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Sectoral / Thematic · Mirae Asset Mutual Fund · AMFI code 118837Mirae Asset Great Consumer Fund
Disclosed for 69 months, Jan 2021 to Sep 2026.
Portfolio value
₹4,455 Cr
down ₹287 Cr vs Aug 2026
- Stocks held
- 42
- 2 vs Aug 2026
Holdings as of the end of September 2026, from Mirae Asset Mutual Fund’s monthly portfolio disclosure. Fund houses publish each month’s portfolio within 10 days of the month end, and this page is updated after they do. How the data is checked
Mirae Asset Great Consumer Fund is an active equity fund in the Sectoral / Thematic category from Mirae Asset Mutual Fund. In September 2026 it disclosed 42 stocks worth ₹4,455 Cr, down ₹287 Cr from Aug 2026. Its largest positions were Eternal Limited (8.4%), Mahindra & Mahindra Limited (6.7%), Maruti Suzuki India Limited (6.1%); the ten largest together made up 49.8% of the portfolio, and Consumer Durables was the biggest sector at 24.5% of its equity. Cash and debt stood at 0.3%. Compared with Aug 2026 the fund entered 3 new stocks and exited 1.
Against 234 other Sectoral / Thematic funds
Concentration
57%
Top-10 weight is higher than 57% of peers
Breadth
45%
Holds more stocks than 45% of peers
Cash
3%
Holds more cash than 3% of peers
What these mean: concentration · cash
Holdings in September 2026
Download CSVEvery line the fund disclosed, with the change against Aug 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 | 8.39% | up 0.31 pts | ₹374 Cr | down ₹9.5 Cr | Trimmed |
| Mahindra & Mahindra Limited | 6.68% | down 0.30 pts | ₹298 Cr | down ₹33.5 Cr | Trimmed |
| Maruti Suzuki India Limited | 6.05% | down 0.38 pts | ₹270 Cr | down ₹35.6 Cr | Trimmed |
| Titan Company Limited | 5.80% | down 1.27 pts | ₹258 Cr | down ₹77 Cr | Trimmed |
| Bharti Airtel Limited | 5.00% | down 0.39 pts | ₹223 Cr | down ₹32.7 Cr | Trimmed |
| Asian Paints Limited | 4.10% | down 0.15 pts | ₹183 Cr | down ₹19.1 Cr | Trimmed |
| Eicher Motors Limited | 3.91% | down 0.18 pts | ₹174 Cr | down ₹19.6 Cr | Trimmed |
| Trent Limited | 3.48% | down 0.66 pts | ₹155 Cr | down ₹41.5 Cr | Trimmed |
| Apollo Hospitals Enterprise Limited | 3.25% | down 0.08 pts | ₹145 Cr | down ₹13 Cr | Trimmed |
| Varun Beverages Limited | 3.18% | up 0.46 pts | ₹141 Cr | up ₹12.9 Cr | Added |
| Avenue Supermarts Limited | 3.16% | up 0.44 pts | ₹141 Cr | up ₹11.9 Cr | Added |
| TVS Motor Company Limited | 2.81% | up 0.02 pts | ₹125 Cr | down ₹7.2 Cr | Trimmed |
| Leela Palaces Hotels & Resorts Limited | 2.23% | up 0.06 pts | ₹99.1 Cr | down ₹3.6 Cr | Trimmed |
| Bluestone Jewellery And Lifestyle Ltd | 2.11% | up 0.83 pts | ₹93.8 Cr | up ₹33.2 Cr | Added |
| LG Electronics India Ltd | 2.10% | down 0.42 pts | ₹93.7 Cr | down ₹25.8 Cr | Trimmed |
| Diamond Power Infrastructure Limited | 2.02% | up 0.20 pts | ₹90.2 Cr | up ₹3.6 Cr | Added |
| Honasa Consumer Limited | 1.99% | up 0.04 pts | ₹88.6 Cr | down ₹3.9 Cr | Trimmed |
| Vishal Mega Mart Limited | 1.98% | down 0.06 pts | ₹88.3 Cr | down ₹8.4 Cr | Trimmed |
| Crompton Greaves Consumer Electricals Limited | 1.93% | down 0.12 pts | ₹86.1 Cr | down ₹11.2 Cr | Trimmed |
| Godrej Consumer Products Limited | 1.88% | up 0.01 pts | ₹83.7 Cr | down ₹5.1 Cr | Trimmed |
| Britannia Industries Limited | 1.87% | down 0.04 pts | ₹83.4 Cr | down ₹7.3 Cr | Trimmed |
| Meesho Ltd | 1.79% | up 1.79 pts | ₹79.9 Cr | up ₹79.9 Cr | New |
| Sapphire Foods India Limited | 1.74% | down 0.17 pts | ₹77.6 Cr | down ₹12.9 Cr | Trimmed |
| Campus Activewear Limited | 1.74% | up 0.09 pts | ₹77.5 Cr | down ₹79 L | Trimmed |
| Rentomojo Limited | 1.66% | up 1.66 pts | ₹74.1 Cr | up ₹74.1 Cr | New |
| Westlife Foodworld Limited | 1.61% | up 0.15 pts | ₹71.7 Cr | up ₹2.3 Cr | Added |
