| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Petroleum Products | 21.5% | 23.8% | ▲ +2.3% |
| Telecom - Services | 16.7% | 16.0% | ▼ -0.7% |
| Construction | 12.9% | 12.6% | ▼ -0.3% |
| Power | 11.7% | 10.8% | ▼ -1.0% |
| Cement & Cement Products | 8.5% | 8.1% | ▼ -0.5% |
| Healthcare Services | 5.5% | 5.8% | ▲ +0.3% |
| Electrical Equipment | 3.6% | 3.6% | ● 0.0% |
| Transport Infrastructure | 3.6% | 3.5% | ▼ -0.1% |
| Auto Components | 3.2% | 3.2% | ● +0.0% |
| Transport Services | 2.7% | 3.2% | ▲ +0.5% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Petroleum Products | 23.8% | 24.0% | ▲ +0.2% |
| Telecom - Services | 16.0% | 16.9% | ▲ +0.9% |
| Construction | 12.6% | 12.0% | ▼ -0.7% |
| Power | 10.8% | 10.5% | ▼ -0.3% |
| Cement & Cement Products | 8.1% | 8.3% | ▲ +0.2% |
| Healthcare Services | 5.8% | 5.8% | ● 0.0% |
| Auto Components | 3.2% | 3.3% | ● +0.1% |
| Transport Infrastructure | 3.5% | 3.3% | ▼ -0.2% |
| Electrical Equipment | 3.6% | 3.1% | ▼ -0.5% |
| Transport Services | 3.2% | 3.0% | ▼ -0.1% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Bharti Airtel Limited ₹29.06 Cr |
Telecom - Services | 14.66% | 15.55% | +0.89% |
| 2 | UltraTech Cement Limited ₹6.83 Cr |
Cement & Cement Products | 3.47% | 3.65% | +0.18% |
| 3 | Reliance Industries Limited ₹37.28 Cr |
Petroleum Products | 19.81% | 19.95% | +0.14% |
| 4 | Bharat Petroleum Corporation Limited ₹3.14 Cr |
Petroleum Products | 1.60% | 1.68% | +0.08% |
| 5 | Oil & Natural Gas Corporation Limited ₹4.57 Cr |
Oil | 2.38% | 2.44% | +0.06% |
| 6 | Apollo Hospitals Enterprise Limited ₹4.47 Cr |
Healthcare Services | 2.33% | 2.39% | +0.06% |
| 7 | Ashok Leyland Limited ₹2.30 Cr |
Agricultural, Commercial & Construction Vehicles | 1.17% | 1.23% | +0.06% |
| 8 | DLF Limited ₹2.05 Cr |
Realty | 1.04% | 1.10% | +0.06% |
| 9 | The Indian Hotels Company Limited ₹3.14 Cr |
Leisure Services | 1.63% | 1.68% | +0.05% |
| 10 | GAIL (India) Limited ₹2.37 Cr |
Gas | 1.22% | 1.27% | +0.05% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Larsen & Toubro Limited ₹22.34 Cr |
Construction | 12.62% | 11.96% | -0.66% |
| 2 | Suzlon Energy Limited ₹2.83 Cr |
Electrical Equipment | 1.86% | 1.51% | -0.35% |
| 3 | Adani Ports and Special Economic Zone Limited ₹6.07 Cr |
Transport Infrastructure | 3.48% | 3.25% | -0.23% |
| 4 | CG Power and Industrial Solutions Limited ₹2.87 Cr |
Electrical Equipment | 1.70% | 1.54% | -0.16% |
| 5 | NTPC Limited ₹7.98 Cr |
Power | 4.40% | 4.27% | -0.13% |
| 6 | InterGlobe Aviation Limited ₹5.67 Cr |
Transport Services | 3.16% | 3.04% | -0.12% |
| 7 | Adani Green Energy Limited ₹2.25 Cr |
Power | 1.30% | 1.20% | -0.10% |
| 8 | Max Healthcare Institute Limited ₹3.96 Cr |
Healthcare Services | 2.19% | 2.12% | -0.07% |
| 9 | Cummins India Limited ₹3.61 Cr |
Industrial Products | 1.99% | 1.93% | -0.06% |
| 10 | Power Grid Corporation of India Limited ₹6.24 Cr |
Power | 3.38% | 3.34% | -0.04% |
30 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹37.28 Cr |
Petroleum Products |
19.95%
|
|
| 2 |
₹29.06 Cr |
Telecom - Services |
15.55%
|
|
| 3 |
₹22.34 Cr |
Construction |
11.96%
|
|
| 4 |
₹7.98 Cr |
Power |
4.27%
|
|
| 5 |
₹6.83 Cr |
Cement & Cement Products |
3.65%
|
|
| 6 |
₹6.24 Cr |
Power |
3.34%
|
|
| 7 |
₹6.07 Cr |
Transport Infrastructure |
3.25%
|
|
| 8 |
₹5.67 Cr |
Transport Services |
3.04%
|
|
| 9 |
₹5.67 Cr |
Cement & Cement Products |
3.03%
|
|
| 10 |
₹4.57 Cr |
Oil |
2.44%
|
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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