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Sectoral / Thematic · Aditya Birla Sun Life Mutual Fund · AMFI code 103110Aditya Birla Sun Life Consumption Fund
Disclosed for 138 months, Oct 2012 to Sep 2026.Published as: ADITYA BIRLA SUN LIFE CONSUMPTION FUND
Aditya Birla Sun Life Consumption Fund is an active equity fund in the Sectoral / Thematic category from Aditya Birla Sun Life Mutual Fund. In August 2026 it disclosed 65 stocks worth ₹6,085 Cr, down ₹68.5 Cr from Jul 2026. Its largest positions were Eternal Limited (7.1%), Bharti Airtel Limited (5.1%), Mahindra & Mahindra Limited (4.6%); the ten largest together made up 39.3% of the portfolio, and Retailing was the biggest sector at 23.8% of its equity. Cash and debt stood at 1.0%. Compared with Jul 2026 the fund entered 2 new stocks and exited 3.
Against 229 other Sectoral / Thematic funds
Concentration
31%
Top-10 weight is higher than 31% of peers
Breadth
87%
Holds more stocks than 87% of peers
Cash
11%
Holds more cash than 11% of peers
What these mean: concentration · cash
Holdings in August 2026
Download CSVEvery line the fund disclosed, with the change against Jul 2026. Click a column to sort; click a company to see every fund that owns it. New to these? How to read a portfolio.
| Eternal Limited | 7.05% | up 0.62 pts | ₹429 Cr | up ₹33.6 Cr | Added |
| Bharti Airtel Limited | 5.12% | down 0.39 pts | ₹312 Cr | down ₹27.5 Cr | Trimmed |
| Mahindra & Mahindra Limited | 4.57% | down 0.11 pts | ₹278 Cr | down ₹9.9 Cr | Trimmed |
| TVS Motor Company Limited | 3.83% | up 0.07 pts | ₹233 Cr | up ₹1.5 Cr | Added |
| ICICI Bank Limited | 3.82% | up 0.09 pts | ₹233 Cr | up ₹3 Cr | Added |
| Maruti Suzuki India Limited | 3.39% | down 0.13 pts | ₹206 Cr | down ₹10.5 Cr | Trimmed |
| Titan Company Limited | 3.02% | up 0.17 pts | ₹184 Cr | up ₹8.2 Cr | Added |
| Trent Limited | 2.93% | down 0.09 pts | ₹178 Cr | down ₹7.8 Cr | Trimmed |
| ITC Limited | 2.77% | down 0.24 pts | ₹169 Cr | down ₹16.8 Cr | Trimmed |
| Hindustan Unilever Limited | 2.77% | down 0.16 pts | ₹169 Cr | down ₹11.5 Cr | Trimmed |
| Avenue Supermarts Limited | 2.44% | down 0.01 pts | ₹149 Cr | down ₹2.3 Cr | Trimmed |
| United Spirits Limited | 2.42% | down 0.01 pts | ₹147 Cr | down ₹2.6 Cr | Trimmed |
| Meesho Ltd | 2.28% | up 0.75 pts | ₹139 Cr | up ₹44.7 Cr | Added |
| Lenskart Solutions Limited | 2.25% | up 0.36 pts | ₹137 Cr | up ₹20.9 Cr | Added |
| Tata Consumer Products Limited | 2.22% | up 0.10 pts | ₹135 Cr | up ₹4.9 Cr | Added |
| HDFC Bank Limited | 2.08% | down 0.09 pts | ₹126 Cr | down ₹7 Cr | Trimmed |
| Britannia Industries Limited | 1.95% | up 0.18 pts | ₹118 Cr | up ₹9.8 Cr | Added |
| Axis Bank Limited | 1.82% | down 0.18 pts | ₹111 Cr | down ₹12.5 Cr | Trimmed |
| Godrej Consumer Products Limited | 1.74% | down 0.30 pts | ₹106 Cr | down ₹19.9 Cr | Trimmed |
| Nestle India Limited | 1.62% | up <0.01 pts | ₹98.7 Cr | down ₹86 L | Trimmed |
| FSN E-Commerce Ventures Limited | 1.55% | up 0.09 pts | ₹94.4 Cr | up ₹4.4 Cr | Added |
| InterGlobe Aviation Limited | 1.51% | up 0.03 pts | ₹91.6 Cr | up ₹1.1 Cr | Added |
| Varun Beverages Limited | 1.50% | down 0.14 pts | ₹91.1 Cr | down ₹9.5 Cr | Trimmed |
| Bajaj Finserv Limited | 1.36% | up 0.01 pts | ₹82.6 Cr | down ₹33 L | Held |
| Asian Paints Limited | 1.34% | down 0.03 pts | ₹81.6 Cr | down ₹2.9 Cr | Trimmed |
| Info Edge (India) Limited | 1.29% | up 0.10 pts | ₹78.8 Cr | up ₹5.2 Cr | Added |
| SBI Life Insurance Company Limited | 1.26% | down 0.09 pts | ₹76.6 Cr | down ₹6.2 Cr | Trimmed |
| Hyundai Motor India Ltd | 1.25% | up 0.20 pts | ₹76.1 Cr | up ₹11.7 Cr | Added |
| Vishal Mega Mart Limited | 1.17% | up 0.14 pts | ₹71 Cr | up ₹7.6 Cr | Added |
| United Breweries Limited | 1.16% | down 0.08 pts | ₹70.7 Cr | down ₹6 Cr | Trimmed |
| METRO BRANDS LTD | 1.13% | down 0.05 pts | ₹68.8 Cr | down ₹3.6 Cr | Trimmed |
