Investment Themes  ›  Consumption Theme  ·  Active Funds Only

Consumption — Mutual Fund Holdings Tracker

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 Sep 2026  ·  Index funds and ETFs excluded

62
Stocks Tracked
410
Active Funds Holding (Sep 2026)
₹118,243 Cr
Active MF Investment (Sep 2026)
Jun 2026 — fund count in Jun 2026 (base month) · Jul % / Aug % / Sep % — month-on-month change in funds holding the stock · Sep 2026 Funds — funds holding as of Sep 2026 · Overall % — total change Jun 2026 to Sep 2026. Blue = growing interest, Red = exiting · AUM (₹ Cr) — total market value held by active funds in Sep 2026 Active equity funds only  ·  Index funds and ETFs excluded
# Stock Name Jun Jul % Aug % Sep % Sep 2026 Funds Overall % AUM (₹ Cr)
1 Titan Company LimitedConsumer Durables 174 0%-6.9% +3.7% 168 -3.4% 14,294
2 Varun Beverages LimitedBeverages 135 -8.1%-4% +0.8% 120 -11.1% 9,325
3 Trent LimitedRetailing 136 -11%0% -5.8% 114 -16.2% 11,534
4 Vishal Mega Mart LimitedRetailing 121 -10.7%-5.6% -1% 101 -16.5% 13,422
5 LG Electronics India LtdConsumer Durables 112 -6.3%-7.6% -4.1% 93 -17% 4,620
6 Blue Star LimitedConsumer Durables 99 -11.1%-6.8% +3.7% 85 -14.1% 5,469
7 Jubilant Foodworks LimitedLeisure Services 91 -6.6%-2.4% +2.4% 85 -6.6% 8,406
8 Avenue Supermarts LimitedRetailing 91 -18.7%-8.1% 0% 68 -25.3% 11,564
9 Crompton Greaves Consumer Electricals LimitedConsumer Durables 75 -13.3%-12.3% -1.8% 56 -25.3% 5,319
10 Sapphire Foods India LimitedLeisure Services 38 -2.6%+2.7% +2.6% 39 +2.6% 2,464
11 Whirlpool of India LimitedConsumer Durables 47 -14.9%-2.5% 0% 39 -17% 3,187
12 Devyani International LimitedLeisure Services 33 0%+12.1% -2.7% 36 +9.1% 2,473
13 Mrs. Bectors Food Specialities LimitedFood Products 33 -3%-3.1% +3.2% 32 -3% 1,231
14 PVR INOX LimitedEntertainment 37 +10.8%-17.1% -5.9% 32 -13.5% 3,039
15 CCL Products (India) LimitedAgricultural Food & other Products 35 -11.4%-6.5% +3.4% 30 -14.3% 2,391
16 V-Guard Industries LimitedConsumer Durables 27 -3.7%+11.5% 0% 29 +7.4% 2,426
17 Westlife Development LtdLeisure Services 30 -10%0% -7.4% 25 -16.7% 1,898
18 Orient Electric LimitedConsumer Durables 22 -13.6%-5.3% +11.1% 20 -9.1% 1,000
19 Eureka Forbes LtdConsumer Durables 19 +5.3%-10% 0% 18 -5.3% 315
20 Manorama Industries LtdFood Products 7 +114.3%-6.7% 0% 14 +100% 313
21 Wakefit Innovations LimitedConsumer Durables 19 -21.1%-20% +16.7% 14 -26.3% 579
22 Orkla India LtdFood Products 18 0%-27.8% -7.7% 12 -33.3% 559
23 Campus Activewear LimitedConsumer Durables 13 -15.4%0% 0% 11 -15.4% 489
24 Midwest LimitedConsumer Durables 10 0%-30% +57.1% 11 +10% 219
25 Bata India LimitedConsumer Durables 13 -23.1%0% 0% 10 -23.1% 1,056
26 Sheela Foam LimitedConsumer Durables 9 0%0% +11.1% 10 +11.1% 1,038
27 TILAKNAGAR INDUSTRIES LIMITEDBeverages 6 0%+50% 0% 9 +50% 330
28 Avanti Feeds LimitedFood Products 7 0%+14.3% 0% 8 +14.3% 730
29 EQ - NIIT LEARNING SYSTEMS LTDOther Consumer Services 9 0%-11.1% 0% 8 -11.1% 479
30 Godrej Agrovet LimitedFood Products 7 0%-14.3% +33.3% 8 +14.3% 412
31 La Opala RG LimitedConsumer Durables 9 0%0% -11.1% 8 -11.1% 279
