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 Jul 2026  ·  Index funds and ETFs excluded

64
Stocks Tracked
428
Active Funds Holding (Jul 2026)
₹125,355 Cr
Active MF Investment (Jul 2026)
Apr 2026 — fund count in Apr 2026 (base month) · May % / Jun % / Jul % — month-on-month change in funds holding the stock · Jul 2026 Funds — funds holding as of Jul 2026 · Overall % — total change Apr 2026 to Jul 2026. Blue = growing interest, Red = exiting · AUM (₹ Cr) — total market value held by active funds in Jul 2026 Active equity funds only  ·  Index funds and ETFs excluded
# Stock Name Apr May % Jun % Jul % Jul 2026 Funds Overall % AUM (₹ Cr)
1 Titan Company LimitedConsumer Durables 170 +4.1%-1.7% 0% 174 +2.4% 16,363
2 Varun Beverages LimitedBeverages 134 +3%-2.2% -8.1% 124 -7.5% 9,408
3 Trent LimitedRetailing 127 +3.9%+3% -11% 121 -4.7% 12,409
4 Vishal Mega Mart LimitedRetailing 127 +0.8%-5.5% -10.7% 108 -15% 14,805
5 LG Electronics India LtdConsumer Durables 119 -2.5%-3.4% -6.3% 105 -11.8% 4,736
6 Blue Star LimitedConsumer Durables 94 +2.1%+3.1% -11.1% 88 -6.4% 6,788
7 Jubilant Foodworks LimitedLeisure Services 112 -10.7%-9% -6.6% 85 -24.1% 7,662
8 Avenue Supermarts LimitedRetailing 91 0%0% -18.7% 74 -18.7% 11,776
9 Crompton Greaves Consumer Electricals LimitedConsumer Durables 74 +13.5%-10.7% -13.3% 65 -12.2% 6,649
10 PVR INOX LimitedEntertainment 37 +2.7%-2.6% +10.8% 41 +10.8% 2,969
11 Whirlpool of India LimitedConsumer Durables 50 +2%-7.8% -14.9% 40 -20% 2,792
12 Sapphire Foods India LimitedLeisure Services 38 0%0% -2.6% 37 -2.6% 2,019
13 Devyani International LimitedLeisure Services 32 +3.1%0% 0% 33 +3.1% 2,038
14 Mrs. Bectors Food Specialities LimitedFood Products 33 +6.1%-5.7% -3% 32 -3% 1,210
15 CCL Products (India) LimitedAgricultural Food & other Products 32 +15.6%-5.4% -11.4% 31 -3.1% 2,643
16 Westlife Development LtdLeisure Services 30 +3.3%-3.2% -10% 27 -10% 1,750
17 V-Guard Industries LimitedConsumer Durables 30 -6.7%-3.6% -3.7% 26 -13.3% 2,484
18 Eureka Forbes LtdConsumer Durables 24 -4.2%-17.4% +5.3% 20 -16.7% 396
19 Orient Electric LimitedConsumer Durables 22 +4.5%-4.3% -13.6% 19 -13.6% 1,077
20 Orkla India LtdFood Products 19 0%-5.3% 0% 18 -5.3% 619
21 Kwality Walls (India) LimitedFood Products 41 -19.5%-18.2% -44.4% 15 -63.4% 230
22 Manorama Industries LtdFood Products 7 -14.3%+16.7% +114.3% 15 +114.3% 317
23 Wakefit Innovations LimitedConsumer Durables 25 -12%-13.6% -21.1% 15 -40% 467
24 Campus Activewear LimitedConsumer Durables 13 +23.1%-18.8% -15.4% 11 -15.4% 490
25 Bata India LimitedConsumer Durables 14 -7.1%0% -23.1% 10 -28.6% 1,188
26 Dodla Dairy Ltd.Food Products 11 -9.1%-10% +11.1% 10 -9.1% 1,418
27 Midwest LimitedConsumer Durables 10 0%0% 0% 10 0% 306
