ICICI Prudential Focused Equity Fund

ICICI Prudential Mutual FundEquityPortfolio as of 31 July 2026

ICICI Prudential Focused Equity Fund holds 33 instruments (96.38% equity), led by ICICI Bank Limited (9.16%), Axis Bank Limited (5.79%) and TVS Motor Company Limited (5.62%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
33
Equity Allocation
96.38%
AMC
ICICI Prudential Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of ICICI Prudential Focused Equity Fund, managed by ICICI Prudential Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 33 instruments with an equity allocation of 96.38%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

ICICI Prudential Focused Equity Fund's top 10 holdings account for 49.79% of its portfolio, more concentrated than the Equity category average of 37.5%. Financial Services is its largest sector exposure at 31.92% of net assets, spread across 10 sectors in total. Since its 30 June 2026 disclosure, the fund added 1 new position and exited 2 positions, with The Indian Hotels Company Limited seeing the largest move (-1.77pp to 0.46%).

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.

1 new entry2 exits10 increased10 reduced

Biggest Weight Increases

StockWeightChange
Bharti Airtel Limited2.76% → 4.24%▲ +1.48
MphasiS Limited4.17% → 5.22%▲ +1.05
Ashok Leyland Limited1.62% → 2.63%▲ +1.01
ICICI Bank Limited8.38% → 9.16%▲ +0.78
TVS Motor Company Limited5.07% → 5.62%▲ +0.55
HDFC Asset Management Company Limited3.17% → 3.6%▲ +0.43
Swiggy Limited2.65% → 3.02%▲ +0.37
360 ONE WAM LIMITED2.4% → 2.69%▲ +0.29
Tata Steel Limited1.66% → 1.92%▲ +0.26
Cholamandalam Investment and Finance Company Limited2.59% → 2.8%▲ +0.21

Biggest Weight Reductions

StockWeightChange
The Indian Hotels Company Limited2.23% → 0.46%▼ -1.77
The Phoenix Mills Limited4.12% → 2.95%▼ -1.17
Axis Bank Limited6.34% → 5.79%▼ -0.55
Prestige Estates Projects Limited2.81% → 2.5%▼ -0.31
Adani Ports and Special Economic Zone Limited3.9% → 3.64%▼ -0.26
Dr. Reddy's Laboratories Limited2.51% → 2.26%▼ -0.25
Max Healthcare Institute Limited2.43% → 2.18%▼ -0.25
Alkem Laboratories Limited2.42% → 2.22%▼ -0.2
Trent Limited2.7% → 2.54%▼ -0.16
Sun Pharmaceutical Industries Limited3.12% → 2.97%▼ -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: 9.44%, Mar: 8.58%, Apr: 8.19%, May: 8.07%, Jun: 8.38%, Jul: 9.16%
9.16%
Feb: 4.3%, Mar: 5.22%, Apr: 5.74%, May: 6.68%, Jun: 6.34%, Jul: 5.79%
5.79%
Feb: 2.65%, Mar: 2.93%, Apr: 3.54%, May: 5.21%, Jun: 5.07%, Jul: 5.62%
5.62%
Feb: 5.94%, Mar: 4.6%, Apr: 5.17%, May: 4.95%, Jun: 5.41%, Jul: 5.28%
5.28%
Feb: 3.21%, Mar: 3.13%, Apr: 2.94%, May: 3.23%, Jun: 4.17%, Jul: 5.22%
5.22%

Full Portfolio (33 holdings)

#HoldingSector% to NAV
1ICICI Bank LimitedFinancial Services9.16%
2Axis Bank LimitedFinancial Services5.79%
3TVS Motor Company LimitedConsumer Discretionary5.62%
4HDFC Bank LimitedFinancial Services5.28%
5MphasiS LimitedInformation Technology5.22%
6Bharti Airtel LimitedTelecommunication4.24%
7Britannia Industries LimitedConsumer Staples3.82%
8Adani Ports and Special Economic Zone LimitedServices3.64%
9HDFC Asset Management Company LimitedFinancial Services3.6%
10Godrej Consumer Products LimitedConsumer Staples3.42%
11Hindustan Aeronautics LimitedIndustrials3.13%
12Swiggy LimitedConsumer Discretionary3.02%
13Titan Company LimitedConsumer Discretionary2.98%
14Sun Pharmaceutical Industries LimitedHealthcare2.97%
15The Phoenix Mills LimitedReal Estate2.95%
16Cholamandalam Investment and Finance Company LimitedFinancial Services2.8%
17Tata Motors Passenger Vehicles LimitedConsumer Discretionary2.72%
18360 ONE WAM LIMITEDFinancial Services2.69%
19Ashok Leyland LimitedIndustrials2.63%
20PNB Housing Finance LimitedFinancial Services2.6%
21Trent LimitedConsumer Discretionary2.54%
22Prestige Estates Projects LimitedReal Estate2.5%
23Biocon LimitedHealthcare2.47%
24TREPStreps2.33%
25Dr. Reddy's Laboratories LimitedHealthcare2.26%
26Alkem Laboratories LimitedHealthcare2.22%
27Max Healthcare Institute LimitedHealthcare2.18%
28Tata Steel LimitedMaterials1.92%
29JSW Infrastructure LimitedServices1.55%
30Cash Margin - Derivativesother1%
31The Indian Hotels Company LimitedConsumer Discretionary0.46%
32Net Current Assetsother0.27%
33TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Share)bond0.03%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 9.16% of ICICI Prudential Focused Equity Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Axis Bank Limited is 5.79% of ICICI Prudential Focused Equity Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, TVS Motor Company Limited is 5.62% of ICICI Prudential Focused Equity Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 5.28% of ICICI Prudential Focused Equity Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, MphasiS Limited is 5.22% of ICICI Prudential Focused Equity 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.