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SchemeHSBC Mutual FundEquity Schemes - Thematic FundAMFI code 152027

HSBC Consumption Fund

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Fund managers: Anish Goenka; Mayank Chaturvedi; Dipan S. Parikh · Source: AMFI scheme summary document

NAV, HSBC Consumption Fund - Direct Plan - Growth₹15.632928 Sep 2026 · Source: AMFI
AUM₹1,660 craverage for April - June 2026, all plans · Source: AMFI
Total expense ratioDirect 0.88 % · Regular 2.20 %a year, as of 28 Sep 2026 · Source: AMFI
Equity held₹1,791 cr51 stocks · Aug 2026 · Source: AMC file

This month, Aug 2026

compared with Jul 2026
Equity, % of fund98.6%Rest 1.4%: debt, money market, cash, REIT/InvIT units and other assets, not itemised here
Top 10 stocks, % of fund41.3%as the AMC's file prints % of NAV
New2stocks, by share count
Added1stocks, by share count
Trimmed1stocks, by share count
Exited1stocks, by share count

Stocks held by month, last 12 months collected. Source: HSBC Mutual Fund monthly portfolios. Report a wrong number

Changes, Aug 2026 vs Jul 2026

5 stocks · by share count
StockChangeShares beforeShares nowDifferenceValue
MILKYMIST New—18.07 lakh+18.07 lakh₹38.1 cr
DHOOTTRANS New—86,487+86,487₹12.8 cr
DEVYANI Added19.33 lakh24.33 lakh+5.00 lakh₹33.8 cr
REDTAPE Trimmed7.17 lakh3.67 lakh−3.50 lakh₹4.6 cr
DMART Exited71,300—−71,300₹28.0 cr

Value: this month's market value in the AMC's file (an exit: last month's). "ISIN changed" = a split or bonus between the months; share counts are not comparable across it. Source: HSBC Mutual Fund monthly portfolios. Report a wrong number

Full portfolio, Aug 2026 (51 stocks)

CSV, with the 11 months before
Sector
ETERNAL ETERNAL LIMITED Consumer Services37.12 lakh₹122 cr6.70%
BHARTIARTL Bharti Airtel Limited Telecommunication5.35 lakh₹96.9 cr5.33%
RADICO Radico Khaitan Limited Fast Moving Consumer Goods1.94 lakh₹87.0 cr4.79%
TITAN Titan Company Limited Consumer Durables1.56 lakh₹79.8 cr4.39%
MARUTI Maruti Suzuki India Limited Automobile and Auto Components58,400₹79.1 cr4.36%
ATHERENERG Ather Energy Limited Automobile and Auto Components3.87 lakh₹66.5 cr3.66%
TVSMOTOR TVS Motor Company Limited Automobile and Auto Components1.32 lakh₹57.3 cr3.15%
MEDANTA Global Health Limited Healthcare3.84 lakh₹56.9 cr3.13%
M&M Mahindra & Mahindra Limited Automobile and Auto Components1.67 lakh₹54.7 cr3.01%
VBL Varun Beverages Limited Fast Moving Consumer Goods12.79 lakh₹51.2 cr2.82%
AMBER Amber Enterprises India Limited Consumer Durables62,600₹47.7 cr2.63%
MCX Multi Commodity Exchange of India Limited Financial Services1.39 lakh₹47.3 cr2.60%
DIXON Dixon Technologies (India) Limited Consumer Durables31,200₹46.3 cr2.55%
KALYANKJIL Kalyan Jewellers India Limited Consumer Durables7.62 lakh₹45.8 cr2.52%
CRAFTSMAN Craftsman Automation Limited Automobile and Auto Components40,674₹45.5 cr2.51%
TRENT Trent Limited Consumer Services1.35 lakh₹38.9 cr2.14%
MILKYMIST Milky Mist Dairy Food Limited Fast Moving Consumer Goods18.07 lakh₹38.1 cr2.10%
GODREJCP Godrej Consumer Products Limited Fast Moving Consumer Goods4.21 lakh₹37.9 cr2.09%
BRITANNIA Britannia Industries Limited Fast Moving Consumer Goods68,748₹36.1 cr1.99%
KIMS Krishna Institute of Medical Sciences Limited Healthcare4.72 lakh₹35.6 cr1.96%
SWIGGY Swiggy Limited Consumer Services12.55 lakh₹35.4 cr1.95%
DEVYANI Devyani International Limited Consumer Services24.33 lakh₹33.8 cr1.86%
POLICYBZR PB Fintech Limited Financial Services1.74 lakh₹32.7 cr1.80%
CCL CCL Products (India) Limited Fast Moving Consumer Goods2.91 lakh₹31.4 cr1.73%
BIKAJI Bikaji Foods International Limited Fast Moving Consumer Goods4.89 lakh₹30.6 cr1.69%
EMIL Electronics Mart India Limited Consumer Services15.69 lakh₹28.3 cr1.56%
LEMONTREE Lemon Tree Hotels Limited Consumer Services26.27 lakh₹27.9 cr1.54%
THANGAMAYL Thangamayil Jewellery Limited Consumer Durables50,000₹27.1 cr1.49%
GLOBUSSPR Globus Spirits Limited Fast Moving Consumer Goods2.75 lakh₹25.2 cr1.39%
EICHERMOT Eicher Motors Limited Automobile and Auto Components31,500₹25.1 cr1.38%
TBOTEK TBO Tek Limited Consumer Services1.38 lakh₹24.1 cr1.33%
SOBHA Sobha Limited Realty1.88 lakh₹23.6 cr1.30%
ENDURANCE Endurance Technologies Limited Automobile and Auto Components81,500₹23.4 cr1.29%
VOLTAS Voltas Limited Consumer Durables1.73 lakh₹20.7 cr1.14%
ASHOKLEY Ashok Leyland Limited Capital Goods11.48 lakh₹20.2 cr1.11%
HNDFDS Hindustan Foods Limited Fast Moving Consumer Goods2.98 lakh₹19.6 cr1.08%
KAYNES Kaynes Technology India Limited Capital Goods50,200₹18.5 cr1.02%
ENTERO Entero Healthcare Solutions Limited Consumer Services1.01 lakh₹18.4 cr1.01%
LGEINDIA LG Electronics India Limited Consumer Durables1.07 lakh₹18.2 cr1.00%
JUBLFOOD Jubilant Foodworks Limited Consumer Services3.41 lakh₹16.9 cr0.93%
MOTILALOFS Motilal Oswal Financial Services Limited Financial Services1.38 lakh₹14.4 cr0.79%
WAKEFIT Wakefit Innovations Limited Consumer Durables9.57 lakh₹14.0 cr0.77%
DHOOTTRANS Dhoot Transmission Limited Automobile and Auto Components86,487₹12.8 cr0.70%
SAFARI Safari Industries (India) Limited Consumer Durables81,600₹12.3 cr0.68%
METROBRAND Metro Brands Limited Consumer Durables1.34 lakh₹12.3 cr0.68%
NAM-INDIA Nippon Life India Asset Management Limited Financial Services1.00 lakh₹11.7 cr0.65%
MOLDTKPAC Mold-Tek Packaging Limited Capital Goods1.59 lakh₹11.3 cr0.62%
KSHINTL KSH International Limited Capital Goods1.00 lakh₹9.5 cr0.52%
UNITDSPR United Spirits Limited Fast Moving Consumer Goods60,000₹8.9 cr0.49%
AWFIS Awfis Space Solutions Limited Services3.00 lakh₹7.8 cr0.43%
REDTAPE Redtape Limited Consumer Durables3.67 lakh₹4.6 cr0.25%

