ICICI Prudential Exports and Services Fund

ICICI Prudential Mutual FundThematicPortfolio as of 31 July 2026

ICICI Prudential Exports and Services Fund holds 70 instruments (94.21% equity), led by Infosys Limited (6.57%), ICICI Bank Limited (6.02%) and HDFC Bank Limited (5.37%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
70
Equity Allocation
94.21%
AMC
ICICI Prudential Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of ICICI Prudential Exports and Services Fund, managed by ICICI Prudential Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 70 instruments with an equity allocation of 94.21%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

ICICI Prudential Exports and Services Fund's top 10 holdings account for 35.34% of its portfolio, more diversified than the Thematic category average of 50.4%. Financial Services is its largest sector exposure at 38.86% of net assets, spread across 12 sectors in total. Since its 30 June 2026 disclosure, the fund added 7 new positions and exited 7 positions, with Larsen & Toubro Limited seeing the largest move (-1.36pp to 2.11%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

7 new entries7 exits10 increased10 reduced

Biggest Weight Increases

StockWeightChange
Bajaj Finance Limited0.53% → 1.51%▲ +0.98
Mahindra & Mahindra Limited0.78% → 1.56%▲ +0.78
PB Fintech Limited0.23% → 0.77%▲ +0.54
Infosys Limited6.09% → 6.57%▲ +0.48
ETERNAL LIMITED0.57% → 0.92%▲ +0.35
Avenue Supermarts Limited1.67% → 2.02%▲ +0.35
TD Power Systems Limited1.05% → 1.29%▲ +0.24
TVS Motor Company Limited1.09% → 1.28%▲ +0.19
Kirloskar Oil Engines Limited0.25% → 0.44%▲ +0.19
Rainbow Childrens Medicare Limited1.52% → 1.68%▲ +0.16

Biggest Weight Reductions

StockWeightChange
Larsen & Toubro Limited3.47% → 2.11%▼ -1.36
Angel One Limited3.3% → 2.88%▼ -0.42
The Phoenix Mills Limited1.19% → 0.87%▼ -0.32
Rolex Rings Limited1.12% → 0.88%▼ -0.24
Reliance Industries Limited3.65% → 3.46%▼ -0.19
NTPC Limited2.09% → 1.92%▼ -0.17
HDFC Bank Limited5.53% → 5.37%▼ -0.16
Life Insurance Corporation Of India1.75% → 1.6%▼ -0.15
State Bank of India2.41% → 2.26%▼ -0.15
Dr. Reddy's Laboratories Limited0.72% → 0.57%▼ -0.15

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 7.42%, Mar: 8.17%, Apr: 7.25%, May: 7.11%, Jun: 6.09%, Jul: 6.57%
6.57%
Feb: 6.25%, Mar: 6.02%, Apr: 5.77%, May: 5.73%, Jun: 6.14%, Jul: 6.02%
6.02%
Feb: 5.6%, Mar: 5.58%, Apr: 5.39%, May: 5.19%, Jun: 5.53%, Jul: 5.37%
5.37%
Feb: 5.59%, Mar: 5.26%, Apr: 4.13%, May: 3.8%, Jun: 3.65%, Jul: 3.46%
3.46%
Feb: 2.58%, Mar: 2.78%, Apr: 3.45%, May: 3.43%, Jun: 3.3%, Jul: 2.88%
2.88%

Full Portfolio (70 holdings)

