ICICI Prudential Rural Opportunities Fund

ICICI Prudential Mutual FundThematicPortfolio as of 31 July 2026

ICICI Prudential Rural Opportunities Fund holds 50 instruments (97.35% equity), led by Bharti Airtel Limited (6.94%), Hindustan Unilever Limited (6.82%) and Mahindra & Mahindra Limited (6.74%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
50
Equity Allocation
97.35%
AMC
ICICI Prudential Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of ICICI Prudential Rural Opportunities Fund, managed by ICICI Prudential Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 50 instruments with an equity allocation of 97.35%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

ICICI Prudential Rural Opportunities Fund's top 10 holdings account for 50.83% of its portfolio, in line with the Thematic category average of 50.4%. Financial Services is its largest sector exposure at 32.74% of net assets, spread across 6 sectors in total. Since its 30 June 2026 disclosure, the fund added 1 new position and exited 2 positions, with Bajaj Finance Limited seeing the largest move (+2.19pp to 4.98%).

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
Bajaj Finance Limited2.79% → 4.98%▲ +2.19
Kotak Mahindra Bank Limited0.96% → 2.22%▲ +1.26
Mahindra & Mahindra Limited6.21% → 6.74%▲ +0.53
State Bank of India4.53% → 4.92%▲ +0.39
Godrej Consumer Products Limited2.13% → 2.46%▲ +0.33
Coromandel International Limited0.72% → 1.02%▲ +0.3
Bharti Airtel Limited6.65% → 6.94%▲ +0.29
Sundaram Finance Limited1.2% → 1.48%▲ +0.28
Cholamandalam Investment and Finance Company Limited2.29% → 2.55%▲ +0.26
Hyundai Motor India Limited2.07% → 2.32%▲ +0.25

Biggest Weight Reductions

StockWeightChange
ITC Limited2.36% → 1.74%▼ -0.62
Deepak Fertilizers and Petrochemicals Corporation Limited0.64% → 0.18%▼ -0.46
HDFC Bank Limited6.08% → 5.68%▼ -0.4
Maruti Suzuki India Limited4.28% → 3.96%▼ -0.32
Nestle India Limited1.13% → 0.88%▼ -0.25
Life Insurance Corporation Of India3.61% → 3.38%▼ -0.23
Hindustan Unilever Limited7.01% → 6.82%▼ -0.19
Bajaj Auto Limited3.14% → 2.96%▼ -0.18
LIC Housing Finance Limited1.85% → 1.69%▼ -0.16
Paradeep Phosphates Limited0.96% → 0.81%▼ -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: 9.05%, Mar: 10.01%, Apr: 9.54%, May: 9.53%, Jun: 6.65%, Jul: 6.94%
6.94%
Feb: 7.25%, Mar: 7.59%, Apr: 7.39%, May: 7.29%, Jun: 7.01%, Jul: 6.82%
6.82%
Feb: 5.37%, Mar: 5.45%, Apr: 5.04%, May: 5.52%, Jun: 6.21%, Jul: 6.74%
6.74%
Feb: 3.94%, Mar: 4.42%, Apr: 4.99%, May: 5.51%, Jun: 6.08%, Jul: 5.68%
5.68%
Feb: 0.79%, Mar: 0.81%, Apr: 1.11%, May: 1.11%, Jun: 2.79%, Jul: 4.98%
4.98%

Full Portfolio (50 holdings)

#HoldingSector% to NAV
1Bharti Airtel LimitedTelecommunication6.94%
2Hindustan Unilever LimitedConsumer Staples6.82%
3Mahindra & Mahindra LimitedConsumer Discretionary6.74%
4HDFC Bank LimitedFinancial Services5.68%
5Bajaj Finance LimitedFinancial Services4.98%
6State Bank of IndiaFinancial Services4.92%
7UltraTech Cement LimitedMaterials4.05%
8Maruti Suzuki India LimitedConsumer Discretionary3.96%
9Life Insurance Corporation Of IndiaFinancial Services3.38%
10Britannia Industries LimitedConsumer Staples3.36%
11TVS Motor Company LimitedConsumer Discretionary3.05%
12Bajaj Auto LimitedConsumer Discretionary2.96%
13Havells India LimitedConsumer Discretionary2.65%
14Cholamandalam Investment and Finance Company LimitedFinancial Services2.55%
15Godrej Consumer Products LimitedConsumer Staples2.46%
16Colgate Palmolive (India) LimitedConsumer Staples2.41%
17Hyundai Motor India LimitedConsumer Discretionary2.32%
18Kotak Mahindra Bank LimitedFinancial Services2.22%
19Ashok Leyland LimitedIndustrials1.79%
20ITC LimitedConsumer Staples1.74%
21LIC Housing Finance LimitedFinancial Services1.69%
22Indian Railway Catering And Tourism Corporation LimitedConsumer Discretionary1.65%
23HDFC Life Insurance Company LimitedFinancial Services1.63%
24Sundaram Finance LimitedFinancial Services1.48%
25SBI Life Insurance Company LimitedFinancial Services1.4%
26Dhanuka Agritech LimitedMaterials1.29%
27Tata Motors LimitedIndustrials1.28%
28Voltas LimitedConsumer Discretionary1.28%
29Cash Margin - Derivativesother1.17%
30Blue Star LimitedConsumer Discretionary1.11%
31ICICI Bank LimitedFinancial Services1.09%
32Coromandel International LimitedMaterials1.02%
33Nestle India LimitedConsumer Staples0.88%
34Net Current Assetsother0.87%
35JK Lakshmi Cement LimitedMaterials0.82%
36Paradeep Phosphates LimitedMaterials0.81%
37HDB Financial Services LimitedFinancial Services0.7%
38Emami LimitedConsumer Staples0.61%
39TREPStreps0.61%
40SBI FUNDS MANAGEMENT LTDFinancial Services0.48%
41Gujarat State Fertilizers & Chemicals LimitedMaterials0.46%
42Crompton Greaves Consumer Electricals LimitedConsumer Discretionary0.43%
43Dabur India LimitedConsumer Staples0.39%
44Sumitomo Chemical India LimitedMaterials0.35%
45Birla Corporation LimitedMaterials0.35%
46UPL LimitedMaterials0.3%
47ICICI Prudential Life Insurance Company LimitedFinancial Services0.29%
48PNB Housing Finance LimitedFinancial Services0.25%
49Deepak Fertilizers and Petrochemicals Corporation LimitedMaterials0.18%
50Kansai Nerolac Paints LimitedConsumer Discretionary0.15%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Bharti Airtel Limited is 6.94% of ICICI Prudential Rural Opportunities Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Hindustan Unilever Limited is 6.82% of ICICI Prudential Rural Opportunities Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Mahindra & Mahindra Limited is 6.74% of ICICI Prudential Rural Opportunities Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, HDFC Bank Limited is 5.68% of ICICI Prudential Rural Opportunities Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Bajaj Finance Limited is 4.98% of ICICI Prudential Rural Opportunities 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.