| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 14.5% | 15.7% | ▲ +1.2% |
| Minerals & Mining | 9.5% | 9.2% | ▼ -0.3% |
| Pharmaceuticals & Biotechnology | 8.5% | 8.2% | ▼ -0.3% |
| Petroleum Products | 9.1% | 8.0% | ▼ -1.1% |
| Auto Components | 6.6% | 7.5% | ▲ +0.9% |
| Electrical Equipment | 6.8% | 7.1% | ▲ +0.3% |
| Metals & Minerals Trading | 3.0% | 6.7% | ▲ +3.7% |
| Telecom - Services | 2.9% | 3.4% | ▲ +0.5% |
| Textiles & Apparels | 2.6% | 2.6% | ● -0.1% |
| Insurance | 2.2% | 2.1% | ● -0.1% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 15.7% | 15.0% | ▼ -0.7% |
| Minerals & Mining | 9.2% | 9.2% | ● 0.0% |
| Pharmaceuticals & Biotechnology | 8.2% | 9.0% | ▲ +0.8% |
| Electrical Equipment | 7.1% | 8.0% | ▲ +0.9% |
| Auto Components | 7.5% | 7.6% | ● +0.1% |
| Metals & Minerals Trading | 6.7% | 6.9% | ▲ +0.2% |
| IT - Software | 0.0% | 4.9% | ▲ +4.9% |
| Telecom - Services | 3.4% | 3.4% | ● 0.0% |
| Textiles & Apparels | 2.6% | 3.1% | ▲ +0.5% |
| Insurance | 2.1% | 2.0% | ● -0.1% |
Comparing May 2026 → Jun 2026
| # | Stock | Sector | Weight (Jun 2026) |
|---|---|---|---|
| 1 | Tech Mahindra Limited ₹167.89 Cr |
IT - Software | 4.87% |
| 2 | Varun Beverages Limited ₹64.11 Cr |
Beverages | 1.86% |
| 3 | Yes Bank Limited ₹50.83 Cr |
Banks | 1.47% |
| 4 | Dixon Technologies (India) Limited ₹17.09 Cr |
Consumer Durables | 0.50% |
| 5 | Hexaware Technologies Limited ₹8.17 L |
IT - Software | 0.00% |
| # | Stock | Sector | Last Weight (May 2026) |
|---|---|---|---|
| 1 | Reliance Industries Limited ₹272.72 Cr |
Petroleum Products | 7.97% |
| 2 | ICICI Prudential Asset Management Company Limited ₹23.75 Cr |
Capital Markets | 0.69% |
| 3 | ICICI Bank Limited ₹5.98 Cr |
Banks | 0.17% |
| # | Stock | Sector | May 2026 | Jun 2026 | Change |
|---|---|---|---|---|---|
| 1 | Bharat Heavy Electricals Limited ₹149.80 Cr |
Electrical Equipment | 3.40% | 4.34% | +0.94% |
| 2 | Aurobindo Pharma Limited ₹311.98 Cr |
Pharmaceuticals & Biotechnology | 8.23% | 9.04% | +0.81% |
| 3 | K.P.R. Mill Limited ₹107.68 Cr |
Textiles & Apparels | 2.58% | 3.12% | +0.54% |
| 4 | JSW Infrastructure Ltd ₹49.08 Cr |
Transport Infrastructure | 1.23% | 1.42% | +0.19% |
| 5 | Adani Enterprises Limited ₹238.54 Cr |
Metals & Minerals Trading | 6.74% | 6.92% | +0.18% |
| 6 | Samvardhana Motherson International Limited ₹261.58 Cr |
Auto Components | 7.52% | 7.58% | +0.06% |
| 7 | Adani Green Energy Limited ₹243.80 Cr |
Power | 7.04% | 7.07% | +0.03% |
| # | Stock | Sector | May 2026 | Jun 2026 | Change |
|---|---|---|---|---|---|
| 1 | Adani Power Limited ₹273.56 Cr |
Power | 8.69% | 7.93% | -0.76% |
| 2 | AWL Agri Business Limited ₹52.58 Cr |
Agricultural Food & other Products | 1.61% | 1.52% | -0.09% |
| 3 | HDFC Life Insurance Company Limited ₹69.90 Cr |
Insurance | 2.11% | 2.03% | -0.08% |
| 4 | Premier Energies Limited ₹126.84 Cr |
Electrical Equipment | 3.74% | 3.68% | -0.06% |
| 5 | Lloyds Metals And Energy Limited ₹316.76 Cr |
Minerals & Mining | 9.21% | 9.18% | -0.03% |
| 6 | Procter & Gamble Hygiene and Health Care Limited ₹12.54 Cr |
Personal Products | 0.39% | 0.36% | -0.03% |
| 7 | Tata Communications Limited ₹116.77 Cr |
Telecom - Services | 3.40% | 3.39% | -0.01% |
| 8 | 3M India Limited ₹40.14 Cr |
Diversified | 1.17% | 1.16% | -0.01% |
20 stocks — Jun 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹316.76 Cr |
Minerals & Mining |
9.18%
|
|
| 2 |
₹311.98 Cr |
Pharmaceuticals & Biotechnology |
9.04%
|
|
| 3 |
₹273.56 Cr |
Power |
7.93%
|
|
| 4 |
₹261.58 Cr |
Auto Components |
7.58%
|
|
| 5 |
₹243.80 Cr |
Power |
7.07%
|
|
| 6 |
₹238.54 Cr |
Metals & Minerals Trading |
6.92%
|
|
| 7 |
₹167.89 Cr |
IT - Software |
4.87%
|
|
| 8 |
₹149.80 Cr |
Electrical Equipment |
4.34%
|
|
| 9 |
₹126.84 Cr |
Electrical Equipment |
3.68%
|
|
| 10 |
₹116.77 Cr |
Telecom - Services |
3.39%
|
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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