Aditya Birla Sun Life Consumption Fund

Aditya Birla Sun Life Mutual FundThematicPortfolio as of 31 July 2026

Aditya Birla Sun Life Consumption Fund holds 70 instruments (98.91% equity), led by ETERNAL LIMITED (6.43%), Bharti Airtel Limited (5.51%) and Mahindra & Mahindra Limited (4.68%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
70
Equity Allocation
98.91%
AMC
Aditya Birla Sun Life Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of Aditya Birla Sun Life Consumption Fund, managed by Aditya Birla Sun Life Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 70 instruments with an equity allocation of 98.91%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Aditya Birla Sun Life Consumption Fund's top 10 holdings account for 39.44% of its portfolio, more diversified than the Thematic category average of 50.4%. Consumer Discretionary is its largest sector exposure at 46.13% of net assets, spread across 9 sectors in total. Since its 30 June 2026 disclosure, the fund added 3 new positions and exited 5 positions, with ETERNAL LIMITED seeing the largest move (+0.74pp to 6.43%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

3 new entries5 exits10 increased10 reduced

Biggest Weight Increases

StockWeightChange
ETERNAL LIMITED5.69% → 6.43%▲ +0.74
TVS Motor Company Limited3.1% → 3.76%▲ +0.66
Mahindra & Mahindra Limited4.28% → 4.68%▲ +0.4
Britannia Industries Limited1.44% → 1.76%▲ +0.32
Hyundai Motor India Limited0.78% → 1.05%▲ +0.27
Hindustan Unilever Limited2.68% → 2.93%▲ +0.25
DOMS Industries Limited0.57% → 0.79%▲ +0.22
Info Edge (India) Limited0.98% → 1.2%▲ +0.22
TATA CONSUMER PRODUCTS LIMITED1.9% → 2.11%▲ +0.21
United Spirits Limited2.23% → 2.44%▲ +0.21

Biggest Weight Reductions

StockWeightChange
Trent Limited3.39% → 3.02%▼ -0.37
Avenue Supermarts Limited2.81% → 2.45%▼ -0.36
Axis Bank Limited2.36% → 2%▼ -0.36
Torrent Pharmaceuticals Limited1.31% → 1%▼ -0.31
Varun Beverages Limited1.93% → 1.64%▼ -0.29
HDFC Bank Limited2.37% → 2.17%▼ -0.2
ITC Limited3.2% → 3.01%▼ -0.19
Sun Pharmaceutical Industries Limited0.99% → 0.81%▼ -0.18
Go Digit General Insurance Limited0.63% → 0.48%▼ -0.15
Meesho Limited1.66% → 1.53%▼ -0.13

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 4.09%, Mar: 4.63%, Apr: 5.06%, May: 5.52%, Jun: 5.69%, Jul: 6.43%
6.43%
Feb: 5.29%, Mar: 5.67%, Apr: 5.48%, May: 5.45%, Jun: 5.32%, Jul: 5.51%
5.51%
Feb: 3.9%, Mar: 3.83%, Apr: 4.19%, May: 4.35%, Jun: 4.28%, Jul: 4.68%
4.68%
Feb: 2.89%, Mar: 2.84%, Apr: 2.69%, May: 3.08%, Jun: 3.1%, Jul: 3.76%
3.76%
Feb: 3.97%, Mar: 3.86%, Apr: 3.7%, May: 3.6%, Jun: 3.72%, Jul: 3.73%
3.73%

Full Portfolio (70 holdings)

