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Tata India Consumer Fund-Direct Plan-Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
35
Jul 2026
Equity Holdings
₹2,637.71 Cr
Equity only, excl. debt & cash
AAUM
₹2,520.40 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
31.7%
Moderate
Top 10 Weight
49.9%
Moderate
Changes
37
2 new · 2 exits
Top Sector
Retailing
17.6% 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 2 stocks this month. The biggest new buy was Swiggy Limited (Retailing) at 1.18% weight. Honasa Consumer Limited was the biggest exit (Personal Products), which was held at 1.52%. Among existing holdings, Eternal Limited saw the biggest increase — now at 8.90% of the portfolio. BSE Limited was trimmed the most, now at 2.10%. Eternal Limited remains the top holding with Retailing the dominant sector at 17.6%. ↓ 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
Consumer Durables 18.5% 18.0% -0.4%
Retailing 15.3% 17.1% +1.8%
Beverages 13.8% 13.5% -0.3%
Food Products 9.6% 9.1% -0.5%
Automobiles 7.5% 9.0% +1.5%
Capital Markets 10.3% 8.5% -1.7%
Agricultural Food & other Products 5.9% 5.2% -0.7%
Healthcare Services 3.4% 3.4% +0.0%
Diversified FMCG 3.2% 2.8% -0.4%
Personal Products 2.8% 2.8% -0.1%
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%
🟢
Biggest New Buy
Swiggy Limited
1.18% weight · Retailing
🔴
Biggest Exit
Honasa Consumer Limited
1.52% was held · Personal Products
Biggest Add
Eternal Limited
+0.97% · now 8.90%
Biggest Trim
BSE Limited
-1.25% · now 2.10%
🤝 Other funds also bought this month
Diamond Power Infrastructure Limited 38 funds
Diamond Power Infrastructure Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Active Momentum Fund- Direct-Growth
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option + more
Swiggy Limited 33 funds
Swiggy Limited
The Wealth Company Large & Mid Cap Fund
THE WEALTH COMPANY SMALL CAP FUND
ICICI Prudential Active Momentum Fund - Direct Plan - Growth + more
👋 Other funds also exited
Avenue Supermarts Limited 33 funds
Avenue Supermarts Limited
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option
Mirae Asset Nifty Next 50 ETF
Aditya Birla Sunlife Nifty Next 50 ETF + more
Honasa Consumer Limited 7 funds
Honasa Consumer Limited
Groww Nifty Smallcap250 ETF
Mirae Asset Multicap Fund - Direct Plan - Growth
Groww Nifty 500 Momentum 50 ETF FOF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries 🔴 2 Exits ↑ 15 Increased ↓ 18 Decreased
#StockSectorWeight (Jul 2026)
1
Swiggy Limited
₹33.33 Cr
Retailing 1.18%
2
Diamond Power Infrastructure Limited
₹16.70 Cr
Electrical Equipment 0.59%
#StockSectorLast Weight (Jun 2026)
1
Honasa Consumer Limited
₹41.21 Cr
Personal Products 1.52%
2
Avenue Supermarts Limited
₹31.54 Cr
Retailing 1.17%
#StockSectorJun 2026Jul 2026Change
1
Eternal Limited
₹250.43 Cr
Retailing 7.93% 8.90% +0.97%
2
Maruti Suzuki India Limited
₹83.27 Cr
Automobiles 2.35% 2.96% +0.61%
3
Bajaj Auto Limited
₹82.95 Cr
Automobiles 2.59% 2.95% +0.36%
4
Radico Khaitan Limited
₹149.89 Cr
Beverages 5.04% 5.32% +0.28%
5
United Spirits Limited
₹106.42 Cr
Beverages 3.51% 3.78% +0.27%
6
Nestle India Limited
₹172.55 Cr
Food Products 5.94% 6.13% +0.19%
7
Ather Energy Limited
₹90.74 Cr
Automobiles 3.04% 3.22% +0.18%
8
Dr. Lal Path Labs Limited
₹34.29 Cr
Healthcare Services 1.10% 1.22% +0.12%
9
Pricol Limited
₹32.19 Cr
Auto Components 1.03% 1.14% +0.11%
10
PNGS REVA DIAMOND JEWELLERY LTD.
₹44.36 Cr
Consumer Durables 1.51% 1.58% +0.07%
#StockSectorJun 2026Jul 2026Change
1
BSE Limited
₹59.07 Cr
Capital Markets 3.35% 2.10% -1.25%
2
Titan Company Limited
₹193.06 Cr
Consumer Durables 7.87% 6.86% -1.01%
3
Varun Beverages Limited
₹115.84 Cr
Beverages 4.92% 4.12% -0.80%
4
Trent Limited
₹85.22 Cr
Retailing 3.44% 3.03% -0.41%
5
Dixon Technologies (India) Limited
₹50.58 Cr
Consumer Durables 1.98% 1.80% -0.18%
6
BIKAJI FOODS INTERNATIONAL LIMITED
₹83.74 Cr
Food Products 3.14% 2.97% -0.17%
7
ITC Limited
₹74.10 Cr
Diversified FMCG 2.80% 2.63% -0.17%
8
LG Electronics India Ltd
₹56.79 Cr
Consumer Durables 2.19% 2.02% -0.17%
9
Multi Commodity Exchange of India Limited
₹48.46 Cr
Capital Markets 1.89% 1.72% -0.17%
10
Doms Industries Limited
₹67.59 Cr
Household Products 2.56% 2.40% -0.16%

What Stocks Does This Fund Hold?

35 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹250.43 Cr
Retailing
8.90%
2
₹193.06 Cr
Consumer Durables
6.86%
3
₹172.55 Cr
Food Products
6.13%
4
₹149.89 Cr
Beverages
5.32%
5
₹125.07 Cr
Retailing
4.44%
6
₹115.84 Cr
Beverages
4.12%
7
₹114.11 Cr
Agricultural Food & other Products
4.05%
8
₹106.42 Cr
Beverages
3.78%
9
₹90.74 Cr
Automobiles
3.22%
10
₹85.22 Cr
Retailing
3.03%
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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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