |
Aerospace & Defense |
21.38%
|
|
| 2 |
₹264.76 Cr |
Aerospace & Defense |
19.50%
|
|
| 3 |
₹188.86 Cr |
Auto Components |
13.91%
|
|
| 4 |
₹164.88 Cr |
Chemicals & Petrochemicals |
12.14%
|
|
| 5 |
₹63.42 Cr |
Industrial Manufacturing |
4.67%
|
|
| 6 |
₹50.87 Cr |
Aerospace & Defense |
3.75%
|
|
| 7 |
₹47.46 Cr |
Aerospace & Defense |
3.49%
|
|
| 8 |
₹45.89 Cr |
Aerospace & Defense |
3.38%
|
|
| 9 |
₹43.02 Cr |
Industrial Manufacturing |
3.17%
|
|
| 10 |
₹39.56 Cr |
Aerospace & Defense |
2.91%
|
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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