← ICICI Prudential Mutual Fund

ICICI Prudential FMCG Fund - Direct Plan - Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
33
Jul 2026
Equity Holdings
₹1,577.64 Cr
Equity only, excl. debt & cash
AAUM
₹1,600.11 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
57.3%
High concentration
Top 10 Weight
76.3%
High concentration
Changes
30
3 new · 0 exits
Top Sector
Diversified FMCG
35.5% 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 added 3 new stocks to its portfolio this month. The biggest new buy was Mrs. Bectors Food Specialities Limited (Food Products) at 0.63% weight. Among existing holdings, Colgate Palmolive (India) Limited saw the biggest increase — now at 2.88% of the portfolio. Britannia Industries Limited was trimmed the most, now at 4.33%. Hindustan Unilever Limited remains the top holding with Diversified FMCG the dominant sector at 35.5%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Diversified FMCG 39.4% 36.9% -2.5%
Food Products 15.5% 16.3% +0.8%
Beverages 14.6% 14.2% -0.4%
Personal Products 8.9% 9.4% +0.5%
Agricultural Food & other Products 7.8% 8.4% +0.6%
Pharmaceuticals & Biotechnology 2.0% 2.0% 0.0%
Chemicals & Petrochemicals 1.6% 1.5% -0.1%
Retailing 1.1% 1.4% +0.3%
Consumer Durables 1.5% 1.0% -0.5%
Household Products 0.6% 0.6% 0.0%
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%
🟢
Biggest New Buy
Mrs. Bectors Food Specialities Limited
0.63% weight · Food Products
Biggest Add
Colgate Palmolive (India) Limited
+1.89% · now 2.88%
Biggest Trim
Britannia Industries Limited
-2.47% · now 4.33%
🤝 Other funds also bought this month
Jubilant Foodworks Limited 16 funds
Jubilant Foodworks Limited
Old Bridge Focused Fund
Nippon India Active Momentum Fund-Direct Plan - Growth Option
HDFC Multi-Asset Allocation Fund + more
Crompton Greaves Consumer Electricals Limited 2 funds
Crompton Greaves Consumer Electricals Limited
Navi Nifty SmallCap250 Momentum Qlty 100
Navi Nifty 500 Multicap 50:25:25 Index
Mrs. Bectors Food Specialities Limited 2 funds
Mrs. Bectors Food Specialities Limited
Abakkus Small Cap Fund - Direct Plan - Growth
WhiteOak Capital Special Opportunities Fund - Direct Growth

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 3 New Entries ↑ 14 Increased ↓ 13 Decreased
#StockSectorWeight (Jul 2026)
1
Mrs. Bectors Food Specialities Limited
₹10.33 Cr
Food Products 0.63%
2
Crompton Greaves Consumer Electricals Limited
₹4.81 Cr
Consumer Durables 0.30%
3
Jubilant Foodworks Limited
₹4.09 Cr
Leisure Services 0.25%
#StockSectorJun 2026Jul 2026Change
1
Colgate Palmolive (India) Limited
₹46.98 Cr
Personal Products 0.99% 2.88% +1.89%
2
Marico Limited
₹62.86 Cr
Agricultural Food & other Products 2.14% 3.85% +1.71%
3
Godrej Consumer Products Limited
₹105.44 Cr
Personal Products 4.76% 6.46% +1.70%
4
Nestle India Limited
₹146.00 Cr
Food Products 8.10% 8.95% +0.85%
5
Avenue Supermarts Limited
₹24.96 Cr
Retailing 0.71% 1.53% +0.82%
6
Arvind Fashions Limited
₹12.15 Cr
Retailing 0.04% 0.74% +0.70%
7
Tata Consumer Products Limited
₹104.31 Cr
Agricultural Food & other Products 5.72% 6.39% +0.67%
8
Sapphire Foods India Limited
₹14.72 Cr
Leisure Services 0.45% 0.90% +0.45%
9
EID Parry India Limited
₹4.79 Cr
Food Products 0.04% 0.29% +0.25%
10
Asian Paints Limited
₹19.05 Cr
Consumer Durables 1.03% 1.17% +0.14%
#StockSectorJun 2026Jul 2026Change
1
Britannia Industries Limited
₹70.55 Cr
Food Products 6.80% 4.33% -2.47%
2
United Spirits Limited
₹56.34 Cr
Beverages 4.85% 3.45% -1.40%
3
ITC Limited
₹286.75 Cr
Diversified FMCG 18.34% 17.58% -0.76%
4
Hindustan Unilever Limited
₹292.38 Cr
Diversified FMCG 18.53% 17.92% -0.61%
5
Varun Beverages Limited
₹72.90 Cr
Beverages 4.94% 4.47% -0.47%
6
Eternal Limited
₹6.60 Cr
Retailing 0.67% 0.40% -0.27%
7
United Breweries Limited
₹43.82 Cr
Beverages 2.85% 2.69% -0.16%
8
Dabur India Limited
₹39.23 Cr
Personal Products 2.47% 2.40% -0.07%
9
Orkla India Ltd
₹7.23 Cr
Food Products 0.50% 0.44% -0.06%
10
Emami Limited
₹17.96 Cr
Personal Products 1.15% 1.10% -0.05%

What Stocks Does This Fund Hold?

33 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹292.38 Cr
Diversified FMCG
17.92%
2
₹286.75 Cr
Diversified FMCG
17.58%
3
₹146.00 Cr
Food Products
8.95%
4
₹105.44 Cr
Personal Products
6.46%
5
₹104.31 Cr
Agricultural Food & other Products
6.39%
6
₹72.90 Cr
Beverages
4.47%
7
₹70.55 Cr
Food Products
4.33%
8
₹62.86 Cr
Agricultural Food & other Products
3.85%
9
₹56.34 Cr
Beverages
3.45%
10
₹46.98 Cr
Personal Products
2.88%
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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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