HDFC Consumption Fund holds 51 instruments (99.51% equity), led by ETERNAL LIMITED (10.59%), Mahindra & Mahindra Limited (8.57%) and Hindustan Unilever Limited (7.22%), as of its 31 August 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of HDFC Consumption Fund, managed by HDFC Mutual Fund, based on its monthly portfolio disclosure dated 31 August 2026. The fund holds 51 instruments with an equity allocation of 99.51%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
HDFC Consumption Fund's top 10 holdings account for 53.45% of its portfolio, more concentrated than the Thematic category average of 49.2%. Consumer Discretionary is its largest sector exposure at 60.43% of net assets, spread across 7 sectors in total. Since its 31 July 2026 disclosure, the fund added 4 new positions and exited 6 positions, with Titan Company Limited seeing the largest move (+1.4pp to 3.34%).
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 |
|---|---|---|
| Titan Company Limited | 1.94% → 3.34% | ▲ +1.4 |
| Bajaj Auto Limited | 3.16% → 3.79% | ▲ +0.63 |
| Vedant Fashions Limited | 0% → 0.53% | ▲ +0.53 |
| Info Edge (India) Limited | 1.09% → 1.56% | ▲ +0.47 |
| Chalet Hotels Limited | 2.36% → 2.65% | ▲ +0.29 |
| Wakefit Innovations Limited | 1.03% → 1.22% | ▲ +0.19 |
| Vishal Mega Mart Limited | 3.91% → 4.08% | ▲ +0.17 |
| JSW Dulux Limited | 1.42% → 1.55% | ▲ +0.13 |
| JUPITER LIFE LINE HOSPITALS | 1.73% → 1.85% | ▲ +0.12 |
| Lenskart Solutions Limited | 0.6% → 0.72% | ▲ +0.12 |
| Stock | Weight | Change |
|---|---|---|
| SEDEMAC Mechatronics Limited | 1.65% → 0.62% | ▼ -1.03 |
| Godrej Consumer Products Limited | 4.3% → 3.66% | ▼ -0.64 |
| Hindustan Unilever Limited | 7.63% → 7.22% | ▼ -0.41 |
| Bharti Airtel Limited | 5.4% → 5.02% | ▼ -0.38 |
| Mahindra & Mahindra Limited | 8.79% → 8.57% | ▼ -0.22 |
| Varun Beverages Limited | 1.95% → 1.78% | ▼ -0.17 |
| Maruti Suzuki India Limited | 3.98% → 3.83% | ▼ -0.15 |
| ETERNAL LIMITED | 10.72% → 10.59% | ▼ -0.13 |
| Dabur India Limited | 1.43% → 1.3% | ▼ -0.13 |
| Devyani International Limited | 0.77% → 0.65% | ▼ -0.12 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Mar – Aug 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | ETERNAL LIMITED | Consumer Discretionary | 10.59% |
| 2 | Mahindra & Mahindra Limited | Consumer Discretionary | 8.57% |
| 3 | Hindustan Unilever Limited | Consumer Staples | 7.22% |
| 4 | Bharti Airtel Limited | Telecommunication | 5.02% |
| 5 | Vishal Mega Mart Limited | Consumer Discretionary | 4.08% |
| 6 | Maruti Suzuki India Limited | Consumer Discretionary | 3.83% |
| 7 | Bajaj Auto Limited | Consumer Discretionary | 3.79% |
| 8 | Godrej Consumer Products Limited | Consumer Staples | 3.66% |
| 9 | United Spirits Limited | Consumer Staples | 3.35% |
| 10 | Titan Company Limited | Consumer Discretionary | 3.34% |
| 11 | Asian Paints Limited | Consumer Discretionary | 3.14% |
| 12 | TVS Motor Company Limited | Consumer Discretionary | 3.06% |
| 13 | Eicher Motors Limited | Consumer Discretionary | 2.96% |
| 14 | Trent Limited | Consumer Discretionary | 2.79% |
| 15 | Britannia Industries Limited | Consumer Staples | 2.67% |
| 16 | Chalet Hotels Limited | Consumer Discretionary | 2.65% |
| 17 | Nestle India Limited | Consumer Staples | 1.9% |
| 18 | JUPITER LIFE LINE HOSPITALS | Healthcare | 1.85% |
| 19 | Varun Beverages Limited | Consumer Staples | 1.78% |
| 20 | Info Edge (India) Limited | Consumer Discretionary | 1.56% |
| 21 | TREPS - Tri-party Repotreps | — | 1.56% |
| 22 | JSW Dulux Limited | Consumer Discretionary | 1.55% |
| 23 | InterGlobe Aviation Limited | Services | 1.36% |
| 24 | Dabur India Limited | Consumer Staples | 1.3% |
| 25 | Wakefit Innovations Limited | Consumer Discretionary | 1.22% |
| 26 | Hyundai Motor India Limited | Consumer Discretionary | 1.2% |
| 27 | Apollo Hospitals Enterprise Limited | Healthcare | 1.13% |
| 28 | AUGMONT ENTERPRISES LTD | Materials | 1.13% |
| 29 | Max Healthcare Institute Limited | Healthcare | 1.13% |
| 30 | Adani Power Limited | Utilities | 0.97% |
| 31 | TATA CONSUMER PRODUCTS LIMITED | Consumer Staples | 0.96% |
| 32 | Vijaya Diagnostic Centre Limited | Healthcare | 0.87% |
| 33 | Tata Power Company Limited | Utilities | 0.76% |
| 34 | Brainbees Solutions Limited | Consumer Discretionary | 0.75% |
| 35 | Lenskart Solutions Limited | Consumer Discretionary | 0.72% |
| 36 | DHOOT TRANSMISSION LTD | Consumer Discretionary | 0.66% |
| 37 | Devyani International Limited | Consumer Discretionary | 0.65% |
| 38 | SEDEMAC Mechatronics Limited | Consumer Discretionary | 0.62% |
| 39 | Shoppers Stop Limited | Consumer Discretionary | 0.62% |
| 40 | Studds Accessories Limited | Consumer Discretionary | 0.55% |
| 41 | Vedant Fashions Limited | Consumer Discretionary | 0.53% |
| 42 | Colgate Palmolive (India) Limited | Consumer Staples | 0.52% |
| 43 | Marico Limited | Consumer Staples | 0.5% |
| 44 | Sapphire Foods India Limited | Consumer Discretionary | 0.49% |
| 45 | Tenneco Clean Air India Limited | Consumer Discretionary | 0.42% |
| 46 | Sula Vineyards Limited | Consumer Staples | 0.41% |
| 47 | Emami Limited | Consumer Staples | 0.31% |
| 48 | Laxmi Dental Limited | Healthcare | 0.21% |
| 49 | Metro Brands Limited | Consumer Discretionary | 0.09% |
| 50 | Godavari Biorefineries Limited | Consumer Staples | 0.07% |
| 51 | Net Current Assetsother | — | -1.07% |
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: HDFC Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 August 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.