ICICI Prudential Bharat Consumption Fund

ICICI Prudential Mutual FundThematicPortfolio as of 31 July 2026

ICICI Prudential Bharat Consumption Fund holds 65 instruments (96.46% equity), led by Hindustan Unilever Limited (8.96%), Mahindra & Mahindra Limited (8.74%) and Bharti Airtel Limited (5.56%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
65
Equity Allocation
96.46%
AMC
ICICI Prudential Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of ICICI Prudential Bharat Consumption Fund, managed by ICICI Prudential Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 65 instruments with an equity allocation of 96.46%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

ICICI Prudential Bharat Consumption Fund's top 10 holdings account for 50.4% of its portfolio, in line with the Thematic category average of 50.4%. Consumer Discretionary is its largest sector exposure at 54.61% of net assets, spread across 9 sectors in total. Since its 30 June 2026 disclosure, the fund added 3 new positions and exited 2 positions, with Mahindra & Mahindra Limited seeing the largest move (+2.48pp to 8.74%).

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.

3 new entries2 exits10 increased10 reduced

Biggest Weight Increases

StockWeightChange
Mahindra & Mahindra Limited6.26% → 8.74%▲ +2.48
Hindustan Unilever Limited7.22% → 8.96%▲ +1.74
Hyundai Motor India Limited0.68% → 2.19%▲ +1.51
Godrej Consumer Products Limited1.19% → 1.74%▲ +0.55
ETERNAL LIMITED5.06% → 5.38%▲ +0.32
Havells India Limited2.17% → 2.39%▲ +0.22
TVS Motor Company Limited2.66% → 2.81%▲ +0.15
United Spirits Limited1.68% → 1.82%▲ +0.14
Bharti Airtel Limited5.42% → 5.56%▲ +0.14
Swiggy Limited0.37% → 0.49%▲ +0.12

Biggest Weight Reductions

StockWeightChange
Trent Limited5.61% → 4.95%▼ -0.66
Honasa Consumer Limited1.33% → 0.84%▼ -0.49
Max Healthcare Institute Limited0.68% → 0.22%▼ -0.46
PVR INOX Limited0.75% → 0.44%▼ -0.31
InterGlobe Aviation Limited3.61% → 3.35%▼ -0.26
The Indian Hotels Company Limited3.16% → 2.92%▼ -0.24
Avenue Supermarts Limited1.56% → 1.35%▼ -0.21
ITC Limited2.76% → 2.6%▼ -0.16
Maruti Suzuki India Limited5.17% → 5.03%▼ -0.14
Pidilite Industries Limited1.72% → 1.58%▼ -0.14

Top Holdings — Weight Trend

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

Feb: 7.56%, Mar: 7.67%, Apr: 7.59%, May: 7.29%, Jun: 7.22%, Jul: 8.96%
8.96%
Feb: 4.86%, Mar: 4.72%, Apr: 4.47%, May: 5.45%, Jun: 6.26%, Jul: 8.74%
8.74%
Feb: 6.85%, Mar: 7.77%, Apr: 7.43%, May: 7.23%, Jun: 5.42%, Jul: 5.56%
5.56%
Feb: 5.36%, Mar: 6.18%, Apr: 6.02%, May: 6.14%, Jun: 5.06%, Jul: 5.38%
5.38%
Feb: 3.3%, Mar: 3.05%, Apr: 4.58%, May: 4.54%, Jun: 5.17%, Jul: 5.03%
5.03%

Full Portfolio (65 holdings)

