| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 27.0% | 26.6% | ▼ -0.4% |
| Aerospace & Defense | 18.2% | 18.6% | ▲ +0.5% |
| Petroleum Products | 12.0% | 12.2% | ▲ +0.3% |
| Finance | 9.9% | 10.1% | ▲ +0.3% |
| Oil | 10.2% | 9.2% | ▼ -1.0% |
| Consumable Fuels | 8.3% | 8.5% | ▲ +0.3% |
| Electrical Equipment | 4.8% | 4.9% | ● +0.1% |
| Gas | 3.5% | 3.8% | ▲ +0.3% |
| Minerals & Mining | 2.4% | 2.4% | ● 0.0% |
| Transport Services | 1.3% | 1.3% | ● +0.1% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 26.6% | 26.1% | ▼ -0.5% |
| Aerospace & Defense | 18.6% | 18.4% | ▼ -0.3% |
| Petroleum Products | 12.2% | 12.5% | ▲ +0.2% |
| Finance | 10.1% | 10.2% | ● +0.1% |
| Oil | 9.2% | 9.6% | ▲ +0.4% |
| Consumable Fuels | 8.5% | 8.0% | ▼ -0.5% |
| Electrical Equipment | 4.9% | 4.8% | ● -0.1% |
| Gas | 3.8% | 4.0% | ▲ +0.2% |
| Minerals & Mining | 2.4% | 2.4% | ● 0.0% |
| Transport Services | 1.3% | 1.5% | ▲ +0.2% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Hindustan Aeronautics Limited ₹12.96 L |
Aerospace & Defense | 6.70% | 7.13% | +0.43% |
| 2 | Bharat Petroleum Corporation Limited ₹9.52 L |
Petroleum Products | 4.97% | 5.23% | +0.26% |
| 3 | Oil & Natural Gas Corporation Limited ₹13.84 L |
Oil | 7.37% | 7.61% | +0.24% |
| 4 | Oil India Limited ₹3.67 L |
Oil | 1.84% | 2.02% | +0.18% |
| 5 | GAIL (India) Limited ₹7.19 L |
Gas | 3.78% | 3.95% | +0.17% |
| 6 | Container Corporation of India Limited ₹2.66 L |
Transport Services | 1.32% | 1.47% | +0.15% |
| 7 | REC Limited ₹6.84 L |
Finance | 3.67% | 3.76% | +0.09% |
| 8 | Indian Oil Corporation Limited ₹7.69 L |
Petroleum Products | 4.21% | 4.23% | +0.02% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Bharat Electronics Limited ₹20.41 L |
Aerospace & Defense | 11.92% | 11.22% | -0.70% |
| 2 | Coal India Limited ₹14.57 L |
Consumable Fuels | 8.50% | 8.01% | -0.49% |
| 3 | NTPC Limited ₹24.18 L |
Power | 13.67% | 13.30% | -0.37% |
| 4 | Bharat Heavy Electricals Limited ₹8.71 L |
Electrical Equipment | 4.88% | 4.79% | -0.09% |
| 5 | Power Grid Corporation of India Limited ₹18.91 L |
Power | 10.48% | 10.40% | -0.08% |
| 6 | NHPC Limited ₹4.36 L |
Power | 2.48% | 2.40% | -0.08% |
| 7 | Rail Vikas Nigam Limited ₹1.88 L |
Construction | 1.08% | 1.03% | -0.05% |
| 8 | Hindustan Petroleum Corporation Limited ₹5.50 L |
Petroleum Products | 3.06% | 3.02% | -0.04% |
| 9 | Indian Railway Catering And Tourism Corporation Limited ₹2.17 L |
Leisure Services | 1.22% | 1.19% | -0.03% |
| 10 | Indian Railway Finance Corporation Limited ₹2.63 L |
Finance | 1.47% | 1.45% | -0.02% |
20 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹24.18 L |
Power |
13.30%
|
|
| 2 |
₹20.41 L |
Aerospace & Defense |
11.22%
|
|
| 3 |
₹18.91 L |
Power |
10.40%
|
|
| 4 |
₹14.57 L |
Consumable Fuels |
8.01%
|
|
| 5 |
₹13.84 L |
Oil |
7.61%
|
|
| 6 |
₹12.96 L |
Aerospace & Defense |
7.13%
|
|
| 7 |
₹9.52 L |
Petroleum Products |
5.23%
|
|
| 8 |
₹9.08 L |
Finance |
4.99%
|
|
| 9 |
₹8.71 L |
Electrical Equipment |
4.79%
|
|
| 10 |
₹7.69 L |
Petroleum Products |
4.23%
|
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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