← Edelweiss Mutual Fund

Edelweiss Consumption Fund - Direct - Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
45
Jul 2026
Equity Holdings
₹483.02 Cr
Equity only, excl. debt & cash
AAUM
₹476.98 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
29.6%
Moderate
Top 10 Weight
45.9%
Moderate
Changes
47
1 new · 3 exits
Top Sector
Automobiles
19.4% of portfolio
Launch Date
31 Jan 2025
1 years old

AAUM (Average Assets Under Management) of ₹476.98 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 Edelweiss Consumption Fund made 1 new addition and exited 3 stocks this month. The biggest new buy was CEAT Limited (Auto Components) at 0.65% weight. Astral Limited was the biggest exit (Industrial Products), which was held at 1.39%. Among existing holdings, Eternal Limited saw the biggest increase — now at 5.30% of the portfolio. Avenue Supermarts Limited was trimmed the most, now at 1.42%. Mahindra & Mahindra Limited remains the top holding with Automobiles the dominant sector at 19.4%. ↓ 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
Automobiles 18.6% 18.5% -0.1%
Consumer Durables 15.8% 14.7% -1.1%
Retailing 10.5% 10.7% +0.2%
Diversified FMCG 8.0% 7.8% -0.2%
Beverages 5.1% 5.3% +0.2%
Food Products 5.3% 5.2% -0.1%
Telecom - Services 5.1% 5.1% 0.0%
Agricultural Food & other Products 4.7% 4.4% -0.3%
Healthcare Services 3.4% 3.8% +0.4%
Textiles & Apparels 2.9% 3.5% +0.6%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Automobiles 18.5% 19.4% +0.9%
Consumer Durables 14.7% 15.1% +0.4%
Retailing 10.7% 10.5% -0.2%
Diversified FMCG 7.8% 7.5% -0.3%
Beverages 5.3% 5.4% +0.1%
Food Products 5.2% 5.3% +0.1%
Telecom - Services 5.1% 5.3% +0.2%
Agricultural Food & other Products 4.4% 4.4% 0.0%
Healthcare Services 3.8% 3.7% -0.1%
Auto Components 2.7% 3.3% +0.6%
🟢
Biggest New Buy
CEAT Limited
0.65% weight · Auto Components
🔴
Biggest Exit
Astral Limited
1.39% was held · Industrial Products
Biggest Add
Eternal Limited
+1.48% · now 5.30%
Biggest Trim
Avenue Supermarts Limited
-0.22% · now 1.42%
🤝 Other funds also bought this month
CEAT Limited 11 funds
CEAT Limited
JM Focused Fund (Direct) - Growth Option
JM Multi Asset Allocation Fund
ICICI Prudential Balanced Hybrid Fund + more
👋 Other funds also exited
Swiggy Limited 32 funds
Swiggy Limited
Groww Nifty India Internet ETF FOF
Kotak Transportation & Logistics Fund-Direct Growth
Invesco India Technology Fund - Direct Plan - Growth + more
KEI Industries Limited 30 funds
KEI Industries Limited
Groww Nifty EV & New Age Automotive ETF FOF
Motilal Oswal Active Momentum Fund- Direct-Growth
Samco Special Opportunities Fund + more
Astral Limited 22 funds
Astral Limited
SAMCO ELSS TAX SAVER FUND
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth
BANK OF INDIA Midcap Tax Fund Series 2 Direct Plan Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry 🔴 3 Exits ↑ 21 Increased ↓ 22 Decreased
#StockSectorWeight (Jul 2026)
1
CEAT Limited
₹3.24 Cr
Auto Components 0.65%
#StockSectorLast Weight (Jun 2026)
1
Astral Limited
₹6.71 Cr
Industrial Products 1.39%
2
Swiggy Limited
₹5.80 Cr
Retailing 1.20%
3
KEI Industries Limited
₹4.07 Cr
Industrial Products 0.84%
#StockSectorJun 2026Jul 2026Change
1
Eternal Limited
₹26.33 Cr
Retailing 3.82% 5.30% +1.48%
2
Mahindra & Mahindra Limited
₹40.33 Cr
Automobiles 7.53% 8.12% +0.59%
3
Titan Company Limited
₹29.64 Cr
Consumer Durables 5.54% 5.96% +0.42%
4
Eicher Motors Limited
₹14.26 Cr
Automobiles 2.66% 2.87% +0.21%
5
Ather Energy Limited
₹7.49 Cr
Automobiles 1.30% 1.51% +0.21%
6
Bharti Airtel Limited
₹26.23 Cr
Telecom - Services 5.10% 5.28% +0.18%
7
Radico Khaitan Limited
₹11.41 Cr
Beverages 2.15% 2.30% +0.15%
8
United Spirits Limited
₹9.31 Cr
Beverages 1.72% 1.87% +0.15%
9
Nestle India Limited
₹11.62 Cr
Food Products 2.24% 2.34% +0.10%
10
Lenskart Solutions Limited
₹6.77 Cr
Retailing 1.29% 1.36% +0.07%
#StockSectorJun 2026Jul 2026Change
1
Avenue Supermarts Limited
₹7.08 Cr
Retailing 1.64% 1.42% -0.22%
2
Varun Beverages Limited
₹6.20 Cr
Beverages 1.47% 1.25% -0.22%
3
ITC Limited
₹17.23 Cr
Diversified FMCG 3.64% 3.47% -0.17%
4
Vishal Mega Mart Limited
₹6.41 Cr
Retailing 1.46% 1.29% -0.17%
5
Hindustan Unilever Limited
₹19.89 Cr
Diversified FMCG 4.15% 4.00% -0.15%
6
LG Electronics India Ltd
₹10.27 Cr
Consumer Durables 2.21% 2.07% -0.14%
7
Trent Limited
₹5.70 Cr
Retailing 1.29% 1.15% -0.14%
8
Page Industries Limited
₹12.37 Cr
Textiles & Apparels 2.62% 2.49% -0.13%
9
K.P.R. Mill Limited
₹3.86 Cr
Textiles & Apparels 0.89% 0.78% -0.11%
10
Maruti Suzuki India Limited
₹24.48 Cr
Automobiles 5.02% 4.93% -0.09%

What Stocks Does This Fund Hold?

45 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹40.33 Cr
Automobiles
8.12%
2
₹29.64 Cr
Consumer Durables
5.96%
3
₹26.33 Cr
Retailing
5.30%
4
₹26.23 Cr
Telecom - Services
5.28%
5
₹24.48 Cr
Automobiles
4.93%
6
₹19.89 Cr
Diversified FMCG
4.00%
7
₹17.39 Cr
Consumer Durables
3.50%
8
₹17.23 Cr
Diversified FMCG
3.47%
9
₹14.26 Cr
Automobiles
2.87%
10
₹12.37 Cr
Textiles & Apparels
2.49%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 Edelweiss Mutual Fund — Portfolio & Holdings
See all funds managed by Edelweiss 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.