#HoldingSector% to NAV
1ETERNAL LIMITEDConsumer Discretionary6.43%
2Bharti Airtel LimitedTelecommunication5.51%
3Mahindra & Mahindra LimitedConsumer Discretionary4.68%
4TVS Motor Company LimitedConsumer Discretionary3.76%
5ICICI Bank LimitedFinancial Services3.73%
6Maruti Suzuki India LimitedConsumer Discretionary3.52%
7Trent LimitedConsumer Discretionary3.02%
8ITC LimitedConsumer Staples3.01%
9Hindustan Unilever LimitedConsumer Staples2.93%
10Titan Company LimitedConsumer Discretionary2.85%
11Avenue Supermarts LimitedConsumer Discretionary2.45%
12United Spirits LimitedConsumer Staples2.44%
13HDFC Bank LimitedFinancial Services2.17%
14TATA CONSUMER PRODUCTS LIMITEDConsumer Staples2.11%
15Godrej Consumer Products LimitedConsumer Staples2.04%
16Axis Bank LimitedFinancial Services2%
17Lenskart Solutions LimitedConsumer Discretionary1.89%
18Britannia Industries LimitedConsumer Staples1.76%
19Varun Beverages LimitedConsumer Staples1.64%
20Nestle India LimitedConsumer Staples1.62%
21Meesho LimitedConsumer Discretionary1.53%
22InterGlobe Aviation LimitedServices1.47%
23FSN E-Commerce Ventures LimitedConsumer Discretionary1.46%
24Asian Paints LimitedConsumer Discretionary1.37%
25Bajaj Finserv LimitedFinancial Services1.35%
26SBI Life Insurance Company LimitedFinancial Services1.35%
27Kotak Mahindra Bank LimitedFinancial Services1.33%
28United Breweries LimitedConsumer Staples1.25%
29Info Edge (India) LimitedConsumer Discretionary1.2%
30Metro Brands LimitedConsumer Discretionary1.18%
31Hyundai Motor India LimitedConsumer Discretionary1.05%
32Apollo Hospitals Enterprise LimitedHealthcare1.03%
33Vishal Mega Mart LimitedConsumer Discretionary1.03%
34Astral LimitedIndustrials1%
35Torrent Pharmaceuticals LimitedHealthcare1%
36Swiggy LimitedConsumer Discretionary0.97%
37ICICI Lombard General Insurance Company LimitedFinancial Services0.92%
38Radico Khaitan LimitedConsumer Staples0.92%
39The Phoenix Mills LimitedReal Estate0.88%
403M India LimitedDiversified0.87%
41JSW Dulux LimitedConsumer Discretionary0.85%
42Bikaji Foods International LimitedConsumer Staples0.81%
43Sun Pharmaceutical Industries LimitedHealthcare0.81%
44Eureka Forbes LimitedConsumer Discretionary0.8%
45Voltas LimitedConsumer Discretionary0.8%
46DOMS Industries LimitedConsumer Staples0.79%
47Orkla India LimitedConsumer Staples0.77%
48Urban Company LimitedConsumer Discretionary0.76%
49Mrs. Bectors Food Specialities LimitedConsumer Staples0.76%
50Tata Motors LimitedIndustrials0.71%
51Whirlpool of India LimitedConsumer Discretionary0.69%
52Dabur India LimitedConsumer Staples0.68%
53V-Guard Industries LimitedConsumer Discretionary0.67%
54Devyani International LimitedConsumer Discretionary0.66%
55TREPStreps0.66%
56Bajaj Finance LimitedFinancial Services0.66%
57Jubilant Foodworks LimitedConsumer Discretionary0.64%
58Aditya Birla Lifestyle Brands LimitedConsumer Discretionary0.64%
59Eicher Motors LimitedConsumer Discretionary0.61%
60Ather Energy LimitedConsumer Discretionary0.59%
61Sanofi Consumer Healthcare India LimitedHealthcare0.58%
62Mankind Pharma LimitedHealthcare0.52%
63Go Digit General Insurance LimitedFinancial Services0.48%
64Procter & Gamble Health LimitedHealthcare0.48%
65Billionbrains Garage Ventures LimitedFinancial Services0.4%
66Net Receivable / Payableother0.4%
67Margin amount for Derivative positionsother0.3%
68TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Share)bond0.03%
69Century Plyboards (India) LimitedConsumer Discretionary0.03%
70Magnasound (India) Pvt LtdDiversified0%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, ETERNAL LIMITED is 6.43% of Aditya Birla Sun Life Consumption Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Bharti Airtel Limited is 5.51% of Aditya Birla Sun Life Consumption Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Mahindra & Mahindra Limited is 4.68% of Aditya Birla Sun Life Consumption Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, TVS Motor Company Limited is 3.76% of Aditya Birla Sun Life Consumption Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 3.73% of Aditya Birla Sun Life Consumption Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: Aditya Birla Sun Life Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.