← ICICI Prudential Mutual Fund

ICICI Prudential Quality Fund - Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
67
Aug 2026
Equity Holdings
₹2,015.36 Cr
Equity only, excl. debt & cash
AAUM
₹2,150.23 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
22.6%
Diversified
Top 10 Weight
34.5%
Diversified
Changes
73
14 new · 7 exits
Top Sector
Pharmaceuticals & Biotechnology
13.6% of portfolio
Launch Date
06 May 2025
1 years old

AAUM (Average Assets Under Management) of ₹2,150.23 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 Quality Fund made 14 new additions and exited 7 stocks this month. The biggest new buy was TD Power Systems Limited (Electrical Equipment) at 2.12% weight. InterGlobe Aviation Limited was the biggest exit (Transport Services), which was held at 2.10%. Among existing holdings, Coal India Limited saw the biggest increase — now at 1.00% of the portfolio. Infosys Limited was trimmed the most, now at 1.24%. ICICI Bank Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 13.6%. ↓ 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 13.8% 14.5% +0.7%
Banks 12.8% 13.1% +0.3%
IT - Software 9.0% 10.3% +1.3%
Aerospace & Defense 8.6% 8.3% -0.4%
Automobiles 6.7% 7.7% +1.0%
Finance 6.9% 5.1% -1.9%
Electrical Equipment 3.1% 4.1% +0.9%
Diversified FMCG 3.8% 3.8% 0.0%
Capital Markets 2.7% 3.5% +0.8%
Healthcare Services 3.5% 3.2% -0.3%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 14.5% 13.6% -0.9%
Banks 13.1% 12.5% -0.6%
IT - Software 10.3% 8.8% -1.5%
Aerospace & Defense 8.3% 7.4% -0.8%
Automobiles 7.7% 6.6% -1.1%
Healthcare Services 3.2% 5.5% +2.3%
Electrical Equipment 4.1% 5.2% +1.1%
Capital Markets 3.5% 4.8% +1.4%
Finance 5.1% 3.9% -1.1%
Diversified FMCG 3.8% 3.2% -0.6%
🟢
Biggest New Buy
TD Power Systems Limited
2.12% weight · Electrical Equipment
🔴
Biggest Exit
InterGlobe Aviation Limited
2.10% was held · Transport Services
Biggest Add
Coal India Limited
+0.86% · now 1.00%
Biggest Trim
Infosys Limited
-1.40% · now 1.24%
🤝 Other funds also bought this month
TD Power Systems Limited 89 funds
TD Power Systems Limited
Groww Small Cap Fund-Direct-Growth
Sundaram Business Cycle Fund Direct Plan Growth
Groww Multicap Fund - Direct - Growth + more
Axis Bank Limited 42 funds
Axis Bank Limited
Mirae Asset Nifty Bank ETF
ICICI Prudential Focused Fund
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
Multi Commodity Exchange of India Limited 35 funds
Multi Commodity Exchange of India Limited
Motilal Oswal Financial Services Fund- Direct Growth
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Motilal Oswal Focused Fund - Direct Plan Growth Option + more
BSE Limited 33 funds
BSE Limited
Invesco India Midcap Fund - Direct Plan - Growth Option
360 ONE Focused Fund-Direct Plan-Growth
Invesco India Large & Mid Cap Fund - Direct Plan - Growth + more
JSW Steel Limited 33 funds
JSW Steel Limited
Bandhan Multi-Factor Fund - Direct Plan - Growth
Bandhan Nifty Alpha Low Volatility 30 Index Fund
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth + more
Power Grid Corporation of India Limited 28 funds
Power Grid Corporation of India Limited
Mirae Asset Nifty 500 Value 50 ETF
Bandhan Nifty 500 Value 50 Index Fund
Axis Nifty Energy Index Fund + more
👋 Other funds also exited
TD Power Systems Limited 79 funds
TD Power Systems Limited
Sundaram Business Cycle Fund Direct Plan Growth
Sundaram Large and Midcap Fund Direct Plan - Growth
Groww Small Cap Fund-Direct-Growth + more
InterGlobe Aviation Limited 48 funds
InterGlobe Aviation Limited
Kotak Nifty India Tourism Index Fund-Direct-Growth Option
Kotak Transportation & Logistics Fund-Direct Growth
Motilal Oswal Active Momentum Fund- Direct-Growth + more
Biocon Limited 29 funds
Biocon Limited
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
Mirae Asset Healthcare Fund Direct Growth + more
Siemens Energy India Limited 16 funds
