| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 15.2% | 15.3% | ● +0.1% |
| Finance | 8.0% | 8.2% | ▲ +0.2% |
| Power | 6.3% | 5.6% | ▼ -0.8% |
| Pharmaceuticals & Biotechnology | 5.2% | 5.1% | ▼ -0.1% |
| Electrical Equipment | 2.6% | 4.9% | ▲ +2.3% |
| Agricultural, Commercial & Construction Vehicles | 3.0% | 4.8% | ▲ +1.8% |
| IT - Software | 5.4% | 4.7% | ▼ -0.7% |
| Petroleum Products | 4.1% | 4.0% | ▼ -0.1% |
| Financial Technology (Fintech) | 2.2% | 3.9% | ▲ +1.8% |
| Retailing | 3.7% | 3.9% | ▲ +0.2% |
| Sector | Prev | Curr ▼ | Delta |
|---|---|---|---|
| Banks | 15.3% | 15.1% | ▼ -0.1% |
| Finance | 8.2% | 8.2% | ● 0.0% |
| Pharmaceuticals & Biotechnology | 5.1% | 5.6% | ▲ +0.5% |
| IT - Software | 4.7% | 5.6% | ▲ +0.9% |
| Power | 5.6% | 5.2% | ▼ -0.4% |
| Agricultural, Commercial & Construction Vehicles | 4.8% | 4.8% | ● +0.0% |
| Electrical Equipment | 4.9% | 4.0% | ▼ -0.8% |
| Financial Technology (Fintech) | 3.9% | 4.0% | ▲ +0.1% |
| Petroleum Products | 4.0% | 3.9% | ● 0.0% |
| Retailing | 3.9% | 3.9% | ● -0.1% |
Comparing Jun 2026 → Jul 2026
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Divi's Laboratories Limited ₹1.21 Cr |
Pharmaceuticals & Biotechnology | 3.01% | 3.56% | +0.55% |
| 2 | Adani Enterprises Limited ₹1.19 Cr |
Metals & Minerals Trading | 3.10% | 3.51% | +0.41% |
| 3 | Persistent Systems Limited ₹71.21 L |
IT - Software | 1.69% | 2.09% | +0.40% |
| 4 | Info Edge (India) Limited ₹55.32 L |
Retailing | 1.34% | 1.63% | +0.29% |
| 5 | Dixon Technologies (India) Limited ₹68.65 L |
Consumer Durables | 1.77% | 2.02% | +0.25% |
| 6 | Coforge Limited ₹70.76 L |
IT - Software | 1.84% | 2.08% | +0.24% |
| 7 | One 97 Communications Limited ₹66.78 L |
Financial Technology (Fintech) | 1.73% | 1.96% | +0.23% |
| 8 | LTIMindtree Limited ₹47.25 L |
IT - Software | 1.17% | 1.39% | +0.22% |
| 9 | Hero MotoCorp Limited ₹81.28 L |
Automobiles | 2.20% | 2.39% | +0.19% |
| 10 | The Federal Bank Limited ₹1.04 Cr |
Banks | 2.92% | 3.07% | +0.15% |
| # | Stock | Sector | Jun 2026 | Jul 2026 | Change |
|---|---|---|---|---|---|
| 1 | Suzlon Energy Limited ₹68.30 L |
Electrical Equipment | 2.55% | 2.01% | -0.54% |
| 2 | Varun Beverages Limited ₹70.57 L |
Beverages | 2.46% | 2.08% | -0.38% |
| 3 | Avenue Supermarts Limited ₹75.37 L |
Retailing | 2.56% | 2.22% | -0.34% |
| 4 | Adani Power Limited ₹1.01 Cr |
Power | 3.25% | 2.97% | -0.28% |
| 5 | CG Power and Industrial Solutions Limited ₹68.92 L |
Electrical Equipment | 2.31% | 2.03% | -0.28% |
| 6 | Bank of Baroda ₹53.25 L |
Banks | 1.82% | 1.57% | -0.25% |
| 7 | HDFC Life Insurance Company Limited ₹69.76 L |
Insurance | 2.23% | 2.05% | -0.18% |
| 8 | Cummins India Limited ₹88.39 L |
Industrial Products | 2.76% | 2.60% | -0.16% |
| 9 | Yes Bank Limited ₹47.17 L |
Banks | 1.53% | 1.39% | -0.14% |
| 10 | ICICI Lombard General Insurance Company Limited ₹46.80 L |
Insurance | 1.52% | 1.38% | -0.14% |
50 stocks — Jul 2026
| # | Stock | Sector | Cap | Weight & Value |
|---|---|---|---|---|
| 1 |
₹1.21 Cr |
Pharmaceuticals & Biotechnology |
3.56%
|
|
| 2 |
₹1.19 Cr |
Metals & Minerals Trading |
3.51%
|
|
| 3 |
₹1.08 Cr |
Agricultural, Commercial & Construction Vehicles |
3.18%
|
|
| 4 |
₹1.04 Cr |
Banks |
3.07%
|
|
| 5 |
₹1.01 Cr |
Power |
2.97%
|
|
| 6 |
₹94.80 L |
Finance |
2.79%
|
|
| 7 |
₹88.39 L |
Industrial Products |
2.60%
|
|
| 8 |
₹81.28 L |
Automobiles |
2.39%
|
|
| 9 |
₹78.73 L |
Auto Components |
2.32%
|
|
| 10 |
₹78.16 L |
Banks |
2.30%
|
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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