← ICICI Prudential Mutual Fund

ICICI Prudential FMCG Fund - Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
35
Aug 2026
Equity Holdings
₹1,495.67 Cr
Equity only, excl. debt & cash
AAUM
₹1,600.11 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
53.7%
High concentration
Top 10 Weight
73.1%
High concentration
Changes
39
6 new · 4 exits
Top Sector
Diversified FMCG
34.9% of portfolio
Launch Date
04 Dec 2012
10+ year track record

AAUM (Average Assets Under Management) of ₹1,600.11 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month ICICI Prudential FMCG Fund made 6 new additions and exited 4 stocks this month. The biggest new buy was Swiggy Limited (Retailing) at 0.81% weight. Orkla India Ltd was the biggest exit (Food Products), which was held at 0.44%. Among existing holdings, Eternal Limited saw the biggest increase — now at 1.02% of the portfolio. Nestle India Limited was trimmed the most, now at 6.27%. Hindustan Unilever Limited remains the top holding with Diversified FMCG the dominant sector at 34.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Diversified FMCG 36.9% 35.5% -1.4%
Food Products 16.3% 15.6% -0.7%
Personal Products 9.4% 12.8% +3.5%
Beverages 14.2% 12.3% -1.9%
Agricultural Food & other Products 8.4% 10.8% +2.4%
Retailing 1.4% 2.7% +1.3%
Pharmaceuticals & Biotechnology 2.0% 2.1% +0.1%
Consumer Durables 1.0% 1.5% +0.4%
Chemicals & Petrochemicals 1.5% 1.4% 0.0%
Leisure Services 0.5% 1.2% +0.7%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Diversified FMCG 35.5% 34.9% -0.6%
Food Products 15.6% 14.0% -1.6%
Beverages 12.3% 12.4% +0.0%
Personal Products 12.8% 11.8% -1.0%
Agricultural Food & other Products 10.8% 11.5% +0.7%
Retailing 2.7% 4.7% +2.0%
Pharmaceuticals & Biotechnology 2.1% 2.2% +0.1%
Chemicals & Petrochemicals 1.4% 1.5% +0.1%
Leisure Services 1.2% 0.9% -0.2%
Consumer Durables 1.5% 0.7% -0.8%
🟢
Biggest New Buy
Swiggy Limited
0.81% weight · Retailing
🔴
Biggest Exit
Orkla India Ltd
0.44% was held · Food Products
Biggest Add
Eternal Limited
+0.62% · now 1.02%
Biggest Trim
Nestle India Limited
-2.68% · now 6.27%
🤝 Other funds also bought this month
Bharti Airtel Limited 46 funds
Bharti Airtel Limited
quant Teck Fund
BANDHAN BSE Sensex ETF
JioBlackRock Nifty 50 ETF + more
Milky Mist Dairy Food Limited 30 funds
Milky Mist Dairy Food Limited
Invesco India Consumption Fund
HSBC Consumption Fund - Direct Growth
Union Small Cap Fund - Direct Plan - Growth Option + more
Swiggy Limited 26 funds
Swiggy Limited
WCMC-The Wealth Company Mid cap fund
ICICI Prudential Focused Fund
Mirae Asset BSE Select IPO ETF + more
CCL Products (India) Limited 11 funds
CCL Products (India) Limited
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
Sundaram Dynamic Asset Allocation Fund + more
International Gemmological Institute India Ltd 8 funds
International Gemmological Institute India Ltd
Mirae Asset Multi Asset Allocation Fund
Mirae Asset Nifty Smallcap 250 ETF
Groww Nifty Smallcap 250 ETF + more
Honasa Consumer Limited 7 funds
Honasa Consumer Limited
SAMCO ELSS TAX SAVER FUND
Mirae Asset Nifty Smallcap 250 ETF
Groww Nifty Smallcap 250 ETF + more
👋 Other funds also exited
Jubilant Foodworks Limited 24 funds
Jubilant Foodworks Limited
Kotak Nifty India Tourism Index Fund-Direct-Growth Option
Motilal Oswal Quant Fund - Direct - Growth
Kotak Consumption Fund - Direct plan - Growth Option + more
Crompton Greaves Consumer Electricals Limited 21 funds
Crompton Greaves Consumer Electricals Limited
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth
Mirae Asset Great Consumer Fund
Kotak Consumption Fund - Direct plan - Growth Option + more
Orkla India Ltd 5 funds
Orkla India Ltd
LIC MF Small Cap Fund-Direct Plan-Growth
BAJAJ FINSERV CONSUMPTION FUND - DIRECT - GROWTH
BARODA BNP PARIBAS India Consumption Fund - Direct Plan - Growth Option + more
EPL Limited 1 fund
EPL Limited
quant Small Cap Fund - Growth Option - Direct Plan

