ICICI Prudential Infrastructure Fund

ICICI Prudential Mutual Fund · FM: Ihab Dalwai, Sharmila D’mello · INF109K018M4 · Direct

NAV ₹223.96 AUM ₹8523 Cr as of 07 Aug 2026

Portfolio as of Jul 2026 · Last Update: 8-Aug-2026 09:32 PM IST

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Returns

1D1M3M6M1Y3Y5YRank (1Y)TER
Fund -0.2% +1.9% +1.1% +5.2% +7.8% +20.2% +23.7% 126/236
Equity allocation
92.43%
Debt allocation
0.00%
Cash / Liquid
7.57%
Other
0.00%

All Equity Holdings (70) as of Jul 2026

# Company Value (₹ Cr) % of AUM
1 Interglobe Aviation Ltd. 673.3 7.90%
2 Larsen & Toubro Ltd. 499.6 5.86%
3 Reliance Industries Ltd. 396.2 4.65%
4 Oberoi Realty Ltd. 372.6 4.37%
5 NTPC Ltd. 299.6 3.51%
6 Shree Cements Ltd. 278.5 3.27%
7 HDFC Bank Ltd. 251.2 2.95%
8 Brigade Enterprises Ltd. 247.0 2.90%
9 Kalpataru Projects International Ltd 236.1 2.77%
10 AIA Engineering Ltd. 232.9 2.73%
11 Gujarat Gas Ltd. 227.3 2.67%
12 NCC Ltd. 206.9 2.43%
13 Tata Steel Ltd. 197.3 2.31%
14 Container Corporation Of India Ltd. 185.6 2.18%
15 Afcons Infrastructure Ltd. 167.4 1.96%
16 Ratnamani Metals & Tubes Ltd. 160.6 1.88%
17 CESC Ltd. 151.3 1.77%
18 Axis Bank Ltd. 149.4 1.75%
19 SBI Cards & Payment Services Ltd. 132.2 1.55%
20 ABB India Ltd. 131.1 1.54%
21 Ingersoll - Rand (India) Ltd 125.9 1.48%
22 GMM Pfaudler Ltd. 125.7 1.47%
23 KNR Constructions Ltd. 123.5 1.45%
24 Hindalco Industries Ltd. 121.2 1.42%
25 Oil & Natural Gas Corporation Ltd. 120.0 1.41%
26 Sona Blw Precision Forgings Ltd. 117.9 1.38%
27 Adani Ports and Special Economic Zone Ltd. 117.0 1.37%
28 KSB Ltd. 115.1 1.35%
29 IndusInd Bank Ltd. 109.3 1.28%
30 Bajaj Finserv Ltd. 105.9 1.24%
31 Oil India Ltd. 104.3 1.22%
32 Nuvoco Vistas Corporation Ltd. 102.0 1.20%
33 Triveni Turbine Ltd. 101.7 1.19%
34 INOX India Ltd 97.0 1.14%
35 Cummins India Ltd. 92.4 1.08%
36 SIEMENS ENERGY INDIA LTD 87.8 1.03%
37 Jm Financial Ltd. 87.3 1.02%
38 Ambuja Cements Ltd. 84.0 0.99%
39 IRB Infrastructure Developers Ltd. 79.5 0.93%
40 NHPC Ltd. 78.7 0.92%
41 CIE Automotive India Ltd 66.3 0.78%
42 Vedanta Aluminium Metal Ltd. 65.2 0.77%
43 ACC Ltd. 57.0 0.67%
44 Voltamp Transformers Ltd. 55.7 0.65%
45 Honeywell Automation India Ltd. 50.6 0.59%
46 Coal India Ltd. 47.9 0.56%
47 PSP Projects Ltd 47.5 0.56%
48 GSPL India Transco Ltd 42.0 0.49%
49 Juniper Green Energy Ltd. 40.0 0.47%
50 Wework India Management Ltd 39.8 0.47%
51 SKF INDIA Industrial Ltd. 38.8 0.46%
52 Orient Refractories Ltd. 38.5 0.45%
53 V-Guard Industries Ltd. 29.6 0.35%
54 Carborundum Universal Ltd. 28.4 0.33%
55 KEC International Ltd. 26.4 0.31%
56 JSW Infrastructure Ltd 25.9 0.30%
57 Vedanta Ltd. 24.7 0.29%
58 Vesuvius India Ltd 21.8 0.26%
59 Ultratech Cement Ltd. 20.7 0.24%
60 Heidleberg Cement India Ltd. 19.6 0.23%
61 Gateway Distriparks Ltd. 19.3 0.23%
62 Chemplast Sanmar Ltd 19.2 0.23%
63 Sagar Cements Ltd. 7.5 0.09%
64 Route Mobile Ltd. 5.5 0.06%
65 Supreme Industries Ltd. 5.2 0.06%
66 Vedanta Oil And Gas Ltd. 5.1 0.06%
67 Vedanta Power Ltd. 5.0 0.06%
68 Techno Electric & Engineering Company Ltd. 2.1 0.02%
69 Vedanta Iron And Steel Ltd. 1.4 0.02%
70 Power Grid Corporation Of India Ltd. 0.7 0.01%

All disclosed equity positions are shown.