AAUM (Average Assets Under Management) of ₹5,104.45 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Auto Components | 45.5% | 47.6% | ▲ +2.1% |
| Automobiles | 38.5% | 40.1% | ▲ +1.6% |
| Industrial Products | 7.3% | 7.1% | ▼ -0.2% |
| Agricultural, Commercial & Construction Vehicles | 3.5% | 3.1% | ▼ -0.4% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Auto Components | 47.6% | 45.5% | ▼ -2.1% |
| Automobiles | 40.1% | 42.3% | ▲ +2.2% |
| Industrial Products | 7.1% | 6.6% | ▼ -0.5% |
| Agricultural, Commercial & Construction Vehicles | 3.1% | 3.0% | ▼ -0.1% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Weight (Jul 2026) |
|---|---|---|---|
| 1 | Balkrishna Industries Limited ₹32.57 Cr |
Auto Components | 0.57% |
| 2 | Bajaj Auto Limited ₹23.04 Cr |
Automobiles | 0.40% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | TVS Motor Company Limited ₹345.05 Cr |
Automobiles | 5.15% | 6.00% | +0.85% |
| 2 | Bosch Limited ₹164.34 Cr |
Auto Components | 2.07% | 2.86% | +0.79% |
| 3 | Sona BLW Precision Forgings Limited ₹269.29 Cr |
Auto Components | 4.03% | 4.68% | +0.65% |
| 4 | Mahindra & Mahindra Limited ₹917.60 Cr |
Automobiles | 15.40% | 15.95% | +0.55% |
| 5 | Maruti Suzuki India Limited ₹427.02 Cr |
Automobiles | 7.08% | 7.42% | +0.34% |
| 6 | Gabriel India Limited ₹190.32 Cr |
Auto Components | 3.04% | 3.31% | +0.27% |
| 7 | Eicher Motors Limited ₹407.34 Cr |
Automobiles | 6.84% | 7.08% | +0.24% |
| 8 | Hyundai Motor India Ltd ₹152.65 Cr |
Automobiles | 2.48% | 2.65% | +0.17% |
| 9 | Ask Automotive Limited ₹95.05 Cr |
Auto Components | 1.50% | 1.65% | +0.15% |
| 10 | UNO Minda Limited ₹155.83 Cr |
Auto Components | 2.67% | 2.71% | +0.04% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | ZF Commercial Vehicle Control Systems India Limited ₹87.04 Cr |
Auto Components | 2.69% | 1.51% | -1.18% |
| 2 | Schaeffler India Limited ₹97.90 Cr |
Auto Components | 2.34% | 1.70% | -0.64% |
| 3 | Craftsman Automation Limited ₹88.86 Cr |
Auto Components | 2.11% | 1.54% | -0.57% |
| 4 | Tenneco Clean Air India Limited ₹96.20 Cr |
Auto Components | 2.20% | 1.67% | -0.53% |
| 5 | Ather Energy Limited ₹161.32 Cr |
Automobiles | 3.18% | 2.80% | -0.38% |
| 6 | Minda Corporation Limited ₹112.15 Cr |
Auto Components | 2.33% | 1.95% | -0.38% |
| 7 | SEDEMAC MECHATRONICS LTD ₹134.22 Cr |
Auto Components | 2.69% | 2.33% | -0.36% |
| 8 | Timken India Limited ₹110.09 Cr |
Industrial Products | 2.27% | 1.91% | -0.36% |
| 9 | Samvardhana Motherson International Limited ₹241.20 Cr |
Auto Components | 4.40% | 4.19% | -0.21% |
| 10 | Bharat Forge Limited ₹263.98 Cr |
Auto Components | 4.78% | 4.59% | -0.19% |
32 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹917.60 Cr |
Automobiles |
15.95%
|
|
| 2 |
₹427.02 Cr |
Automobiles |
7.42%
|
|
| 3 |
₹407.34 Cr |
Automobiles |
7.08%
|
|
| 4 |
₹345.05 Cr |
Automobiles |
6.00%
|
|
| 5 |
₹269.29 Cr |
Auto Components |
4.68%
|
|
| 6 |
₹263.98 Cr |
Auto Components |
4.59%
|
|
| 7 |
₹241.20 Cr |
Auto Components |
4.19%
|
|
| 8 |
₹190.32 Cr |
Auto Components |
3.31%
|
|
| 9 |
₹174.72 Cr |
Agricultural, Commercial & Construction Vehicles |
3.04%
|
|
| 10 |
₹167.35 Cr |
Auto Components |
2.91%
|
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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