Mahindra Manulife Consumption Fund holds 51 instruments (98.43% equity), led by ETERNAL LIMITED (6.73%), Bharti Airtel Limited (6.72%) and Mahindra & Mahindra Limited (6.25%), as of its 30 September 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of Mahindra Manulife Consumption Fund, managed by Mahindra Manulife Mutual Fund, based on its monthly portfolio disclosure dated 30 September 2026. The fund holds 51 instruments with an equity allocation of 98.43%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
Mahindra Manulife Consumption Fund's top 10 holdings account for 42.2% of its portfolio, more diversified than the Thematic category average of 49.2%. Consumer Discretionary is its largest sector exposure at 56.63% of net assets, spread across 7 sectors in total. Since its 31 August 2026 disclosure, the fund added 5 new positions and exited 3 positions, with Titan Company Limited seeing the largest move (-1.02pp to 4.47%).
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 |
|---|---|---|
| Bharti Airtel Limited | 6.41% → 6.72% | ▲ +0.31 |
| Varun Beverages Limited | 1.9% → 2.21% | ▲ +0.31 |
| ITC Limited | 2.76% → 3.06% | ▲ +0.3 |
| Belrise Industries Limited | 1.71% → 1.92% | ▲ +0.21 |
| LG Electronics India Limited | 1.87% → 2.06% | ▲ +0.19 |
| Blue Star Limited | 1.46% → 1.64% | ▲ +0.18 |
| Aditya Vision Limited | 2.32% → 2.48% | ▲ +0.16 |
| Radico Khaitan Limited | 2.29% → 2.41% | ▲ +0.12 |
| Greenply Industries Limited | 0.96% → 1.08% | ▲ +0.12 |
| BLACKBUCK LIMITED | 1.12% → 1.24% | ▲ +0.12 |
| Stock | Weight | Change |
|---|---|---|
| Titan Company Limited | 5.49% → 4.47% | ▼ -1.02 |
| Mahindra & Mahindra Limited | 7.07% → 6.25% | ▼ -0.82 |
| Kewal Kiran Clothing Limited | 0.94% → 0.39% | ▼ -0.55 |
| Krishna Institute of Medical Sciences Limited | 1.95% → 1.5% | ▼ -0.45 |
| Avenue Supermarts Limited | 2.37% → 1.95% | ▼ -0.42 |
| Bajaj Auto Limited | 4.24% → 3.84% | ▼ -0.4 |
| Maruti Suzuki India Limited | 3% → 2.87% | ▼ -0.13 |
| Britannia Industries Limited | 2.28% → 2.15% | ▼ -0.13 |
| ETERNAL LIMITED | 6.85% → 6.73% | ▼ -0.12 |
| Multi Commodity Exchange of India Limited | 1.92% → 1.81% | ▼ -0.11 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Mar – Sept 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | ETERNAL LIMITED | Consumer Discretionary | 6.73% |
| 2 | Bharti Airtel Limited | Telecommunication | 6.72% |
| 3 | Mahindra & Mahindra Limited | Consumer Discretionary | 6.25% |
| 4 | Titan Company Limited | Consumer Discretionary | 4.47% |
| 5 | Bajaj Auto Limited | Consumer Discretionary | 3.84% |
| 6 | Trent Limited | Consumer Discretionary | 3.17% |
| 7 | ITC Limited | Consumer Staples | 3.06% |
| 8 | Maruti Suzuki India Limited | Consumer Discretionary | 2.87% |
| 9 | TVS Motor Company Limited | Consumer Discretionary | 2.58% |
| 10 | Hindustan Unilever Limited | Consumer Staples | 2.51% |
| 11 | Aditya Vision Limited | Consumer Discretionary | 2.48% |
| 12 | Radico Khaitan Limited | Consumer Staples | 2.41% |
| 13 | Varun Beverages Limited | Consumer Staples | 2.21% |
| 14 | Britannia Industries Limited | Consumer Staples | 2.15% |
| 15 | LG Electronics India Limited | Consumer Discretionary | 2.06% |
| 16 | TATA CONSUMER PRODUCTS LIMITED | Consumer Staples | 2.05% |
| 17 | Shaily Engineering Plastics Limited | Consumer Discretionary | 2.01% |
| 18 | Avenue Supermarts Limited | Consumer Discretionary | 1.95% |
| 19 | Belrise Industries Limited | Consumer Discretionary | 1.92% |
| 20 | Tilaknagar Industries Limited | Consumer Staples | 1.89% |
| 21 | Multi Commodity Exchange of India Limited | Financial Services | 1.81% |
| 22 | DOMS Industries Limited | Consumer Staples | 1.78% |
| 23 | Godfrey Phillips India Limited | Consumer Staples | 1.67% |
| 24 | Blue Star Limited | Consumer Discretionary | 1.64% |
| 25 | Mrs. Bectors Food Specialities Limited | Consumer Staples | 1.53% |
| 26 | Chalet Hotels Limited | Consumer Discretionary | 1.53% |
| 27 | Hyundai Motor India Limited | Consumer Discretionary | 1.53% |
| 28 | Krishna Institute of Medical Sciences Limited | Healthcare | 1.5% |
| 29 | Devyani International Limited | Consumer Discretionary | 1.49% |
| 30 | Dixon Technologies (India) Limited | Consumer Discretionary | 1.45% |
| 31 | Hindustan Foods Limited | Consumer Staples | 1.4% |
| 32 | Vodafone Idea Limited | Telecommunication | 1.36% |
| 33 | Info Edge (India) Limited | Consumer Discretionary | 1.31% |
| 34 | Adani Energy Solutions Limited | Utilities | 1.29% |
| 35 | Axis Bank Limited | Financial Services | 1.27% |
| 36 | BLACKBUCK LIMITED | Services | 1.24% |
| 37 | Swiggy Limited | Consumer Discretionary | 1.2% |
| 38 | Triparty Repotreps | — | 1.16% |
| 39 | Greenply Industries Limited | Consumer Discretionary | 1.08% |
| 40 | InterGlobe Aviation Limited | Services | 1.04% |
| 41 | Sun TV Network Limited | Consumer Discretionary | 1.02% |
| 42 | Divi's Laboratories Limited | Healthcare | 0.99% |
| 43 | Kalyan Jewellers India Limited | Consumer Discretionary | 0.98% |
| 44 | Nestle India Limited | Consumer Staples | 0.97% |
| 45 | Godrej Consumer Products Limited | Consumer Staples | 0.95% |
| 46 | CEAT Limited | Consumer Discretionary | 0.92% |
| 47 | Metro Brands Limited | Consumer Discretionary | 0.91% |
| 48 | Gabriel India Limited | Consumer Discretionary | 0.85% |
| 49 | Kewal Kiran Clothing Limited | Consumer Discretionary | 0.39% |
| 50 | Net Receivables / (Payables)other | — | 0.37% |
| 51 | Margin placed with CCIL & ARCLother | — | 0.02% |
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: Mahindra Manulife 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.