NIPPON INDIA CONSUMPTION FUND holds 47 instruments (99.15% equity), led by Mahindra & Mahindra Limited (9.59%), ETERNAL LIMITED (6.82%) and Hindustan Unilever Limited (6.55%), as of its 31 July 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of NIPPON INDIA CONSUMPTION FUND, managed by Nippon India Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 47 instruments with an equity allocation of 99.15%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
NIPPON INDIA CONSUMPTION FUND's top 10 holdings account for 48.36% of its portfolio, more diversified than the Thematic category average of 50.4%. Consumer Discretionary is its largest sector exposure at 58.37% of net assets, spread across 7 sectors in total. Since its 30 June 2026 disclosure, the fund added 4 new positions and exited 2 positions, with Maruti Suzuki India Limited seeing the largest move (-5.1pp to 1.98%).
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 |
|---|---|---|
| Mahindra & Mahindra Limited | 7.4% → 9.59% | ▲ +2.19 |
| TVS Motor Company Limited | 1.43% → 3.43% | ▲ +2 |
| BlueStone Jewellery and Lifestyle Limited | 2.73% → 3.94% | ▲ +1.21 |
| ETERNAL LIMITED | 6.19% → 6.82% | ▲ +0.63 |
| Hindustan Unilever Limited | 6.25% → 6.55% | ▲ +0.3 |
| Titan Company Limited | 3.12% → 3.33% | ▲ +0.21 |
| Swiggy Limited | 0.92% → 1.05% | ▲ +0.13 |
| PG Electroplast Limited | 1.12% → 1.24% | ▲ +0.12 |
| FSN E-Commerce Ventures Limited | 3.02% → 3.12% | ▲ +0.1 |
| Stock | Weight | Change |
|---|---|---|
| Maruti Suzuki India Limited | 7.08% → 1.98% | ▼ -5.1 |
| Zydus Wellness Limited | 3.23% → 2.51% | ▼ -0.72 |
| Electronics Mart India Limited | 1.12% → 0.42% | ▼ -0.7 |
| Trent Limited | 4.2% → 3.7% | ▼ -0.5 |
| Go Fashion (India) Limited | 0.65% → 0.26% | ▼ -0.39 |
| United Spirits Limited | 2.8% → 2.48% | ▼ -0.32 |
| Avenue Supermarts Limited | 2.01% → 1.73% | ▼ -0.28 |
| InterGlobe Aviation Limited | 3.25% → 3.02% | ▼ -0.23 |
| Varun Beverages Limited | 3.37% → 3.21% | ▼ -0.16 |
| LG Electronics India Limited | 1.78% → 1.65% | ▼ -0.13 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | Mahindra & Mahindra Limited | Consumer Discretionary | 9.59% |
| 2 | ETERNAL LIMITED | Consumer Discretionary | 6.82% |
| 3 | Hindustan Unilever Limited | Consumer Staples | 6.55% |
| 4 | Bajaj Auto Limited | Consumer Discretionary | 4.13% |
| 5 | BlueStone Jewellery and Lifestyle Limited | Consumer Discretionary | 3.94% |
| 6 | Trent Limited | Consumer Discretionary | 3.7% |
| 7 | Asian Paints Limited | Consumer Discretionary | 3.52% |
| 8 | TVS Motor Company Limited | Consumer Discretionary | 3.43% |
| 9 | Britannia Industries Limited | Consumer Staples | 3.35% |
| 10 | Titan Company Limited | Consumer Discretionary | 3.33% |
| 11 | Varun Beverages Limited | Consumer Staples | 3.21% |
| 12 | FSN E-Commerce Ventures Limited | Consumer Discretionary | 3.12% |
| 13 | InterGlobe Aviation Limited | Services | 3.02% |
| 14 | Godrej Consumer Products Limited | Consumer Staples | 2.99% |
| 15 | United Breweries Limited | Consumer Staples | 2.52% |
| 16 | Zydus Wellness Limited | Consumer Staples | 2.51% |
| 17 | United Spirits Limited | Consumer Staples | 2.48% |
| 18 | Maruti Suzuki India Limited | Consumer Discretionary | 1.98% |
| 19 | HDFC Asset Management Company Limited | Financial Services | 1.92% |
| 20 | ITC Limited | Consumer Staples | 1.91% |
| 21 | Bharti Airtel Limited | Telecommunication | 1.8% |
| 22 | Avenue Supermarts Limited | Consumer Discretionary | 1.73% |
| 23 | Page Industries Limited | Consumer Discretionary | 1.66% |
| 24 | LG Electronics India Limited | Consumer Discretionary | 1.65% |
| 25 | PB Fintech Limited | Financial Services | 1.61% |
| 26 | Sapphire Foods India Limited | Consumer Discretionary | 1.58% |
| 27 | PG Electroplast Limited | Consumer Discretionary | 1.24% |
| 28 | Berger Paints (I) Limited | Consumer Discretionary | 1.19% |
| 29 | Jubilant Foodworks Limited | Consumer Discretionary | 1.15% |
| 30 | Swiggy Limited | Consumer Discretionary | 1.05% |
| 31 | Eicher Motors Limited | Consumer Discretionary | 1.03% |
| 32 | Voltas Limited | Consumer Discretionary | 1.03% |
| 33 | Pidilite Industries Limited | Materials | 0.99% |
| 34 | Colgate Palmolive (India) Limited | Consumer Staples | 0.97% |
| 35 | TATA CONSUMER PRODUCTS LIMITED | Consumer Staples | 0.93% |
| 36 | AWL Agri Business Limited | Consumer Staples | 0.93% |
| 37 | Rainbow Childrens Medicare Limited | Healthcare | 0.91% |
| 38 | Triparty Repotreps | — | 0.89% |
| 39 | Orkla India Limited | Consumer Staples | 0.88% |
| 40 | WESTLIFE FOODWORLD LIMITED | Consumer Discretionary | 0.82% |
| 41 | Dabur India Limited | Consumer Staples | 0.72% |
| 42 | Emami Limited | Consumer Staples | 0.46% |
| 43 | Electronics Mart India Limited | Consumer Discretionary | 0.42% |
| 44 | Go Fashion (India) Limited | Consumer Discretionary | 0.26% |
| 45 | Global Health Limited | Healthcare | 0.12% |
| 46 | Cash Margin - CCILother | — | 0.01% |
| 47 | Net Current Assetsother | — | -0.05% |
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: Nippon India 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.