| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Industrial Products | 14.2% | 14.1% | ● -0.1% |
| Pharmaceuticals & Biotechnology | 8.3% | 9.9% | ▲ +1.7% |
| Capital Markets | 6.7% | 7.2% | ▲ +0.5% |
| Banks | 5.4% | 5.6% | ▲ +0.2% |
| Auto Components | 5.7% | 5.2% | ▼ -0.5% |
| Electrical Equipment | 3.6% | 4.7% | ▲ +1.1% |
| Healthcare Services | 3.2% | 3.9% | ▲ +0.7% |
| Aerospace & Defense | 3.5% | 3.6% | ● +0.1% |
| Chemicals & Petrochemicals | 2.7% | 3.5% | ▲ +0.8% |
| Construction | 2.9% | 3.2% | ▲ +0.3% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Industrial Products | 14.1% | 13.0% | ▼ -1.1% |
| Pharmaceuticals & Biotechnology | 9.9% | 11.4% | ▲ +1.5% |
| Chemicals & Petrochemicals | 3.5% | 8.4% | ▲ +4.9% |
| Auto Components | 5.2% | 6.5% | ▲ +1.4% |
| Aerospace & Defense | 3.6% | 5.5% | ▲ +2.0% |
| Capital Markets | 7.2% | 5.4% | ▼ -1.8% |
| Automobiles | 0.4% | 3.3% | ▲ +3.0% |
| Electrical Equipment | 4.7% | 3.2% | ▼ -1.5% |
| Industrial Manufacturing | 0.5% | 3.1% | ▲ +2.6% |
| Banks | 5.6% | 2.6% | ▼ -3.0% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Weight (Jul 2026) |
|---|---|---|---|
| 1 | Jindal Saw Limited ₹4.35 Cr |
Industrial Products | 2.55% |
| 2 | Sai Life Sciences Limited ₹3.89 Cr |
Pharmaceuticals & Biotechnology | 2.29% |
| 3 | Sona BLW Precision Forgings Limited ₹3.83 Cr |
Auto Components | 2.25% |
| 4 | Emcure Pharmaceuticals Limited ₹3.71 Cr |
Pharmaceuticals & Biotechnology | 2.17% |
| 5 | Aster DM Healthcare Limited ₹3.52 Cr |
Healthcare Services | 2.07% |
| 6 | Acme Solar Holdings Ltd ₹3.06 Cr |
Power | 1.80% |
| 7 | Data Patterns (India) Limited ₹2.69 Cr |
Aerospace & Defense | 1.58% |
| 8 | Apollo Micro Systems Limited ₹2.18 Cr |
Aerospace & Defense | 1.28% |
| 9 | SKY GOLD AND DIAMONDS LIMITED ₹1.28 Cr |
Consumer Durables | 0.75% |
| 10 | Sterlite Technologies Limited ₹1.09 Cr |
Telecom - Equipment & Accessories | 0.64% |
| # | Stock | Sector | Last Weight (Jun 2026) |
|---|---|---|---|
| 1 | JB Chemicals & Pharmaceuticals Limited ₹5.52 Cr |
Pharmaceuticals & Biotechnology | 3.48% |
| 2 | Finolex Cables Limited ₹5.21 Cr |
Industrial Products | 3.28% |
| 3 | Engineers India Limited ₹4.07 Cr |
Construction | 2.56% |
| 4 | Angel One Limited ₹4.07 Cr |
Capital Markets | 2.56% |
| 5 | Timken India Limited ₹3.69 Cr |
Industrial Products | 2.32% |
| 6 | Can Fin Homes Limited ₹3.56 Cr |
Finance | 2.24% |
| 7 | Elgi Equipments Limited ₹3.39 Cr |
Industrial Products | 2.13% |
| 8 | Gravita India Limited ₹3.37 Cr |
Minerals & Mining | 2.12% |
| 9 | Pfizer Limited ₹3.16 Cr |
Pharmaceuticals & Biotechnology | 1.99% |
