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SBI Nifty India Consumption Index Fund- Direct Plan- Growth

Index/ETF Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
30
Aug 2026
Equity Holdings
₹259.19 Cr
Equity only, excl. debt & cash
AAUM
₹264.83 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
38.4%
Moderate
Top 10 Weight
59.6%
Moderate
Changes
30
0 new · 0 exits
Top Sector
Automobiles
26.0% of portfolio
Launch Date
16 Oct 2024
2 years old

AAUM (Average Assets Under Management) of ₹264.83 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 6.96% of the portfolio. Bharti Airtel Limited was trimmed the most, now at 9.40%. Bharti Airtel Limited remains the top holding with Automobiles the dominant sector at 26.0%. ↓ 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 24.2% 25.6% +1.5%
Diversified FMCG 13.9% 13.1% -0.8%
Retailing 12.2% 12.3% +0.0%
Consumer Durables 11.4% 11.9% +0.5%
Telecom - Services 9.8% 10.0% +0.2%
Healthcare Services 5.2% 5.0% -0.2%
Food Products 4.8% 4.9% +0.1%
Power 4.7% 4.3% -0.4%
Transport Services 3.6% 3.4% -0.3%
Beverages 3.3% 3.0% -0.3%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Automobiles 25.6% 26.0% +0.4%
Retailing 12.3% 13.1% +0.8%
Consumer Durables 11.9% 12.4% +0.5%
Diversified FMCG 13.1% 12.3% -0.8%
Telecom - Services 10.0% 9.4% -0.6%
Food Products 4.9% 5.0% +0.0%
Healthcare Services 5.0% 5.0% 0.0%
Power 4.3% 4.1% -0.2%
Transport Services 3.4% 3.5% +0.1%
Beverages 3.0% 2.9% -0.1%
Biggest Add
Eternal Limited
+0.70% · now 6.96%
Biggest Trim
Bharti Airtel Limited
-0.59% · now 9.40%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 16 Increased ↓ 14 Decreased
#StockSectorJul 2026Aug 2026Change
1
Eternal Limited
₹18.05 Cr
Retailing 6.26% 6.96% +0.70%
2
Titan Company Limited
₹16.03 Cr
Consumer Durables 5.76% 6.18% +0.42%
3
Bajaj Auto Limited
₹10.22 Cr
Automobiles 3.65% 3.94% +0.29%
4
Dixon Technologies (India) Limited
₹4.69 Cr
Consumer Durables 1.67% 1.81% +0.14%
5
Eicher Motors Limited
₹8.34 Cr
Automobiles 3.09% 3.22% +0.13%
6
Info Edge (India) Limited
₹3.83 Cr
Retailing 1.34% 1.47% +0.13%
7
InterGlobe Aviation Limited
₹9.01 Cr
Transport Services 3.35% 3.47% +0.12%
8
TVS Motor Company Limited
₹7.76 Cr
Automobiles 2.90% 2.99% +0.09%
9
DLF Limited
₹3.37 Cr
Realty 1.21% 1.30% +0.09%
10
Hero MotoCorp Limited
₹5.38 Cr
Automobiles 2.00% 2.07% +0.07%
#StockSectorJul 2026Aug 2026Change
1
Bharti Airtel Limited
₹24.40 Cr
Telecom - Services 9.99% 9.40% -0.59%
2
ITC Limited
₹18.74 Cr
Diversified FMCG 7.75% 7.22% -0.53%
3
Hindustan Unilever Limited
₹13.28 Cr
Diversified FMCG 5.34% 5.12% -0.22%
4
Godrej Consumer Products Limited
₹2.76 Cr
Personal Products 1.23% 1.06% -0.17%
5
Maruti Suzuki India Limited
₹13.44 Cr
Automobiles 5.31% 5.18% -0.13%
6
Tata Power Company Limited
₹4.40 Cr
Power 1.82% 1.70% -0.12%
7
Varun Beverages Limited
₹4.17 Cr
Beverages 1.73% 1.61% -0.12%
8
Mahindra & Mahindra Limited
₹22.30 Cr
Automobiles 8.69% 8.59% -0.10%
9
Adani Power Limited
₹6.25 Cr
Power 2.51% 2.41% -0.10%
10
Max Healthcare Institute Limited
₹5.90 Cr
Healthcare Services 2.34% 2.27% -0.07%

What Stocks Does This Fund Hold?

30 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹24.40 Cr
Telecom - Services
9.40%
2
₹22.30 Cr
Automobiles
8.59%
3
₹18.74 Cr
Diversified FMCG
7.22%
4
₹18.05 Cr
Retailing
6.96%
5
₹16.03 Cr
Consumer Durables
6.18%
6
₹13.44 Cr
Automobiles
5.18%
7
₹13.28 Cr
Diversified FMCG
5.12%
8
₹10.22 Cr
Automobiles
3.94%
9
₹9.13 Cr
Consumer Durables
3.52%
10
₹9.01 Cr
Transport Services
3.47%
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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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