← ICICI Prudential Mutual Fund

ICICI Prudential MNC Fund - Direct Plan - Growth Option

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
50
Aug 2026
Equity Holdings
₹1,742.81 Cr
Equity only, excl. debt & cash
AAUM
₹1,682.23 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
27.0%
Moderate
Top 10 Weight
45.5%
Moderate
Changes
54
1 new · 4 exits
Top Sector
Pharmaceuticals & Biotechnology
17.6% of portfolio
Launch Date
28 May 2019
7 years old

AAUM (Average Assets Under Management) of ₹1,682.23 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 MNC Fund made 1 new addition and exited 4 stocks this month. The biggest new buy was Cummins India Limited (Industrial Products) at 1.33% weight. BASF India Limited was the biggest exit (Chemicals & Petrochemicals), which was held at 0.87%. Among existing holdings, Dr. Reddy's Laboratories Limited saw the biggest increase — now at 3.48% of the portfolio. Gland Pharma Limited was trimmed the most, now at 1.96%. Hindustan Unilever Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 17.6%. ↓ 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
Pharmaceuticals & Biotechnology 16.2% 17.3% +1.0%
Auto Components 11.5% 11.1% -0.4%
Automobiles 10.2% 10.4% +0.2%
Food Products 9.8% 10.1% +0.3%
Diversified FMCG 7.8% 7.5% -0.3%
Beverages 3.9% 5.2% +1.2%
Electrical Equipment 5.1% 4.8% -0.2%
Industrial Products 5.0% 4.7% -0.4%
IT - Software 4.0% 4.5% +0.5%
Metals & Minerals Trading 4.0% 4.0% -0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 17.3% 17.6% +0.3%
Auto Components 11.1% 11.7% +0.6%
Automobiles 10.4% 10.6% +0.2%
Food Products 10.1% 9.9% -0.2%
Diversified FMCG 7.5% 7.0% -0.5%
Industrial Products 4.7% 6.2% +1.5%
Beverages 5.2% 5.0% -0.2%
Electrical Equipment 4.8% 4.9% +0.1%
IT - Software 4.5% 4.5% +0.1%
Metals & Minerals Trading 4.0% 3.8% -0.2%
🟢
Biggest New Buy
Cummins India Limited
1.33% weight · Industrial Products
🔴
Biggest Exit
BASF India Limited
0.87% was held · Chemicals & Petrochemicals
Biggest Add
Dr. Reddy's Laboratories Limited
+2.02% · now 3.48%
Biggest Trim
Gland Pharma Limited
-1.12% · now 1.96%
🤝 Other funds also bought this month
Cummins India Limited 22 funds
Cummins India Limited
Bandhan Multi-Factor Fund - Direct Plan - Growth
Bandhan Nifty Alpha Low Volatility 30 Index Fund
Groww Large Cap Fund + more
👋 Other funds also exited
Schaeffler India Limited 8 funds
Schaeffler India Limited
DSP Multicap Fund - Direct - Growth
BANDHAN MIDCAP FUND - GROWTH - DIRECT PLAN
Mirae Asset Flexi Cap Fund + more
GlaxoSmithKline Pharmaceuticals Limited 7 funds
GlaxoSmithKline Pharmaceuticals Limited
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
Groww Value Fund (formerly known as Indiabulls Value Fund) - Direct Plan - Growth Option
ITI Mid Cap Fund - Direct Plan - Growth Option + more
BASF India Limited 2 funds
BASF India Limited
Tata India Pharma & Healthcare Fund-Direct Plan-Growth
ICICI Prudential Smallcap Fund - Direct Plan - Growth
Kennametal India Limited 2 funds
Kennametal India Limited
SBI INFRASTRUCTURE FUND - DIRECT PLAN - GROWTH
ICICI Prudential Smallcap Fund - Direct Plan - Growth

