| 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% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Pharmaceuticals & Biotechnology | 11.4% | 13.2% | ▲ +1.8% |
| Industrial Products | 13.0% | 11.6% | ▼ -1.4% |
| Auto Components | 6.5% | 8.1% | ▲ +1.6% |
| Chemicals & Petrochemicals | 8.4% | 6.0% | ▼ -2.4% |
| Industrial Manufacturing | 3.1% | 5.1% | ▲ +2.1% |
| Electrical Equipment | 3.2% | 4.9% | ▲ +1.7% |
| Consumer Durables | 1.3% | 4.1% | ▲ +2.8% |
| Automobiles | 3.3% | 4.0% | ▲ +0.6% |
| Aerospace & Defense | 5.5% | 3.8% | ▼ -1.8% |
| Capital Markets | 5.4% | 3.2% | ▼ -2.2% |
Comparing Jul 2026 → Aug 2026
| # | Stock | Sector | Weight (Aug 2026) |
|---|---|---|---|
| 1 | Lalithaa Jewellery Mart Ltd ₹6.41 Cr |
Consumer Durables | 3.26% |
| 2 | Neuland Laboratories Limited ₹5.08 Cr |
Pharmaceuticals & Biotechnology | 2.58% |
| 3 | ESDS Software Solution Ltd ₹5.00 Cr |
IT - Services | 2.55% |
| 4 | Aditya Infotech Limited ₹4.62 Cr |
Industrial Manufacturing | 2.35% |
| 5 | Skipper Ltd. ₹2.43 Cr |
Electrical Equipment | 1.24% |
| 6 | Varroc Engineering Limited ₹1.99 Cr |
Auto Components | 1.02% |
| 7 | Diamond Power Infrastructure Limited ₹1.95 Cr |
Electrical Equipment | 0.99% |
| 8 | Ask Automotive Limited ₹1.52 Cr |
Auto Components | 0.77% |
| 9 | Restaurant Brands Asia Limited ₹1.50 Cr |
Leisure Services | 0.76% |
| 10 | TD Power Systems Limited ₹1.43 Cr |
Electrical Equipment | 0.73% |
| # | Stock | Sector | Last Weight (Jul 2026) |
|---|---|---|---|
| 1 | Jindal Saw Limited ₹4.35 Cr |
Industrial Products | 2.55% |
| 2 | Aditya Birla Sun Life AMC Limited ₹3.21 Cr |
Capital Markets | 1.88% |
| 3 | Apollo Micro Systems Limited ₹2.18 Cr |
Aerospace & Defense | 1.28% |
| 4 | SUPRIYA LIFESCIENCE LIMITED ₹1.93 Cr |
Pharmaceuticals & Biotechnology | 1.14% |
| 5 | Rain Industries Limited ₹1.60 Cr |
Chemicals & Petrochemicals | 0.94% |
| 6 | Balaji Amines Limited ₹1.27 Cr |
Chemicals & Petrochemicals | 0.74% |
| 7 | TD Power Systems Limited ₹1.22 Cr |
Electrical Equipment | 0.72% |
| 8 | ITD Cementation India Limited ₹1.02 Cr |
Construction | 0.60% |
| 9 | Thangamayil Jewellery Limited ₹95.85 L |
Consumer Durables | 0.56% |
| 10 | Saregama India Limited ₹91.91 L |
Entertainment | 0.54% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Welspun Corp Limited ₹6.20 Cr |
Industrial Products | 2.37% | 3.15% | +0.78% |
| 2 | Ather Energy Limited ₹7.76 Cr |
Automobiles | 3.34% | 3.95% | +0.61% |
| 3 | Sai Life Sciences Limited ₹5.38 Cr |
Pharmaceuticals & Biotechnology | 2.29% | 2.74% | +0.45% |
| 4 | Marksans Pharma Limited ₹1.36 Cr |
Pharmaceuticals & Biotechnology | 0.27% | 0.69% | +0.42% |
| 5 | Shilpa Medicare Ltd ₹1.89 Cr |
Pharmaceuticals & Biotechnology | 0.66% | 0.96% | +0.30% |
| 6 | Gland Pharma Limited ₹6.64 Cr |
Pharmaceuticals & Biotechnology | 3.19% | 3.38% | +0.19% |
| 7 | Avalon Technologies Limited ₹2.06 Cr |
Electrical Equipment | 0.93% | 1.05% | +0.12% |
| 8 | Inox India Limited ₹1.56 Cr |
Industrial Products | 0.67% | 0.79% | +0.12% |
| 9 | Aether Industries Limited ₹1.51 Cr |
Chemicals & Petrochemicals | 0.65% | 0.77% | +0.12% |
| 10 | Craftsman Automation Limited ₹5.31 Cr |
Auto Components | 2.60% | 2.70% | +0.10% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | MTAR Technologies Limited ₹75.79 L |
Aerospace & Defense | 1.11% | 0.39% | -0.72% |
| 2 | Kirloskar Oil Engines Limited ₹5.92 Cr |
Industrial Products | 3.62% | 3.01% | -0.61% |
| 3 | Himadri Speciality Chemical Limited ₹3.63 Cr |
Chemicals & Petrochemicals | 2.29% | 1.85% | -0.44% |
| 4 | Aster DM Healthcare Limited ₹3.42 Cr |
Healthcare Services | 2.07% | 1.74% | -0.33% |
| 5 | Emcure Pharmaceuticals Limited ₹3.70 Cr |
Pharmaceuticals & Biotechnology | 2.17% | 1.88% | -0.29% |
| 6 | Anand Rathi Wealth Limited ₹6.34 Cr |
Capital Markets | 3.50% | 3.23% | -0.27% |
| 7 | Syrma SGS Technology Limited ₹5.49 Cr |
Industrial Manufacturing | 3.06% | 2.79% | -0.27% |
| 8 | Arvind Limited ₹85.07 L |
Textiles & Apparels | 0.66% | 0.43% | -0.23% |
| 9 | Black Box Limited ₹72.21 L |
IT - Services | 0.60% | 0.37% | -0.23% |
| 10 | Astra Microwave Products Limited ₹2.63 Cr |
Aerospace & Defense | 1.56% | 1.34% | -0.22% |
61 stocks — Aug 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹7.76 Cr |
Automobiles |
3.95%
|
|
| 2 |
₹6.64 Cr |
Pharmaceuticals & Biotechnology |
3.38%
|
|
| 3 |
₹6.59 Cr |
Chemicals & Petrochemicals |
3.35%
|
|
| 4 |
₹6.41 Cr |
Consumer Durables |
3.26%
|
|
| 5 |
₹6.34 Cr |
Capital Markets |
3.23%
|
|
| 6 |
₹6.20 Cr |
Industrial Products |
3.15%
|
|
| 7 |
₹5.92 Cr |
Industrial Products |
3.01%
|
|
| 8 |
₹5.83 Cr |
Industrial Products |
2.97%
|
|
| 9 |
₹5.49 Cr |
Industrial Manufacturing |
2.79%
|
|
| 10 |
₹5.38 Cr |
Pharmaceuticals & Biotechnology |
2.74%
|
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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