Equity rows as disclosed, Aug 2026. Source: HSBC Mutual Fund monthly portfolio. Report a wrong number

Sectors, Aug 2026

% of equity held
  1. Fast Moving Consumer Goods
    20.4%
  2. Automobile and Auto Components
    20.3%
  3. Consumer Services
    19.3%
  4. Consumer Durables
    18.4%
  5. Financial Services
    5.9%
  6. Telecommunication
    5.4%
  7. Healthcare
    5.2%
  8. Capital Goods
    3.3%
  9. Realty
    1.3%
  10. Services
    0.4%

AMFI's 22 sectors; one sector per stock, from the fund houses' industry labels. Source: HSBC Mutual Fund monthly portfolio; AMFI. Report a wrong number

Large, mid and small cap, Aug 2026

% of equity held
  1. Large Cap
    37.9%
  2. Small Cap
    36.3%
  3. Mid Cap
    23.0%
  4. Not in AMFI's list
    2.8%

AMFI's list of Jun 2026. Source: HSBC Mutual Fund monthly portfolio; AMFI. Report a wrong number

Returns, HSBC Consumption Fund - Direct Plan - Growth

NAV to NAV · Source: AMFI
PeriodReturnFromTo
1 year+3.39 % in total 26 Sep 2025 · NAV ₹15.121028 Sep 2026 · NAV ₹15.6329
3 years+15.72 % a year, compounded 27 Sep 2023 · NAV ₹10.079228 Sep 2026 · NAV ₹15.6329
Since first NAV+15.60 % a year, compounded 4 Sep 2023 · NAV ₹10.020028 Sep 2026 · NAV ₹15.6329

Past performance may not be sustained in future.

Point-to-point change in the plan's NAV between the two dates shown, as AMFI publishes it; over a year, compounded a year. A period is shown only when a NAV exists within 7 days before its start date. Source: AMFI NAV files (plan code 152032). Report a wrong number

Rolling returns, HSBC Consumption Fund - Direct Plan - Growth

weekly NAVs · Source: AMFI
WindowLowestMedianHighestWindows above zero
1 year in total −4.55 % 20 Sep 2024 to 26 Sep 2025+6.48 % 4 Apr 2025 to 10 Apr 2026+57.59 % 15 Sep 2023 to 20 Sep 2024 92 % of 108 windows ending 13 Sep 2024 to 28 Sep 2026

Past performance may not be sustained in future.

One window ends on each week's last NAV; it starts at the NAV one (or three) years earlier, which must exist within 7 days before that date. 1 year: change in total; 3 years: compounded a year. Median = the middle window, so its dates are real. Source: AMFI NAV files.

Volatility, a year15.81 %29 Sep 2023 to 28 Sep 2026, 157 weekly changes: standard deviation of weekly NAV changes × √52 · Source: AMFI
Largest fall from a high−20.21 %high 20 Sep 2024, low 28 Feb 2025; back at the high 7 Aug 2026 · weekly NAVs since 8 Sep 2023 · Source: AMFI

Past performance may not be sustained in future. Measured on each week's last NAV, so a fall within a week can be deeper than shown.

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