← ICICI Prudential Mutual Fund

ICICI Prudential MNC Fund - Direct Plan - Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
53
Jul 2026
Equity Holdings
₹1,726.04 Cr
Equity only, excl. debt & cash
AAUM
₹1,682.23 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
27.8%
Moderate
Top 10 Weight
46.1%
Moderate
Changes
51
1 new · 2 exits
Top Sector
Pharmaceuticals & Biotechnology
17.3% 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 2 stocks this month. The biggest new buy was Blue Jet Healthcare Ltd (Pharmaceuticals & Biotechnology) at 1.15% weight. Swiggy Limited was the biggest exit (Retailing), which was held at 0.83%. Among existing holdings, United Spirits Limited saw the biggest increase — now at 3.20% of the portfolio. CIE Automotive India Limited was trimmed the most, now at 2.36%. Hindustan Unilever Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 17.3%. ↓ 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
Pharmaceuticals & Biotechnology 16.5% 16.2% -0.3%
Auto Components 11.2% 11.5% +0.3%
Automobiles 9.1% 10.2% +1.1%
Food Products 10.0% 9.8% -0.2%
Diversified FMCG 8.0% 7.8% -0.2%
Electrical Equipment 5.6% 5.1% -0.5%
Industrial Products 5.9% 5.0% -0.9%
Metals & Minerals Trading 2.2% 4.0% +1.8%
IT - Software 4.4% 4.0% -0.5%
Beverages 3.8% 3.9% +0.1%
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%
🟢
Biggest New Buy
Blue Jet Healthcare Ltd
1.15% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Swiggy Limited
0.83% was held · Retailing
Biggest Add
United Spirits Limited
+1.18% · now 3.20%
Biggest Trim
CIE Automotive India Limited
-0.36% · now 2.36%
🤝 Other funds also bought this month
Blue Jet Healthcare Ltd 7 funds
Blue Jet Healthcare Ltd
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Direct Plan - Growth Option
UTI Healthcare Fund - Direct Plan - Growth Option
ICICI Prudential Manufacturing Fund + more
👋 Other funds also exited
Swiggy Limited 32 funds
Swiggy Limited
Groww Nifty India Internet ETF FOF
Kotak Transportation & Logistics Fund-Direct Growth
Invesco India Technology Fund - Direct Plan - Growth + more
Sumitomo Chemical India Limited 7 funds
Sumitomo Chemical India Limited
Groww Nifty Smallcap250 ETF
Baroda BNP Paribas Best-in-Class Strategy Fund - Direct - Growth Option
360 ONE Focused Fund-Direct Plan-Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry 🔴 2 Exits ↑ 22 Increased ↓ 26 Decreased
#StockSectorWeight (Jul 2026)
1
Blue Jet Healthcare Ltd
₹20.74 Cr
Pharmaceuticals & Biotechnology 1.15%
#StockSectorLast Weight (Jun 2026)
1
Swiggy Limited
₹14.54 Cr
Retailing 0.83%
2
Sumitomo Chemical India Limited
₹10.77 Cr
Fertilizers & Agrochemicals 0.61%
#StockSectorJun 2026Jul 2026Change
1
United Spirits Limited
₹57.84 Cr
Beverages 2.02% 3.20% +1.18%
2
Sona BLW Precision Forgings Limited
₹77.12 Cr
Auto Components 3.69% 4.27% +0.58%
3
Hyundai Motor India Ltd
₹68.98 Cr
Automobiles 3.43% 3.82% +0.39%
4
Chemplast Sanmar Limited
₹16.76 Cr
Chemicals & Petrochemicals 0.60% 0.93% +0.33%
5
Honeywell Automation India Limited
₹26.80 Cr
Industrial Manufacturing 1.16% 1.48% +0.32%
6
Coforge Limited
₹38.22 Cr
IT - Software 1.85% 2.12% +0.27%
7
Nestle India Limited
₹90.01 Cr
Food Products 4.77% 4.98% +0.21%
8
Tatva Chintan Pharma Chem Ltd.
₹12.00 Cr
Chemicals & Petrochemicals 0.46% 0.66% +0.20%
9
Sun Pharmaceutical Industries Limited
₹76.21 Cr
Pharmaceuticals & Biotechnology 4.06% 4.22% +0.16%
10
Tata Consultancy Services Limited
₹20.64 Cr
IT - Software 1.01% 1.14% +0.13%
#StockSectorJun 2026Jul 2026Change
1
CIE Automotive India Limited
₹42.57 Cr
Auto Components 2.72% 2.36% -0.36%
2
Rolex Rings Limited
₹20.85 Cr
Auto Components 1.46% 1.15% -0.31%
3
Hindustan Unilever Limited
₹134.98 Cr
Diversified FMCG 7.75% 7.47% -0.28%
4
Triveni Turbine Limited
₹35.74 Cr
Electrical Equipment 2.25% 1.98% -0.27%
5
ZF Commercial Vehicle Control Systems India Limited
₹50.42 Cr
Auto Components 3.05% 2.79% -0.26%
6
AIA Engineering Limited
₹32.08 Cr
Industrial Products 2.02% 1.78% -0.24%
7
Kalpataru Projects International Limited
₹36.82 Cr
Construction 2.23% 2.04% -0.19%
8
Vedanta Limited
₹26.78 Cr
Diversified Metals 1.62% 1.48% -0.14%
9
Maruti Suzuki India Limited
₹107.70 Cr
Automobiles 6.08% 5.96% -0.12%
10
Dr. Reddy's Laboratories Limited
₹26.40 Cr
Pharmaceuticals & Biotechnology 1.58% 1.46% -0.12%

What Stocks Does This Fund Hold?

53 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹134.98 Cr
Diversified FMCG
7.47%
2
₹107.70 Cr
Automobiles
5.96%
3
₹92.22 Cr
Food Products
5.11%
4
₹90.01 Cr
Food Products
4.98%
5
₹77.12 Cr
Auto Components
4.27%
6
₹76.21 Cr
Pharmaceuticals & Biotechnology
4.22%
7
₹71.95 Cr
Metals & Minerals Trading
3.98%
8
₹68.98 Cr
Automobiles
3.82%
9
₹57.84 Cr
Beverages
3.20%
10
₹55.68 Cr
Pharmaceuticals & Biotechnology
3.08%
🏆 Top stocks held by Equity funds
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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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