← Bank of India Mutual Fund

Bank of India Consumption Fund - Direct - Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
36
Jul 2026
Equity Holdings
₹362.03 Cr
Equity only, excl. debt & cash
AAUM
₹364.59 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
35.4%
Moderate
Top 10 Weight
54.5%
Moderate
Changes
40
4 new · 5 exits
Top Sector
Telecom - Services
12.6% of portfolio
Launch Date
29 Nov 2024
2 years old

AAUM (Average Assets Under Management) of ₹364.59 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Bank of India Consumption Fund made 4 new additions and exited 5 stocks this month. The biggest new buy was SBI Life Insurance Company Limited (Insurance) at 1.06% weight. Oberoi Realty Limited was the biggest exit (Realty), which was held at 2.35%. Among existing holdings, Maruti Suzuki India Limited saw the biggest increase — now at 4.52% of the portfolio. Apollo Hospitals Enterprise Limited was trimmed the most, now at 2.16%. Bharti Airtel Limited remains the top holding with Telecom - Services the dominant sector at 12.6%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Telecom - Services 12.0% 12.2% +0.2%
Retailing 11.1% 11.6% +0.4%
Consumer Durables 11.7% 11.3% -0.4%
Diversified FMCG 9.7% 9.7% +0.0%
Automobiles 8.7% 9.0% +0.3%
Food Products 6.5% 6.5% -0.1%
Auto Components 6.8% 6.4% -0.4%
Pharmaceuticals & Biotechnology 4.6% 4.6% +0.0%
Beverages 4.0% 4.3% +0.3%
Healthcare Services 3.0% 3.2% +0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Telecom - Services 12.2% 12.6% +0.4%
Consumer Durables 11.3% 11.4% +0.1%
Retailing 11.6% 11.3% -0.3%
Diversified FMCG 9.7% 10.7% +1.0%
Automobiles 9.0% 10.6% +1.6%
Food Products 6.5% 6.7% +0.3%
Auto Components 6.4% 5.4% -1.0%
Pharmaceuticals & Biotechnology 4.6% 4.9% +0.3%
Beverages 4.3% 4.7% +0.4%
Financial Technology (Fintech) 2.6% 2.9% +0.4%
🟢
Biggest New Buy
SBI Life Insurance Company Limited
1.06% weight · Insurance
🔴
Biggest Exit
Oberoi Realty Limited
2.35% was held · Realty
Biggest Add
Maruti Suzuki India Limited
+1.22% · now 4.52%
Biggest Trim
Apollo Hospitals Enterprise Limited
-1.01% · now 2.16%
🤝 Other funds also bought this month
One 97 Communications Limited 35 funds
One 97 Communications Limited
Motilal Oswal Active Momentum Fund- Direct-Growth
Groww Banking & Financial Services Fund - Direct Plan - Growth
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund + more
SBI Life Insurance Company Limited 27 funds
SBI Life Insurance Company Limited
Edel BSE Capital Markets & Insurance ETF
Edel Nifty Alpha Low Volatility 30 Index Fund
ICICI Prudential Balanced Hybrid Fund + more
Mankind Pharma Limited 18 funds
Mankind Pharma Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
JM Large and Midcap Fund + more
Knack Packaging Limited 8 funds
Knack Packaging Limited
BANK OF INDIA Small Cap Fund Direct Plan Growth
TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH
Bank of India Mid Cap Fund - Direct Plan Growth + more
👋 Other funds also exited
Angel One Limited 31 funds
Angel One Limited
Groww Nifty Capital Markets ETF FOF
Groww Nifty India Internet ETF FOF
SAMCO ELSS TAX SAVER FUND + more
Oberoi Realty Limited 20 funds
Oberoi Realty Limited
BANK OF INDIA Midcap Tax Fund Series 2 Direct Plan Growth
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth
Axis BSE India Sectors Leaders Index Fund- Direct Plan- Growth Option + more
SBI Cards and Payment Services Limited 16 funds
SBI Cards and Payment Services Limited