#HoldingSector% to NAV
1Infosys LimitedInformation Technology6.57%
2ICICI Bank LimitedFinancial Services6.02%
3HDFC Bank LimitedFinancial Services5.37%
4TREPStreps3.79%
5Reliance Industries LimitedEnergy3.46%
6Angel One LimitedFinancial Services2.88%
7Prudent Corporate Advisory Services LimitedFinancial Services2.35%
8State Bank of IndiaFinancial Services2.26%
9Shadowfax Technologies LimitedServices2.22%
10Larsen & Toubro LimitedIndustrials2.11%
11360 ONE WAM LIMITEDFinancial Services2.1%
12Bharti Airtel LimitedTelecommunication2.06%
13Avenue Supermarts LimitedConsumer Discretionary2.02%
14InterGlobe Aviation LimitedServices2%
15Computer Age Management Services LimitedFinancial Services1.92%
16NTPC LimitedUtilities1.92%
17Sun Pharmaceutical Industries LimitedHealthcare1.84%
18Bajaj Finserv LimitedFinancial Services1.74%
19SBI FUNDS MANAGEMENT LTDFinancial Services1.73%
20Rainbow Childrens Medicare LimitedHealthcare1.68%
21Netweb Technologies India LimitedInformation Technology1.68%
22Axis Bank LimitedFinancial Services1.66%
23Cash Margin - Derivativesother1.65%
24Life Insurance Corporation Of IndiaFinancial Services1.6%
25Mahindra & Mahindra LimitedConsumer Discretionary1.56%
26IIFL Capital Services LimitedFinancial Services1.55%
27Bajaj Finance LimitedFinancial Services1.51%
28Tech Mahindra LimitedInformation Technology1.4%
29HCL Technologies LimitedInformation Technology1.36%
30Travel Food Services LimitedConsumer Discretionary1.34%
31SBI Life Insurance Company LimitedFinancial Services1.29%
32TD Power Systems LimitedIndustrials1.29%
33TVS Motor Company LimitedConsumer Discretionary1.28%
34Rubicon Research LimitedHealthcare1.21%
35Kotak Mahindra Bank LimitedFinancial Services1.03%
36LOHIA CORP LTDIndustrials1%
37Shilpa Medicare LimitedHealthcare0.97%
38HDFC Life Insurance Company LimitedFinancial Services0.93%
39Trent LimitedConsumer Discretionary0.92%
40ETERNAL LIMITEDConsumer Discretionary0.92%
41Info Edge (India) LimitedConsumer Discretionary0.89%
42Rolex Rings LimitedConsumer Discretionary0.88%
43PI Industries LimitedMaterials0.87%
44The Phoenix Mills LimitedReal Estate0.87%
45Canara HSBC Life Insurance Company LimitedFinancial Services0.86%
46Avanti Feeds LimitedConsumer Staples0.82%
47Adani Ports and Special Economic Zone LimitedServices0.8%
48HDFC Asset Management Company LimitedFinancial Services0.79%
49CG Power and Industrial Solutions LimitedIndustrials0.77%
50PB Fintech LimitedFinancial Services0.77%
51Container Corporation of India LimitedServices0.75%
52JUPITER LIFE LINE HOSPITALSHealthcare0.7%
53Apollo Hospitals Enterprise LimitedHealthcare0.68%
54Carborundum Universal LimitedIndustrials0.65%
55Jindal Saw LimitedIndustrials0.59%
56Dr. Reddy's Laboratories LimitedHealthcare0.57%
57Ethos LimitedConsumer Discretionary0.51%
58Tata Consultancy Services LimitedInformation Technology0.5%
59Sundaram Finance LimitedFinancial Services0.5%
60Thyrocare Technologies LimitedHealthcare0.47%
61MANIPAL HEALTH ENTERPRISES LHealthcare0.47%
62Kirloskar Oil Engines LimitedIndustrials0.44%
63Laxmi Dental LimitedHealthcare0.43%
64Aarti Pharmalabs LimitedHealthcare0.39%
65Harsha Engineers International LimitedIndustrials0.37%
66GNA Axles LimitedConsumer Discretionary0.36%
67eClerx Services LimitedIndustrials0.35%
68Net Current Assetsother0.33%
69Biocon LimitedHealthcare0.33%
70MM Forgings LimitedConsumer Discretionary0.08%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Infosys Limited is 6.57% of ICICI Prudential Exports and Services Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 6.02% of ICICI Prudential Exports and Services Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 5.37% of ICICI Prudential Exports and Services Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Reliance Industries Limited is 3.46% of ICICI Prudential Exports and Services Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Angel One Limited is 2.88% of ICICI Prudential Exports and Services Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: ICICI Prudential Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.