ICICI Prudential Conglomerate Fund

ICICI Prudential Mutual FundThematicPortfolio as of 31 July 2026

ICICI Prudential Conglomerate Fund holds 44 instruments (96.5% equity), led by Mahindra & Mahindra Limited (8.43%), CG Power and Industrial Solutions Limited (7.41%) and UltraTech Cement Limited (6.53%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
44
Equity Allocation
96.5%
AMC
ICICI Prudential Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of ICICI Prudential Conglomerate Fund, managed by ICICI Prudential Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 44 instruments with an equity allocation of 96.5%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

ICICI Prudential Conglomerate Fund's top 10 holdings account for 50.88% of its portfolio, in line with the Thematic category average of 50.4%. Materials is its largest sector exposure at 32.02% of net assets, spread across 11 sectors in total. Since its 30 June 2026 disclosure, the fund added 1 new position and exited 4 positions, with Tata Motors Limited seeing the largest move (+1.55pp to 1.6%).

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 entry4 exits10 increased6 reduced

Biggest Weight Increases

StockWeightChange
Tata Motors Limited0.05% → 1.6%▲ +1.55
TVS Motor Company Limited3.51% → 4.36%▲ +0.85
Mahindra & Mahindra Limited7.65% → 8.43%▲ +0.78
Bajaj Finance Limited3.69% → 4.17%▲ +0.48
Piramal Pharma Limited1.65% → 2.06%▲ +0.41
Godrej Properties Limited1.21% → 1.36%▲ +0.15
Jindal Stainless Limited2.45% → 2.59%▲ +0.14
Cholamandalam Investment and Finance Company Limited3.94% → 4.06%▲ +0.12
JSW Steel Limited3.65% → 3.77%▲ +0.12
Bharti Airtel Limited1.81% → 1.92%▲ +0.11

Biggest Weight Reductions

StockWeightChange
CG Power and Industrial Solutions Limited8.11% → 7.41%▼ -0.7
Grasim Industries Limited5.31% → 4.67%▼ -0.64
Zensar Technologies Limited1.47% → 0.94%▼ -0.53
The Indian Hotels Company Limited1.75% → 1.35%▼ -0.4
Aditya Birla Sun Life AMC Limited1.09% → 0.95%▼ -0.14
Carborundum Universal Limited1.3% → 1.17%▼ -0.13

Top Holdings — Weight Trend

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

Feb: 7.73%, Mar: 8.07%, Apr: 7.56%, May: 7.48%, Jun: 7.65%, Jul: 8.43%
8.43%
Feb: 5.71%, Mar: 6.19%, Apr: 6.87%, May: 7.79%, Jun: 8.11%, Jul: 7.41%
7.41%
Feb: 6.74%, Mar: 6.86%, Apr: 6.61%, May: 6.59%, Jun: 6.47%, Jul: 6.53%
6.53%
Feb: 4.43%, Mar: 4.86%, Apr: 4.75%, May: 5.34%, Jun: 5.31%, Jul: 4.67%
4.67%
Feb: 3.63%, Mar: 3.79%, Apr: 3.52%, May: 3.4%, Jun: 3.51%, Jul: 4.36%
4.36%

Full Portfolio (44 holdings)

#HoldingSector% to NAV
1Mahindra & Mahindra LimitedConsumer Discretionary8.43%
2CG Power and Industrial Solutions LimitedIndustrials7.41%
3UltraTech Cement LimitedMaterials6.53%
4Grasim Industries LimitedMaterials4.67%
5TVS Motor Company LimitedConsumer Discretionary4.36%
6Bajaj Finance LimitedFinancial Services4.17%
7Cholamandalam Investment and Finance Company LimitedFinancial Services4.06%
8APL Apollo Tubes LimitedIndustrials3.93%
9JSW Steel LimitedMaterials3.77%
10Coromandel International LimitedMaterials3.55%
11Voltas LimitedConsumer Discretionary3.34%
12Ambuja Cements LimitedMaterials3.32%
13Samvardhana Motherson International LimitedConsumer Discretionary3.12%
14JINDAL STEEL LIMITEDMaterials2.63%
15Jindal Stainless LimitedMaterials2.59%
16JSW Infrastructure LimitedServices2.59%
17TREPStreps2.38%
18Tata Motors Passenger Vehicles LimitedConsumer Discretionary2.07%
19Piramal Pharma LimitedHealthcare2.06%
20Vedanta Aluminium Metal LimitedDiversified2.04%
21Tata Steel LimitedMaterials1.96%
22Bharti Airtel LimitedTelecommunication1.92%
23Aditya Birla Real Estate LimitedReal Estate1.78%
24Tata Motors LimitedIndustrials1.6%
25IndusInd Bank LimitedFinancial Services1.56%
26Adani Ports and Special Economic Zone LimitedServices1.5%
27Godrej Properties LimitedReal Estate1.36%
28The Indian Hotels Company LimitedConsumer Discretionary1.35%
29Carborundum Universal LimitedIndustrials1.17%
30Vedanta LimitedMaterials1.13%
31Aditya Birla Fashion and Retail LimitedConsumer Discretionary1.1%
32Aditya Birla Sun Life AMC LimitedFinancial Services0.95%
33Zensar Technologies LimitedInformation Technology0.94%
34Aarti Industries LimitedMaterials0.85%
35Aditya Birla Lifestyle Brands LimitedConsumer Discretionary0.83%
36Net Current Assetsother0.77%
37Deepak Nitrite LimitedMaterials0.59%
38Titan Company LimitedConsumer Discretionary0.37%
39Cash Margin - Derivativesother0.37%
40Gujarat Fluorochemicals LimitedMaterials0.24%
41KEC International LimitedIndustrials0.2%
42Deepak Fertilizers and Petrochemicals Corporation LimitedMaterials0.19%
43Vedanta Iron and Steel LimitedDiversified0.14%
44TATA CONSUMER PRODUCTS LIMITEDConsumer Staples0.13%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Mahindra & Mahindra Limited is 8.43% of ICICI Prudential Conglomerate Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, CG Power and Industrial Solutions Limited is 7.41% of ICICI Prudential Conglomerate Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, UltraTech Cement Limited is 6.53% of ICICI Prudential Conglomerate Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Grasim Industries Limited is 4.67% of ICICI Prudential Conglomerate Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, TVS Motor Company Limited is 4.36% of ICICI Prudential Conglomerate 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.