ICICI Prudential ESG Exclusionary Strategy Fund

ICICI Prudential Mutual FundThematicPortfolio as of 31 July 2026

ICICI Prudential ESG Exclusionary Strategy Fund holds 58 instruments (94.65% equity), led by ICICI Bank Limited (7.6%), HDFC Bank Limited (6.99%) and Sun Pharmaceutical Industries Limited (6.65%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
58
Equity Allocation
94.65%
AMC
ICICI Prudential Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of ICICI Prudential ESG Exclusionary Strategy Fund, managed by ICICI Prudential Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 58 instruments with an equity allocation of 94.65%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

ICICI Prudential ESG Exclusionary Strategy Fund's top 10 holdings account for 48.87% of its portfolio, in line with the Thematic category average of 50.4%. Financial Services is its largest sector exposure at 28.47% of net assets, spread across 12 sectors in total. Since its 30 June 2026 disclosure, the fund added 1 new position and exited 1 position, with HCL Technologies Limited seeing the largest move (-1.24pp to 0.22%).

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 entry1 exit8 increased10 reduced

Biggest Weight Increases

StockWeightChange
TVS Motor Company Limited5.4% → 6.62%▲ +1.22
ETERNAL LIMITED2.78% → 3.12%▲ +0.34
Infosys Limited2.29% → 2.54%▲ +0.25
ICICI Bank Limited7.41% → 7.6%▲ +0.19
Bharti Airtel Limited3.73% → 3.91%▲ +0.18
Tech Mahindra Limited0.87% → 1%▲ +0.13
SBI Life Insurance Company Limited2.44% → 2.56%▲ +0.12
Godrej Properties Limited0.94% → 1.04%▲ +0.1

Biggest Weight Reductions

StockWeightChange
HCL Technologies Limited1.46% → 0.22%▼ -1.24
HDFC Bank Limited7.59% → 6.99%▼ -0.6
Axis Bank Limited4.76% → 4.27%▼ -0.49
Avenue Supermarts Limited3.33% → 2.93%▼ -0.4
Inox Wind Limited2.71% → 2.31%▼ -0.4
Rolex Rings Limited1.43% → 1.15%▼ -0.28
Inox Green Energy Services Limited1.42% → 1.17%▼ -0.25
Tata Communications Limited1.14% → 1%▼ -0.14
Tata Chemicals Limited1.27% → 1.17%▼ -0.1
FDC Limited2.08% → 1.98%▼ -0.1

Top Holdings — Weight Trend

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

Feb: 7.12%, Mar: 7%, Apr: 6.77%, May: 6.89%, Jun: 7.41%, Jul: 7.6%
7.6%
Feb: 6.53%, Mar: 6.05%, Apr: 5.89%, May: 6.19%, Jun: 7.59%, Jul: 6.99%
6.99%
Feb: 7.31%, Mar: 7.61%, Apr: 7.22%, May: 7.36%, Jun: 6.74%, Jul: 6.65%
6.65%
Feb: 5.79%, Mar: 5.66%, Apr: 5.42%, May: 5.33%, Jun: 5.4%, Jul: 6.62%
6.62%
Feb: 4.94%, Mar: 4.66%, Apr: 4.69%, May: 4.87%, Jun: 4.76%, Jul: 4.27%
4.27%

Full Portfolio (58 holdings)

#HoldingSector% to NAV
1ICICI Bank LimitedFinancial Services7.6%
2HDFC Bank LimitedFinancial Services6.99%
3Sun Pharmaceutical Industries LimitedHealthcare6.65%
4TVS Motor Company LimitedConsumer Discretionary6.62%
5Axis Bank LimitedFinancial Services4.27%
6Maruti Suzuki India LimitedConsumer Discretionary4.22%
7Bharti Airtel LimitedTelecommunication3.91%
8ETERNAL LIMITEDConsumer Discretionary3.12%
9TREPStreps3.11%
10Avenue Supermarts LimitedConsumer Discretionary2.93%
11SBI Life Insurance Company LimitedFinancial Services2.56%
12Infosys LimitedInformation Technology2.54%
13Inox Wind LimitedIndustrials2.31%
14FDC LimitedHealthcare1.98%
15Chalet Hotels LimitedConsumer Discretionary1.97%
16Advanced Enzyme Technologies LimitedHealthcare1.86%
17Reliance Industries LimitedEnergy1.84%
18REC LimitedFinancial Services1.84%
19V-Guard Industries LimitedConsumer Discretionary1.79%
20InterGlobe Aviation LimitedServices1.62%
21Divgi Torqtransfer Systems LimitedConsumer Discretionary1.57%
22State Bank of IndiaFinancial Services1.56%
23Rainbow Childrens Medicare LimitedHealthcare1.35%
24Britannia Industries LimitedConsumer Staples1.32%
25Sundram Fasteners LimitedConsumer Discretionary1.26%
26Havells India LimitedConsumer Discretionary1.21%
27Tata Chemicals LimitedMaterials1.17%
28Tata Consultancy Services LimitedInformation Technology1.17%
29Inox Green Energy Services LimitedIndustrials1.17%
30Rolex Rings LimitedConsumer Discretionary1.15%
31Ethos LimitedConsumer Discretionary1.1%
32Cash Margin - Derivativesother1.09%
33Net Current Assetsother1.08%
34Godrej Properties LimitedReal Estate1.04%
35PI Industries LimitedMaterials1.04%
36Tech Mahindra LimitedInformation Technology1%
37Tata Communications LimitedTelecommunication1%
38ICICI Lombard General Insurance Company LimitedFinancial Services0.99%
39Ambuja Cements LimitedMaterials0.97%
40Hindustan Unilever LimitedConsumer Staples0.96%
41Deepak Nitrite LimitedMaterials0.8%
42IndusInd Bank LimitedFinancial Services0.72%
43Kotak Mahindra Bank LimitedFinancial Services0.67%
44Dhanuka Agritech LimitedMaterials0.67%
45NIIT Learning Systems LimitedConsumer Discretionary0.62%
46AstraZeneca Pharma India LimitedHealthcare0.55%
47ICICI Prudential Life Insurance Company LimitedFinancial Services0.54%
48UTI Asset Management Company LimitedFinancial Services0.54%
49LTM LimitedInformation Technology0.39%
50Matrimony.Com LimitedConsumer Discretionary0.38%
51Maharashtra Seamless LimitedIndustrials0.26%
52HCL Technologies LimitedInformation Technology0.22%
53UPL LimitedMaterials0.19%
54Aptus Value Housing Finance India LimitedFinancial Services0.19%
55Power Grid Corporation of India LimitedUtilities0.18%
56SKF India LimitedConsumer Discretionary0.07%
57TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Share)bond0.06%
58Inox Renewable Solutions LtdUtilities0.01%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 7.6% of ICICI Prudential ESG Exclusionary Strategy Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 6.99% of ICICI Prudential ESG Exclusionary Strategy Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Sun Pharmaceutical Industries Limited is 6.65% of ICICI Prudential ESG Exclusionary Strategy Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, TVS Motor Company Limited is 6.62% of ICICI Prudential ESG Exclusionary Strategy Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Axis Bank Limited is 4.27% of ICICI Prudential ESG Exclusionary Strategy 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.