Track how many active mutual funds hold consumption stocks in India. Monthly data shows where institutional conviction across Trent, Avenue Supermarts, Titan, Varun Beverages, Jubilant Foodworks, PVR INOX and others is rising or falling.
📅 Updated Jun 2026 · Index funds and ETFs excluded
| # | Stock Name | Mar | Apr % | May % | Jun % | Jun 2026 Funds | Overall % | AUM (₹ Cr) |
|---|---|---|---|---|---|---|---|---|
| 1 | Titan Company LimitedConsumer Durables | 164 | +3.7% | +4.1% | -1.7% | 174 | +6.1% | 14,852 |
| 2 | Trent LimitedRetailing | 125 | +1.6% | +3.9% | +3% | 136 | +8.8% | 14,328 |
| 3 | Varun Beverages LimitedBeverages | 131 | +2.3% | +3% | -2.2% | 135 | +3.1% | 11,099 |
| 4 | Vishal Mega Mart LimitedRetailing | 125 | +1.6% | +0.8% | -5.5% | 121 | -3.2% | 16,164 |
| 5 | Avenue Supermarts LimitedRetailing | 87 | +4.6% | 0% | 0% | 91 | +4.6% | 12,372 |
| 6 | Jubilant Foodworks LimitedLeisure Services | 105 | +6.7% | -10.7% | -9% | 91 | -13.3% | 7,271 |
| 7 | Sapphire Foods India LimitedLeisure Services | 34 | +11.8% | 0% | 0% | 38 | +11.8% | 1,950 |
| 8 | PVR INOX LimitedEntertainment | 41 | -9.8% | +2.7% | -2.6% | 37 | -9.8% | 2,527 |
| 9 | Devyani International LimitedLeisure Services | 42 | -23.8% | +3.1% | 0% | 33 | -21.4% | 1,934 |
| 10 | Westlife Development LtdLeisure Services | 30 | 0% | +3.3% | -3.2% | 30 | 0% | 1,767 |
| 11 | Bata India LimitedConsumer Durables | 15 | -6.7% | -7.1% | 0% | 13 | -13.3% | 1,222 |
| 12 | Campus Activewear LimitedConsumer Durables | 13 | 0% | +23.1% | -18.8% | 13 | 0% | 602 |
Consumption stocks capture India growing discretionary spending across retail, food and beverages, entertainment, and lifestyle categories. The theme includes organised retailers like Avenue Supermarts, Trent and Vishal Mega Mart, quick service restaurant chains like Jubilant Foodworks, Devyani International, Sapphire Foods and Westlife Development, beverages leader Varun Beverages, multiplex operator PVR INOX, footwear brands Bata and Campus Activewear, and lifestyle bellwether Titan Company. Together these stocks track how India urban and semi-urban consumer is spending.
Rising fund counts over four months signal growing institutional conviction in the consumption theme. Cross-reference individual fund portfolios on our top stocks page or explore full holdings via the funds directory.
India consumption story is driven by a young population, rising incomes, urbanisation, and the formalisation of retail. Organised retail is gaining share from unorganised trade across every category. QSR chains are expanding aggressively into tier 2 and tier 3 cities. Titan and Varun Beverages have consistently delivered strong volume growth. Fund managers view consumption stocks as core long-term holdings that benefit from India demographic dividend.
For context on SEBI disclosure requirements, refer to AMFI India. For regulatory guidelines, visit SEBI India. Explore broader holding trends using our market cap categories page.
No — all counts exclude index funds, ETFs, and fund of funds. Only actively managed equity mutual funds are counted. Index funds mechanically hold stocks in proportion to index weight — their holdings do not reflect active manager conviction. By excluding them, fund counts here more accurately represent where professional stock pickers are actively building or reducing positions across India consumption sector.
To explore individual fund portfolios, visit the funds directory or use the SIP calculator to plan investments in funds with high consumption sector exposure. For a broader market view, see our AAUM data page.