| 10 | Motherson Sumi Wiring India Limited ₹3.14 Cr |
Auto Components | 1.98% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Kirloskar Oil Engines Limited ₹6.18 Cr |
Industrial Products | 0.60% | 3.62% | +3.02% |
| 2 | Navin Fluorine International Limited ₹5.74 Cr |
Chemicals & Petrochemicals | 0.39% | 3.37% | +2.98% |
| 3 | Ather Energy Limited ₹5.69 Cr |
Automobiles | 0.39% | 3.34% | +2.95% |
| 4 | Anand Rathi Wealth Limited ₹5.97 Cr |
Capital Markets | 0.63% | 3.50% | +2.87% |
| 5 | Syrma SGS Technology Limited ₹5.22 Cr |
Industrial Manufacturing | 0.49% | 3.06% | +2.57% |
| 6 | R R Kabel Limited ₹5.18 Cr |
Industrial Products | 0.59% | 3.04% | +2.45% |
| 7 | Craftsman Automation Limited ₹4.42 Cr |
Auto Components | 0.34% | 2.60% | +2.26% |
| 8 | Honasa Consumer Limited ₹4.47 Cr |
Personal Products | 0.42% | 2.62% | +2.20% |
| 9 | Gland Pharma Limited ₹5.44 Cr |
Pharmaceuticals & Biotechnology | 1.14% | 3.19% | +2.05% |
| 10 | Welspun Corp Limited ₹4.04 Cr |
Industrial Products | 0.55% | 2.37% | +1.82% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Karur Vysya Bank Limited ₹50.42 L |
Banks | 3.66% | 0.30% | -3.36% |
| 2 | Aditya Birla Sun Life AMC Limited ₹3.21 Cr |
Capital Markets | 3.97% | 1.88% | -2.09% |
| 3 | MTAR Technologies Limited ₹1.90 Cr |
Aerospace & Defense | 1.59% | 1.11% | -0.48% |
| 4 | SUPRIYA LIFESCIENCE LIMITED ₹1.93 Cr |
Pharmaceuticals & Biotechnology | 1.43% | 1.14% | -0.29% |
| 5 | GE Vernova T&D India Limited ₹1.75 Cr |
Electrical Equipment | 1.26% | 1.03% | -0.23% |
| 6 | Black Box Limited ₹1.01 Cr |
IT - Services | 0.80% | 0.60% | -0.20% |
| 7 | Thangamayil Jewellery Limited ₹95.85 L |
Consumer Durables | 0.74% | 0.56% | -0.18% |
| 8 | Arvind Limited ₹1.13 Cr |
Textiles & Apparels | 0.81% | 0.66% | -0.15% |
| 9 | TD Power Systems Limited ₹1.22 Cr |
Electrical Equipment | 0.84% | 0.72% | -0.12% |
| 10 | Inox India Limited ₹1.14 Cr |
Industrial Products | 0.74% | 0.67% | -0.07% |
61 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹6.18 Cr |
Industrial Products |
3.62%
|
|
| 2 |
₹5.97 Cr |
Capital Markets |
3.50%
|
|
| 3 |
₹5.74 Cr |
Chemicals & Petrochemicals |
3.37%
|
|
| 4 |
₹5.69 Cr |
Automobiles |
3.34%
|
|
| 5 |
₹5.44 Cr |
Pharmaceuticals & Biotechnology |
3.19%
|
|
| 6 |
₹5.22 Cr |
Industrial Manufacturing |
3.06%
|
|
| 7 |
₹5.18 Cr |
Industrial Products |
3.04%
|
|
| 8 |
₹4.47 Cr |
Personal Products |
2.62%
|
|
| 9 |
₹4.42 Cr |
Auto Components |
2.60%
|
|
| 10 |
₹4.35 Cr |
Industrial Products |
2.55%
|
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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