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Funds/ICICI Prudential India Opportunities Fund

ICICI Prudential India Opportunities Fund

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

The fund has maintained a heavily financials-skewed posture while building exposure to cyclical recovery plays, signaling conviction in India's infrastructure and consumption revival. The nine new entries spanning metals, power, and automobiles suggest the manager is rotating toward undervalued cyclicals, though banking's outsized 17.5% concentration leaves limited room for sector rotation. Recent exits from REC and ITC indicate a deliberate shift away from defensive utility and FMCG narratives in favor of higher-beta growth.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Primary₹20.6200-2.69%-9.56%+7.95%+8.71%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
86
Top 5 Weight
24.45%
Top 10 Weight
40.02%
Max Position
5.44%
Conviction Bets
14
Gini
0.558
Large Cap
66.03%
Mid Cap
14.26%
Small Cap
11.96%
Top Sector
Banks
Sector Count
35
HHI (bps)
23,968
Active Stock Picker
Active Share
64.72%
vs peer portfolio
Weight Overlap
30.55%
with avg peer
Cosine Similarity
0.725
portfolio angle
Peer Count
237
funds in category

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

Holdings: 8589+9 added5 removed34 weight shifts ≥ 0.1%
StockWeight
Hyundai Motor India Ltd.0.33%
Vedanta Aluminium Metal Ltd.0.16%
Vedanta Iron And Steel Ltd.0.16%
Malco Energy Ltd.0.16%
Talwandi Sabo Power Ltd.0.16%
182 Days Treasury Bills0.45%
364 Days Treasury Bills0.17%
91 Days Treasury Bills0.12%
364 Days Treasury Bills0.04%
#Holding% to NAV
1
TREPS
6.26%
2
Infosys Ltd.
INE009A01021
5.44%
3
ICICI Bank Ltd.
INE090A01021
5.42%
4
HDFC Bank Ltd.
INE040A01034
5.30%
5
Axis Bank Ltd.
INE238A01034
4.66%
6
Reliance Industries Ltd.
INE002A01018
3.63%
7
Sun Pharmaceutical Industries Ltd.
INE044A01036
3.42%
8
Larsen & Toubro Ltd.
INE018A01030
3.22%
9
Bharti Airtel Ltd.
INE397D01024
3.19%
10
SBI Life Insurance Company Ltd.
INE123W01016
3.04%
11
HDFC Life Insurance Company Ltd.
INE795G01014
2.70%
12
Mahindra & Mahindra Ltd.
INE101A01026
2.49%
13
NTPC Ltd.
INE733E01010
2.41%
14
Tata Motors Ltd.
INE1TAE01010
2.39%
15
Hindustan Unilever Ltd.
INE030A01027
2.13%
16
Tata Motors Passenger Vehicles Ltd.
INE155A01022
1.91%
17
ICICI Lombard General Insurance Company Ltd.
INE765G01017
1.85%
18
Britannia Industries Ltd.
INE216A01030
1.79%
19
Info Edge (India) Ltd.
INE663F01032
1.78%
20
Interglobe Aviation Ltd.
INE646L01027
1.69%
Banks17.6%
It - Software9.4%
Insurance8.6%
Pharmaceuticals & Biotechnology7.7%
Retailing5.4%
Automobiles5.1%
Telecom - Services4.7%
Construction4.6%
Petroleum Products3.6%
Power2.7%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does ICICI Prudential India Opportunities Fund hold?

ICICI Prudential India Opportunities Fund holds 86 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 24.45% of NAV.

What is the largest holding in ICICI Prudential India Opportunities Fund?

The largest position in ICICI Prudential India Opportunities Fund is TREPS, accounting for 6.26% of NAV.

Is ICICI Prudential India Opportunities Fund a concentrated or diversified fund?

With a Gini coefficient of 0.558, ICICI Prudential India Opportunities Fund is moderately concentrated. The HHI concentration index is 23,968 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 24.45% of the portfolio.

What is the market cap allocation of ICICI Prudential India Opportunities Fund?

Based on SEBI's AMFI classification, ICICI Prudential India Opportunities Fund's equity portfolio is split as: Large Cap: 66.03%, Mid Cap: 14.26%, Small Cap: 11.96%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does ICICI Prudential India Opportunities Fund invest in most?

ICICI Prudential India Opportunities Fund has the highest allocation to Banks (17.55%), It - Software (9.44%), Insurance (8.58%). The fund is invested across 35 sectors in total.

How actively managed is ICICI Prudential India Opportunities Fund compared to other Sectoral / Thematic funds?

ICICI Prudential India Opportunities Fund has an Active Share of 64.72%, classifying it as "Active Stock Picker" among 237 Sectoral / Thematic peers. This indicates a moderate level of differentiation from category peers.

What changed in ICICI Prudential India Opportunities Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, ICICI Prudential India Opportunities Fund added 9 new stocks (including Hyundai Motor India Ltd.) and exited 5 stocks (including Rural Electrification Corporation Ltd.). Total holding count increased from 85 to 89 stocks.