#HoldingSector% to NAV
1Hindustan Unilever LimitedConsumer Staples8.96%
2Mahindra & Mahindra LimitedConsumer Discretionary8.74%
3Bharti Airtel LimitedTelecommunication5.56%
4ETERNAL LIMITEDConsumer Discretionary5.38%
5Maruti Suzuki India LimitedConsumer Discretionary5.03%
6Trent LimitedConsumer Discretionary4.95%
7InterGlobe Aviation LimitedServices3.35%
8The Indian Hotels Company LimitedConsumer Discretionary2.92%
9TVS Motor Company LimitedConsumer Discretionary2.81%
10Britannia Industries LimitedConsumer Staples2.7%
11ITC LimitedConsumer Staples2.6%
12Havells India LimitedConsumer Discretionary2.39%
13Jubilant Foodworks LimitedConsumer Discretionary2.32%
14Titan Company LimitedConsumer Discretionary2.2%
15Hyundai Motor India LimitedConsumer Discretionary2.19%
16TREPStreps1.85%
17United Spirits LimitedConsumer Staples1.82%
18Godrej Consumer Products LimitedConsumer Staples1.74%
19V-Guard Industries LimitedConsumer Discretionary1.71%
20Pidilite Industries LimitedMaterials1.58%
21International Gemological Institute LimitedIndustrials1.5%
22Eureka Forbes LimitedConsumer Discretionary1.43%
23United Breweries LimitedConsumer Staples1.41%
24MANIPAL HEALTH ENTERPRISES LHealthcare1.38%
25Vijaya Diagnostic Centre LimitedHealthcare1.36%
26Nestle India LimitedConsumer Staples1.35%
27Avenue Supermarts LimitedConsumer Discretionary1.35%
28Rainbow Childrens Medicare LimitedHealthcare1.21%
29Vedant Fashions LimitedConsumer Discretionary1.08%
30Cash Margin - Derivativesother1.05%
31Kansai Nerolac Paints LimitedConsumer Discretionary1.02%
32AWL Agri Business LimitedConsumer Staples0.98%
33Honasa Consumer LimitedConsumer Staples0.84%
34Dabur India LimitedConsumer Staples0.78%
35Redtape LimitedConsumer Discretionary0.76%
36Colgate Palmolive (India) LimitedConsumer Staples0.75%
37Net Current Assetsother0.68%
38Voltas LimitedConsumer Discretionary0.65%
39Page Industries LimitedConsumer Discretionary0.65%
40Blue Star LimitedConsumer Discretionary0.62%
41Crompton Greaves Consumer Electricals LimitedConsumer Discretionary0.55%
42WESTLIFE FOODWORLD LIMITEDConsumer Discretionary0.54%
43Swiggy LimitedConsumer Discretionary0.49%
44Travel Food Services LimitedConsumer Discretionary0.49%
45Sanofi Consumer Healthcare India LimitedHealthcare0.48%
46NTPC LimitedUtilities0.45%
47Whirlpool of India LimitedConsumer Discretionary0.44%
48PVR INOX LimitedConsumer Discretionary0.44%
49R R Kabel LimitedIndustrials0.4%
50Bajaj Auto LimitedConsumer Discretionary0.4%
51La Opala RG LimitedConsumer Discretionary0.39%
52Devyani International LimitedConsumer Discretionary0.35%
53Arvind Fashions LimitedConsumer Discretionary0.32%
54Samhi Hotels LimitedConsumer Discretionary0.31%
55Orient Electric LimitedConsumer Discretionary0.31%
56Relaxo Footwears LimitedConsumer Discretionary0.29%
57LG Electronics India LimitedConsumer Discretionary0.28%
58Sobha LimitedReal Estate0.26%
59Sapphire Foods India LimitedConsumer Discretionary0.26%
60Max Healthcare Institute LimitedHealthcare0.22%
61Bajaj Electricals LimitedConsumer Discretionary0.21%
62Symphony LimitedConsumer Discretionary0.19%
63FDC LimitedHealthcare0.17%
64Aditya Birla Lifestyle Brands LimitedConsumer Discretionary0.13%
65Sai Silks (Kalamandir) LimitedConsumer Discretionary0.02%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Hindustan Unilever Limited is 8.96% of ICICI Prudential Bharat Consumption Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Mahindra & Mahindra Limited is 8.74% of ICICI Prudential Bharat Consumption Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Bharti Airtel Limited is 5.56% of ICICI Prudential Bharat Consumption Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, ETERNAL LIMITED is 5.38% of ICICI Prudential Bharat Consumption Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Maruti Suzuki India Limited is 5.03% of ICICI Prudential Bharat Consumption 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.