| Lenskart Solutions Limited | 1.60% | down 0.17 pts | ₹71.3 Cr | down ₹12.5 Cr | Trimmed |
| Century Plyboards (India) Limited | 1.57% | down 0.20 pts | ₹69.9 Cr | down ₹14 Cr | Trimmed |
| CEAT Limited | 1.41% | down 0.07 pts | ₹62.7 Cr | down ₹7.2 Cr | Trimmed |
| Greenply Industries Limited | 1.34% | up 0.12 pts | ₹59.5 Cr | up ₹1.9 Cr | Added |
| SS Retail Limited | 1.20% | up 1.20 pts | ₹53.5 Cr | up ₹53.5 Cr | New |
| ITC Limited | 1.15% | down 1.17 pts | ₹51.1 Cr | down ₹58.9 Cr | Trimmed |
| Safari Industries (India) Limited | 1.14% | up 0.01 pts | ₹50.8 Cr | down ₹2.9 Cr | Trimmed |
| International Gemmological Institute (India) Ltd. | 1.03% | down 0.01 pts | ₹46 Cr | down ₹3.6 Cr | Trimmed |
| Marico Limited | 1.03% | up 0.02 pts | ₹46 Cr | down ₹2 Cr | Trimmed |
| Wakefit Innovations Limited | 1.03% | up 0.04 pts | ₹45.7 Cr | down ₹94 L | Trimmed |
| Whirlpool of India Limited | 1.02% | up 0.16 pts | ₹45.5 Cr | up ₹4.5 Cr | Added |
| FSN E-Commerce Ventures Limited | 0.98% | down 0.12 pts | ₹43.6 Cr | down ₹8.6 Cr | Trimmed |
| PB Fintech Limited | 0.95% | down 0.62 pts | ₹42.2 Cr | down ₹32.2 Cr | Trimmed |
| InterGlobe Aviation Limited | 0.80% | up 0.01 pts | ₹35.4 Cr | down ₹1.8 Cr | Trimmed |
| Bata India Limited | 0.57% | down 0.02 pts | ₹25.3 Cr | down ₹2.6 Cr | Trimmed |
| Prince Pipes And Fittings Limited | 0.41% | down 0.03 pts | ₹18.3 Cr | down ₹2.7 Cr | Trimmed |
| Cash, TREPS & receivables | 0.31% | down 0.46 pts | ₹14 Cr | down ₹22.9 Cr | Trimmed |
| Mirae Asset Cash Management Fund - DIRECT GROWTH Fund units | <0.01% | up <0.01 pts | ₹17 L | up ₹0 L | Held |
What changed, Aug 2026 to Sep 2026
New New positions (3)
- Meesho Ltd1.8% · ₹79.9 Cr
- Rentomojo Limited1.7% · ₹74.1 Cr
- SS Retail Limited1.2% · ₹53.5 Cr
Exited Exited (1)
- Le Travenues Technology Ltdwas 0.5% · ₹24.5 Cr
Added Biggest additions
- Bluestone Jewellery And Lifestyle Ltdup ₹33.2 Cr (+0.83% pts)
- Varun Beverages Limitedup ₹12.9 Cr (+0.46% 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 Aug 2026, the weight rose most in Retailing (+2.7 pts) and Commercial Services & Supplies (+1.7 pts), and fell most in Diversified FMCG (−1.2 pts) and Consumer Durables (−1.1 pts).
- Retailing20.0% → 22.7%+2.7 pts
- Commercial Services & Supplies1.1% → 2.7%+1.7 pts
- Beverages2.7% → 3.2%+0.5 pts
- Electrical Equipment1.8% → 2.0%+0.2 pts
- Diversified FMCG2.3% → 1.2%−1.2 pts
- Consumer Durables25.6% → 24.5%−1.1 pts
- Automobiles20.5% → 19.5%−0.9 pts
- Financial Technology (fintech)1.6% → 1.0%−0.6 pts
- Leisure Services6.1% → 5.6%−0.5 pts
- Telecom - Services5.4% → 5.0%−0.4 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 | Sep 2023 | Sep 2025 | Mar 2026 | Jun 2026 | Aug 2026 | Sep 2026 |
|---|---|---|---|---|---|---|
| Consumer Durables | 17.8% | 19.2% | 24.1% | 25.0% | 25.6% | 24.5% |
| Retailing | 11.8% | 16.5% | 18.4% | 21.0% | 20.0% | 22.7% |
| Automobiles | 12.6% | 20.2% | 18.4% | 18.8% | 20.5% | 19.5% |
| Leisure Services | 3.0% | 5.6% | 4.8% | 5.4% | 6.1% | 5.6% |
| Telecom - Services | 6.2% | 6.5% | 6.7% | 6.1% | 5.4% | 5.0% |
| Personal Products | 2.0% | 2.8% | 3.5% | 4.4% | 3.9% | 3.9% |
| Healthcare Services | 2.8% | 2.3% | 2.6% | 2.7% | 3.4% | 3.3% |
| Beverages | 3.3% | 2.6% | 3.4% | 3.1% | 2.7% | 3.2% |
| Commercial Services & Supplies | — | 0.9% | 1.2% | 1.1% | 1.1% | 2.7% |
| Electrical Equipment | — | — | — | — | 1.8% | 2.0% |
Allocation in Sep 2026change vs Aug 2026
- Consumer Durables (12)24.5%▼ 1.1 pts
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, Sep 2026
0.3%
▼ 0.5 pts vs Aug 2026
- Cash alone
- 0.3%
- cash and net receivables
- A year earlier
- 1.5%
- Sep 2025 · now ▼ 1.2 pts
- Last 12 months
- 0.3% – 1.8%
- lowest to highest · record 3.2% in Jan 2024
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.