| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 15.1% | 12.0% | ▼ -3.0% |
| Pharmaceuticals & Biotechnology | 4.4% | 11.4% | ▲ +7.0% |
| Finance | 8.8% | 10.5% | ▲ +1.8% |
| Metals & Minerals Trading | 11.1% | 8.5% | ▼ -2.6% |
| Telecom - Services | 0.0% | 7.3% | ▲ +7.3% |
| Insurance | 4.6% | 6.6% | ▲ +2.0% |
| Realty | 0.0% | 5.7% | ▲ +5.7% |
| IT - Software | 6.9% | 4.4% | ▼ -2.6% |
| Capital Markets | 2.9% | 4.2% | ▲ +1.3% |
| Banks | 8.0% | 3.3% | ▼ -4.7% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 12.0% | 16.6% | ▲ +4.5% |
| Telecom - Services | 7.3% | 13.0% | ▲ +5.7% |
| Pharmaceuticals & Biotechnology | 11.4% | 12.6% | ▲ +1.2% |
| Metals & Minerals Trading | 8.5% | 8.4% | ▼ -0.1% |
| Finance | 10.5% | 8.2% | ▼ -2.4% |
| Insurance | 6.6% | 6.7% | ● +0.0% |
| Diversified FMCG | 0.0% | 5.1% | ▲ +5.1% |
| Capital Markets | 4.2% | 4.1% | ▼ -0.1% |
| Ferrous Metals | 0.0% | 3.5% | ▲ +3.5% |
| Personal Products | 0.0% | 3.0% | ▲ +3.0% |
Comparing Aug 2026 → Oct 2026
| # | Stock | Sector | Weight (Oct 2026) |
|---|---|---|---|
| 1 | ITC Limited ₹75.80 Cr |
Diversified FMCG | 5.08% |
| 2 | JSW Steel Limited ₹52.70 Cr |
Ferrous Metals | 3.53% |
| 3 | Colgate Palmolive (India) Limited ₹45.01 Cr |
Personal Products | 3.02% |
| 4 | Adani Energy Solutions Limited ₹44.45 Cr |
Power | 2.98% |
| # | Stock | Sector | Last Weight (Aug 2026) |
|---|---|---|---|
| 1 | DLF Limited ₹92.61 Cr |
Realty | 5.68% |
| 2 | LTIMindtree Limited ₹71.69 Cr |
IT - Software | 4.39% |
| 3 | Kotak Mahindra Bank Limited ₹53.96 Cr |
Banks | 3.31% |
| # | Stock | Sector | Aug 2026 | Oct 2026 | Change |
|---|---|---|---|---|---|
| 1 | Bharti Airtel Limited ₹107.15 Cr |
Telecom - Services | 1.84% | 7.18% | +5.34% |
| 2 | Adani Green Energy Limited ₹142.14 Cr |
Power | 8.15% | 9.53% | +1.38% |
| 3 | Zydus Lifesciences Limited ₹74.92 Cr |
Pharmaceuticals & Biotechnology | 4.28% | 5.02% | +0.74% |
| 4 | Aurobindo Pharma Limited ₹113.15 Cr |
Pharmaceuticals & Biotechnology | 7.08% | 7.58% | +0.50% |
| 5 | Indus Towers Limited ₹86.11 Cr |
Telecom - Services | 5.42% | 5.77% | +0.35% |
| 6 | Black Box Limited ₹29.36 Cr |
IT - Services | 1.69% | 1.97% | +0.28% |
| 7 | Adani Power Limited ₹60.67 Cr |
Power | 3.89% | 4.07% | +0.18% |
| 8 | Life Insurance Corporation Of India ₹99.21 Cr |
Insurance | 6.63% | 6.65% | +0.02% |
| # | Stock | Sector | Aug 2026 | Oct 2026 | Change |
|---|---|---|---|---|---|
| 1 | Piramal Finance Ltd ₹121.97 Cr |
Finance | 10.53% | 8.17% | -2.36% |
| 2 | ICICI Prudential Asset Management Company Limited ₹61.12 Cr |
Capital Markets | 4.24% | 4.10% | -0.14% |
| 3 | Bharat Heavy Electricals Limited ₹41.82 Cr |
Electrical Equipment | 2.93% | 2.80% | -0.13% |
| 4 | Adani Enterprises Limited ₹124.58 Cr |
Metals & Minerals Trading | 8.46% | 8.35% | -0.11% |
16 stocks — Oct 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹142.14 Cr |
Power |
9.53%
|
|
| 2 |
₹124.58 Cr |
Metals & Minerals Trading |
8.35%
|
|
| 3 |
₹121.97 Cr |
Finance |
8.17%
|
|
| 4 |
₹113.15 Cr |
Pharmaceuticals & Biotechnology |
7.58%
|
|
| 5 |
₹107.15 Cr |
Telecom - Services |
7.18%
|
|
| 6 |
₹99.21 Cr |
Insurance |
6.65%
|
|
| 7 |
₹86.11 Cr |
Telecom - Services |
5.77%
|
|
| 8 |
₹75.80 Cr |
Diversified FMCG |
5.08%
|
|
| 9 |
₹74.92 Cr |
Pharmaceuticals & Biotechnology |
5.02%
|
|
| 10 |
₹61.12 Cr |
Capital Markets |
4.10%
|
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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