Scheme

HDFC Consumption Fund

Holds 50 companies worth ₹941 Cr in Sept 2026.

Fund house
HDFCThe fund house that runs this scheme.
AUM
₹954 CrHDFC Consumption Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 6.7% on Aug 2026, ₹1,022 Cr.
Largest holding
Eternal LimitedEternal Limited is 9.6% of this scheme's NAV.
Fund manager
Amit SinhaRuns it since 12 Jul 2023, as the fund house dates it. With Bhagyesh Kagalkar (gold & silver), Gopal Agrawal (overseas).

Holdings^{(Jul 2023 – Sept 2026)}

Holdings in Sept 2026. Tick up to 2 to plot them.
Plot	50 companies ·	₹ Cr
	Eternal Limited	91.2
	Mahindra and Mahindra Limited	78.8
	Hindustan Unilever	70.5
	Bharti Airtel Limited	49.7
	Vishal Mega Mart Limited	38.1
	Godrej Consumer Products	35.3
	Bajaj Auto	34.7
	MARUTI SUZUKI INDA LIMITED	34.6
	Titan Co Ltd	30.7
	TVS Motor Co Ltd	29.6
	Asian Paints	29.1
	Eicher Motors	27.2
	Chalet Hotels Limited	25.3
	United Spirits	25.3
	Britannia Industries	25.1
	Varun Beverages Limited	19.7
	Apollo Hospitals Enterprise Limited	19.6
	Trent	19.4
	Nestle India	17
	Jupiter Life Line Hospitals Limited	16.2
	Akzo Nobel India Limited	15.4
	Info Edge India Limited	14.8
	AUGMONT ENTERPRISES LIMITED	13.8
	Dabur India Ltd	13.3
	Interglobe Aviation Limited	13.2
	Wakefit Innovations Limited	12.2
	Rentomojo Limited	11.4
	Hyundai Motor India Limited	11.3
	Max Healthcare Institute Limited	10.3
	Adani Power Limited	10.2
	Tata Consumer Products Limited	9
	Vijaya Diagnostic Centre Limited	8.4
	Tata Power Co	8.1
	Brainbees Solutions Limited FirstCry	7.6
	Sedemac Mechatronics Ltd	7.1
	Shoppers Stop Limited	6.9
	Devyani international limited	6.2
	Vedant Fashions Limited	5.4
	Studds Accessories Limited	5
	Colgate Palmolive I Ltd	5
	Marico	4.9
	Sapphire Foods India Limited	4.6
	Tenneco Clean Air India Limited	4.1
	Sula Vineyards Limited	3.8
	Dhoot Transmission Ltd	3.4
	Emami	3.3
	Global Health Limited	2.6
	Laxmi Dental Limited	2.1
	Metro Brands Limited	0.86
	Godavari Biorefineries Limited	0.23

Eternal Limited
Mahindra and Mahindra Limit…

Market value of each ticked company in HDFC Consumption Fund, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	Eternal Limited	Mahindra and Mahindra Limited
Sept 2025	₹108 Cr	₹0 Cr
Oct 2025	₹105 Cr	₹0 Cr
Nov 2025	₹99.6 Cr	₹33.4 Cr
Dec 2025	₹102 Cr	₹33 Cr
Jan 2026	₹100 Cr	₹30.5 Cr
Feb 2026	₹90.2 Cr	₹30.2 Cr
Mar 2026	₹83.8 Cr	₹34.3 Cr
Apr 2026	₹90.4 Cr	₹54.5 Cr
May 2026	₹91.7 Cr	₹62.7 Cr
Jun 2026	₹96.9 Cr	₹81.9 Cr
Jul 2026	₹111 Cr	₹90.7 Cr
Aug 2026	₹108 Cr	₹87.6 Cr
Sept 2026	₹91.2 Cr	₹78.8 Cr

Fig. 1.Market value of each ticked company in HDFC Consumption Fund, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Allocation^{(Sept 2026)}

Market cap

		% of NAV
Large Cap	21	69.61

Mid Cap	7	11.69

Small Cap	19	14.37

Unlisted	3	3.00

Cash & others		1.33

Sectors

Companies

Fig. 2.This scheme's holdings, by market cap, by sector and by company. Hover a slice or a row; click a slice to open it.

Buying and selling, month by month^{(Oct 2025 – Sept 2026)}

Buying and selling, month by month. Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Fig. 3.Change in market value since the previous month, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.

Portfolio^{(Sept 2026)}

Every holding in Sept 2026: its shares, market value (₹ crore) and % of NAV. Month end. Source: AMC monthly portfolio disclosures. Click a column's header to sort by it.

