HDFC Consumption Fund holds 53 instruments (99.32% equity), led by ETERNAL LIMITED (10.72%), Mahindra & Mahindra Limited (8.79%) and Hindustan Unilever Limited (7.63%), as of its 31 July 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 July 2026. The fund holds 53 instruments with an equity allocation of 99.32%. 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 54.49% of its portfolio, more concentrated than the Thematic category average of 50.4%. Consumer Discretionary is its largest sector exposure at 60.35% of net assets, spread across 6 sectors in total. Since its 30 June 2026 disclosure, the fund added 1 new position and exited 2 positions, with Eicher Motors Limited seeing the largest move (+2.03pp to 2.88%).
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 |
|---|---|---|
| Eicher Motors Limited | 0.85% → 2.88% | ▲ +2.03 |
| Bajaj Auto Limited | 1.95% → 3.16% | ▲ +1.21 |
| ETERNAL LIMITED | 9.7% → 10.72% | ▲ +1.02 |
| Info Edge (India) Limited | 0.35% → 1.09% | ▲ +0.74 |
| Mahindra & Mahindra Limited | 8.21% → 8.79% | ▲ +0.58 |
| TVS Motor Company Limited | 2.5% → 3.01% | ▲ +0.51 |
| Bharti Airtel Limited | 5.25% → 5.4% | ▲ +0.15 |
| Titan Company Limited | 1.81% → 1.94% | ▲ +0.13 |
| Hyundai Motor India Limited | 1.06% → 1.18% | ▲ +0.12 |
| Godrej Consumer Products Limited | 4.2% → 4.3% | ▲ +0.1 |
| Stock | Weight | Change |
|---|---|---|
| Lenskart Solutions Limited | 1.6% → 0.6% | ▼ -1 |
| United Spirits Limited | 4.06% → 3.38% | ▼ -0.68 |
| Vishal Mega Mart Limited | 4.45% → 3.91% | ▼ -0.54 |
| Leela Palaces Hotels & Resorts Limited | 0.67% → 0.2% | ▼ -0.47 |
| SEDEMAC Mechatronics Limited | 2.09% → 1.65% | ▼ -0.44 |
| Nestle India Limited | 2.33% → 1.9% | ▼ -0.43 |
| Trent Limited | 3.26% → 2.89% | ▼ -0.37 |
| Varun Beverages Limited | 2.31% → 1.95% | ▼ -0.36 |
| Hindustan Unilever Limited | 7.96% → 7.63% | ▼ -0.33 |
| JSW Dulux Limited | 1.62% → 1.42% | ▼ -0.2 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | ETERNAL LIMITED | Consumer Discretionary | 10.72% |
| 2 | Mahindra & Mahindra Limited | Consumer Discretionary | 8.79% |
| 3 | Hindustan Unilever Limited | Consumer Staples | 7.63% |
| 4 | Bharti Airtel Limited | Telecommunication | 5.4% |
| 5 | Godrej Consumer Products Limited | Consumer Staples | 4.3% |
| 6 | Maruti Suzuki India Limited | Consumer Discretionary | 3.98% |
| 7 | Vishal Mega Mart Limited | Consumer Discretionary | 3.91% |
| 8 | United Spirits Limited | Consumer Staples | 3.38% |
| 9 | Asian Paints Limited | Consumer Discretionary | 3.22% |
| 10 | Bajaj Auto Limited | Consumer Discretionary | 3.16% |
| 11 | TVS Motor Company Limited | Consumer Discretionary | 3.01% |
| 12 | Trent Limited | Consumer Discretionary | 2.89% |
| 13 | Eicher Motors Limited | Consumer Discretionary | 2.88% |
| 14 | Britannia Industries Limited | Consumer Staples | 2.73% |
| 15 | Chalet Hotels Limited | Consumer Discretionary | 2.36% |
| 16 | Varun Beverages Limited | Consumer Staples | 1.95% |
| 17 | Titan Company Limited | Consumer Discretionary | 1.94% |
| 18 | Nestle India Limited | Consumer Staples | 1.9% |
| 19 | JUPITER LIFE LINE HOSPITALS | Healthcare | 1.73% |
| 20 | SEDEMAC Mechatronics Limited | Consumer Discretionary | 1.65% |
| 21 | Dabur India Limited | Consumer Staples | 1.43% |
| 22 | JSW Dulux Limited | Consumer Discretionary | 1.42% |
| 23 | InterGlobe Aviation Limited | Services | 1.33% |
| 24 | Hyundai Motor India Limited | Consumer Discretionary | 1.18% |
| 25 | Max Healthcare Institute Limited | Healthcare | 1.18% |
| 26 | Info Edge (India) Limited | Consumer Discretionary | 1.09% |
| 27 | TREPS - Tri-party Repotreps | — | 1.09% |
| 28 | Hero MotoCorp Limited | Consumer Discretionary | 1.04% |
| 29 | Wakefit Innovations Limited | Consumer Discretionary | 1.03% |
| 30 | Adani Power Limited | Utilities | 1.02% |
| 31 | TATA CONSUMER PRODUCTS LIMITED | Consumer Staples | 1% |
| 32 | Baazar Style Retail Limited | Consumer Discretionary | 0.96% |
| 33 | Brainbees Solutions Limited | Consumer Discretionary | 0.86% |
| 34 | Tata Power Company Limited | Utilities | 0.83% |
| 35 | Devyani International Limited | Consumer Discretionary | 0.77% |
| 36 | Vijaya Diagnostic Centre Limited | Healthcare | 0.76% |
| 37 | Shoppers Stop Limited | Consumer Discretionary | 0.62% |
| 38 | Lenskart Solutions Limited | Consumer Discretionary | 0.6% |
| 39 | Colgate Palmolive (India) Limited | Consumer Staples | 0.57% |
| 40 | Sapphire Foods India Limited | Consumer Discretionary | 0.56% |
| 41 | Studds Accessories Limited | Consumer Discretionary | 0.54% |
| 42 | Marico Limited | Consumer Staples | 0.53% |
| 43 | LG Electronics India Limited | Consumer Discretionary | 0.47% |
| 44 | Sula Vineyards Limited | Consumer Staples | 0.47% |
| 45 | Safari Industries (India) Limited | Consumer Discretionary | 0.4% |
| 46 | Emami Limited | Consumer Staples | 0.33% |
| 47 | Laxmi Dental Limited | Healthcare | 0.23% |
| 48 | Leela Palaces Hotels & Resorts Limited | Consumer Discretionary | 0.2% |
| 49 | Godavari Biorefineries Limited | Consumer Staples | 0.16% |
| 50 | Kwality Wall's (India) Limited | Consumer Staples | 0.11% |
| 51 | Metro Brands Limited | Consumer Discretionary | 0.1% |
| 52 | Vedant Fashions Limited | Consumer Discretionary | 0% |
| 53 | Net Current Assetsother | — | -0.41% |
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 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.