| Astral Limited | 1.06% | up 0.06 pts | ₹64.7 Cr | up ₹3.1 Cr | Added |
| Apollo Hospitals Enterprise Limited | 1.04% | up <0.01 pts | ₹63.2 Cr | down ₹42 L | Trimmed |
| Torrent Pharmaceuticals Limited | 1.00% | up <0.01 pts | ₹60.8 Cr | down ₹68 L | Trimmed |
| Urban Company Ltd. | 1.00% | up 0.23 pts | ₹60.8 Cr | up ₹13.7 Cr | Added |
| Cash, TREPS & receivables | 0.98% | down 0.07 pts | ₹59.9 Cr | down ₹4.9 Cr | Trimmed |
| Swiggy Limited | 0.97% | up <0.01 pts | ₹59.2 Cr | down ₹62 L | Trimmed |
| Radico Khaitan Limited | 0.96% | up 0.04 pts | ₹58.3 Cr | up ₹1.9 Cr | Added |
| Akzo Nobel India Limited | 0.92% | up 0.08 pts | ₹56.2 Cr | up ₹4 Cr | Added |
| ICICI Lombard General Insurance Company Limited | 0.90% | down 0.02 pts | ₹54.8 Cr | down ₹2 Cr | Trimmed |
| BIKAJI FOODS INTERNATIONAL LIMITED | 0.90% | up 0.09 pts | ₹54.8 Cr | up ₹5 Cr | Added |
| The Phoenix Mills Limited | 0.85% | down 0.03 pts | ₹52 Cr | down ₹2.2 Cr | Trimmed |
| 3M India Limited | 0.85% | down 0.02 pts | ₹51.8 Cr | down ₹2 Cr | Trimmed |
| Mrs Bectors Food Specialities Ltd | 0.84% | up 0.08 pts | ₹51.3 Cr | up ₹4.6 Cr | Added |
| Orkla India Limited | 0.83% | up 0.06 pts | ₹50.3 Cr | up ₹3.2 Cr | Added |
| Devyani International Limited | 0.81% | up 0.15 pts | ₹49.6 Cr | up ₹8.8 Cr | Added |
| Ather Energy Limited | 0.81% | up 0.22 pts | ₹49.4 Cr | up ₹13.2 Cr | Added |
| Doms Industries Limited | 0.79% | down <0.01 pts | ₹48.2 Cr | down ₹59 L | Trimmed |
| Bajaj Finance Limited | 0.79% | up 0.13 pts | ₹48.1 Cr | up ₹7.6 Cr | Added |
| Eureka Forbes Limited | 0.78% | down 0.03 pts | ₹47.3 Cr | down ₹2.1 Cr | Trimmed |
What changed, Jul 2026 to Aug 2026
New New positions (2)
- Milky Mist Dairy Food Limited0.3% · ₹20.8 Cr
- Tilaknagar Industries Limited0.1% · ₹3.5 Cr
Exited Exited (3)
- Kotak Mahindra Bank Limitedwas 1.3% · ₹82 Cr
- Sun Pharmaceutical Industries Limitedwas 0.8% · ₹49.8 Cr
- Century Plyboards (India) Limitedwas <0.1% · ₹2 Cr
Added Biggest additions
- Meesho Ltdup ₹44.7 Cr (+0.75% pts)
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Jul 2026, the weight rose most in Retailing (+2.2 pts) and Food Products (+0.8 pts), and fell most in Banks (−1.5 pts) and Pharmaceuticals & Biotechnology (−0.9 pts).
- Retailing21.6% → 23.8%+2.2 pts
- Food Products5.8% → 6.5%+0.8 pts
- Automobiles14.4% → 14.6%+0.3 pts
- Leisure Services1.3% → 1.6%+0.2 pts
- Finance2.0% → 2.2%+0.1 pts
- Consumer Durables9.4% → 9.5%+0.1 pts
- Banks9.3% → 7.8%−1.5 pts
- Pharmaceuticals & Biotechnology3.4% → 2.5%−0.9 pts
- Diversified FMCG6.0% → 5.6%−0.4 pts
- Telecom - Services5.6% → 5.2%−0.4 pts
- Personal Products2.8% → 2.4%−0.4 pts
- Beverages6.3% → 6.2%−0.1 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Aug 2023 | Aug 2025 | Feb 2026 | May 2026 | Jul 2026 | Aug 2026 |
|---|---|---|---|---|---|---|
| Retailing | 7.9% | 16.3% | 16.7% | 20.4% | 21.6% | 23.8% |
| Automobiles | 7.2% | 13.7% | 11.7% | 11.8% | 14.4% | 14.6% |
| Consumer Durables | 8.6% | 10.3% | 9.6% | 10.2% | 9.4% | 9.5% |
| Banks | 17.4% | 11.6% | 12.2% | 10.0% | 9.3% | 7.8% |
| Food Products | 4.6% | 3.9% | 5.1% | 5.6% | 5.8% | 6.5% |
| Beverages | 4.8% | 5.6% | 5.5% | 6.4% | 6.3% | 6.2% |
| Diversified FMCG | 9.9% | 7.2% | 6.0% | 5.9% | 6.0% | 5.6% |
| Telecom - Services | 3.4% | 5.2% | 5.3% | 5.5% | 5.6% | 5.2% |
| Insurance | 2.2% | 3.6% | 4.0% | 3.2% | 2.8% | 2.7% |
| Pharmaceuticals & Biotechnology | 3.4% | 3.8% | 4.1% | 4.5% | 3.4% | 2.5% |
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal. More on reading cash.
Cash & debt, Aug 2026
1.0%
▼ 0.1 pts vs Jul 2026
- Cash alone
- 1.0%
- cash and net receivables
- A year earlier
- 0.7%
- Aug 2025 · now ▲ 0.3 pts
- Last 12 months
- 0.5% – 1.1%
- lowest to highest · record 9.7% in Jul 2015
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.