Eternal Limited	Equity	Retailing	28.5L	91.2	9.56
Mahindra and Mahindra Limited	Equity	Automobiles	2.67L	78.8	8.26
Hindustan Unilever	Equity	Diversified FMCG	3.75L	70.5	7.39
Bharti Airtel Limited	Equity	Telecom - Services	2.83L	49.7	5.21
Vishal Mega Mart Limited	Equity	Retailing	37.7L	38.1	3.99
Godrej Consumer Products	Equity	Personal Products	4.15L	35.3	3.70
Bajaj Auto	Equity	Automobiles	31.9K	34.7	3.64
MARUTI SUZUKI INDA LIMITED	Equity	Automobiles	28.9K	34.6	3.62
Titan Co Ltd	Equity	Consumer Durables	67K	30.7	3.22
TVS Motor Co Ltd	Equity	Automobiles	72K	29.6	3.10
Asian Paints	Equity	Consumer Durables	1.21L	29.1	3.05
Eicher Motors	Equity	Automobiles	38K	27.2	2.85
Chalet Hotels Limited	Equity	Leisure Services	3L	25.3	2.66
United Spirits	Equity	Beverages	1.87L	25.3	2.65
Britannia Industries	Equity	Food Products	52K	25.1	2.63
Varun Beverages Limited	Equity	Beverages	4.55L	19.7	2.06
Apollo Hospitals Enterprise Limited	Equity	Healthcare Services	24K	19.6	2.05
Trent	Equity	Retailing	74.2K	19.4	2.04
Nestle India	Equity	Food Products	1.3L	17	1.78
Jupiter Life Line Hospitals Limited	Equity	Healthcare Services	6.39L	16.2	1.70
Akzo Nobel India Limited	Equity	Consumer Durables	50K	15.4	1.61
Info Edge India Limited	Equity	Retailing	1.21L	14.8	1.55
AUGMONT ENTERPRISES LIMITED	Equity	Non - Ferrous Metals	1.27L	13.8	1.45
Dabur India Ltd	Equity	Personal Products	3.5L	13.3	1.39
Interglobe Aviation Limited	Equity	Transport Services	26.5K	13.2	1.39
Wakefit Innovations Limited	Equity	Consumer Durables	8.48L	12.2	1.28
Rentomojo Limited	Equity	Retailing	2.23L	11.4	1.19
Hyundai Motor India Limited	Equity	Automobiles	55.7K	11.3	1.19
Max Healthcare Institute Limited	Equity	Healthcare Services	1.11L	10.3	1.08
Adani Power Limited	Equity	Power	5L	10.2	1.07
Tata Consumer Products Limited	Equity	Agricultural Food & other Products	95K	9	0.95
Vijaya Diagnostic Centre Limited	Equity	Healthcare Services	58.2K	8.4	0.88
Tata Power Co	Equity	Power	2.25L	8.1	0.85
Brainbees Solutions Limited FirstCry	Equity	Retailing	4.2L	7.6	0.79
Sedemac Mechatronics Ltd	Equity	Auto Components	20.4K	7.1	0.75
Shoppers Stop Limited	Equity	Retailing	1.65L	6.9	0.72
Devyani international limited	Equity	Leisure Services	4.77L	6.2	0.65
Vedant Fashions Limited	Equity	Retailing	1L	5.4	0.56
Studds Accessories Limited	Equity	Auto Components	1.27L	5	0.52
Colgate Palmolive I Ltd	Equity	Personal Products	28.1K	5	0.52
Marico	Equity	Agricultural Food & other Products	62.5K	4.9	0.51
Sapphire Foods India Limited	Equity	Leisure Services	2.15L	4.6	0.48
Tenneco Clean Air India Limited	Equity	Auto Components	80.8K	4.1	0.43
Sula Vineyards Limited	Equity	Beverages	2.87L	3.8	0.40
Dhoot Transmission Ltd	Equity	Auto Components	23K	3.4	0.36
Emami	Equity	Personal Products	86.8K	3.3	0.34
Global Health Limited	Equity	Healthcare Services	18.7K	2.6	0.27
Laxmi Dental Limited	Equity	Healthcare Equipment & Supplies	1.11L	2.1	0.22
Metro Brands Limited	Equity	Consumer Durables	10.2K	0.86	0.090
Godavari Biorefineries Limited	Equity	Diversified FMCG	9.79K	0.23	0.020

Fig. 4.Every holding in Sept 2026: its shares, market value (₹ crore) and % of NAV. Month end. Source: AMC monthly portfolio disclosures.