| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 40.6% | 46.1% | ▲ +5.5% |
| Petroleum Products | 0.0% | 12.4% | ▲ +12.4% |
| IT - Software | 22.4% | 12.2% | ▼ -10.2% |
| Diversified FMCG | 6.8% | 5.6% | ▼ -1.2% |
| Power | 7.7% | 5.1% | ▼ -2.6% |
| Oil | 2.5% | 3.9% | ▲ +1.4% |
| Automobiles | 9.1% | 3.5% | ▼ -5.6% |
| Consumable Fuels | 2.6% | 3.0% | ▲ +0.5% |
| Non - Ferrous Metals | 4.0% | 2.3% | ▼ -1.7% |
| Cement & Cement Products | 0.0% | 2.0% | ▲ +2.0% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 46.1% | 45.0% | ▼ -1.1% |
| IT - Software | 12.2% | 14.0% | ▲ +1.8% |
| Petroleum Products | 12.4% | 12.5% | ● +0.1% |
| Diversified FMCG | 5.6% | 5.4% | ▼ -0.1% |
| Power | 5.1% | 5.0% | ▼ -0.1% |
| Oil | 3.9% | 4.0% | ▲ +0.1% |
| Automobiles | 3.5% | 3.3% | ▼ -0.1% |
| Consumable Fuels | 3.0% | 2.8% | ▼ -0.2% |
| Non - Ferrous Metals | 2.3% | 2.3% | ● +0.0% |
| Ferrous Metals | 2.0% | 2.0% | ● 0.0% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Infosys Limited ₹9.51 Cr |
IT - Software | 5.83% | 6.56% | +0.73% |
| 2 | Tata Consultancy Services Limited ₹5.86 Cr |
IT - Software | 3.48% | 4.04% | +0.56% |
| 3 | HCL Technologies Limited ₹3.70 Cr |
IT - Software | 2.04% | 2.55% | +0.51% |
| 4 | ICICI Bank Limited ₹18.52 Cr |
Banks | 12.29% | 12.77% | +0.48% |
| 5 | Bajaj Finserv Limited ₹2.22 Cr |
Finance | 1.35% | 1.53% | +0.18% |
| 6 | Oil & Natural Gas Corporation Limited ₹5.80 Cr |
Oil | 3.89% | 3.99% | +0.10% |
| 7 | Reliance Industries Limited ₹18.12 Cr |
Petroleum Products | 12.42% | 12.49% | +0.07% |
| 8 | Hindalco Industries Limited ₹3.35 Cr |
Non - Ferrous Metals | 2.28% | 2.31% | +0.03% |
| 9 | Wipro Limited ₹1.24 Cr |
IT - Software | 0.85% | 0.86% | +0.01% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | HDFC Bank Limited ₹20.55 Cr |
Banks | 15.18% | 14.17% | -1.01% |
| 2 | Axis Bank Limited ₹7.02 Cr |
Banks | 5.32% | 4.84% | -0.48% |
| 3 | Coal India Limited ₹4.12 Cr |
Consumable Fuels | 3.03% | 2.84% | -0.19% |
| 4 | ITC Limited ₹7.86 Cr |
Diversified FMCG | 5.56% | 5.42% | -0.14% |
| 5 | Tata Motors Passenger Vehicles Limited ₹4.84 Cr |
Automobiles | 3.47% | 3.33% | -0.14% |
| 6 | NTPC Limited ₹4.23 Cr |
Power | 3.00% | 2.91% | -0.09% |
| 7 | State Bank of India ₹14.43 Cr |
Banks | 9.99% | 9.94% | -0.05% |
| 8 | Kotak Mahindra Bank Limited ₹4.74 Cr |
Banks | 3.30% | 3.26% | -0.04% |
| 9 | Power Grid Corporation of India Limited ₹3.04 Cr |
Power | 2.12% | 2.10% | -0.02% |
| 10 | Grasim Industries Limited ₹2.86 Cr |
Cement & Cement Products | 1.98% | 1.97% | -0.01% |
20 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹20.55 Cr |
Banks |
14.17%
|
|
| 2 |
₹18.52 Cr |
Banks |
12.77%
|
|
| 3 |
₹18.12 Cr |
Petroleum Products |
12.49%
|
|
| 4 |
₹14.43 Cr |
Banks |
9.94%
|
|
| 5 |
₹9.51 Cr |
IT - Software |
6.56%
|
|
| 6 |
₹7.86 Cr |
Diversified FMCG |
5.42%
|
|
| 7 |
₹7.02 Cr |
Banks |
4.84%
|
|
| 8 |
₹5.86 Cr |
IT - Software |
4.04%
|
|
| 9 |
₹5.80 Cr |
Oil |
3.99%
|
|
| 10 |
₹4.84 Cr |
Automobiles |
3.33%
|
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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