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Tata India Consumer Fund-Direct Plan-Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
36
Aug 2026
Equity Holdings
₹2,743.43 Cr
Equity only, excl. debt & cash
AAUM
₹2,520.40 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
32.3%
Moderate
Top 10 Weight
50.6%
Moderate
Changes
37
2 new · 1 exits
Top Sector
Retailing
18.4% of portfolio
Launch Date
04 Dec 2015
10+ year track record

AAUM (Average Assets Under Management) of ₹2,520.40 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 Tata India Consumer Fund made 2 new additions and exited 1 stock this month. The biggest new buy was ZF Commercial Vehicle Control Systems India Limited (Auto Components) at 0.86% weight. HDFC Asset Management Company Limited was the biggest exit (Capital Markets), which was held at 1.84%. Among existing holdings, Ather Energy Limited saw the biggest increase — now at 4.26% of the portfolio. Gillette India Limited was trimmed the most, now at 0.63%. Eternal Limited remains the top holding with Retailing 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
Retailing 17.1% 17.6% +0.4%
Consumer Durables 18.0% 16.6% -1.5%
Beverages 13.5% 13.2% -0.3%
Automobiles 9.0% 10.2% +1.2%
Food Products 9.1% 9.1% +0.0%
Capital Markets 8.5% 7.0% -1.5%
Agricultural Food & other Products 5.2% 5.0% -0.2%
Healthcare Services 3.4% 3.5% +0.1%
Auto Components 2.5% 2.6% +0.1%
Diversified FMCG 2.8% 2.6% -0.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Retailing 17.6% 18.4% +0.9%
Consumer Durables 16.6% 17.6% +1.0%
Beverages 13.2% 12.6% -0.7%
Automobiles 10.2% 11.4% +1.2%
Food Products 9.1% 8.7% -0.4%
Capital Markets 7.0% 5.8% -1.2%
Agricultural Food & other Products 5.0% 4.7% -0.3%
Auto Components 2.6% 4.1% +1.5%
Healthcare Services 3.5% 3.4% -0.1%
Diversified FMCG 2.6% 2.3% -0.3%
🟢
Biggest New Buy
ZF Commercial Vehicle Control Systems India Limited
0.86% weight · Auto Components
🔴
Biggest Exit
HDFC Asset Management Company Limited
1.84% was held · Capital Markets
Biggest Add
Ather Energy Limited
+1.04% · now 4.26%
Biggest Trim
Gillette India Limited
-0.56% · now 0.63%
🤝 Other funds also bought this month
ZF Commercial Vehicle Control Systems India Limited 8 funds
ZF Commercial Vehicle Control Systems India Limited
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy)
UTI - MNC Fund - Growth Option - Direct
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more
👋 Other funds also exited
HDFC Asset Management Company Limited 28 funds
HDFC Asset Management Company Limited
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH
Kotak Nifty200 Quality 30 ETF + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries 🔴 1 Exit ↑ 17 Increased ↓ 17 Decreased
#StockSectorWeight (Aug 2026)
1
ZF Commercial Vehicle Control Systems India Limited
₹25.09 Cr
Auto Components 0.86%
2
Procter & Gamble Health Limited
₹8.11 Cr
Pharmaceuticals & Biotechnology 0.28%
#StockSectorLast Weight (Jul 2026)
1
HDFC Asset Management Company Limited
₹51.79 Cr
Capital Markets 1.84%
#StockSectorJul 2026Aug 2026Change
1
Ather Energy Limited
₹123.67 Cr
Automobiles 3.22% 4.26% +1.04%
2
LG Electronics India Ltd
₹79.97 Cr
Consumer Durables 2.02% 2.76% +0.74%
3
Multi Commodity Exchange of India Limited
₹65.03 Cr
Capital Markets 1.72% 2.24% +0.52%
4
Endurance Technologies Limited
₹58.14 Cr
Auto Components 1.49% 2.00% +0.51%
5
Eternal Limited
₹271.67 Cr
Retailing 8.90% 9.36% +0.46%
6
Billionbrains Garage Ventures Ltd
₹50.13 Cr
Capital Markets 1.38% 1.73% +0.35%
7
PNGS REVA DIAMOND JEWELLERY LTD.
₹55.60 Cr
Consumer Durables 1.58% 1.92% +0.34%
8
Mahindra & Mahindra Limited
₹41.35 Cr
Automobiles 1.09% 1.43% +0.34%
9
Swiggy Limited
₹43.13 Cr
Retailing 1.18% 1.49% +0.31%
10
CarTrade Tech Limited
₹137.58 Cr
Retailing 4.44% 4.74% +0.30%
#StockSectorJul 2026Aug 2026Change
1
Gillette India Limited
₹18.41 Cr
Personal Products 1.19% 0.63% -0.56%
2
Varun Beverages Limited
₹104.88 Cr
Beverages 4.12% 3.62% -0.50%
3
Metro Brands Limited
₹37.41 Cr
Consumer Durables 1.68% 1.29% -0.39%
4
ITC Limited
₹67.38 Cr
Diversified FMCG 2.63% 2.32% -0.31%
5
Tata Consumer Products Limited
₹109.30 Cr
Agricultural Food & other Products 4.05% 3.77% -0.28%
6
BSE Limited
₹53.17 Cr
Capital Markets 2.10% 1.83% -0.27%
7
Doms Industries Limited
₹62.19 Cr
Household Products 2.40% 2.14% -0.26%
8
Nestle India Limited
₹171.05 Cr
Food Products 6.13% 5.90% -0.23%
9
Maruti Suzuki India Limited
₹79.25 Cr
Automobiles 2.96% 2.73% -0.23%
10
Trent Limited
₹81.65 Cr
Retailing 3.03% 2.81% -0.22%

What Stocks Does This Fund Hold?

36 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹271.67 Cr
Retailing
9.36%
2
₹202.06 Cr
Consumer Durables
6.97%
3
₹171.05 Cr
Food Products
5.90%
4
₹154.87 Cr
Beverages
5.34%
5
₹137.58 Cr
Retailing
4.74%
6
₹123.67 Cr
Automobiles
4.26%
7
₹109.30 Cr
Agricultural Food & other Products
3.77%
8
₹104.88 Cr
Beverages
3.62%
9
₹104.60 Cr
Beverages
3.61%
10
₹87.34 Cr
Automobiles
3.01%
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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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