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HDFC Consumption Fund - Growth Option - Direct Plan

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
49
Aug 2026
Equity Holdings
₹1,017.26 Cr
Equity only, excl. debt & cash
AAUM
₹971.53 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
35.5%
Moderate
Top 10 Weight
53.5%
Moderate
Changes
53
4 new · 6 exits
Top Sector
Automobiles
23.4% of portfolio
Launch Date
23 Jun 2023
3 years old

AAUM (Average Assets Under Management) of ₹971.53 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 HDFC Consumption Fund made 4 new additions and exited 6 stocks this month. The biggest new buy was Apollo Hospitals Enterprise Limited (Healthcare Services) at 1.13% weight. Hero MotoCorp Limited was the biggest exit (Automobiles), which was held at 1.04%. Among existing holdings, Titan Company Limited saw the biggest increase — now at 3.34% of the portfolio. SEDEMAC MECHATRONICS LTD was trimmed the most, now at 0.62%. Eternal Limited remains the top holding with Automobiles the dominant sector at 23.4%. ↓ 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 19.6% 24.0% +4.4%
Retailing 21.9% 21.7% -0.3%
Consumer Durables 8.7% 8.6% -0.1%
Diversified FMCG 8.2% 7.8% -0.4%
Personal Products 6.6% 6.6% +0.0%
Beverages 6.8% 5.8% -1.0%
Telecom - Services 5.3% 5.4% +0.2%
Food Products 5.1% 4.7% -0.4%
Leisure Services 4.5% 3.9% -0.6%
Healthcare Services 3.6% 3.7% +0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Automobiles 24.0% 23.4% -0.6%
Retailing 21.7% 21.6% 0.0%
Consumer Durables 8.6% 9.3% +0.8%
Diversified FMCG 7.8% 7.3% -0.5%
Personal Products 6.6% 5.8% -0.8%
Beverages 5.8% 5.5% -0.3%
Telecom - Services 5.4% 5.0% -0.4%
Healthcare Services 3.7% 5.0% +1.3%
Food Products 4.7% 4.6% -0.2%
Leisure Services 3.9% 3.8% -0.1%
🟢
Biggest New Buy
Apollo Hospitals Enterprise Limited
1.13% weight · Healthcare Services
🔴
Biggest Exit
Hero MotoCorp Limited
1.04% was held · Automobiles
Biggest Add
Titan Company Limited
+1.40% · now 3.34%
Biggest Trim
SEDEMAC MECHATRONICS LTD
-1.03% · now 0.62%
🤝 Other funds also bought this month
Dhoot Transmission Ltd 66 funds
Dhoot Transmission Ltd
SBI Automotive Opportunities Fund - Direct Plan - Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund + more
Tenneco Clean Air India Limited 38 funds
Tenneco Clean Air India Limited
LIC MF Focused Fund-Direct Plan-Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Groww Multicap Fund - Direct - Growth + more
Apollo Hospitals Enterprise Limited 28 funds
Apollo Hospitals Enterprise Limited
Mirae Asset Nifty 500 Healthcare ETF
Bandhan Nifty Alpha Low Volatility 30 Index Fund
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy) + more
AUGMONT ENTERPRISES LIMITED 5 funds
AUGMONT ENTERPRISES LIMITED
TRUSTMF Flexi Cap Fund-Direct Plan- Growth
Tata Small Cap Fund-Direct Plan-Growth
HDFC Value Fund - Growth Option - Direct Plan + more
👋 Other funds also exited
Hero MotoCorp Limited 44 funds
Hero MotoCorp Limited
Kotak Transportation & Logistics Fund-Direct Growth
Kotak Consumption Fund - Direct plan - Growth Option
Kotak Special Opportunities Fund - Direct Plan - Growth Option + more
LG Electronics India Ltd 29 funds
LG Electronics India Ltd
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Mirae Asset Great Consumer Fund
JM Large and Midcap Fund + more
Kwality Walls (India) Limited 7 funds
Kwality Walls (India) Limited
WhiteOak Capital Quality Equity Fund Direct Plan Growth
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Direct Plan - Growth Option
Tata Business Cycle Fund-Direct Plan-Growth + more
Leela Palaces Hotels & Resorts Limited 7 funds
Leela Palaces Hotels & Resorts Limited
Mirae Asset Great Consumer Fund
Kotak Nifty India Tourism Index Fund-Direct-Growth Option
WhiteOak Capital Quality Equity Fund Direct Plan Growth + more
Safari Industries India Ltd 7 funds
Safari Industries India Ltd
quant Consumption Fund - Growth Option - Direct Plan
Mirae Asset Great Consumer Fund
Mirae Asset Small Cap Fund - Direct Plan - Growth + more
Baazar Style Retail Ltd 1 fund
Baazar Style Retail Ltd
BANDHAN SMALL CAP FUND - DIRECT PLAN GROWTH

