Nippon India Consumption Fund holds 48 instruments (99.47% equity), led by Mahindra & Mahindra Limited (9.28%), ETERNAL LIMITED (8.04%) and Hindustan Unilever Limited (6.52%), as of its 30 September 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 30 September 2026. The fund holds 48 instruments with an equity allocation of 99.47%. 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 48.92% of its portfolio, in line with the Thematic category average of 49.2%. Consumer Discretionary is its largest sector exposure at 55.8% of net assets, spread across 8 sectors in total. Since its 31 August 2026 disclosure, the fund added 1 new position and exited 0 positions, with TATA CONSUMER PRODUCTS LIMITED seeing the largest move (+1.81pp to 2.73%).
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 |
|---|---|---|
| TATA CONSUMER PRODUCTS LIMITED | 0.92% → 2.73% | ▲ +1.81 |
| Billionbrains Garage Ventures Limited | 0.62% → 1.59% | ▲ +0.97 |
| Varun Beverages Limited | 2.98% → 3.5% | ▲ +0.52 |
| ETERNAL LIMITED | 7.58% → 8.04% | ▲ +0.46 |
| Hindustan Unilever Limited | 6.28% → 6.52% | ▲ +0.24 |
| ITC Limited | 1.78% → 1.99% | ▲ +0.21 |
| LG Electronics India Limited | 1.93% → 2.13% | ▲ +0.2 |
| Page Industries Limited | 1.51% → 1.66% | ▲ +0.15 |
| Zydus Wellness Limited | 2.36% → 2.48% | ▲ +0.12 |
| WESTLIFE FOODWORLD LIMITED | 0.95% → 1.07% | ▲ +0.12 |
| Stock | Weight | Change |
|---|---|---|
| Titan Company Limited | 3.58% → 1.77% | ▼ -1.81 |
| PB Fintech Limited | 1.93% → 0.96% | ▼ -0.97 |
| Orkla India Limited | 0.96% → 0.47% | ▼ -0.49 |
| Colgate Palmolive (India) Limited | 0.91% → 0.45% | ▼ -0.46 |
| FSN E-Commerce Ventures Limited | 3.35% → 2.91% | ▼ -0.44 |
| Sapphire Foods India Limited | 2.05% → 1.68% | ▼ -0.37 |
| United Breweries Limited | 2.38% → 2.15% | ▼ -0.23 |
| Mahindra & Mahindra Limited | 9.5% → 9.28% | ▼ -0.22 |
| Bajaj Auto Limited | 4.46% → 4.34% | ▼ -0.12 |
| HDFC Asset Management Company Limited | 1.98% → 1.87% | ▼ -0.11 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Apr – Sept 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | Mahindra & Mahindra Limited | Consumer Discretionary | 9.28% |
| 2 | ETERNAL LIMITED | Consumer Discretionary | 8.04% |
| 3 | Hindustan Unilever Limited | Consumer Staples | 6.52% |
| 4 | Bajaj Auto Limited | Consumer Discretionary | 4.34% |
| 5 | TVS Motor Company Limited | Consumer Discretionary | 3.64% |
| 6 | Trent Limited | Consumer Discretionary | 3.6% |
| 7 | Varun Beverages Limited | Consumer Staples | 3.5% |
| 8 | Asian Paints Limited | Consumer Discretionary | 3.43% |
| 9 | Britannia Industries Limited | Consumer Staples | 3.33% |
| 10 | InterGlobe Aviation Limited | Services | 3.24% |
| 11 | FSN E-Commerce Ventures Limited | Consumer Discretionary | 2.91% |
| 12 | BlueStone Jewellery and Lifestyle Limited | Consumer Discretionary | 2.84% |
| 13 | TATA CONSUMER PRODUCTS LIMITED | Consumer Staples | 2.73% |
| 14 | Godrej Consumer Products Limited | Consumer Staples | 2.64% |
| 15 | Zydus Wellness Limited | Consumer Staples | 2.48% |
| 16 | United Spirits Limited | Consumer Staples | 2.47% |
| 17 | United Breweries Limited | Consumer Staples | 2.15% |
| 18 | LG Electronics India Limited | Consumer Discretionary | 2.13% |
| 19 | ITC Limited | Consumer Staples | 1.99% |
| 20 | HDFC Asset Management Company Limited | Financial Services | 1.87% |
| 21 | Avenue Supermarts Limited | Consumer Discretionary | 1.87% |
| 22 | Maruti Suzuki India Limited | Consumer Discretionary | 1.85% |
| 23 | Bharti Airtel Limited | Telecommunication | 1.79% |
| 24 | Titan Company Limited | Consumer Discretionary | 1.77% |
| 25 | Sapphire Foods India Limited | Consumer Discretionary | 1.68% |
| 26 | Page Industries Limited | Consumer Discretionary | 1.66% |
| 27 | Billionbrains Garage Ventures Limited | Financial Services | 1.59% |
| 28 | Jubilant Foodworks Limited | Consumer Discretionary | 1.33% |
| 29 | Berger Paints (I) Limited | Consumer Discretionary | 1.16% |
| 30 | WESTLIFE FOODWORLD LIMITED | Consumer Discretionary | 1.07% |
| 31 | Eicher Motors Limited | Consumer Discretionary | 1.05% |
| 32 | Kaynes Technology India Limited | Industrials | 1.03% |
| 33 | Swiggy Limited | Consumer Discretionary | 1.03% |
| 34 | Pidilite Industries Limited | Materials | 1% |
| 35 | AWL Agri Business Limited | Consumer Staples | 0.98% |
| 36 | PB Fintech Limited | Financial Services | 0.96% |
| 37 | Voltas Limited | Consumer Discretionary | 0.92% |
| 38 | Rainbow Childrens Medicare Limited | Healthcare | 0.88% |
| 39 | Dabur India Limited | Consumer Staples | 0.73% |
| 40 | Triparty Repotreps | — | 0.7% |
| 41 | Emami Limited | Consumer Staples | 0.48% |
| 42 | Orkla India Limited | Consumer Staples | 0.47% |
| 43 | Colgate Palmolive (India) Limited | Consumer Staples | 0.45% |
| 44 | Allied Blenders and Distillers Limited | Consumer Staples | 0.26% |
| 45 | Go Fashion (India) Limited | Consumer Discretionary | 0.2% |
| 46 | Global Health Limited | Healthcare | 0.13% |
| 47 | Cash Margin - CCILother | — | 0% |
| 48 | Net Current Assetsother | — | -0.17% |
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 30 September 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.