| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 11.8% | 11.9% | ● +0.1% |
| Finance | 9.9% | 9.4% | ▼ -0.5% |
| Food Products | 7.8% | 9.3% | ▲ +1.4% |
| Industrial Products | 6.6% | 6.5% | ▼ -0.2% |
| Auto Components | 9.5% | 5.9% | ▼ -3.6% |
| Realty | 6.0% | 5.7% | ▼ -0.2% |
| Chemicals & Petrochemicals | 5.1% | 5.0% | ● -0.1% |
| Metals & Minerals Trading | 4.7% | 4.3% | ▼ -0.4% |
| Industrial Manufacturing | 0.0% | 4.2% | ▲ +4.2% |
| Retailing | 3.2% | 3.5% | ▲ +0.3% |
Comparing Jul 2026 → Aug 2026
| # | Stock | Sector | Weight (Aug 2026) |
|---|---|---|---|
| 1 | Tempsens Instruments (India) Limited ₹31.24 Cr |
Industrial Manufacturing | 4.24% |
| 2 | Jubilant Foodworks Limited ₹22.32 Cr |
Leisure Services | 3.03% |
| # | Stock | Sector | Last Weight (Jul 2026) |
|---|---|---|---|
| 1 | Sona BLW Precision Forgings Limited ₹25.39 Cr |
Auto Components | 3.57% |
| 2 | Aequs Limited ₹16.04 Cr |
Aerospace & Defense | 2.26% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Hatsun Agro Product Limited ₹44.08 Cr |
Food Products | 4.61% | 5.99% | +1.38% |
| 2 | Vintage Coffee And Beverages Limited ₹24.15 Cr |
Commercial Services & Supplies | 2.73% | 3.28% | +0.55% |
| 3 | Meesho Ltd ₹25.67 Cr |
Retailing | 3.20% | 3.49% | +0.29% |
| 4 | Navin Fluorine International Limited ₹19.23 Cr |
Chemicals & Petrochemicals | 2.36% | 2.61% | +0.25% |
| 5 | Kotak Mahindra Bank Limited ₹29.36 Cr |
Banks | 3.84% | 3.99% | +0.15% |
| 6 | JSW Infrastructure Ltd ₹23.80 Cr |
Transport Infrastructure | 3.08% | 3.23% | +0.15% |
| 7 | Asahi India Glass Limited ₹22.54 Cr |
Auto Components | 2.92% | 3.06% | +0.14% |
| 8 | EID Parry India Limited ₹23.98 Cr |
Food Products | 3.21% | 3.26% | +0.05% |
| 9 | DLF Limited ₹24.19 Cr |
Realty | 3.25% | 3.29% | +0.04% |
| 10 | Carborundum Universal Limited ₹23.24 Cr |
Industrial Products | 3.14% | 3.16% | +0.02% |
| # | Stock | Sector | Jul 2026 | Aug 2026 | Change |
|---|---|---|---|---|---|
| 1 | Berger Paints (I) Limited ₹7.47 Cr |
Consumer Durables | 2.71% | 1.01% | -1.70% |
| 2 | AMAGI MEDIA LABS LTD ₹24.99 Cr |
IT - Services | 4.03% | 3.40% | -0.63% |
| 3 | Adani Enterprises Limited ₹31.45 Cr |
Metals & Minerals Trading | 4.66% | 4.27% | -0.39% |
| 4 | Deepak Fertilizers and Petrochemicals Corporation Limited ₹17.31 Cr |
Chemicals & Petrochemicals | 2.69% | 2.35% | -0.34% |
| 5 | The Ramco Cements Limited ₹25.51 Cr |
Cement & Cement Products | 3.75% | 3.47% | -0.28% |
| 6 | Kalpataru Ltd. ₹17.97 Cr |
Realty | 2.71% | 2.44% | -0.27% |
| 7 | Muthoot Finance Limited ₹17.57 Cr |
Finance | 2.59% | 2.39% | -0.20% |
| 8 | Hawkins Cookers Limited ₹16.23 Cr |
Consumer Durables | 2.41% | 2.21% | -0.20% |
| 9 | Powerica Ltd. ₹24.39 Cr |
Industrial Products | 3.50% | 3.31% | -0.19% |
| 10 | Sanathan Textiles Limited ₹15.38 Cr |
Textiles & Apparels | 2.27% | 2.09% | -0.18% |
30 stocks — Aug 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹44.08 Cr |
Food Products |
5.99%
|
|
| 2 |
₹36.04 Cr |
Banks |
4.90%
|
|
| 3 |
₹31.45 Cr |
Metals & Minerals Trading |
4.27%
|
|
| 4 |
₹31.24 Cr |
Industrial Manufacturing |
4.24%
|
|
| 5 |
₹30.32 Cr |
Finance |
4.12%
|
|
| 6 |
₹29.36 Cr |
Banks |
3.99%
|
|
| 7 |
₹25.67 Cr |
Retailing |
3.49%
|
|
| 8 |
₹25.51 Cr |
Cement & Cement Products |
3.47%
|
|
| 9 |
₹24.99 Cr |
IT - Services |
3.40%
|
|
| 10 |
₹24.39 Cr |
Industrial Products |
3.31%
|
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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