SBI Consumption Opportunities Fund holds 53 instruments (95.92% equity), led by ETERNAL LIMITED (5.75%), Asian Paints Limited (4.78%) and Jubilant Foodworks Limited (4.57%), as of its 30 September 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of SBI Consumption Opportunities Fund, managed by SBI Mutual Fund, based on its monthly portfolio disclosure dated 30 September 2026. The fund holds 53 instruments with an equity allocation of 95.92%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
SBI Consumption Opportunities Fund's top 10 holdings account for 40.24% of its portfolio, more diversified than the Thematic category average of 49.2%. Consumer Discretionary is its largest sector exposure at 68.26% of net assets, spread across 4 sectors in total. Since its 31 August 2026 disclosure, the fund added 1 new position and exited 2 positions, with Mahindra & Mahindra Limited seeing the largest move (-1.31pp to 3.91%).
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 |
|---|---|---|
| ETERNAL LIMITED | 4.93% → 5.75% | ▲ +0.82 |
| Varun Beverages Limited | 3.31% → 3.82% | ▲ +0.51 |
| EIH Limited | 2.11% → 2.41% | ▲ +0.3 |
| Page Industries Limited | 3.27% → 3.56% | ▲ +0.29 |
| Whirlpool of India Limited | 1.1% → 1.3% | ▲ +0.2 |
| BOSCH HOME COMFORT INDIA LIMITED | 0.92% → 1.07% | ▲ +0.15 |
| Bharti Airtel Limited | 3.04% → 3.16% | ▲ +0.12 |
| WESTLIFE FOODWORLD LIMITED | 1.13% → 1.25% | ▲ +0.12 |
| KUSUMGAR LTD | 1.03% → 1.14% | ▲ +0.11 |
| Stock | Weight | Change |
|---|---|---|
| Mahindra & Mahindra Limited | 5.22% → 3.91% | ▼ -1.31 |
| Hero MotoCorp Limited | 1.45% → 0.34% | ▼ -1.11 |
| Tata Motors Limited | 1.67% → 1.28% | ▼ -0.39 |
| Trent Limited | 1.83% → 1.49% | ▼ -0.34 |
| Campus Activewear Limited | 0.66% → 0.36% | ▼ -0.3 |
| United Breweries Limited | 3.61% → 3.42% | ▼ -0.19 |
| Havells India Limited | 1.43% → 1.25% | ▼ -0.18 |
| Maruti Suzuki India Limited | 3.11% → 2.94% | ▼ -0.17 |
| Asian Paints Limited | 4.93% → 4.78% | ▼ -0.15 |
| Titan Company Limited | 3.61% → 3.47% | ▼ -0.14 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Apr – Sept 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | ETERNAL LIMITED | Consumer Discretionary | 5.75% |
| 2 | Asian Paints Limited | Consumer Discretionary | 4.78% |
| 3 | Jubilant Foodworks Limited | Consumer Discretionary | 4.57% |
| 4 | Mahindra & Mahindra Limited | Consumer Discretionary | 3.91% |
| 5 | Varun Beverages Limited | Consumer Staples | 3.82% |
| 6 | Berger Paints (I) Limited | Consumer Discretionary | 3.6% |
| 7 | Page Industries Limited | Consumer Discretionary | 3.56% |
| 8 | Titan Company Limited | Consumer Discretionary | 3.47% |
| 9 | United Breweries Limited | Consumer Staples | 3.42% |
| 10 | Britannia Industries Limited | Consumer Staples | 3.36% |
| 11 | Colgate Palmolive (India) Limited | Consumer Staples | 3.17% |
| 12 | Bharti Airtel Limited | Telecommunication | 3.16% |
| 13 | Hindustan Unilever Limited | Consumer Staples | 3.02% |
| 14 | Eicher Motors Limited | Consumer Discretionary | 2.98% |
| 15 | Maruti Suzuki India Limited | Consumer Discretionary | 2.94% |
| 16 | TREPStreps | — | 2.91% |
| 17 | TVS Motor Company Limited | Consumer Discretionary | 2.72% |
| 18 | DOMS Industries Limited | Consumer Staples | 2.54% |
| 19 | EIH Limited | Consumer Discretionary | 2.41% |
| 20 | Ganesha Ecosphere Limited | Consumer Discretionary | 2.08% |
| 21 | Voltas Limited | Consumer Discretionary | 2.03% |
| 22 | Swiggy Limited | Consumer Discretionary | 1.89% |
| 23 | Avenue Supermarts Limited | Consumer Discretionary | 1.87% |
| 24 | Hawkins Cookers Limited | Consumer Discretionary | 1.86% |
| 25 | Trent Limited | Consumer Discretionary | 1.49% |
| 26 | Flair Writing Industries Limited | Consumer Staples | 1.35% |
| 27 | Urban Company Limited | Consumer Discretionary | 1.31% |
| 28 | Whirlpool of India Limited | Consumer Discretionary | 1.3% |
| 29 | Tata Motors Limited | Industrials | 1.28% |
| 30 | WESTLIFE FOODWORLD LIMITED | Consumer Discretionary | 1.25% |
| 31 | Havells India Limited | Consumer Discretionary | 1.25% |
| 32 | SS RETAIL LTD | Consumer Discretionary | 1.24% |
| 33 | Brainbees Solutions Limited | Consumer Discretionary | 1.16% |
| 34 | KUSUMGAR LTD | Consumer Discretionary | 1.14% |
| 35 | Nestle India Limited | Consumer Staples | 1.07% |
| 36 | BOSCH HOME COMFORT INDIA LIMITED | Consumer Discretionary | 1.07% |
| 37 | Jyothy Labs Limited | Consumer Staples | 1.06% |
| 38 | Kansai Nerolac Paints Limited | Consumer Discretionary | 1% |
| 39 | Lemon Tree Hotels Limited | Consumer Discretionary | 0.99% |
| 40 | Vishal Mega Mart Limited | Consumer Discretionary | 0.96% |
| 41 | V-Guard Industries Limited | Consumer Discretionary | 0.91% |
| 42 | Tenneco Clean Air India Limited | Consumer Discretionary | 0.81% |
| 43 | Sheela Foam Limited | Consumer Discretionary | 0.72% |
| 44 | Margin amount for Derivative positionsother | — | 0.57% |
| 45 | Net Receivable / Payableother | — | 0.49% |
| 46 | Sula Vineyards Limited | Consumer Staples | 0.41% |
| 47 | Campus Activewear Limited | Consumer Discretionary | 0.36% |
| 48 | Hero MotoCorp Limited | Consumer Discretionary | 0.34% |
| 49 | Relaxo Footwears Limited | Consumer Discretionary | 0.32% |
| 50 | Brigade Hotel Ventures Limited | Consumer Discretionary | 0.13% |
| 51 | 364 Days Treasury Billstbill | — | 0.11% |
| 52 | TTK Prestige Limited | Consumer Discretionary | 0.09% |
| 53 | MANPASAND BEVERAGES LTD | Consumer Staples | 0% |
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: SBI 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.