| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 18.2% | 18.9% | ▲ +0.8% |
| Electrical Equipment | 11.7% | 14.4% | ▲ +2.7% |
| Finance | 9.7% | 10.1% | ▲ +0.4% |
| Pharmaceuticals & Biotechnology | 8.0% | 8.4% | ▲ +0.4% |
| Capital Markets | 7.4% | 6.8% | ▼ -0.6% |
| Insurance | 8.7% | 5.7% | ▼ -3.0% |
| Non - Ferrous Metals | 6.6% | 5.2% | ▼ -1.4% |
| Agricultural, Commercial & Construction Vehicles | 3.6% | 3.6% | ● -0.1% |
| Retailing | 2.7% | 3.2% | ▲ +0.4% |
| Agricultural Food & other Products | 3.0% | 3.0% | ● 0.0% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 18.9% | 19.0% | ● +0.1% |
| Electrical Equipment | 14.4% | 16.2% | ▲ +1.9% |
| Pharmaceuticals & Biotechnology | 8.4% | 12.5% | ▲ +4.2% |
| Finance | 10.1% | 10.4% | ▲ +0.3% |
| Capital Markets | 6.8% | 6.7% | ▼ -0.2% |
| Insurance | 5.7% | 5.6% | ● -0.1% |
| Non - Ferrous Metals | 5.2% | 5.5% | ▲ +0.4% |
| Retailing | 3.2% | 3.4% | ▲ +0.3% |
| Agricultural Food & other Products | 3.0% | 3.1% | ▲ +0.2% |
| Minerals & Mining | 2.8% | 3.0% | ▲ +0.3% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Weight (Jul 2026) |
|---|---|---|---|
| 1 | Bharat Heavy Electricals Limited ₹2.52 Cr |
Electrical Equipment | 3.23% |
| 2 | Aurobindo Pharma Limited ₹2.44 Cr |
Pharmaceuticals & Biotechnology | 3.13% |
| 3 | Polycab India Limited ₹2.30 Cr |
Industrial Products | 2.95% |
| 4 | Vodafone Idea Limited ₹2.19 Cr |
Telecom - Services | 2.80% |
| # | Stock | Sector | Last Weight (Jun 2026) |
|---|---|---|---|
| 1 | Ashok Leyland Limited ₹2.79 Cr |
Agricultural, Commercial & Construction Vehicles | 3.55% |
| 2 | Hero MotoCorp Limited ₹2.15 Cr |
Automobiles | 2.73% |
| 3 | ACC Limited ₹2.13 Cr |
Cement & Cement Products | 2.71% |
| 4 | Indus Towers Limited ₹1.97 Cr |
Telecom - Services | 2.50% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Laurus Labs Limited ₹3.88 Cr |
Pharmaceuticals & Biotechnology | 3.98% | 4.97% | +0.99% |
| 2 | The Federal Bank Limited ₹3.51 Cr |
Banks | 4.11% | 4.50% | +0.39% |
| 3 | National Aluminium Company Limited ₹4.30 Cr |
Non - Ferrous Metals | 5.15% | 5.51% | +0.36% |
| 4 | NMDC Limited ₹2.37 Cr |
Minerals & Mining | 2.75% | 3.04% | +0.29% |
| 5 | FSN E-Commerce Ventures Limited ₹2.67 Cr |
Retailing | 3.16% | 3.42% | +0.26% |
| 6 | L&T Finance Limited ₹3.51 Cr |
Finance | 4.30% | 4.50% | +0.20% |
| 7 | Aditya Birla Capital Limited ₹3.37 Cr |
Finance | 4.15% | 4.32% | +0.17% |
| 8 | Marico Limited ₹2.43 Cr |
Agricultural Food & other Products | 2.96% | 3.11% | +0.15% |
| 9 | Indian Bank ₹2.82 Cr |
Banks | 3.50% | 3.62% | +0.12% |
| 10 | Bharat Forge Limited ₹2.20 Cr |
Auto Components | 2.73% | 2.82% | +0.09% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | GE Vernova T&D India Limited ₹2.85 Cr |
Electrical Equipment | 4.15% | 3.65% | -0.50% |
| 2 | Bank of Maharashtra ₹3.14 Cr |
Banks | 4.49% | 4.02% | -0.47% |
| 3 | Thermax Limited ₹1.87 Cr |
Electrical Equipment | 2.84% | 2.39% | -0.45% |
| 4 | Hitachi Energy India Limited ₹2.36 Cr |
Electrical Equipment | 3.26% | 3.03% | -0.23% |
| 5 | Apar Industries Limited ₹3.07 Cr |
Electrical Equipment | 4.12% | 3.94% | -0.18% |
| 6 | NLC India Limited ₹1.85 Cr |
Power | 2.54% | 2.37% | -0.17% |
| 7 | Multi Commodity Exchange of India Limited ₹2.33 Cr |
Capital Markets | 3.12% | 2.99% | -0.13% |
| 8 | LIC Housing Finance Limited ₹1.21 Cr |
Finance | 1.66% | 1.56% | -0.10% |
| 9 | BSE Limited ₹2.87 Cr |
Capital Markets | 3.71% | 3.68% | -0.03% |
| 10 | Bank of India ₹2.42 Cr |
Banks | 3.13% | 3.10% | -0.03% |
30 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹4.30 Cr |
Non - Ferrous Metals |
5.51%
|
|
| 2 |
₹3.88 Cr |
Pharmaceuticals & Biotechnology |
4.97%
|
|
| 3 |
₹3.51 Cr |
Banks |
4.50%
|
|
| 4 |
₹3.51 Cr |
Finance |
4.50%
|
|
| 5 |
₹3.37 Cr |
Finance |
4.32%
|
|
| 6 |
₹3.14 Cr |
Banks |
4.02%
|
|
| 7 |
₹3.07 Cr |
Electrical Equipment |
3.94%
|
|
| 8 |
₹2.93 Cr |
Banks |
3.75%
|
|
| 9 |
₹2.87 Cr |
Capital Markets |
3.68%
|
|
| 10 |
₹2.85 Cr |
Electrical Equipment |
3.65%
|
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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