← Mahindra Manulife Mutual Fund

Mahindra Manulife Consumption Fund - Direct Plan -Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
46
Aug 2026
Equity Holdings
₹480.53 Cr
Equity only, excl. debt & cash
AAUM
₹491.70 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
30.1%
Moderate
Top 10 Weight
44.0%
Moderate
Changes
50
2 new · 4 exits
Top Sector
Automobiles
18.4% of portfolio
Launch Date
19 Oct 2018
8 years old

AAUM (Average Assets Under Management) of ₹491.70 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 Mahindra Manulife Consumption Fund made 2 new additions and exited 4 stocks this month. The biggest new buy was TILAKNAGAR INDUSTRIES LIMITED (Beverages) at 1.81% weight. Asian Paints Limited was the biggest exit (Consumer Durables), which was held at 1.53%. Among existing holdings, Eternal Limited saw the biggest increase — now at 6.85% of the portfolio. Hindustan Unilever Limited was trimmed the most, now at 2.43%. Mahindra & Mahindra Limited remains the top holding with Automobiles the dominant sector at 18.4%. ↓ 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 16.5% 18.1% +1.6%
Retailing 18.7% 16.6% -2.2%
Consumer Durables 13.4% 14.5% +1.1%
Telecom - Services 8.9% 9.0% +0.1%
Diversified FMCG 8.0% 7.5% -0.5%
Auto Components 4.5% 4.7% +0.2%
Food Products 4.7% 4.7% +0.0%
Beverages 4.7% 4.5% -0.2%
Leisure Services 2.5% 2.5% 0.0%
Healthcare Services 2.4% 2.3% -0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Automobiles 18.1% 18.4% +0.3%
Retailing 16.6% 17.3% +0.7%
Consumer Durables 14.5% 12.9% -1.6%
Telecom - Services 9.0% 7.8% -1.2%
Diversified FMCG 7.5% 6.7% -0.8%
Beverages 4.5% 6.0% +1.5%
Food Products 4.7% 4.9% +0.2%
Auto Components 4.7% 4.8% +0.1%
Leisure Services 2.5% 3.0% +0.5%
Agricultural Food & other Products 1.8% 2.1% +0.3%
🟢
Biggest New Buy
TILAKNAGAR INDUSTRIES LIMITED
1.81% weight · Beverages
🔴
Biggest Exit
Asian Paints Limited
1.53% was held · Consumer Durables
Biggest Add
Eternal Limited
+0.69% · now 6.85%
Biggest Trim
Hindustan Unilever Limited
-0.84% · now 2.43%
🤝 Other funds also bought this month
Hyundai Motor India Ltd 31 funds
Hyundai Motor India Ltd
Mirae Asset BSE Select IPO ETF
ICICI Prudential Active Momentum Fund - Direct Plan - Growth
Franklin India Multi Cap Fund - Direct - Growth + more
TILAKNAGAR INDUSTRIES LIMITED 3 funds
TILAKNAGAR INDUSTRIES LIMITED
Aditya Birla Sun Life Small Cap Fund - Growth - Direct Plan
Aditya Birla Sun Life Consumption Fund - Growth - Direct Plan
Mirae Asset Nifty Total Market Index Fund
👋 Other funds also exited
Asian Paints Limited 37 funds
Asian Paints Limited
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Motilal Oswal Contra Fund
Mirae Asset Great Consumer Fund + more
Indus Towers Limited 36 funds
Indus Towers Limited
quant ESG Integration Strategy Fund
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
Kotak Special Opportunities Fund - Direct Plan - Growth Option + more
Tata Motors Passenger Vehicles Limited 35 funds
Tata Motors Passenger Vehicles Limited