Siemens Energy India Limited
Kotak Nifty MNC ETF
LIC MF Value Fund-Direct Plan-Growth
LIC MF Focused Fund-Direct Plan-Growth + more
ZF Commercial Vehicle Control Systems India Limited 15 funds
ZF Commercial Vehicle Control Systems India Limited
Kotak Transportation & Logistics Fund-Direct Growth
ITI Focused Equity Fund
Kotak MNC Fund-Direct Plan-Growth + more
Blue Jet Healthcare Ltd 7 funds
Blue Jet Healthcare Ltd
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund
Groww Value Fund (formerly known as Indiabulls Value Fund) - Direct Plan - Growth Option
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 14 New Entries 🔴 7 Exits ↑ 18 Increased ↓ 34 Decreased
#StockSectorWeight (Aug 2026)
1
TD Power Systems Limited
₹45.37 Cr
Electrical Equipment 2.12%
2
Axis Bank Limited
₹26.00 Cr
Banks 1.21%
3
Indegene Limited
₹22.08 Cr
Healthcare Services 1.03%
4
Molbio Diagnostics Ltd.
₹20.19 Cr
Healthcare Equipment & Supplies 0.94%
5
Multi Commodity Exchange of India Limited
₹18.70 Cr
Capital Markets 0.87%
6
Dr Agarwals Health Care Limited
₹15.40 Cr
Healthcare Services 0.72%
7
Voltamp Transformers Limited
₹15.12 Cr
Electrical Equipment 0.71%
8
Cyient Limited
₹11.75 Cr
IT - Services 0.55%
9
JSW Steel Limited
₹10.93 Cr
Ferrous Metals 0.51%
10
Page Industries Limited
₹10.74 Cr
Textiles & Apparels 0.50%
#StockSectorLast Weight (Jul 2026)
1
InterGlobe Aviation Limited
₹45.38 Cr
Transport Services 2.10%
2
TD Power Systems Limited
₹38.20 Cr
Electrical Equipment 1.77%
3
Biocon Limited
₹20.46 Cr
Pharmaceuticals & Biotechnology 0.95%
4
Siemens Energy India Limited
₹7.97 Cr
Electrical Equipment 0.37%
5
ZF Commercial Vehicle Control Systems India Limited
₹4.84 Cr
Auto Components 0.22%
6
Blue Jet Healthcare Ltd
₹2.66 Cr
Pharmaceuticals & Biotechnology 0.12%
7
Suprajit Engineering Limited
₹1.44 Cr
Auto Components 0.07%
#StockSectorJul 2026Aug 2026Change
1
Coal India Limited
₹21.35 Cr
Consumable Fuels 0.14% 1.00% +0.86%
2
Divi's Laboratories Limited
₹90.91 Cr
Pharmaceuticals & Biotechnology 3.68% 4.24% +0.56%
3
Grindwell Norton Limited
₹10.51 Cr
Industrial Products 0.07% 0.49% +0.42%
4
SBI Funds Management Limited
₹27.56 Cr
Capital Markets 0.92% 1.29% +0.37%
5
GE Vernova T&D India Limited
₹29.12 Cr
Electrical Equipment 1.00% 1.36% +0.36%
6
Eternal Limited
₹14.76 Cr
Retailing 0.42% 0.69% +0.27%
7
Coforge Limited
₹39.33 Cr
IT - Software 1.66% 1.83% +0.17%
8
Global Health Limited
₹26.63 Cr
Healthcare Services 1.07% 1.24% +0.17%
9
Alkem Laboratories Limited
₹41.51 Cr
Pharmaceuticals & Biotechnology 1.81% 1.94% +0.13%
10
Sagility Limited
₹29.33 Cr
IT - Services 1.25% 1.37% +0.12%
#StockSectorJul 2026Aug 2026Change
1
Infosys Limited
₹26.56 Cr
IT - Software 2.64% 1.24% -1.40%
2
HDFC Bank Limited
₹53.66 Cr
Banks 3.83% 2.50% -1.33%
3
Godrej Consumer Products Limited
₹30.91 Cr
Personal Products 2.27% 1.44% -0.83%
4
Eicher Motors Limited
₹45.72 Cr
Automobiles 2.89% 2.13% -0.76%
5
Astra Microwave Products Limited
₹31.82 Cr
Aerospace & Defense 2.19% 1.48% -0.71%
6
Britannia Industries Limited
₹15.47 Cr
Food Products 1.37% 0.72% -0.65%
7
Bajaj Finserv Limited
₹39.88 Cr
Finance 2.44% 1.86% -0.58%
8
Hindustan Unilever Limited
₹55.63 Cr
Diversified FMCG 3.11% 2.59% -0.52%
9
Cholamandalam Investment and Finance Company Ltd
₹33.91 Cr
Finance 2.08% 1.58% -0.50%
10
UltraTech Cement Limited
₹26.74 Cr
Cement & Cement Products 1.70% 1.25% -0.45%

What Stocks Does This Fund Hold?

67 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹165.39 Cr
Banks
7.71%
2
₹90.91 Cr
Pharmaceuticals & Biotechnology
4.24%
3
₹89.28 Cr
Aerospace & Defense
4.16%
4
₹75.64 Cr
Automobiles
3.53%
5
₹62.84 Cr
Pharmaceuticals & Biotechnology
2.93%
6
₹56.31 Cr
Pharmaceuticals & Biotechnology
2.63%
7
₹55.63 Cr
Diversified FMCG
2.59%
8
₹53.66 Cr
Banks
2.50%
9
₹45.72 Cr
Automobiles
2.13%
10
₹45.37 Cr
Electrical Equipment
2.12%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.