28 SIS Ltd.Other Consumer Services 10 0%0% 0% 10 0% 335
29 EQ - NIIT LEARNING SYSTEMS LTDOther Consumer Services 10 0%-10% 0% 9 -10% 585
30 La Opala RG LimitedConsumer Durables 7 +28.6%0% 0% 9 +28.6% 362
31 Sheela Foam LimitedConsumer Durables 10 -10%0% 0% 9 -10% 1,319
32 Bajaj Electricals LimitedConsumer Durables 8 0%0% 0% 8 0% 513
33 Avanti Feeds LimitedFood Products 10 -20%-12.5% 0% 7 -30% 897
34 Godrej Agrovet LimitedFood Products 11 -36.4%0% 0% 7 -36.4% 358
35 SULA VINEYARDS LIMITEDBeverages 7 0%0% 0% 7 0% 225
36 Triveni Engineering & Industries LimitedAgricultural Food & other Products 12 -16.7%-10% -22.2% 7 -41.7% 236
37 LT Foods LimitedAgricultural Food & other Products 6 0%0% 0% 6 0% 1,341
38 Symphony LimitedConsumer Durables 6 0%0% 0% 6 0% 291
39 TILAKNAGAR INDUSTRIES LIMITEDBeverages 6 0%0% 0% 6 0% 272
40 Cello World LtdConsumer Durables 6 0%+16.7% -28.6% 5 -16.7% 533
41 HERITAGE FOODS LTDFood Products 6 +16.7%-28.6% 0% 5 -16.7% 181
42 TTK Prestige LimitedConsumer Durables 6 -33.3%+50% -16.7% 5 -16.7% 976
43 Bosch Home Comfort India LimitedConsumer Durables 4 -50%+100% 0% 4 0% 78
44 Globus Spirits LimitedBeverages 4 0%0% 0% 4 0% 210
45 Hawkins Cookers LimitedConsumer Durables 3 +33.3%0% 0% 4 +33.3% 522
46 Manpasand Beverages Ltd.Beverages 4 0%0% 0% 4 0%
47 Stanley Lifestyles LtdConsumer Durables 4 -25%0% 0% 3 -25% 68
48 Stove Kraft LimitedConsumer Durables 3 0%0% 0% 3 0% 144
49 All Time Plastics Ltd.Consumer Durables 2 0%0% 0% 2 0% 21
50 Bombay Burmah Trading Corporation LimitedFood Products 2 0%0% 0% 2 0% 36
51 IFB Industries LtdConsumer Durables 3 0%0% -33.3% 2 -33.3% 247
52 Sundrop Brands LtdAgricultural Food & other Products 2 0%0% 0% 2 0% 129
53 TIMEX GROUP INDIA LIMITEDConsumer Durables 1 0%-100% 2 +100% 10
54 Amir Chand Jagdish Kumar (Exports) LtdAgricultural Food & other Products 2 0%0% -50% 1 -50% 63
55 Borosil LimitedConsumer Durables 1 0%0% 0% 1 0% 97
56 Butterfly Gandhimathi Appliances LtdConsumer Durables 7 0%0% -85.7% 1 -85.7% 4
57 Carysil LimitedConsumer Durables 1 0%0% 0% 1 0% 121
58 Euro Pratik Sales Ltd.Consumer Durables 1 0%0% 0% 1 0% 31
59 Gopal Snacks LimitedFood Products 2 -50%0% 0% 1 -50% 25
60 Hexagon Nutrition LimitedFood Products 0% 1 16
61 Indian Glycol LtdBeverages 1 0%0% 0% 1 0% 10
62 Sirca Paints India LimitedConsumer Durables 0% 0% 1 84
63 United Breweries (Holdings) Ltd.Beverages 1
64 ZUARI INDUSTRIES LIMITEDAgricultural Food & other Products 1 0%0% 0% 1 0% 9
65 GUJARAT AMBUJA EXPORTS LIMITEDAgricultural Food & other Products 1 -100% -100%
66 KRBL LimitedAgricultural Food & other Products 1 0%-100% -100%
67 Zydus Wellness Ltd.Food Products 3 -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.