Nippon India Innovation Fund-Direct Plan-Growth Option
LIC MF Mid Cap Fund-Direct Plan-Growth
BANK OF INDIA Large & Mid Cap Fund Direct Plan-Growth + more
Kwality Walls (India) Limited 14 funds
Kwality Walls (India) Limited
ICICI Prudential Smallcap Fund - Direct Plan - Growth
SBI Dividend Yield Fund - Direct Plan - Growth
Taurus Ethical Fund + more
Gabriel India Limited 13 funds
Gabriel India Limited
Groww Nifty Smallcap250 ETF
Motilal Oswal Focused Fund - Direct Plan Growth Option
Motilal Oswal Special Opportunities Fund - Direct - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 4 New Entries 🔴 5 Exits ↑ 19 Increased ↓ 12 Decreased
#StockSectorWeight (Jul 2026)
1
SBI Life Insurance Company Limited
₹3.94 Cr
Insurance 1.06%
2
Knack Packaging Limited
₹3.36 Cr
Industrial Products 0.90%
3
One 97 Communications Limited
₹1.79 Cr
Financial Technology (Fintech) 0.48%
4
Mankind Pharma Limited
₹1.75 Cr
Pharmaceuticals & Biotechnology 0.47%
#StockSectorLast Weight (Jun 2026)
1
Oberoi Realty Limited
₹8.49 Cr
Realty 2.35%
2
Angel One Limited
₹6.55 Cr
Capital Markets 1.82%
3
SBI Cards and Payment Services Limited
₹1.66 Cr
Finance 0.46%
4
Gabriel India Limited
₹1.07 Cr
Auto Components 0.30%
5
Kwality Walls (India) Limited
₹11.96 L
Food Products 0.03%
#StockSectorJun 2026Jul 2026Change
1
Maruti Suzuki India Limited
₹16.89 Cr
Automobiles 3.30% 4.52% +1.22%
2
ITC Limited
₹32.74 Cr
Diversified FMCG 7.71% 8.77% +1.06%
3
Dixon Technologies (India) Limited
₹17.82 Cr
Consumer Durables 3.74% 4.77% +1.03%
4
United Spirits Limited
₹17.49 Cr
Beverages 4.32% 4.69% +0.37%
5
Mahindra & Mahindra Limited
₹18.57 Cr
Automobiles 4.65% 4.98% +0.33%
6
Entero Healthcare Solutions Ltd
₹10.24 Cr
Retailing 2.42% 2.75% +0.33%
7
Britannia Industries Limited
₹25.13 Cr
Food Products 6.42% 6.73% +0.31%
8
Bharti Airtel Limited
₹37.71 Cr
Telecom - Services 9.82% 10.10% +0.28%
9
TIPS MUSIC LIMITED
₹10.79 Cr
Entertainment 2.66% 2.89% +0.23%
10
Eternal Limited
₹9.19 Cr
Retailing 2.23% 2.46% +0.23%
#StockSectorJun 2026Jul 2026Change
1
Apollo Hospitals Enterprise Limited
₹8.05 Cr
Healthcare Services 3.17% 2.16% -1.01%
2
Aditya Vision Ltd
₹7.34 Cr
Retailing 2.88% 1.97% -0.91%
3
SKY GOLD AND DIAMONDS LIMITED
₹6.57 Cr
Consumer Durables 2.66% 1.76% -0.90%
4
S.J.S. Enterprises Limited
₹5.82 Cr
Auto Components 2.46% 1.56% -0.90%
5
Eris Lifesciences Limited
₹10.23 Cr
Pharmaceuticals & Biotechnology 3.00% 2.74% -0.26%
6
Stylam Industries Ltd
₹11.15 Cr
Consumer Durables 3.22% 2.99% -0.23%
7
Balrampur Chini Mills Limited
₹3.52 Cr
Agricultural Food & other Products 1.15% 0.94% -0.21%
8
PB Fintech Limited
₹9.04 Cr
Financial Technology (Fintech) 2.55% 2.42% -0.13%
9
Emami Limited
₹8.57 Cr
Personal Products 2.41% 2.30% -0.11%
10
Hindustan Unilever Limited
₹7.16 Cr
Diversified FMCG 2.00% 1.92% -0.08%

What Stocks Does This Fund Hold?

36 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹37.71 Cr
Telecom - Services
10.10%
2
₹32.74 Cr
Diversified FMCG
8.77%
3
₹25.13 Cr
Food Products
6.73%
4
₹18.57 Cr
Automobiles
4.98%
5
₹17.82 Cr
Consumer Durables
4.77%
6
₹17.49 Cr
Beverages
4.69%
7
₹16.89 Cr
Automobiles
4.52%
8
₹15.10 Cr
Retailing
4.05%
9
₹11.15 Cr
Consumer Durables
2.99%
10
₹10.79 Cr
Entertainment
2.89%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 Bank of India Mutual Fund — Portfolio & Holdings
See all funds managed by Bank of India Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

Found a discrepancy or have feedback? Contact Us — we read every message personally.