Axis Consumption Fund holds 59 instruments (98.96% equity), led by Bharti Airtel Limited (9.16%), ETERNAL LIMITED (8.56%) and Mahindra & Mahindra Limited (6.96%), as of its 30 September 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of Axis Consumption Fund, managed by Axis Mutual Fund, based on its monthly portfolio disclosure dated 30 September 2026. The fund holds 59 instruments with an equity allocation of 98.96%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
Axis Consumption Fund's top 10 holdings account for 49.22% of its portfolio, in line with the Thematic category average of 49.2%. Consumer Discretionary is its largest sector exposure at 54.49% of net assets, spread across 10 sectors in total. Since its 31 August 2026 disclosure, the fund added 1 new position and exited 0 positions, with Titan Company Limited seeing the largest move (-1.2pp to 5.25%).
Equity holdings grouped by sector, % to NAV. "Other" covers debt, cash and other non-equity instruments, plus any equity holding without a classified sector.
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.
| Stock | Weight | Change |
|---|---|---|
| ETERNAL LIMITED | 7.92% → 8.56% | ▲ +0.64 |
| PVR INOX Limited | 0.98% → 1.37% | ▲ +0.39 |
| Bharti Airtel Limited | 8.8% → 9.16% | ▲ +0.36 |
| Varun Beverages Limited | 2.25% → 2.59% | ▲ +0.34 |
| Kfin Technologies Limited | 0.22% → 0.53% | ▲ +0.31 |
| The Indian Hotels Company Limited | 1.78% → 2.07% | ▲ +0.29 |
| ITC Limited | 1.96% → 2.23% | ▲ +0.27 |
| Tata Power Company Limited | 1.59% → 1.83% | ▲ +0.24 |
| ITC Hotels Limited | 0.67% → 0.86% | ▲ +0.19 |
| InterGlobe Aviation Limited | 3.16% → 3.34% | ▲ +0.18 |
| Stock | Weight | Change |
|---|---|---|
| Titan Company Limited | 6.45% → 5.25% | ▼ -1.2 |
| Maruti Suzuki India Limited | 4.77% → 3.93% | ▼ -0.84 |
| Eicher Motors Limited | 1.83% → 1.14% | ▼ -0.69 |
| DLF Limited | 0.44% → 0% | ▼ -0.44 |
| Apollo Hospitals Enterprise Limited | 3.71% → 3.47% | ▼ -0.24 |
| Hindustan Unilever Limited | 2.65% → 2.46% | ▼ -0.19 |
| Hero MotoCorp Limited | 0.52% → 0.33% | ▼ -0.19 |
| Nestle India Limited | 2.07% → 1.9% | ▼ -0.17 |
| Fortis Healthcare Limited | 0.37% → 0.21% | ▼ -0.16 |
| Ather Energy Limited | 1.7% → 1.57% | ▼ -0.13 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Apr – Sept 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | Bharti Airtel Limited | Telecommunication | 9.16% |
| 2 | ETERNAL LIMITED | Consumer Discretionary | 8.56% |
| 3 | Mahindra & Mahindra Limited | Consumer Discretionary | 6.96% |
| 4 | Titan Company Limited | Consumer Discretionary | 5.25% |
| 5 | Maruti Suzuki India Limited | Consumer Discretionary | 3.93% |
| 6 | Asian Paints Limited | Consumer Discretionary | 3.48% |
| 7 | Apollo Hospitals Enterprise Limited | Healthcare | 3.47% |
| 8 | InterGlobe Aviation Limited | Services | 3.34% |
| 9 | Varun Beverages Limited | Consumer Staples | 2.59% |
| 10 | TATA CONSUMER PRODUCTS LIMITED | Consumer Staples | 2.48% |
| 11 | Hindustan Unilever Limited | Consumer Staples | 2.46% |
| 12 | TVS Motor Company Limited | Consumer Discretionary | 2.37% |
| 13 | Trent Limited | Consumer Discretionary | 2.35% |
| 14 | ITC Limited | Consumer Staples | 2.23% |
| 15 | The Indian Hotels Company Limited | Consumer Discretionary | 2.07% |
| 16 | Bajaj Auto Limited | Consumer Discretionary | 2.06% |
| 17 | United Spirits Limited | Consumer Staples | 1.91% |
| 18 | Nestle India Limited | Consumer Staples | 1.9% |
| 19 | Tata Power Company Limited | Utilities | 1.83% |
| 20 | Britannia Industries Limited | Consumer Staples | 1.68% |
| 21 | Ather Energy Limited | Consumer Discretionary | 1.57% |
| 22 | Berger Paints (I) Limited | Consumer Discretionary | 1.51% |
| 23 | Max Healthcare Institute Limited | Healthcare | 1.4% |
| 24 | PVR INOX Limited | Consumer Discretionary | 1.37% |
| 25 | Avenue Supermarts Limited | Consumer Discretionary | 1.36% |
| 26 | DOMS Industries Limited | Consumer Staples | 1.31% |
| 27 | Marico Limited | Consumer Staples | 1.27% |
| 28 | Eicher Motors Limited | Consumer Discretionary | 1.14% |
| 29 | Arvind Fashions Limited | Consumer Discretionary | 1.12% |
| 30 | Godrej Consumer Products Limited | Consumer Staples | 1.01% |
| 31 | Sapphire Foods India Limited | Consumer Discretionary | 1% |
| 32 | TBO Tek Limited | Consumer Discretionary | 1% |
| 33 | Pidilite Industries Limited | Materials | 0.95% |
| 34 | Jubilant Foodworks Limited | Consumer Discretionary | 0.93% |
| 35 | ITC Hotels Limited | Consumer Discretionary | 0.86% |
| 36 | PNB Housing Finance Limited | Financial Services | 0.79% |
| 37 | Page Industries Limited | Consumer Discretionary | 0.77% |
| 38 | Delhivery Limited | Services | 0.75% |
| 39 | Bharti Hexacom Limited | Telecommunication | 0.72% |
| 40 | Travel Food Services Limited | Consumer Discretionary | 0.7% |
| 41 | Hyundai Motor India Limited | Consumer Discretionary | 0.65% |
| 42 | Amber Enterprises India Limited | Consumer Discretionary | 0.6% |
| 43 | Vishal Mega Mart Limited | Consumer Discretionary | 0.6% |
| 44 | Indus Towers Limited | Telecommunication | 0.6% |
| 45 | Devyani International Limited | Consumer Discretionary | 0.6% |
| 46 | Rainbow Childrens Medicare Limited | Healthcare | 0.58% |
| 47 | Voltas Limited | Consumer Discretionary | 0.55% |
| 48 | Net Receivables / (Payables)other | — | 0.55% |
| 49 | Radico Khaitan Limited | Consumer Staples | 0.54% |
| 50 | Kfin Technologies Limited | Financial Services | 0.53% |
| 51 | Vijaya Diagnostic Centre Limited | Healthcare | 0.53% |
| 52 | Clearing Corporation of India Ltdother | — | 0.49% |
| 53 | Hero MotoCorp Limited | Consumer Discretionary | 0.33% |
| 54 | Craftsman Automation Limited | Consumer Discretionary | 0.31% |
| 55 | Dixon Technologies (India) Limited | Consumer Discretionary | 0.27% |
| 56 | WeWork India Management Limited | Industrials | 0.23% |
| 57 | Physicswallah Limited | Consumer Discretionary | 0.22% |
| 58 | Fortis Healthcare Limited | Healthcare | 0.21% |
| 59 | DLF Limited | Real Estate | 0% |
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: Axis Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 30 September 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.