| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 17.0% | 19.1% | ▲ +2.0% |
| Banks | 7.4% | 11.9% | ▲ +4.4% |
| Petroleum Products | 9.6% | 10.0% | ▲ +0.4% |
| Insurance | 8.9% | 8.2% | ▼ -0.7% |
| Construction | 7.8% | 7.9% | ● +0.1% |
| Pharmaceuticals & Biotechnology | 8.0% | 7.5% | ▼ -0.5% |
| Auto Components | 7.2% | 7.3% | ● +0.1% |
| Cement & Cement Products | 3.5% | 3.4% | ▼ -0.1% |
| Consumer Durables | 0.3% | 2.6% | ▲ +2.3% |
| Metals & Minerals Trading | 2.1% | 2.5% | ▲ +0.4% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 19.1% | 21.7% | ▲ +2.6% |
| Banks | 11.9% | 9.1% | ▼ -2.7% |
| Petroleum Products | 10.0% | 8.8% | ▼ -1.2% |
| Auto Components | 7.3% | 8.4% | ▲ +1.1% |
| Construction | 7.9% | 7.7% | ▼ -0.2% |
| Pharmaceuticals & Biotechnology | 7.5% | 7.3% | ▼ -0.2% |
| Electrical Equipment | 1.5% | 5.8% | ▲ +4.3% |
| IT - Software | 0.0% | 4.7% | ▲ +4.7% |
| Telecom - Services | 1.8% | 3.9% | ▲ +2.0% |
| Insurance | 8.2% | 3.7% | ▼ -4.5% |
Comparing Apr 2026 → May 2026
| # | Stock | Sector | Weight (May 2026) |
|---|---|---|---|
| 1 | Tech Mahindra Limited ₹608.43 Cr |
IT - Software | 4.66% |
| 2 | Premier Energies Limited ₹433.29 Cr |
Electrical Equipment | 3.32% |
| 3 | Adani Energy Solutions Limited ₹258.89 Cr |
Power | 1.98% |
| # | Stock | Sector | Last Weight (Apr 2026) |
|---|---|---|---|
| 1 | Life Insurance Corporation Of India ₹547.98 Cr |
Insurance | 4.38% |
| 2 | Grasim Industries Limited ₹418.63 Cr |
Cement & Cement Products | 3.35% |
| 3 | Kotak Mahindra Bank Limited ₹359.02 Cr |
Banks | 2.87% |
| # | Stock | Sector | Apr 2026 | May 2026 | Change |
|---|---|---|---|---|---|
| 1 | Bharti Airtel Limited ₹504.93 Cr |
Telecom - Services | 1.83% | 3.86% | +2.03% |
| 2 | Samvardhana Motherson International Limited ₹1,095.82 Cr |
Auto Components | 7.29% | 8.38% | +1.09% |
| 3 | Bharat Heavy Electricals Limited ₹319.50 Cr |
Electrical Equipment | 1.48% | 2.44% | +0.96% |
| 4 | Adani Green Energy Limited ₹680.82 Cr |
Power | 4.53% | 5.21% | +0.68% |
| 5 | Adani Power Limited ₹1,272.89 Cr |
Power | 9.28% | 9.74% | +0.46% |
| 6 | Adani Enterprises Limited ₹377.68 Cr |
Metals & Minerals Trading | 2.48% | 2.89% | +0.41% |
| 7 | ICICI Bank Limited ₹1,193.71 Cr |
Banks | 8.98% | 9.13% | +0.15% |
| 8 | ICICI Prudential Asset Management Company Limited ₹289.50 Cr |
Capital Markets | 2.15% | 2.22% | +0.07% |
| 9 | Swan Defence and Heavy Industries Ltd ₹135.55 Cr |
N.A. | 0.97% | 1.04% | +0.07% |
| 10 | Embassy Developments Limited ₹31.33 Cr |
Realty | 0.19% | 0.24% | +0.05% |
| # | Stock | Sector | Apr 2026 | May 2026 | Change |
|---|---|---|---|---|---|
| 1 | Reliance Industries Limited ₹1,149.89 Cr |
Petroleum Products | 9.96% | 8.80% | -1.16% |
| 2 | Tata Power Company Limited ₹619.66 Cr |
Power | 5.24% | 4.74% | -0.50% |
| 3 | Larsen & Toubro Limited ₹959.48 Cr |
Construction | 7.55% | 7.34% | -0.21% |
| 4 | Aurobindo Pharma Limited ₹948.88 Cr |
Pharmaceuticals & Biotechnology | 7.46% | 7.26% | -0.20% |
| 5 | HDFC Life Insurance Company Limited ₹479.87 Cr |
Insurance | 3.79% | 3.67% | -0.12% |
| 6 | DLF Limited ₹278.48 Cr |
Realty | 2.21% | 2.13% | -0.08% |
| 7 | Himadri Speciality Chemical Limited ₹143.30 Cr |
Chemicals & Petrochemicals | 1.15% | 1.10% | -0.05% |
| 8 | LG Electronics India Ltd ₹80.64 Cr |
Consumer Durables | 0.67% | 0.62% | -0.05% |
| 9 | Dixon Technologies (India) Limited ₹242.10 Cr |
Consumer Durables | 1.88% | 1.85% | -0.03% |
| 10 | Lloyds Metals And Energy Limited ₹118.18 Cr |
Minerals & Mining | 0.93% | 0.90% | -0.03% |
29 stocks — May 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹1,272.89 Cr |
Power |
9.74%
|
|
| 2 |
₹1,193.71 Cr |
Banks |
9.13%
|
|
| 3 |
₹1,149.89 Cr |
Petroleum Products |
8.80%
|
|
| 4 |
₹1,095.82 Cr |
Auto Components |
8.38%
|
|
| 5 |
₹959.48 Cr |
Construction |
7.34%
|
|
| 6 |
₹948.88 Cr |
Pharmaceuticals & Biotechnology |
7.26%
|
|
| 7 |
₹680.82 Cr |
Power |
5.21%
|
|
| 8 |
₹619.66 Cr |
Power |
4.74%
|
|
| 9 |
₹608.43 Cr |
IT - Software |
4.66%
|
|
| 10 |
₹504.93 Cr |
Telecom - Services |
3.86%
|
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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