32 LT Foods LimitedAgricultural Food & other Products 6 0%0% +33.3% 8 +33.3% 1,309
33 SIS Ltd.Other Consumer Services 10 0%0% -20% 8 -20% 172
34 Triveni Engineering & Industries LimitedAgricultural Food & other Products 9 -22.2%+42.9% -20% 8 -11.1% 247
35 Bajaj Electricals LimitedConsumer Durables 8 0%-12.5% 0% 7 -12.5% 453
36 Kwality Walls (India) LimitedFood Products 27 -44.4%-46.7% -12.5% 7 -74.1% 247
37 Dodla Dairy Ltd.Food Products 9 +11.1%-40% 0% 6 -33.3% 1,355
38 SULA VINEYARDS LIMITEDBeverages 7 0%0% -14.3% 6 -14.3% 139
39 Bosch Home Comfort India LimitedConsumer Durables 4 0%+50% -16.7% 5 +25% 126
40 Cello World LtdConsumer Durables 7 -28.6%0% 0% 5 -28.6% 505
41 TTK Prestige LimitedConsumer Durables 6 -16.7%0% 0% 5 -16.7% 786
42 Globus Spirits LimitedBeverages 4 0%0% 0% 4 0% 151
43 Hawkins Cookers LimitedConsumer Durables 4 0%0% 0% 4 0% 489
44 Manpasand Beverages Ltd.Beverages 4 0%0% 0% 4 0% —
45 Symphony LimitedConsumer Durables 6 0%-16.7% -20% 4 -33.3% 225
46 Stove Kraft LimitedConsumer Durables 3 0%0% 0% 3 0% 129
47 HERITAGE FOODS LTDFood Products 5 0%0% -60% 2 -60% 180
48 Sirca Paints India LimitedConsumer Durables 1 0%+300% -50% 2 +100% 86
49 Stanley Lifestyles LtdConsumer Durables 3 0%-33.3% 0% 2 -33.3% 54
50 Sundrop Brands LtdAgricultural Food & other Products 2 0%0% 0% 2 0% 147
51 TIMEX GROUP INDIA LIMITEDConsumer Durables — —-50% +100% 2 — 13
52 All Time Plastics Ltd.Consumer Durables 2 0%-50% 0% 1 -50% 12
53 Amir Chand Jagdish Kumar (Exports) LtdAgricultural Food & other Products 2 -50%0% 0% 1 -50% 50
54 Bombay Burmah Trading Corporation LimitedFood Products 2 0%0% -50% 1 -50% 27
55 Borosil LimitedConsumer Durables 1 0%0% 0% 1 0% 120
56 Butterfly Gandhimathi Appliances LtdConsumer Durables 7 -85.7%0% 0% 1 -85.7% 3
57 Carysil LimitedConsumer Durables 1 0%0% 0% 1 0% 107
58 Euro Pratik Sales Ltd.Consumer Durables 1 0%0% 0% 1 0% 19
59 Hexagon Nutrition LimitedFood Products 1 0%0% 0% 1 0% 17
60 IFB Industries LtdConsumer Durables 3 -33.3%-50% 0% 1 -66.7% 210
61 United Breweries (Holdings) Ltd.Beverages — —0% 0% 1 — —
62 ZUARI INDUSTRIES LIMITEDAgricultural Food & other Products 1 0%0% 0% 1 0% 9
63 Gopal Snacks LimitedFood Products 1 0%-100% — — -100% —
64 Indian Glycol LtdBeverages 1 0%-100% — — -100% —
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What are consumption stocks and which ones do mutual funds track in India?

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.

Why are mutual funds buying consumption stocks in India right now?

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.

Are index funds and ETFs included in the consumption stock fund counts?

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.

Disclaimer: RightAdvise is a data and research platform. Fund holding data is sourced from monthly portfolio disclosures published by mutual funds as required by SEBI. This page is for informational purposes only and does not constitute investment advice. Past holding trends do not guarantee future performance. Please consult a SEBI-registered investment adviser before making any investment decisions.