AAUM (Average Assets Under Management) of ₹2,707.54 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 |
|---|---|---|---|
| Consumer Durables | 23.5% | 22.8% | ▼ -0.7% |
| Automobiles | 13.8% | 15.5% | ▲ +1.7% |
| Retailing | 14.0% | 13.2% | ▼ -0.7% |
| Leisure Services | 8.0% | 8.4% | ▲ +0.4% |
| Beverages | 7.2% | 7.7% | ▲ +0.5% |
| Textiles & Apparels | 5.9% | 6.3% | ▲ +0.3% |
| Personal Products | 5.8% | 5.7% | ▼ -0.1% |
| Food Products | 5.4% | 4.8% | ▼ -0.5% |
| Household Products | 4.9% | 4.8% | ▼ -0.1% |
| Diversified FMCG | 3.6% | 3.6% | ● -0.1% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Consumer Durables | 22.8% | 23.4% | ▲ +0.6% |
| Automobiles | 15.5% | 15.6% | ● +0.0% |
| Retailing | 13.2% | 14.7% | ▲ +1.4% |
| Leisure Services | 8.4% | 9.0% | ▲ +0.6% |
| Beverages | 7.7% | 7.3% | ▼ -0.4% |
| Textiles & Apparels | 6.3% | 6.3% | ● +0.0% |
| Household Products | 4.8% | 5.0% | ▲ +0.2% |
| Personal Products | 5.7% | 4.7% | ▼ -1.0% |
| Food Products | 4.8% | 4.6% | ▼ -0.3% |
| Telecom - Services | 3.2% | 3.0% | ▼ -0.1% |
Comparing Jul 2026 → Aug 2026
| # | Stock | Sector | Weight (Aug 2026) |
|---|---|---|---|
| 1 | Hero MotoCorp Limited ₹40.88 Cr |
Automobiles | 1.45% |
| 2 | Havells India Limited ₹40.43 Cr |
Consumer Durables | 1.43% |
| 3 | Urban Company Ltd. ₹36.76 Cr |
Retailing | 1.30% |
| 4 | Tenneco Clean Air India Limited ₹22.23 Cr |
Auto Components | 0.79% |
| # | Stock | Sector | Last Weight (Jul 2026) |
|---|---|---|---|
| 1 | Blue Star Limited ₹31.19 Cr |
Consumer Durables | 1.05% |
| 2 | Emami Limited ₹17.65 Cr |
Personal Products | 0.60% |
| 3 | Dodla Dairy Ltd. ₹1.65 Cr |
Food Products | 0.06% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Eternal Limited ₹139.44 Cr |
Retailing | 3.58% | 4.93% | +1.35% |
| 2 | Jubilant Foodworks Limited ₹130.97 Cr |
Leisure Services | 3.91% | 4.63% | +0.72% |
| 3 | Kusumgar Limited ₹29.07 Cr |
Textiles & Apparels | 0.54% | 1.03% | +0.49% |
| 4 | Titan Company Limited ₹102.05 Cr |
Consumer Durables | 3.30% | 3.61% | +0.31% |
| 5 | Bosch Home Comfort India Limited ₹25.99 Cr |
Consumer Durables | 0.71% | 0.92% | +0.21% |
| 6 | Eicher Motors Limited ₹87.49 Cr |
Automobiles | 2.91% | 3.09% | +0.18% |
| 7 | Westlife Development Ltd ₹32.07 Cr |
Leisure Services | 0.96% | 1.13% | +0.17% |
| 8 | TVS Motor Company Limited ₹75.97 Cr |
Automobiles | 2.55% | 2.69% | +0.14% |
| 9 | V-Guard Industries Limited ₹28.14 Cr |
Consumer Durables | 0.86% | 1.00% | +0.14% |
| 10 | Meesho Ltd ₹20.54 Cr |
Retailing | 0.62% | 0.73% | +0.11% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Maruti Suzuki India Limited ₹88.06 Cr |
Automobiles | 4.33% | 3.11% | -1.22% |
| 2 | Trent Limited ₹51.84 Cr |
Retailing | 2.56% | 1.83% | -0.73% |
| 3 | Hindustan Unilever Limited ₹83.61 Cr |
Diversified FMCG | 3.55% | 2.96% | -0.59% |
| 4 | Tata Motors Ltd ₹47.11 Cr |
Agricultural, Commercial & Construction Vehicles | 2.21% | 1.67% | -0.54% |
| 5 | Mahindra & Mahindra Limited ₹147.69 Cr |
Automobiles | 5.74% | 5.22% | -0.52% |
| 6 | Vishal Mega Mart Limited ₹27.66 Cr |
Retailing | 1.34% | 0.98% | -0.36% |
| 7 | EIH Limited ₹59.73 Cr |
Leisure Services | 2.41% | 2.11% | -0.30% |
| 8 | Britannia Industries Limited ₹96.52 Cr |
Food Products | 3.66% | 3.41% | -0.25% |
| 9 | Page Industries Limited ₹92.40 Cr |
Textiles & Apparels | 3.52% | 3.27% | -0.25% |
| 10 | Godrej Consumer Products Limited ₹43.89 Cr |
Personal Products | 1.80% | 1.55% | -0.25% |
50 stocks — Aug 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹147.69 Cr |
Automobiles |
5.22%
|
|
| 2 |
₹139.44 Cr |
Retailing |
4.93%
|
|
| 3 |
₹139.31 Cr |
Consumer Durables |
4.93%
|
|
| 4 |
₹130.97 Cr |
Leisure Services |
4.63%
|
|
| 5 |
₹103.79 Cr |
Consumer Durables |
3.67%
|
|
| 6 |
₹102.05 Cr |
Consumer Durables |
3.61%
|
|
| 7 |
₹102.06 Cr |
Beverages |
3.61%
|
|
| 8 |
₹96.52 Cr |
Food Products |
3.41%
|
|
| 9 |
₹93.58 Cr |
Beverages |
3.31%
|
|
| 10 |
₹92.40 Cr |
Textiles & Apparels |
3.27%
|
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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