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Funds/Nippon India Consumption Fund

Nippon India Consumption Fund

Nippon India Mutual Fund·Sectoral / Thematic·vs Nifty 500 TRI

The fund remains deeply tilted toward consumption plays, with automobiles and retailing commanding over a third of the portfolio—positioning it squarely for demand recovery in discretionary spending. Heavy concentration in just ten names signals conviction in quality consumption franchises, though the recent trimming of ITC and Airtel hints the manager is pruning defensive positions to raise cash and make room for growth plays like Britannia. The modest 3 percent cash buffer and tactical rebalancing suggest confidence in the consumption thesis but caution about valuations at the margin.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Regular Growth₹182.7092+0.74%
Regular Growth₹182.7092+0.74%-7.62%+12.00%+15.03%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
42
Top 5 Weight
29.25%
Top 10 Weight
47.25%
Max Position
7.41%
Conviction Bets
20
Gini
0.374
Large Cap
67.56%
Mid Cap
17.07%
Small Cap
12.24%
Top Sector
Automobiles
Sector Count
14
HHI (bps)
33,678
Highly Differentiated
Active Share
81.09%
vs peer portfolio
Weight Overlap
15.79%
with avg peer
Cosine Similarity
0.461
portfolio angle
Peer Count
237
funds in category

Active Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.

Holdings: 4545+1 added1 removed19 weight shifts ≥ 0.1%
StockWeight
Britannia Industries Limited2.06%
#Holding% to NAV
1
Mahindra & Mahindra Limited
INE101A01026
7.41%
2
Maruti Suzuki India Limited
INE585B01010
6.62%
3
Eternal Limited
INE758T01015
5.73%
4
Bharti Airtel Limited
INE397D01024
4.95%
5
Hindustan Unilever Limited
INE030A01027
4.54%
6
Bajaj Auto Limited
INE917I01010
4.20%
7
Varun Beverages Limited
INE200M01039
3.81%
8
Trent Limited
INE849A01020
3.50%
9
ITC Limited
INE154A01025
3.27%
10
Asian Paints Limited
INE021A01026
3.22%
11
Triparty Repo
3.12%
12
Titan Company Limited
INE280A01028
3.08%
13
Zydus Wellness Limited
INE768C01028
2.83%
14
InterGlobe Aviation Limited
INE646L01027
2.58%
15
FSN E-Commerce Ventures Limited
INE388Y01029
2.55%
16
Godrej Consumer Products Limited
INE102D01028
2.52%
17
Tata Consumer Products Limited
INE192A01025
2.50%
18
Radico Khaitan Limited
INE944F01028
2.18%
19
United Breweries Limited
INE686F01025
2.14%
20
Avenue Supermarts Limited
INE192R01011
2.08%
Automobiles19.7%
Retailing16.5%
Consumer Durables13.0%
Beverages9.5%
Diversified FMCG7.8%
Food Products7.4%
Telecom - Services5.0%
Personal Products4.0%
Leisure Services3.9%
Agricultural Food & other Products3.5%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does Nippon India Consumption Fund hold?

Nippon India Consumption Fund holds 42 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 29.25% of NAV.

What is the largest holding in Nippon India Consumption Fund?

The largest position in Nippon India Consumption Fund is Mahindra & Mahindra Limited, accounting for 7.41% of NAV in the Automobiles sector.

Is Nippon India Consumption Fund a concentrated or diversified fund?

With a Gini coefficient of 0.374, Nippon India Consumption Fund is well-diversified. The HHI concentration index is 33,678 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 29.25% of the portfolio.

What is the market cap allocation of Nippon India Consumption Fund?

Based on SEBI's AMFI classification, Nippon India Consumption Fund's equity portfolio is split as: Large Cap: 67.56%, Mid Cap: 17.07%, Small Cap: 12.24%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does Nippon India Consumption Fund invest in most?

Nippon India Consumption Fund has the highest allocation to Automobiles (19.66%), Retailing (16.48%), Consumer Durables (13.03%). The fund is invested across 14 sectors in total.

How actively managed is Nippon India Consumption Fund compared to other Sectoral / Thematic funds?

Nippon India Consumption Fund has an Active Share of 81.09%, classifying it as "Highly Differentiated" among 237 Sectoral / Thematic peers. This means the fund takes significantly different stock positions compared to its category peers.

What changed in Nippon India Consumption Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, Nippon India Consumption Fund added 1 new stock (including Britannia Industries Limited) and exited 1 stock (including ICICI Prudential Asset Management Company Limited). Total holding count remained at 45 stocks.