Scheme

Nippon India Consumption Fund

Holds 45 companies worth ₹2,244 Cr in Sept 2026.

Fund house
NipponThe fund house that runs this scheme.
AUM
₹2,255 CrNippon India Consumption Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 8.0% on Aug 2026, ₹2,452 Cr.
Largest holding
Mahindra and Mahindra LimitedMahindra and Mahindra Limited is 9.3% of this scheme's NAV.
Fund manager
Kinjal DesaiRuns it since 1 Aug 2025, as the fund house dates it.

Holdings^{(Oct 2012 – Sept 2026)}

Holdings in Sept 2026. Tick up to 2 to plot them.
Plot	45 companies ·	₹ Cr
	Mahindra and Mahindra Limited	209
	Eternal Limited	181
	Hindustan Unilever	147
	Bajaj Auto	98
	TVS Motor Co Ltd	82.1
	Trent	81.2
	Varun Beverages Limited	78.8
	Asian Paints	77.4
	Britannia Industries	75
	Interglobe Aviation Limited	73.1
	FSN E Commerce Ventures Limited	65.7
	Bluestone Jewellery and Lifestyle Limited	64.1
	Tata Consumer Products Limited	61.6
	Godrej Consumer Products	59.6
	Zydus Wellness Limited	56
	United Spirits	55.7
	United Breweries Limited	48.5
	LG Electronics Inc	48
	ITC	44.9
	HDFC Asset Management Co Ltd	42.2
	Avenue Supermarts Limited	42.2
	MARUTI SUZUKI INDA LIMITED	41.8
	Bharti Airtel Limited	40.4
	Titan Co Ltd	39.8
	Sapphire Foods India Limited	37.8
	Page Industries	37.5
	Billionbrains Garage Ventures Ltd	35.9
	Jubilant Foodworks Limited	30
	Berger Paints	26.1
	IIFL Securities Ltd	24
	Eicher Motors	23.7
	Kaynes Technology India Limited	23.3
	Swiggy Limited	23.2
	Pidilite Industries	22.6
	Adani Wilmar Limited	22
	PB Fintech Limited	21.6
	Voltas	20.8
	Rainbow Children s Medicare Limited	19.8
	Dabur India Ltd	16.4
	Emami	10.9
	Orkla India Limited	10.7
	Colgate Palmolive I Ltd	10.2
	Allied Blenders and Distillers Limited	6
	Go Fashion India Limited	4.5
	Global Health Limited	2.9

Mahindra and Mahindra Limit…
Eternal Limited

Market value of each ticked company in Nippon India Consumption Fund, ₹ crore. Month end. Source: AMC monthly portfolio disclosures.
Month	Mahindra and Mahindra Limited	Eternal Limited
Sept 2025	₹260 Cr	₹118 Cr
Oct 2025	₹265 Cr	₹115 Cr
Nov 2025	₹256 Cr	₹109 Cr
Dec 2025	₹253 Cr	₹101 Cr
Jan 2026	₹234 Cr	₹130 Cr
Feb 2026	₹199 Cr	₹140 Cr
Mar 2026	₹173 Cr	₹130 Cr
Apr 2026	₹181 Cr	₹140 Cr
May 2026	₹178 Cr	₹142 Cr
Jun 2026	₹179 Cr	₹150 Cr
Jul 2026	₹241 Cr	₹171 Cr
Aug 2026	₹233 Cr	₹186 Cr
Sept 2026	₹209 Cr	₹181 Cr

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

Allocation^{(Sept 2026)}

Market cap

		% of NAV
Large Cap	21	69.07

Mid Cap	11	16.57

Small Cap	13	13.83

Cash & others		0.53

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.

Mahindra and Mahindra Limited	Equity	Automobiles	7.1L	209	9.28
Eternal Limited	Equity	Retailing	56.7L	181	8.04
Hindustan Unilever	Equity	Diversified FMCG	7.83L	147	6.52
Bajaj Auto	Equity	Automobiles	90.1K	98	4.34
TVS Motor Co Ltd	Equity	Automobiles	2L	82.1	3.64
Trent	Equity	Retailing	3.1L	81.2	3.60
Varun Beverages Limited	Equity	Beverages	18.2L	78.8	3.50
Asian Paints	Equity	Consumer Durables	3.22L	77.4	3.43
Britannia Industries	Equity	Food Products	1.55L	75	3.33
Interglobe Aviation Limited	Equity	Transport Services	1.47L	73.1	3.24
FSN E Commerce Ventures Limited	Equity	Retailing	20.5L	65.7	2.91
Bluestone Jewellery and Lifestyle Limited	Equity	Consumer Durables	8.07L	64.1	2.84
Tata Consumer Products Limited	Equity	Agricultural Food & other Products	6.49L	61.6	2.73
Godrej Consumer Products	Equity	Personal Products	7.01L	59.6	2.64
Zydus Wellness Limited	Equity	Food Products	10.9L	56	2.48
United Spirits	Equity	Beverages	4.11L	55.7	2.47
United Breweries Limited	Equity	Beverages	4.19L	48.5	2.15
LG Electronics Inc	Equity	Consumer Durables	2.79L	48	2.13
ITC	Equity	Diversified FMCG	17.1L	44.9	1.99
HDFC Asset Management Co Ltd	Equity	Capital Markets	1.85L	42.2	1.87
Avenue Supermarts Limited	Equity	Retailing	1.11L	42.2	1.87
MARUTI SUZUKI INDA LIMITED	Equity	Automobiles	34.9K	41.8	1.85
Bharti Airtel Limited	Equity	Telecom - Services	2.3L	40.4	1.79
Titan Co Ltd	Equity	Consumer Durables	86.9K	39.8	1.77
Sapphire Foods India Limited	Equity	Leisure Services	17.8L	37.8	1.68
Page Industries	Equity	Textiles & Apparels	10.3K	37.5	1.66
Billionbrains Garage Ventures Ltd	Equity	Capital Markets	19.5L	35.9	1.59
Jubilant Foodworks Limited	Equity	Leisure Services	6.57L	30	1.33
Berger Paints	Equity	Consumer Durables	5.73L	26.1	1.16
IIFL Securities Ltd	Equity	Leisure Services	4.08L	24	1.07
Eicher Motors	Equity	Automobiles	33.2K	23.7	1.05
Kaynes Technology India Limited	Equity	Industrial Manufacturing	66.4K	23.3	1.03
Swiggy Limited	Equity	Retailing	9.28L	23.2	1.03
Pidilite Industries	Equity	Chemicals & Petrochemicals	1.54L	22.6	1.00
Adani Wilmar Limited	Equity	Agricultural Food & other Products	12.4L	22	0.98
PB Fintech Limited	Equity	Financial Technology (Fintech)	2.03L	21.6	0.96
Voltas	Equity	Consumer Durables	1.94L	20.8	0.92
Rainbow Children s Medicare Limited	Equity	Healthcare Services	1.5L	19.8	0.88
Dabur India Ltd	Equity	Personal Products	4.31L	16.4	0.73
Emami	Equity	Personal Products	2.88L	10.9	0.48
Orkla India Limited	Equity	Food Products	1.96L	10.7	0.47
Colgate Palmolive I Ltd	Equity	Personal Products	58K	10.2	0.45
Allied Blenders and Distillers Limited	Equity	Beverages	82.9K	6	0.26
Go Fashion India Limited	Equity	Retailing	1.51L	4.5	0.20
Global Health Limited	Equity	Healthcare Services	21.2K	2.9	0.13

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