← Edelweiss Mutual Fund

Edelweiss Consumption Fund - Direct - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
45
Aug 2026
Equity Holdings
₹486.07 Cr
Equity only, excl. debt & cash
AAUM
₹476.98 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
30.4%
Moderate
Top 10 Weight
46.6%
Moderate
Changes
47
4 new · 4 exits
Top Sector
Automobiles
19.8% 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 4 new additions and exited 4 stocks this month. The biggest new buy was Entero Healthcare Solutions Ltd (Retailing) at 1.09% weight. Godrej Consumer Products Limited was the biggest exit (Personal Products), which was held at 1.48%. Among existing holdings, Eternal Limited saw the biggest increase — now at 6.83% of the portfolio. Bharti Airtel Limited was trimmed the most, now at 4.89%. Mahindra & Mahindra Limited remains the top holding with Automobiles the dominant sector at 19.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Automobiles 19.4% 19.8% +0.4%
Consumer Durables 15.1% 15.7% +0.5%
Retailing 10.5% 13.1% +2.5%
Diversified FMCG 7.5% 7.0% -0.5%
Telecom - Services 5.3% 5.9% +0.6%
Beverages 5.4% 5.4% 0.0%
Food Products 5.3% 5.3% -0.1%
Agricultural Food & other Products 4.4% 4.2% -0.2%
Leisure Services 2.9% 3.7% +0.8%
Healthcare Services 3.7% 3.6% -0.1%
🟢
Biggest New Buy
Entero Healthcare Solutions Ltd
1.09% weight · Retailing
🔴
Biggest Exit
Godrej Consumer Products Limited
1.48% was held · Personal Products
Biggest Add
Eternal Limited
+1.53% · now 6.83%
Biggest Trim
Bharti Airtel Limited
-0.39% · now 4.89%
🤝 Other funds also bought this month
FSN E-Commerce Ventures Limited 26 funds
FSN E-Commerce Ventures Limited
Mirae Asset BSE Select IPO ETF
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Samco Large & Mid Cap Fund + more
Bharti Hexacom Limited 12 funds
Bharti Hexacom Limited
Abakkus Large & Mid cap Fund
Bandhan Mid Cap Fund
Baroda BNP Paribas Services Fund + more
Entero Healthcare Solutions Ltd 4 funds
Entero Healthcare Solutions Ltd
Bank of India Multi Asset Allocation Fund-Direct Plan-Growth
ICICI Prudential Healthcare Fund
BANK OF INDIA Large Cap Fund Direct Plan Growth + more
Shadowfax Technologies Ltd. 3 funds
Shadowfax Technologies Ltd.
TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH
Edelweiss Small Cap Fund - Direct Plan - Growth
ICICI Prudential Aggressive Hybrid Fund
👋 Other funds also exited
Lupin Limited 41 funds
Lupin Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND
Mirae Asset Healthcare Fund Direct Growth + more
Godrej Consumer Products Limited 40 funds
Godrej Consumer Products Limited
Motilal Oswal Contra Fund
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
CANARA ROBECO CONSUMPTION FUND + more
Avenue Supermarts Limited 26 funds
Avenue Supermarts Limited
Mirae Asset Great Consumer Fund
Kotak Nifty Next 50 ETF
Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option + more
Tata Power Company Limited 26 funds
Tata Power Company Limited
Kotak Energy Opportunities Fund-Direct-Growth
Kotak Nifty Commodities Index Fund-Direct Growth
Kotak Nifty Next 50 ETF + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 4 New Entries 🔴 4 Exits ↑ 18 Increased ↓ 21 Decreased
#StockSectorWeight (Aug 2026)
1
Entero Healthcare Solutions Ltd
₹5.36 Cr
Retailing 1.09%
2
FSN E-Commerce Ventures Limited
₹5.29 Cr
Retailing 1.07%
3
Bharti Hexacom Limited
₹4.79 Cr
Telecom - Services 0.97%
4
Shadowfax Technologies Ltd.
₹3.86 Cr
Transport Services 0.78%
#StockSectorLast Weight (Jul 2026)
1
Godrej Consumer Products Limited
₹7.35 Cr
Personal Products 1.48%
2
Avenue Supermarts Limited
₹7.08 Cr
Retailing 1.42%
3
Tata Power Company Limited
₹4.55 Cr
Power 0.91%
4
Lupin Limited
₹3.94 Cr
Pharmaceuticals & Biotechnology 0.79%
#StockSectorJul 2026Aug 2026Change
1
Eternal Limited
₹33.63 Cr
Retailing 5.30% 6.83% +1.53%
2
LG Electronics India Ltd
₹14.25 Cr
Consumer Durables 2.07% 2.89% +0.82%
3
Jubilant Foodworks Limited
₹8.41 Cr
Leisure Services 1.06% 1.71% +0.65%
4
Ather Energy Limited
₹10.21 Cr
Automobiles 1.51% 2.07% +0.56%
5
Lenskart Solutions Limited
₹7.99 Cr
Retailing 1.36% 1.62% +0.26%
6
Varun Beverages Limited
₹6.99 Cr
Beverages 1.25% 1.42% +0.17%
7
Pidilite Industries Limited
₹11.95 Cr
Chemicals & Petrochemicals 2.30% 2.43% +0.13%
8
Bajaj Auto Limited
₹10.33 Cr
Automobiles 1.97% 2.10% +0.13%
9
Devyani International Limited
₹2.86 Cr
Leisure Services 0.47% 0.58% +0.11%
10
K.P.R. Mill Limited
₹4.32 Cr
Textiles & Apparels 0.78% 0.88% +0.10%
#StockSectorJul 2026Aug 2026Change
1
Bharti Airtel Limited
₹24.10 Cr
Telecom - Services 5.28% 4.89% -0.39%
2
ITC Limited
₹15.67 Cr
Diversified FMCG 3.47% 3.18% -0.29%
3
Page Industries Limited
₹10.97 Cr
Textiles & Apparels 2.49% 2.23% -0.26%
4
Hindustan Unilever Limited
₹18.62 Cr
Diversified FMCG 4.00% 3.78% -0.22%
5
Mahindra & Mahindra Limited
₹38.94 Cr
Automobiles 8.12% 7.91% -0.21%
6
Maruti Suzuki India Limited
₹23.30 Cr
Automobiles 4.93% 4.73% -0.20%
7
Radico Khaitan Limited
₹10.37 Cr
Beverages 2.30% 2.11% -0.19%
8
Metro Brands Limited
₹7.74 Cr
Consumer Durables 1.76% 1.57% -0.19%
9
Marico Limited
₹9.47 Cr
Agricultural Food & other Products 2.02% 1.92% -0.10%
10
Asian Paints Limited
₹16.79 Cr
Consumer Durables 3.50% 3.41% -0.09%

What Stocks Does This Fund Hold?

45 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹38.94 Cr
Automobiles
7.91%
2
₹33.63 Cr
Retailing
6.83%
3
₹29.78 Cr
Consumer Durables
6.04%
4
₹24.10 Cr
Telecom - Services
4.89%
5
₹23.30 Cr
Automobiles
4.73%
6
₹18.62 Cr
Diversified FMCG
3.78%
7
₹16.79 Cr
Consumer Durables
3.41%
8
₹15.67 Cr
Diversified FMCG
3.18%
9
₹14.48 Cr
Automobiles
2.94%
10
₹14.25 Cr
Consumer Durables
2.89%
🏆 Top stocks held by Equity funds
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🏦 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.

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