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HDFC Nifty India Consumption Index Fund [An open ended scheme replicating Nifty India Consumption Index (TRI)]

Index/ETF Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
30
Jul 2026
Equity Holdings
₹123.43 Cr
Equity only, excl. debt & cash
AAUM
₹142.03 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
38.0%
Moderate
Top 10 Weight
58.9%
Moderate
Changes
30
0 new · 0 exits
Top Sector
Automobiles
25.3% of portfolio
Launch Date
04 Feb 2026
0 years old

AAUM (Average Assets Under Management) of ₹142.03 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 Among existing holdings, Eternal Limited saw the biggest increase — now at 6.18% of the portfolio. ITC Limited was trimmed the most, now at 7.66%. Bharti Airtel Limited remains the top holding with Automobiles the dominant sector at 25.3%. ↓ 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 24.8% 24.1% -0.7%
Diversified FMCG 14.5% 13.9% -0.6%
Retailing 11.5% 12.2% +0.7%
Consumer Durables 11.3% 11.3% +0.0%
Telecom - Services 9.5% 9.8% +0.3%
Healthcare Services 4.8% 5.2% +0.4%
Food Products 5.1% 4.8% -0.2%
Power 5.3% 4.7% -0.6%
Transport Services 3.1% 3.6% +0.5%
Beverages 3.4% 3.3% -0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Automobiles 24.1% 25.3% +1.3%
Diversified FMCG 13.9% 12.9% -0.9%
Retailing 12.2% 12.1% -0.1%
Consumer Durables 11.3% 11.8% +0.4%
Telecom - Services 9.8% 9.9% +0.1%
Healthcare Services 5.2% 4.9% -0.3%
Food Products 4.8% 4.9% +0.0%
Power 4.7% 4.3% -0.4%
Transport Services 3.6% 3.3% -0.3%
Beverages 3.3% 3.0% -0.3%
Biggest Add
Eternal Limited
+0.47% · now 6.18%
Biggest Trim
ITC Limited
-0.59% · now 7.66%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 15 Increased ↓ 15 Decreased
#StockSectorJun 2026Jul 2026Change
1
Eternal Limited
₹7.74 Cr
Retailing 5.71% 6.18% +0.47%
2
TVS Motor Company Limited
₹3.59 Cr
Automobiles 2.43% 2.86% +0.43%
3
Mahindra & Mahindra Limited
₹10.74 Cr
Automobiles 8.17% 8.58% +0.41%
4
Bajaj Auto Limited
₹4.52 Cr
Automobiles 3.21% 3.61% +0.40%
5
Titan Company Limited
₹7.13 Cr
Consumer Durables 5.42% 5.69% +0.27%
6
Info Edge (India) Limited
₹1.66 Cr
Retailing 1.12% 1.33% +0.21%
7
Dixon Technologies (India) Limited
₹2.06 Cr
Consumer Durables 1.48% 1.65% +0.17%
8
Eicher Motors Limited
₹3.82 Cr
Automobiles 2.91% 3.05% +0.14%
9
Hero MotoCorp Limited
₹2.47 Cr
Automobiles 1.86% 1.98% +0.12%
10
Bharti Airtel Limited
₹12.35 Cr
Telecom - Services 9.78% 9.86% +0.08%
#StockSectorJun 2026Jul 2026Change
1
ITC Limited
₹9.59 Cr
Diversified FMCG 8.25% 7.66% -0.59%
2
Trent Limited
₹3.54 Cr
Retailing 3.26% 2.83% -0.43%
3
Varun Beverages Limited
₹2.14 Cr
Beverages 2.07% 1.71% -0.36%
4
Hindustan Unilever Limited
₹6.60 Cr
Diversified FMCG 5.61% 5.27% -0.34%
5
Avenue Supermarts Limited
₹2.24 Cr
Retailing 2.11% 1.79% -0.32%
6
InterGlobe Aviation Limited
₹4.14 Cr
Transport Services 3.62% 3.31% -0.31%
7
Adani Power Limited
₹3.10 Cr
Power 2.77% 2.48% -0.29%
8
Maruti Suzuki India Limited
₹6.57 Cr
Automobiles 5.49% 5.25% -0.24%
9
Max Healthcare Institute Limited
₹2.89 Cr
Healthcare Services 2.51% 2.31% -0.20%
10
Tata Power Company Limited
₹2.25 Cr
Power 1.92% 1.79% -0.13%

What Stocks Does This Fund Hold?

30 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹12.35 Cr
Telecom - Services
9.86%
2
₹10.74 Cr
Automobiles
8.58%
3
₹9.59 Cr
Diversified FMCG
7.66%
4
₹7.74 Cr
Retailing
6.18%
5
₹7.13 Cr
Consumer Durables
5.69%
6
₹6.60 Cr
Diversified FMCG
5.27%
7
₹6.57 Cr
Automobiles
5.25%
8
₹4.52 Cr
Automobiles
3.61%
9
₹4.40 Cr
Consumer Durables
3.51%
10
₹4.14 Cr
Transport Services
3.31%
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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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