SBI Consumption Opportunities Fund holds 53 instruments (98.2% equity), led by Mahindra & Mahindra Limited (5.74%), Asian Paints Limited (4.87%) and Maruti Suzuki India Limited (4.33%), as of its 31 July 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 31 July 2026. The fund holds 53 instruments with an equity allocation of 98.2%. 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 40.77% of its portfolio, more diversified than the Thematic category average of 50.4%. Consumer Discretionary is its largest sector exposure at 66.22% of net assets, spread across 4 sectors in total. Since its 30 June 2026 disclosure, the fund added 1 new position and exited 1 position, with Avenue Supermarts Limited seeing the largest move (-1.4pp to 1.99%).
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 |
|---|---|---|
| TVS Motor Company Limited | 1.49% → 2.55% | ▲ +1.06 |
| Swiggy Limited | 1.06% → 1.93% | ▲ +0.87 |
| Ganesha Ecosphere Limited | 1.71% → 2.2% | ▲ +0.49 |
| Tata Motors Limited | 1.75% → 2.21% | ▲ +0.46 |
| Mahindra & Mahindra Limited | 5.28% → 5.74% | ▲ +0.46 |
| ETERNAL LIMITED | 3.19% → 3.58% | ▲ +0.39 |
| Varun Beverages Limited | 3.14% → 3.49% | ▲ +0.35 |
| Lemon Tree Hotels Limited | 0.6% → 0.92% | ▲ +0.32 |
| Titan Company Limited | 3.03% → 3.3% | ▲ +0.27 |
| Eicher Motors Limited | 2.68% → 2.91% | ▲ +0.23 |
| Stock | Weight | Change |
|---|---|---|
| Avenue Supermarts Limited | 3.39% → 1.99% | ▼ -1.4 |
| Dodla Dairy Limited | 0.77% → 0.06% | ▼ -0.71 |
| Page Industries Limited | 4.22% → 3.52% | ▼ -0.7 |
| Campus Activewear Limited | 1.13% → 0.75% | ▼ -0.38 |
| Trent Limited | 2.85% → 2.56% | ▼ -0.29 |
| Emami Limited | 0.84% → 0.6% | ▼ -0.24 |
| Vishal Mega Mart Limited | 1.5% → 1.34% | ▼ -0.16 |
| DOMS Industries Limited | 2.53% → 2.43% | ▼ -0.1 |
% 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 | 5.74% |
| 2 | Asian Paints Limited | Consumer Discretionary | 4.87% |
| 3 | Maruti Suzuki India Limited | Consumer Discretionary | 4.33% |
| 4 | Jubilant Foodworks Limited | Consumer Discretionary | 3.91% |
| 5 | Berger Paints (I) Limited | Consumer Discretionary | 3.87% |
| 6 | United Breweries Limited | Consumer Staples | 3.74% |
| 7 | Britannia Industries Limited | Consumer Staples | 3.66% |
| 8 | ETERNAL LIMITED | Consumer Discretionary | 3.58% |
| 9 | Hindustan Unilever Limited | Consumer Staples | 3.55% |
| 10 | Page Industries Limited | Consumer Discretionary | 3.52% |
| 11 | Varun Beverages Limited | Consumer Staples | 3.49% |
| 12 | Colgate Palmolive (India) Limited | Consumer Staples | 3.33% |
| 13 | Titan Company Limited | Consumer Discretionary | 3.3% |
| 14 | Bharti Airtel Limited | Telecommunication | 3.17% |
| 15 | Eicher Motors Limited | Consumer Discretionary | 2.91% |
| 16 | Trent Limited | Consumer Discretionary | 2.56% |
| 17 | TVS Motor Company Limited | Consumer Discretionary | 2.55% |
| 18 | DOMS Industries Limited | Consumer Staples | 2.43% |
| 19 | EIH Limited | Consumer Discretionary | 2.41% |
| 20 | Voltas Limited | Consumer Discretionary | 2.25% |
| 21 | Tata Motors Limited | Industrials | 2.21% |
| 22 | Ganesha Ecosphere Limited | Consumer Discretionary | 2.2% |
| 23 | Avenue Supermarts Limited | Consumer Discretionary | 1.99% |
| 24 | Swiggy Limited | Consumer Discretionary | 1.93% |
| 25 | Godrej Consumer Products Limited | Consumer Staples | 1.8% |
| 26 | Hawkins Cookers Limited | Consumer Discretionary | 1.78% |
| 27 | Flair Writing Industries Limited | Consumer Staples | 1.36% |
| 28 | Vishal Mega Mart Limited | Consumer Discretionary | 1.34% |
| 29 | Brainbees Solutions Limited | Consumer Discretionary | 1.22% |
| 30 | Nestle India Limited | Consumer Staples | 1.1% |
| 31 | Blue Star Limited | Consumer Discretionary | 1.05% |
| 32 | Whirlpool of India Limited | Consumer Discretionary | 1.05% |
| 33 | Jyothy Labs Limited | Consumer Staples | 1.01% |
| 34 | TREPStreps | — | 1% |
| 35 | Kansai Nerolac Paints Limited | Consumer Discretionary | 0.99% |
| 36 | WESTLIFE FOODWORLD LIMITED | Consumer Discretionary | 0.96% |
| 37 | Lemon Tree Hotels Limited | Consumer Discretionary | 0.92% |
| 38 | V-Guard Industries Limited | Consumer Discretionary | 0.86% |
| 39 | Sheela Foam Limited | Consumer Discretionary | 0.79% |
| 40 | Campus Activewear Limited | Consumer Discretionary | 0.75% |
| 41 | BOSCH HOME COMFORT INDIA LIMITED | Consumer Discretionary | 0.71% |
| 42 | Meesho Limited | Consumer Discretionary | 0.62% |
| 43 | Emami Limited | Consumer Staples | 0.6% |
| 44 | KUSUMGAR LTD | Consumer Discretionary | 0.54% |
| 45 | Sula Vineyards Limited | Consumer Staples | 0.47% |
| 46 | Relaxo Footwears Limited | Consumer Discretionary | 0.4% |
| 47 | Net Receivable / Payableother | — | 0.36% |
| 48 | Margin amount for Derivative positionsother | — | 0.34% |
| 49 | Brigade Hotel Ventures Limited | Consumer Discretionary | 0.22% |
| 50 | TTK Prestige Limited | Consumer Discretionary | 0.1% |
| 51 | 364 DAY T-BILLtbill | — | 0.1% |
| 52 | Dodla Dairy Limited | Consumer Staples | 0.06% |
| 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 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.