Kotak Nifty200 Value 30 Index Fund - Direct - Growth
Kotak Nifty 50 Value 20 ETF - Payout of Income Distribution cum capital withdrawal option
ICICI Prudential Focused Equity Fund - Direct Plan - Growth + more
Wakefit Innovations Limited 5 funds
Wakefit Innovations Limited
Mirae Asset Great Consumer Fund
Mirae Asset Small Cap Fund - Direct Plan - Growth
Tata ELSS Fund-Growth-Direct Plan + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries 🔴 4 Exits ↑ 28 Increased ↓ 16 Decreased
#StockSectorWeight (Aug 2026)
1
TILAKNAGAR INDUSTRIES LIMITED
₹8.86 Cr
Beverages 1.81%
2
Hyundai Motor India Ltd
₹7.50 Cr
Automobiles 1.53%
#StockSectorLast Weight (Jul 2026)
1
Asian Paints Limited
₹7.69 Cr
Consumer Durables 1.53%
2
Indus Towers Limited
₹4.84 Cr
Telecom - Services 0.96%
3
Wakefit Innovations Limited
₹3.67 Cr
Consumer Durables 0.73%
4
Tata Motors Passenger Vehicles Limited
₹2.72 Cr
Automobiles 0.54%
#StockSectorJul 2026Aug 2026Change
1
Eternal Limited
₹33.54 Cr
Retailing 6.16% 6.85% +0.69%
2
Multi Commodity Exchange of India Limited
₹9.42 Cr
Capital Markets 1.49% 1.92% +0.43%
3
Titan Company Limited
₹26.85 Cr
Consumer Durables 5.11% 5.49% +0.38%
4
Bajaj Auto Limited
₹20.73 Cr
Automobiles 3.92% 4.24% +0.32%
5
Tata Consumer Products Limited
₹10.13 Cr
Agricultural Food & other Products 1.77% 2.07% +0.30%
6
Devyani International Limited
₹7.17 Cr
Leisure Services 1.18% 1.47% +0.29%
7
LG Electronics India Ltd
₹9.18 Cr
Consumer Durables 1.61% 1.87% +0.26%
8
Hindustan Foods Ltd
₹7.28 Cr
Diversified FMCG 1.27% 1.49% +0.22%
9
Chalet Hotels Limited
₹7.42 Cr
Leisure Services 1.33% 1.52% +0.19%
10
Mrs. Bectors Food Specialities Limited
₹7.62 Cr
Food Products 1.38% 1.56% +0.18%
#StockSectorJul 2026Aug 2026Change
1
Hindustan Unilever Limited
₹11.90 Cr
Diversified FMCG 3.27% 2.43% -0.84%
2
TVS Motor Company Limited
₹12.34 Cr
Automobiles 3.13% 2.52% -0.61%
3
Bharti Airtel Limited
₹31.38 Cr
Telecom - Services 6.81% 6.41% -0.40%
4
Maruti Suzuki India Limited
₹14.70 Cr
Automobiles 3.37% 3.00% -0.37%
5
Krishna Institute Of Medical Sciences Limited
₹9.54 Cr
Healthcare Services 2.30% 1.95% -0.35%
6
ITC Limited
₹13.49 Cr
Diversified FMCG 2.96% 2.76% -0.20%
7
Radico Khaitan Limited
₹11.21 Cr
Beverages 2.47% 2.29% -0.18%
8
Blue Star Limited
₹7.17 Cr
Consumer Durables 1.64% 1.46% -0.18%
9
Adani Energy Solutions Limited
₹6.32 Cr
Power 1.46% 1.29% -0.17%
10
Varun Beverages Limited
₹9.29 Cr
Beverages 2.04% 1.90% -0.14%

What Stocks Does This Fund Hold?

46 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹34.60 Cr
Automobiles
7.07%
2
₹33.54 Cr
Retailing
6.85%
3
₹31.38 Cr
Telecom - Services
6.41%
4
₹26.85 Cr
Consumer Durables
5.49%
5
₹20.73 Cr
Automobiles
4.24%
6
₹15.78 Cr
Retailing
3.22%
7
₹14.70 Cr
Automobiles
3.00%
8
₹13.49 Cr
Diversified FMCG
2.76%
9
₹12.34 Cr
Automobiles
2.52%
10
₹11.90 Cr
Diversified FMCG
2.43%
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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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