| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 15.5% | 16.8% | ▲ +1.2% |
| Petroleum Products | 11.8% | 10.7% | ▼ -1.1% |
| Cement & Cement Products | 11.1% | 10.2% | ▼ -0.9% |
| Construction | 8.9% | 9.7% | ▲ +0.8% |
| Industrial Products | 6.4% | 7.7% | ▲ +1.2% |
| Telecom - Services | 7.8% | 7.1% | ▼ -0.7% |
| Electrical Equipment | 6.0% | 6.9% | ▲ +0.9% |
| Transport Infrastructure | 3.8% | 4.1% | ▲ +0.3% |
| Oil | 4.2% | 3.7% | ▼ -0.4% |
| Banks | 3.3% | 3.1% | ▼ -0.2% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Power | 16.8% | 14.9% | ▼ -1.9% |
| Cement & Cement Products | 10.2% | 10.5% | ▲ +0.3% |
| Construction | 9.7% | 10.0% | ▲ +0.2% |
| Petroleum Products | 10.7% | 9.9% | ▼ -0.8% |
| Industrial Products | 7.7% | 8.6% | ▲ +1.0% |
| Electrical Equipment | 6.9% | 7.5% | ▲ +0.6% |
| Telecom - Services | 7.1% | 6.9% | ▼ -0.2% |
| Transport Infrastructure | 4.1% | 4.5% | ▲ +0.4% |
| Oil | 3.7% | 3.3% | ▼ -0.4% |
| Industrial Manufacturing | 3.0% | 3.1% | ● +0.0% |
Comparing Apr 2026 → May 2026
| # | Stock | Sector | Weight (May 2026) |
|---|---|---|---|
| 1 | JSW Energy Limited ₹113.34 Cr |
Power | 2.36% |
| 2 | JSW Steel Limited ₹102.24 Cr |
Ferrous Metals | 2.13% |
| 3 | Coal India Limited ₹96.16 Cr |
Consumable Fuels | 2.00% |
| 4 | Adani Enterprises Limited ₹54.27 Cr |
Metals & Minerals Trading | 1.13% |
| # | Stock | Sector | Last Weight (Apr 2026) |
|---|---|---|---|
| 1 | State Bank of India ₹149.58 Cr |
Banks | 3.11% |
| # | Stock | Sector | Apr 2026 | May 2026 | Change |
|---|---|---|---|---|---|
| 1 | Grindwell Norton Limited ₹183.98 Cr |
Industrial Products | 3.28% | 3.84% | +0.56% |
| 2 | Bharat Heavy Electricals Limited ₹166.70 Cr |
Electrical Equipment | 2.93% | 3.48% | +0.55% |
| 3 | G R Infraprojects Limited ₹44.99 Cr |
Construction | 0.45% | 0.94% | +0.49% |
| 4 | Adani Ports and Special Economic Zone Limited ₹216.55 Cr |
Transport Infrastructure | 4.14% | 4.52% | +0.38% |
| 5 | Solar Industries India Limited ₹91.24 Cr |
Chemicals & Petrochemicals | 1.61% | 1.90% | +0.29% |
| 6 | Powerica Ltd. ₹102.31 Cr |
Industrial Products | 1.89% | 2.13% | +0.24% |
| 7 | Shree Cement Limited ₹252.75 Cr |
Cement & Cement Products | 5.04% | 5.27% | +0.23% |
| 8 | Ajax Engineering Ltd. ₹76.70 Cr |
Agricultural, Commercial & Construction Vehicles | 1.42% | 1.60% | +0.18% |
| 9 | Carborundum Universal Limited ₹69.26 Cr |
Industrial Products | 1.33% | 1.44% | +0.11% |
| 10 | Larsen & Toubro Limited ₹285.29 Cr |
Construction | 5.85% | 5.95% | +0.10% |
| # | Stock | Sector | Apr 2026 | May 2026 | Change |
|---|---|---|---|---|---|
| 1 | Adani Energy Solutions Limited ₹181.60 Cr |
Power | 5.87% | 3.79% | -2.08% |
| 2 | Adani Power Limited ₹73.01 Cr |
Power | 2.82% | 1.52% | -1.30% |
| 3 | Reliance Industries Limited ₹475.63 Cr |
Petroleum Products | 10.72% | 9.92% | -0.80% |
| 4 | Torrent Power Limited ₹170.44 Cr |
Power | 4.34% | 3.55% | -0.79% |
| 5 | Oil & Natural Gas Corporation Limited ₹159.24 Cr |
Oil | 3.74% | 3.32% | -0.42% |
| 6 | Ahluwalia Contracts (India) Limited ₹95.04 Cr |
Construction | 2.23% | 1.98% | -0.25% |
| 7 | Bharti Airtel Limited ₹329.22 Cr |
Telecom - Services | 7.07% | 6.86% | -0.21% |
| 8 | NTPC Limited ₹174.11 Cr |
Power | 3.74% | 3.63% | -0.11% |
| 9 | Ashoka Buildcon Ltd. ₹52.30 Cr |
Construction | 1.19% | 1.09% | -0.10% |
| 10 | Power Finance Corporation Limited ₹85.72 Cr |
Finance | 1.87% | 1.79% | -0.08% |
36 stocks — May 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹475.63 Cr |
Petroleum Products |
9.92%
|
|
| 2 |
₹329.22 Cr |
Telecom - Services |
6.86%
|
|
| 3 |
₹285.29 Cr |
Construction |
5.95%
|
|
| 4 |
₹252.75 Cr |
Cement & Cement Products |
5.27%
|
|
| 5 |
₹216.55 Cr |
Transport Infrastructure |
4.52%
|
|
| 6 |
₹192.20 Cr |
Electrical Equipment |
4.01%
|
|
| 7 |
₹183.98 Cr |
Industrial Products |
3.84%
|
|
| 8 |
₹181.60 Cr |
Power |
3.79%
|
|
| 9 |
₹174.11 Cr |
Power |
3.63%
|
|
| 10 |
₹170.44 Cr |
Power |
3.55%
|
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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