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Funds/ICICI Prudential Active Momentum Fund

ICICI Prudential Active Momentum Fund

ICICI Prudential Mutual Fund·Sectoral / Thematic·vs Nifty 500 TRI

The fund is positioned for cyclical recovery, with heavy exposure to banks, power, and industrials—sectors benefiting from infrastructure momentum and economic rebound. The manager's aggressive reshuffling—adding quality names like TCS and Axis Bank while pruning defensive plays and pharma—signals conviction in near-term cyclical strength. The elevated cash position and concentrated top holdings suggest selective conviction rather than broad-based optimism.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Direct Growth₹10.7500
Regular Growth₹10.6500+1.33%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
50
Top 5 Weight
16.64%
Top 10 Weight
30.24%
Max Position
3.82%
Conviction Bets
25
Gini
0.288
Large Cap
56.68%
Mid Cap
19.93%
Small Cap
7.20%
Top Sector
Banks
Sector Count
28
HHI (bps)
19,999
Highly Differentiated
Active Share
70.76%
vs peer portfolio
Weight Overlap
22.26%
with avg peer
Cosine Similarity
0.518
portfolio angle
Peer Count
237
funds in category

Active Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.

Holdings: 4953+15 added11 removed29 weight shifts ≥ 0.1%
StockWeight
Axis Bank Ltd.2.47%
Adani Ports and Special Economic Zone Ltd.2.31%
SIEMENS ENERGY INDIA LTD2.26%
Tata Consultancy Services Ltd.2.04%
Mahindra & Mahindra Ltd.2.01%
Biocon Ltd.1.75%
Hindustan Aeronautics Ltd.1.68%
CreditAccess Grameen Ltd.0.83%
UPL Ltd.0.60%
Vedanta Aluminium Metal Ltd.0.52%
Vedanta Iron And Steel Ltd.0.52%
Malco Energy Ltd.0.52%
Talwandi Sabo Power Ltd.0.52%
Powerica Ltd0.38%
Deepak Nitrite Ltd.0.26%
#Holding% to NAV
1
TREPS
9.16%
2
HDFC Bank Ltd.
INE040A01034
3.82%
3
Larsen & Toubro Ltd.
INE018A01030
3.43%
4
Tata Steel Ltd.
INE081A01020
3.16%
5
State Bank Of India
INE062A01020
3.16%
6
Titan Company Ltd.
INE280A01028
3.07%
7
Multi Commodity Exchange Of India Ltd.
INE745G01043
2.93%
8
Radico Khaitan Ltd.
INE944F01028
2.93%
9
Power Grid Corporation Of India Ltd.
INE752E01010
2.70%
10
TVS Motor Company Ltd.
INE494B01023
2.53%
11
Samvardhana Motherson International Ltd.
INE775A01035
2.51%
12
FSN E-Commerce Ventures Ltd.
INE388Y01029
2.51%
13
Axis Bank Ltd.
INE238A01034
2.47%
14
Nippon Life India Asset Management Ltd
INE298J01013
2.37%
15
Adani Ports and Special Economic Zone Ltd.
INE742F01042
2.31%
16
Ultratech Cement Ltd.
INE481G01011
2.31%
17
SIEMENS ENERGY INDIA LTD
INE1NPP01017
2.26%
18
NTPC Ltd.
INE733E01010
2.25%
19
Hindustan Unilever Ltd.
INE030A01027
2.23%
20
Oil & Natural Gas Corporation Ltd.
INE213A01029
2.11%
Banks9.4%
Power6.0%
Electrical Equipment5.8%
Automobiles5.5%
Capital Markets5.3%
Retailing4.5%
It - Software4.1%
Cement & Cement Products3.9%
Pharmaceuticals & Biotechnology3.7%
Ferrous Metals3.7%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does ICICI Prudential Active Momentum Fund hold?

ICICI Prudential Active Momentum Fund holds 50 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 16.64% of NAV.

What is the largest holding in ICICI Prudential Active Momentum Fund?

The largest position in ICICI Prudential Active Momentum Fund is TREPS, accounting for 9.16% of NAV.

Is ICICI Prudential Active Momentum Fund a concentrated or diversified fund?

With a Gini coefficient of 0.288, ICICI Prudential Active Momentum Fund is well-diversified. The HHI concentration index is 19,999 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 16.64% of the portfolio.

What is the market cap allocation of ICICI Prudential Active Momentum Fund?

Based on SEBI's AMFI classification, ICICI Prudential Active Momentum Fund's equity portfolio is split as: Large Cap: 56.68%, Mid Cap: 19.93%, Small Cap: 7.20%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does ICICI Prudential Active Momentum Fund invest in most?

ICICI Prudential Active Momentum Fund has the highest allocation to Banks (9.45%), Power (5.98%), Electrical Equipment (5.81%). The fund is invested across 28 sectors in total.

How actively managed is ICICI Prudential Active Momentum Fund compared to other Sectoral / Thematic funds?

ICICI Prudential Active Momentum Fund has an Active Share of 70.76%, classifying it as "Highly Differentiated" among 237 Sectoral / Thematic peers. This means the fund takes significantly different stock positions compared to its category peers.

What changed in ICICI Prudential Active Momentum Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, ICICI Prudential Active Momentum Fund added 15 new stocks (including Axis Bank Ltd.) and exited 11 stocks (including Bharti Airtel Ltd.). Total holding count increased from 49 to 53 stocks.