| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 13.0% | 14.5% | ▲ +1.5% |
| Metals & Minerals Trading | 8.3% | 9.2% | ▲ +0.9% |
| Auto Components | 8.7% | 8.7% | ● 0.0% |
| Banks | 13.3% | 8.5% | ▼ -4.8% |
| Capital Markets | 7.2% | 7.4% | ▲ +0.2% |
| Petroleum Products | 7.6% | 6.7% | ▼ -1.0% |
| Finance | 6.2% | 6.3% | ● +0.1% |
| Consumer Durables | 4.6% | 5.8% | ▲ +1.2% |
| Telecom - Services | 3.0% | 2.8% | ▼ -0.2% |
| IT - Software | 0.0% | 2.0% | ▲ +2.0% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 14.5% | 14.1% | ▼ -0.4% |
| Metals & Minerals Trading | 9.2% | 9.2% | ● 0.0% |
| Banks | 8.5% | 9.0% | ▲ +0.5% |
| Auto Components | 8.7% | 7.7% | ▼ -1.1% |
| Finance | 6.3% | 7.0% | ▲ +0.7% |
| IT - Software | 2.0% | 6.9% | ▲ +5.0% |
| Construction | 0.0% | 6.8% | ▲ +6.8% |
| Consumer Durables | 5.8% | 6.7% | ▲ +0.9% |
| Telecom - Services | 2.8% | 3.7% | ▲ +0.9% |
| Oil | 0.0% | 3.0% | ▲ +3.0% |
Comparing May 2026 → Jun 2026
| # | Stock | Sector | Weight (Jun 2026) |
|---|---|---|---|
| 1 | Larsen & Toubro Limited ₹229.55 Cr |
Construction | 6.77% |
| 2 | Oil & Natural Gas Corporation Limited ₹100.06 Cr |
Oil | 2.95% |
| # | Stock | Sector | Last Weight (May 2026) |
|---|---|---|---|
| 1 | ICICI Prudential Asset Management Company Limited ₹241.04 Cr |
Capital Markets | 7.35% |
| 2 | Reliance Industries Limited ₹218.93 Cr |
Petroleum Products | 6.67% |
| 3 | HDFC Life Insurance Company Limited ₹37.55 Cr |
Insurance | 1.14% |
| 4 | Divi's Laboratories Limited ₹33.34 Cr |
Pharmaceuticals & Biotechnology | 1.02% |
| # | Stock | Sector | May 2026 | Jun 2026 | Change |
|---|---|---|---|---|---|
| 1 | Tech Mahindra Limited ₹234.84 Cr |
IT - Software | 1.96% | 6.93% | +4.97% |
| 2 | Bharti Airtel Limited ₹124.16 Cr |
Telecom - Services | 2.75% | 3.66% | +0.91% |
| 3 | LG Electronics India Ltd ₹225.82 Cr |
Consumer Durables | 5.77% | 6.66% | +0.89% |
| 4 | Capri Global Capital Limited ₹236.21 Cr |
Finance | 6.27% | 6.97% | +0.70% |
| 5 | ICICI Bank Limited ₹306.24 Cr |
Banks | 8.53% | 9.04% | +0.51% |
| # | Stock | Sector | May 2026 | Jun 2026 | Change |
|---|---|---|---|---|---|
| 1 | Samvardhana Motherson International Limited ₹259.44 Cr |
Auto Components | 8.73% | 7.66% | -1.07% |
| 2 | Adani Energy Solutions Limited ₹151.23 Cr |
Power | 4.68% | 4.46% | -0.22% |
| 3 | Adani Green Energy Limited ₹325.92 Cr |
Power | 9.82% | 9.62% | -0.20% |
11 stocks — Jun 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹325.92 Cr |
Power |
9.62%
|
|
| 2 |
₹313.24 Cr |
Metals & Minerals Trading |
9.24%
|
|
| 3 |
₹306.24 Cr |
Banks |
9.04%
|
|
| 4 |
₹259.44 Cr |
Auto Components |
7.66%
|
|
| 5 |
₹236.21 Cr |
Finance |
6.97%
|
|
| 6 |
₹234.84 Cr |
IT - Software |
6.93%
|
|
| 7 |
₹229.55 Cr |
Construction |
6.77%
|
|
| 8 |
₹225.82 Cr |
Consumer Durables |
6.66%
|
|
| 9 |
₹151.23 Cr |
Power |
4.46%
|
|
| 10 |
₹124.16 Cr |
Telecom - Services |
3.66%
|
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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