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry 🔴 4 Exits ↑ 21 Increased ↓ 28 Decreased
#StockSectorWeight (Aug 2026)
1
Cummins India Limited
₹24.07 Cr
Industrial Products 1.33%
#StockSectorLast Weight (Jul 2026)
1
BASF India Limited
₹15.65 Cr
Chemicals & Petrochemicals 0.87%
2
GlaxoSmithKline Pharmaceuticals Limited
₹2.03 Cr
Pharmaceuticals & Biotechnology 0.11%
3
Schaeffler India Limited
₹82.56 L
Auto Components 0.05%
4
Kennametal India Limited
₹9.25 L
Industrial Manufacturing 0.01%
#StockSectorJul 2026Aug 2026Change
1
Dr. Reddy's Laboratories Limited
₹62.99 Cr
Pharmaceuticals & Biotechnology 1.46% 3.48% +2.02%
2
Tata Motors Passenger Vehicles Limited
₹18.96 Cr
Automobiles 0.60% 1.05% +0.45%
3
Rolex Rings Limited
₹27.49 Cr
Auto Components 1.15% 1.52% +0.37%
4
PI Industries Limited
₹34.63 Cr
Fertilizers & Agrochemicals 1.59% 1.92% +0.33%
5
Sona BLW Precision Forgings Limited
₹81.43 Cr
Auto Components 4.27% 4.50% +0.23%
6
EPL Limited
₹27.51 Cr
Industrial Products 1.29% 1.52% +0.23%
7
Pearl Global Industries Limited
₹46.09 Cr
Textiles & Apparels 2.35% 2.55% +0.20%
8
Kalpataru Projects International Limited
₹40.00 Cr
Construction 2.04% 2.21% +0.17%
9
ZF Commercial Vehicle Control Systems India Limited
₹52.85 Cr
Auto Components 2.79% 2.92% +0.13%
10
Siemens Limited
₹36.56 Cr
Electrical Equipment 1.89% 2.02% +0.13%
#StockSectorJul 2026Aug 2026Change
1
Gland Pharma Limited
₹35.48 Cr
Pharmaceuticals & Biotechnology 3.08% 1.96% -1.12%
2
Hindustan Unilever Limited
₹126.38 Cr
Diversified FMCG 7.47% 6.99% -0.48%
3
Vedanta Limited
₹21.06 Cr
Diversified Metals 1.48% 1.16% -0.32%
4
Maruti Suzuki India Limited
₹102.50 Cr
Automobiles 5.96% 5.67% -0.29%
5
FDC Limited
₹16.41 Cr
Pharmaceuticals & Biotechnology 1.10% 0.91% -0.19%
6
Britannia Industries Limited
₹89.39 Cr
Food Products 5.11% 4.94% -0.17%
7
Vedanta Aluminium Metal Limited
₹68.93 Cr
Metals & Minerals Trading 3.98% 3.81% -0.17%
8
United Breweries Limited
₹32.80 Cr
Beverages 1.97% 1.81% -0.16%
9
AIA Engineering Limited
₹29.75 Cr
Industrial Products 1.78% 1.65% -0.13%
10
CIE Automotive India Limited
₹40.74 Cr
Auto Components 2.36% 2.25% -0.11%

What Stocks Does This Fund Hold?

50 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹126.38 Cr
Diversified FMCG
6.99%
2
₹102.50 Cr
Automobiles
5.67%
3
₹89.39 Cr
Food Products
4.94%
4
₹89.23 Cr
Food Products
4.94%
5
₹81.43 Cr
Auto Components
4.50%
6
₹75.99 Cr
Pharmaceuticals & Biotechnology
4.20%
7
₹69.75 Cr
Automobiles
3.86%
8
₹68.93 Cr
Metals & Minerals Trading
3.81%
9
₹62.99 Cr
Pharmaceuticals & Biotechnology
3.48%
10
₹56.85 Cr
Beverages
3.14%
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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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