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 6 New Entries 🔴 4 Exits ↑ 17 Increased ↓ 12 Decreased
#StockSectorWeight (Aug 2026)
1
Swiggy Limited
₹12.69 Cr
Retailing 0.81%
2
Milky Mist Dairy Food Limited
₹12.34 Cr
Food Products 0.79%
3
Honasa Consumer Limited
₹9.62 Cr
Personal Products 0.62%
4
Bharti Airtel Limited
₹8.84 Cr
Telecom - Services 0.57%
5
International Gemmological Institute India Ltd
₹6.82 Cr
Commercial Services & Supplies 0.44%
6
CCL Products (India) Limited
₹4.21 Cr
Agricultural Food & other Products 0.27%
#StockSectorLast Weight (Jul 2026)
1
Orkla India Ltd
₹7.23 Cr
Food Products 0.44%
2
Crompton Greaves Consumer Electricals Limited
₹4.81 Cr
Consumer Durables 0.30%
3
Jubilant Foodworks Limited
₹4.09 Cr
Leisure Services 0.25%
4
EPL Limited
₹3.63 Cr
Industrial Products 0.22%
#StockSectorJul 2026Aug 2026Change
1
Eternal Limited
₹15.81 Cr
Retailing 0.40% 1.02% +0.62%
2
Britannia Industries Limited
₹73.63 Cr
Food Products 4.33% 4.73% +0.40%
3
Mrs. Bectors Food Specialities Limited
₹14.76 Cr
Food Products 0.63% 0.95% +0.32%
4
Radico Khaitan Limited
₹30.82 Cr
Beverages 1.70% 1.98% +0.28%
5
Arvind Fashions Limited
₹15.81 Cr
Retailing 0.74% 1.02% +0.28%
6
Avenue Supermarts Limited
₹27.96 Cr
Retailing 1.53% 1.80% +0.27%
7
Varun Beverages Limited
₹73.66 Cr
Beverages 4.47% 4.73% +0.26%
8
United Spirits Limited
₹57.61 Cr
Beverages 3.45% 3.70% +0.25%
9
Marico Limited
₹63.30 Cr
Agricultural Food & other Products 3.85% 4.06% +0.21%
10
Tata Consumer Products Limited
₹102.51 Cr
Agricultural Food & other Products 6.39% 6.58% +0.19%
#StockSectorJul 2026Aug 2026Change
1
Nestle India Limited
₹97.60 Cr
Food Products 8.95% 6.27% -2.68%
2
United Breweries Limited
₹30.14 Cr
Beverages 2.69% 1.94% -0.75%
3
Colgate Palmolive (India) Limited
₹33.45 Cr
Personal Products 2.88% 2.15% -0.73%
4
ITC Limited
₹264.56 Cr
Diversified FMCG 17.58% 16.99% -0.59%
5
Godrej Consumer Products Limited
₹92.84 Cr
Personal Products 6.46% 5.96% -0.50%
6
Asian Paints Limited
₹10.44 Cr
Consumer Durables 1.17% 0.67% -0.50%
7
Dabur India Limited
₹31.66 Cr
Personal Products 2.40% 2.03% -0.37%
8
Emami Limited
₹16.42 Cr
Personal Products 1.10% 1.05% -0.05%
9
Hindustan Unilever Limited
₹278.48 Cr
Diversified FMCG 17.92% 17.88% -0.04%
10
Jyothy Labs Limited
₹8.84 Cr
Household Products 0.59% 0.57% -0.02%

What Stocks Does This Fund Hold?

35 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹278.48 Cr
Diversified FMCG
17.88%
2
₹264.56 Cr
Diversified FMCG
16.99%
3
₹102.51 Cr
Agricultural Food & other Products
6.58%
4
₹97.60 Cr
Food Products
6.27%
5
₹92.84 Cr
Personal Products
5.96%
6
₹73.66 Cr
Beverages
4.73%
7
₹73.63 Cr
Food Products
4.73%
8
₹63.30 Cr
Agricultural Food & other Products
4.06%
9
₹57.61 Cr
Beverages
3.70%
10
₹33.64 Cr
Pharmaceuticals & Biotechnology
2.16%
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🏦 ICICI Prudential Mutual Fund — Portfolio & Holdings
See all funds managed by ICICI Prudential Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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