| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 47.7% | 49.6% | ▲ +1.9% |
| IT - Software | 13.9% | 11.9% | ▼ -2.0% |
| Finance | 8.4% | 8.8% | ▲ +0.3% |
| Telecom - Services | 8.5% | 8.3% | ▼ -0.2% |
| Power | 5.8% | 5.4% | ▼ -0.5% |
| Retailing | 4.2% | 4.4% | ▲ +0.2% |
| Healthcare Services | 2.4% | 2.6% | ▲ +0.2% |
| Capital Markets | 2.6% | 2.3% | ▼ -0.3% |
| Insurance | 2.2% | 2.1% | ▼ -0.1% |
| Transport Infrastructure | 2.0% | 2.0% | ● -0.1% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 49.6% | 47.5% | ▼ -2.1% |
| IT - Software | 11.9% | 13.4% | ▲ +1.5% |
| Finance | 8.8% | 9.4% | ▲ +0.6% |
| Telecom - Services | 8.3% | 8.6% | ▲ +0.3% |
| Power | 5.4% | 5.1% | ▼ -0.2% |
| Retailing | 4.4% | 4.7% | ▲ +0.3% |
| Healthcare Services | 2.6% | 2.5% | ● -0.1% |
| Capital Markets | 2.3% | 2.1% | ▼ -0.2% |
| Insurance | 2.1% | 2.1% | ● 0.0% |
| Transport Infrastructure | 2.0% | 1.8% | ▼ -0.2% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Infosys Limited ₹34.86 L |
IT - Software | 5.16% | 5.69% | +0.53% |
| 2 | Bajaj Finance Limited ₹26.91 L |
Finance | 3.96% | 4.39% | +0.43% |
| 3 | Tata Consultancy Services Limited ₹21.24 L |
IT - Software | 3.05% | 3.47% | +0.42% |
| 4 | HCL Technologies Limited ₹12.49 L |
IT - Software | 1.66% | 2.04% | +0.38% |
| 5 | Bharti Airtel Limited ₹52.75 L |
Telecom - Services | 8.28% | 8.61% | +0.33% |
| 6 | Eternal Limited ₹19.24 L |
Retailing | 2.81% | 3.14% | +0.33% |
| 7 | ICICI Bank Limited ₹90.46 L |
Banks | 14.49% | 14.76% | +0.27% |
| 8 | Tech Mahindra Limited ₹9.23 L |
IT - Software | 1.31% | 1.51% | +0.20% |
| 9 | Bajaj Finserv Limited ₹10.33 L |
Finance | 1.52% | 1.69% | +0.17% |
| 10 | Info Edge (India) Limited ₹4.13 L |
Retailing | 0.55% | 0.67% | +0.12% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | HDFC Bank Limited ₹1.01 Cr |
Banks | 17.98% | 16.45% | -1.53% |
| 2 | Axis Bank Limited ₹31.06 L |
Banks | 5.69% | 5.07% | -0.62% |
| 3 | BSE Limited ₹13.09 L |
Capital Markets | 2.32% | 2.14% | -0.18% |
| 4 | Adani Ports and Special Economic Zone Limited ₹11.01 L |
Transport Infrastructure | 1.96% | 1.80% | -0.16% |
| 5 | State Bank of India ₹37.36 L |
Banks | 6.25% | 6.10% | -0.15% |
| 6 | NTPC Limited ₹14.48 L |
Power | 2.49% | 2.36% | -0.13% |
| 7 | Avenue Supermarts Limited ₹5.57 L |
Retailing | 1.04% | 0.91% | -0.13% |
| 8 | Kotak Mahindra Bank Limited ₹25.28 L |
Banks | 4.25% | 4.13% | -0.12% |
| 9 | InterGlobe Aviation Limited ₹10.29 L |
Transport Services | 1.79% | 1.68% | -0.11% |
| 10 | Max Healthcare Institute Limited ₹7.20 L |
Healthcare Services | 1.24% | 1.17% | -0.07% |
30 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹1.01 Cr |
Banks |
16.45%
|
|
| 2 |
₹90.46 L |
Banks |
14.76%
|
|
| 3 |
₹52.75 L |
Telecom - Services |
8.61%
|
|
| 4 |
₹37.36 L |
Banks |
6.10%
|
|
| 5 |
₹34.86 L |
IT - Software |
5.69%
|
|
| 6 |
₹31.06 L |
Banks |
5.07%
|
|
| 7 |
₹26.91 L |
Finance |
4.39%
|
|
| 8 |
₹25.28 L |
Banks |
4.13%
|
|
| 9 |
₹21.24 L |
IT - Software |
3.47%
|
|
| 10 |
₹19.24 L |
Retailing |
3.14%
|
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.
Found a discrepancy or have feedback? Contact Us — we read every message personally.