Mahindra Manulife Consumption Fund holds 51 instruments (97.63% equity), led by Mahindra & Mahindra Limited (6.55%), Bharti Airtel Limited (6.49%) and ETERNAL LIMITED (5.48%), as of its 30 June 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 June 2026. The fund holds 51 instruments with an equity allocation of 97.63%. 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 43.47% of its portfolio, more diversified than the Thematic category average of 50.4%. Consumer Discretionary is its largest sector exposure at 56.62% of net assets, spread across 8 sectors in total. Since its 31 May 2026 disclosure, the fund added 1 new position and exited 1 position, with Radico Khaitan Limited seeing the largest move (+0.85pp to 2.28%).
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 |
|---|---|---|
| Radico Khaitan Limited | 1.43% → 2.28% | ▲ +0.85 |
| CEAT Limited | 0.74% → 1.26% | ▲ +0.52 |
| Trent Limited | 3.14% → 3.64% | ▲ +0.5 |
| ETERNAL LIMITED | 5.21% → 5.48% | ▲ +0.27 |
| Maruti Suzuki India Limited | 3.17% → 3.39% | ▲ +0.22 |
| Avenue Supermarts Limited | 2.8% → 3.01% | ▲ +0.21 |
| Aditya Vision Limited | 2.34% → 2.52% | ▲ +0.18 |
| Greenply Industries Limited | 0.82% → 0.98% | ▲ +0.16 |
| Krishna Institute of Medical Sciences Limited | 2.22% → 2.37% | ▲ +0.15 |
| Belrise Industries Limited | 1.59% → 1.74% | ▲ +0.15 |
| Stock | Weight | Change |
|---|---|---|
| Titan Company Limited | 5.33% → 4.69% | ▼ -0.64 |
| Hindustan Unilever Limited | 3.89% → 3.34% | ▼ -0.55 |
| Bharti Airtel Limited | 6.82% → 6.49% | ▼ -0.33 |
| Bajaj Auto Limited | 3.76% → 3.48% | ▼ -0.28 |
| Tata Power Company Limited | 2.8% → 2.55% | ▼ -0.25 |
| Tube Investments of India Limited | 1.73% → 1.49% | ▼ -0.24 |
| Vodafone Idea Limited | 1.59% → 1.39% | ▼ -0.2 |
| TATA CONSUMER PRODUCTS LIMITED | 1.97% → 1.79% | ▼ -0.18 |
| Indus Towers Limited | 1.11% → 0.98% | ▼ -0.13 |
| Varun Beverages Limited | 2.49% → 2.38% | ▼ -0.11 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Jan – Jun 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | Mahindra & Mahindra Limited | Consumer Discretionary | 6.55% |
| 2 | Bharti Airtel Limited | Telecommunication | 6.49% |
| 3 | ETERNAL LIMITED | Consumer Discretionary | 5.48% |
| 4 | Titan Company Limited | Consumer Discretionary | 4.69% |
| 5 | Trent Limited | Consumer Discretionary | 3.64% |
| 6 | Bajaj Auto Limited | Consumer Discretionary | 3.48% |
| 7 | ITC Limited | Consumer Staples | 3.4% |
| 8 | Maruti Suzuki India Limited | Consumer Discretionary | 3.39% |
| 9 | Hindustan Unilever Limited | Consumer Staples | 3.34% |
| 10 | Avenue Supermarts Limited | Consumer Discretionary | 3.01% |
| 11 | Tata Power Company Limited | Utilities | 2.55% |
| 12 | TVS Motor Company Limited | Consumer Discretionary | 2.55% |
| 13 | Aditya Vision Limited | Consumer Discretionary | 2.52% |
| 14 | Britannia Industries Limited | Consumer Staples | 2.48% |
| 15 | Varun Beverages Limited | Consumer Staples | 2.38% |
| 16 | Krishna Institute of Medical Sciences Limited | Healthcare | 2.37% |
| 17 | Radico Khaitan Limited | Consumer Staples | 2.28% |
| 18 | Triparty Repotreps | — | 1.95% |
| 19 | TATA CONSUMER PRODUCTS LIMITED | Consumer Staples | 1.79% |
| 20 | DOMS Industries Limited | Consumer Staples | 1.78% |
| 21 | Belrise Industries Limited | Consumer Discretionary | 1.74% |
| 22 | LG Electronics India Limited | Consumer Discretionary | 1.7% |
| 23 | Blue Star Limited | Consumer Discretionary | 1.61% |
| 24 | Polycab India Limited | Industrials | 1.55% |
| 25 | Godfrey Phillips India Limited | Consumer Staples | 1.5% |
| 26 | Asian Paints Limited | Consumer Discretionary | 1.49% |
| 27 | Tube Investments of India Limited | Consumer Discretionary | 1.49% |
| 28 | Vodafone Idea Limited | Telecommunication | 1.39% |
| 29 | Chalet Hotels Limited | Consumer Discretionary | 1.35% |
| 30 | Vishal Mega Mart Limited | Consumer Discretionary | 1.29% |
| 31 | Axis Bank Limited | Financial Services | 1.28% |
| 32 | CEAT Limited | Consumer Discretionary | 1.26% |
| 33 | Hindustan Foods Limited | Consumer Staples | 1.25% |
| 34 | Mrs. Bectors Food Specialities Limited | Consumer Staples | 1.22% |
| 35 | Dixon Technologies (India) Limited | Consumer Discretionary | 1.21% |
| 36 | Devyani International Limited | Consumer Discretionary | 1.17% |
| 37 | Swiggy Limited | Consumer Discretionary | 1.06% |
| 38 | Godrej Consumer Products Limited | Consumer Staples | 1.04% |
| 39 | Metro Brands Limited | Consumer Discretionary | 1% |
| 40 | BLACKBUCK LIMITED | Services | 0.99% |
| 41 | Indus Towers Limited | Telecommunication | 0.98% |
| 42 | Greenply Industries Limited | Consumer Discretionary | 0.98% |
| 43 | Info Edge (India) Limited | Consumer Discretionary | 0.97% |
| 44 | Nestle India Limited | Consumer Staples | 0.95% |
| 45 | Kewal Kiran Clothing Limited | Consumer Discretionary | 0.92% |
| 46 | Aditya Birla Fashion and Retail Limited | Consumer Discretionary | 0.77% |
| 47 | Wakefit Innovations Limited | Consumer Discretionary | 0.73% |
| 48 | Tata Motors Passenger Vehicles Limited | Consumer Discretionary | 0.57% |
| 49 | Net Receivables / (Payables)other | — | 0.37% |
| 50 | Margin placed with CCIL & ARCLother | — | 0.03% |
| 51 | TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Share)bond | — | 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 June 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.