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 4 New Entries 🔴 6 Exits ↑ 16 Increased ↓ 27 Decreased
#StockSectorWeight (Aug 2026)
1
Apollo Hospitals Enterprise Limited
₹11.57 Cr
Healthcare Services 1.13%
2
AUGMONT ENTERPRISES LIMITED
₹11.52 Cr
Non - Ferrous Metals 1.13%
3
Dhoot Transmission Ltd
₹6.77 Cr
Automobile and Auto Components 0.66%
4
Tenneco Clean Air India Limited
₹4.28 Cr
Auto Components 0.42%
#StockSectorLast Weight (Jul 2026)
1
Hero MotoCorp Limited
₹10.77 Cr
Automobiles 1.04%
2
Baazar Style Retail Ltd
₹9.91 Cr
Retailing 0.96%
3
LG Electronics India Ltd
₹4.86 Cr
Consumer Durables 0.47%
4
Safari Industries India Ltd
₹4.09 Cr
Consumer Durables 0.40%
5
Leela Palaces Hotels & Resorts Limited
₹2.04 Cr
Leisure Services 0.20%
6
Kwality Walls (India) Limited
₹1.16 Cr
Food Products 0.11%
#StockSectorJul 2026Aug 2026Change
1
Titan Company Limited
₹34.19 Cr
Consumer Durables 1.94% 3.34% +1.40%
2
Bajaj Auto Limited
₹38.75 Cr
Automobiles 3.16% 3.79% +0.63%
3
Vedant Fashions Limited
₹5.46 Cr
Retailing 0.00% 0.53% +0.53%
4
Info Edge (India) Limited
₹15.91 Cr
Retailing 1.09% 1.56% +0.47%
5
Chalet Hotels Limited
₹27.10 Cr
Leisure Services 2.36% 2.65% +0.29%
6
Wakefit Innovations Limited
₹12.44 Cr
Consumer Durables 1.03% 1.22% +0.19%
7
Vishal Mega Mart Limited
₹41.70 Cr
Retailing 3.91% 4.08% +0.17%
8
Akzo Nobel India Limited
₹15.82 Cr
Consumer Durables 1.42% 1.55% +0.13%
9
Jupiter Life Line Hospitals Limited
₹18.88 Cr
Healthcare Services 1.73% 1.85% +0.12%
10
Lenskart Solutions Limited
₹7.35 Cr
Retailing 0.60% 0.72% +0.12%
#StockSectorJul 2026Aug 2026Change
1
SEDEMAC MECHATRONICS LTD
₹6.30 Cr
Auto Components 1.65% 0.62% -1.03%
2
Godrej Consumer Products Limited
₹37.40 Cr
Personal Products 4.30% 3.66% -0.64%
3
Hindustan Unilever Limited
₹73.78 Cr
Diversified FMCG 7.63% 7.22% -0.41%
4
Bharti Airtel Limited
₹51.28 Cr
Telecom - Services 5.40% 5.02% -0.38%
5
Mahindra & Mahindra Limited
₹87.63 Cr
Automobiles 8.79% 8.57% -0.22%
6
Varun Beverages Limited
₹18.22 Cr
Beverages 1.95% 1.78% -0.17%
7
Maruti Suzuki India Limited
₹39.15 Cr
Automobiles 3.98% 3.83% -0.15%
8
Eternal Limited
₹108.28 Cr
Retailing 10.72% 10.59% -0.13%
9
Dabur India Limited
₹13.34 Cr
Personal Products 1.43% 1.30% -0.13%
10
Devyani International Limited
₹6.62 Cr
Leisure Services 0.77% 0.65% -0.12%

What Stocks Does This Fund Hold?

49 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹108.28 Cr
Retailing
10.59%
2
₹87.63 Cr
Automobiles
8.57%
3
₹73.78 Cr
Diversified FMCG
7.22%
4
₹51.28 Cr
Telecom - Services
5.02%
5
₹41.70 Cr
Retailing
4.08%
6
₹39.15 Cr
Automobiles
3.83%
7
₹38.75 Cr
Automobiles
3.79%
8
₹37.40 Cr
Personal Products
3.66%
9
₹34.27 Cr
Beverages
3.35%
10
₹34.19 Cr
Consumer Durables
3.34%
🏆 Top stocks held by Equity funds
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🏦 HDFC Mutual Fund — Portfolio & Holdings
See all funds managed by HDFC 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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