| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| IT - Software | 22.7% | 24.8% | ▲ +2.1% |
| Consumer Durables | 9.1% | 9.5% | ▲ +0.4% |
| Food Products | 9.3% | 9.4% | ▲ +0.1% |
| Diversified FMCG | 9.9% | 9.2% | ▼ -0.6% |
| Aerospace & Defense | 8.4% | 7.9% | ▼ -0.5% |
| Automobiles | 6.8% | 7.4% | ▲ +0.7% |
| Industrial Products | 6.2% | 5.6% | ▼ -0.6% |
| Chemicals & Petrochemicals | 5.5% | 5.2% | ▼ -0.3% |
| Personal Products | 3.9% | 3.9% | ● -0.1% |
| Consumable Fuels | 4.2% | 3.8% | ▼ -0.4% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| IT - Software | 24.8% | 25.2% | ▲ +0.4% |
| Consumer Durables | 9.5% | 9.6% | ▲ +0.1% |
| Food Products | 9.4% | 9.3% | ▼ -0.2% |
| Diversified FMCG | 9.2% | 8.5% | ▼ -0.7% |
| Aerospace & Defense | 7.9% | 8.4% | ▲ +0.5% |
| Automobiles | 7.4% | 7.7% | ▲ +0.3% |
| Chemicals & Petrochemicals | 5.2% | 5.6% | ▲ +0.4% |
| Industrial Products | 5.6% | 5.4% | ▼ -0.1% |
| Consumable Fuels | 3.8% | 3.7% | ▼ -0.1% |
| Personal Products | 3.9% | 3.6% | ▼ -0.3% |
Comparing Jul 2026 → Aug 2026
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Bharat Electronics Limited ₹3.94 Cr |
Aerospace & Defense | 4.48% | 4.81% | +0.33% |
| 2 | Hindustan Zinc Limited ₹2.52 Cr |
Non - Ferrous Metals | 2.77% | 3.07% | +0.30% |
| 3 | Solar Industries India Limited ₹2.42 Cr |
Chemicals & Petrochemicals | 2.69% | 2.95% | +0.26% |
| 4 | Oracle Financial Services Software Limited ₹1.94 Cr |
IT - Software | 2.11% | 2.37% | +0.26% |
| 5 | Bajaj Auto Limited ₹3.67 Cr |
Automobiles | 4.24% | 4.48% | +0.24% |
| 6 | Dixon Technologies (India) Limited ₹3.45 Cr |
Consumer Durables | 3.97% | 4.21% | +0.24% |
| 7 | Pidilite Industries Limited ₹2.16 Cr |
Chemicals & Petrochemicals | 2.51% | 2.64% | +0.13% |
| 8 | Hindustan Aeronautics Limited ₹2.91 Cr |
Aerospace & Defense | 3.43% | 3.55% | +0.12% |
| 9 | Tata Consultancy Services Limited ₹4.48 Cr |
IT - Software | 5.37% | 5.47% | +0.10% |
| 10 | Polycab India Limited ₹2.04 Cr |
Industrial Products | 2.39% | 2.49% | +0.10% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | ITC Limited ₹3.47 Cr |
Diversified FMCG | 4.64% | 4.23% | -0.41% |
| 2 | Colgate Palmolive (India) Limited ₹2.92 Cr |
Personal Products | 3.89% | 3.56% | -0.33% |
| 3 | Hindustan Unilever Limited ₹3.52 Cr |
Diversified FMCG | 4.58% | 4.30% | -0.28% |
| 4 | Page Industries Limited ₹1.83 Cr |
Textiles & Apparels | 2.51% | 2.24% | -0.27% |
| 5 | Cummins India Limited ₹2.42 Cr |
Industrial Products | 3.18% | 2.95% | -0.23% |
| 6 | Marico Limited ₹2.42 Cr |
Agricultural Food & other Products | 3.13% | 2.96% | -0.17% |
| 7 | Britannia Industries Limited ₹3.32 Cr |
Food Products | 4.17% | 4.05% | -0.12% |
| 8 | Asian Paints Limited ₹2.90 Cr |
Consumer Durables | 3.65% | 3.53% | -0.12% |
| 9 | HCL Technologies Limited ₹3.75 Cr |
IT - Software | 4.68% | 4.57% | -0.11% |
| 10 | Coal India Limited ₹3.00 Cr |
Consumable Fuels | 3.77% | 3.67% | -0.10% |
30 stocks — Aug 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹4.48 Cr |
IT - Software |
5.47%
|
|
| 2 |
₹4.26 Cr |
Food Products |
5.20%
|
|
| 3 |
₹4.23 Cr |
IT - Software |
5.16%
|
|
| 4 |
₹3.94 Cr |
Aerospace & Defense |
4.81%
|
|
| 5 |
₹3.75 Cr |
IT - Software |
4.57%
|
|
| 6 |
₹3.67 Cr |
Automobiles |
4.48%
|
|
| 7 |
₹3.52 Cr |
Diversified FMCG |
4.30%
|
|
| 8 |
₹3.47 Cr |
Diversified FMCG |
4.23%
|
|
| 9 |
₹3.45 Cr |
Consumer Durables |
4.21%
|
|
| 10 |
₹3.32 Cr |
Food Products |
4.05%
|
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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