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Funds/ICICI Prudential Rural Opportunities Fund

ICICI Prudential Rural Opportunities Fund

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

Despite its rural-focused mandate, the fund is heavily concentrated in large-cap defensive names like Bharti Airtel, HUL, and banks, which dilutes its thematic positioning. The recent exits of smaller-cap plays like Marico and TVS Motor, coupled with increased cash positioning, suggest the manager is trimming exposure to genuinely rural-linked businesses in favour of stability. This shift signals either caution on rural demand or a strategic retreat toward index-hugging, raising questions about conviction in the fund's core theme.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Direct Growth₹11.0100
Regular Growth₹10.8400-0.55%-0.09%
Direct IDCW₹11.0100
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
48
Top 5 Weight
31.89%
Top 10 Weight
51.03%
Max Position
9.54%
Conviction Bets
16
Gini
0.478
Large Cap
73.60%
Mid Cap
11.79%
Small Cap
8.65%
Top Sector
Automobiles
Sector Count
16
HHI (bps)
36,972
Highly Differentiated
Active Share
75.99%
vs peer portfolio
Weight Overlap
20.38%
with avg peer
Cosine Similarity
0.582
portfolio angle
Peer Count
237
funds in category

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

Holdings: 5651+0 added5 removed30 weight shifts ≥ 0.1%
StockWeight
No new entries this month
#Holding% to NAV
1
Bharti Airtel Ltd.
INE397D01024
9.54%
2
Hindustan Unilever Ltd.
INE030A01027
7.39%
3
Mahindra & Mahindra Ltd.
INE101A01026
5.04%
4
HDFC Bank Ltd.
INE040A01034
4.99%
5
State Bank Of India
INE062A01020
4.93%
6
Maruti Suzuki India Ltd.
INE585B01010
4.01%
7
ITC Ltd.
INE154A01025
3.92%
8
NTPC Ltd.
INE733E01010
3.84%
9
Ultratech Cement Ltd.
INE481G01011
3.70%
10
Bajaj Auto Ltd.
INE917I01010
3.68%
11
Life Insurance Corporation of India
INE0J1Y01017
3.31%
12
TREPS
2.97%
13
Britannia Industries Ltd.
INE216A01030
2.81%
14
TVS Motor Company Ltd.
INE494B01023
2.56%
15
Colgate - Palmolive (India) Ltd.
INE259A01022
2.46%
16
Havells India Ltd.
INE176B01034
2.10%
17
Godrej Consumer Products Ltd.
INE102D01028
2.10%
18
LIC Housing Finance Ltd.
INE115A01026
1.88%
19
Nestle India Ltd.
INE239A01024
1.85%
20
Indian Railway Catering and Tourism Corporation Ltd.
INE335Y01020
1.84%
Automobiles16.8%
Banks11.8%
Diversified Fmcg11.3%
Telecom - Services9.5%
Insurance6.9%
Finance6.2%
Personal Products5.7%
Consumer Durables5.2%
Cement & Cement Products5.0%
Food Products4.7%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does ICICI Prudential Rural Opportunities Fund hold?

ICICI Prudential Rural Opportunities Fund holds 48 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 31.89% of NAV.

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

The largest position in ICICI Prudential Rural Opportunities Fund is Bharti Airtel Ltd., accounting for 9.54% of NAV in the Telecom - Services sector.

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

With a Gini coefficient of 0.478, ICICI Prudential Rural Opportunities Fund is moderately concentrated. The HHI concentration index is 36,972 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 31.89% of the portfolio.

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

Based on SEBI's AMFI classification, ICICI Prudential Rural Opportunities Fund's equity portfolio is split as: Large Cap: 73.60%, Mid Cap: 11.79%, Small Cap: 8.65%. This reflects the fund's positioning within the market cap spectrum.

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

ICICI Prudential Rural Opportunities Fund has the highest allocation to Automobiles (16.82%), Banks (11.82%), Diversified Fmcg (11.31%). The fund is invested across 16 sectors in total.

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

ICICI Prudential Rural Opportunities Fund has an Active Share of 75.99%, 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 Rural Opportunities Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, ICICI Prudential Rural Opportunities Fund exited 5 stocks (including Marico Ltd.). Total holding count decreased from 56 to 51 stocks.