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ICICI Prudential Transportation And Logistics Fund

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

The fund remains heavily concentrated in auto and auto components, positioning for continued domestic vehicle demand and supply chain recovery. The manager's conviction shows a selective shift—trimming Tata Motors while raising Maruti bets signals confidence in passenger car momentum over commercial vehicles. Adding specialty suppliers like Bharat Forge and Suprajit Engineering suggests growing conviction in component-driven plays, offsetting the exit from Exide, likely due to sector rotation away from batteries amid market repricing.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Direct Growth₹20.4600
Regular Growth₹19.5700-1.95%+7.76%+22.33%
Direct IDCW₹17.4600
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
43
Top 5 Weight
42.89%
Top 10 Weight
62.28%
Max Position
11.71%
Conviction Bets
16
Gini
0.568
Large Cap
67.99%
Mid Cap
6.71%
Small Cap
20.10%
Top Sector
Automobiles
Sector Count
9
HHI (bps)
52,757
Highly Differentiated
Active Share
86.69%
vs peer portfolio
Weight Overlap
10.05%
with avg peer
Cosine Similarity
0.365
portfolio angle
Peer Count
237
funds in category

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

Holdings: 4646+2 added2 removed29 weight shifts ≥ 0.1%
StockWeight
Bharat Forge Ltd.0.11%
Suprajit Engineering Ltd.0.07%
#Holding% to NAV
1
Mahindra & Mahindra Ltd.
INE101A01026
11.71%
2
Eternal Ltd.
INE758T01015
9.46%
3
Maruti Suzuki India Ltd.
INE585B01010
8.17%
4
Interglobe Aviation Ltd.
INE646L01027
6.82%
5
Bajaj Auto Ltd.
INE917I01010
6.73%
6
TVS Motor Company Ltd.
INE494B01023
6.73%
7
Tata Motors Ltd.
INE1TAE01010
3.59%
8
Hyundai Motor India Ltd.
INE0V6F01027
3.18%
9
ZF Commercial Vehicle Control Systems India Ltd
INE342J01019
2.97%
10
Samvardhana Motherson International Ltd.
INE775A01035
2.92%
11
TREPS
2.86%
12
Eicher Motors Ltd.
INE066A01021
2.66%
13
Swiggy Ltd
INE00H001014
2.64%
14
Adani Ports and Special Economic Zone Ltd.
INE742F01042
2.54%
15
Sona Blw Precision Forgings Ltd.
INE073K01018
2.23%
16
Tata Motors Passenger Vehicles Ltd.
INE155A01022
2.00%
17
Pricol Ltd
INE726V01018
2.00%
18
Divgi Torqtransfer Systems Ltd
INE753U01022
1.87%
19
Sharda Motor Industries Ltd
INE597I01028
1.81%
20
Bosch Ltd.
INE323A01026
1.48%
Automobiles41.2%
Auto Components24.5%
Retailing12.1%
Transport Services9.3%
Agricultural, Commercial & Construction Vehicles4.3%
Transport Infrastructure2.8%
Leisure Services1.5%
Commercial Services & Supplies0.8%
Industrial Products0.4%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does ICICI Prudential Transportation And Logistics Fund hold?

ICICI Prudential Transportation And Logistics Fund holds 43 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 42.89% of NAV.

What is the largest holding in ICICI Prudential Transportation And Logistics Fund?

The largest position in ICICI Prudential Transportation And Logistics Fund is Mahindra & Mahindra Ltd., accounting for 11.71% of NAV in the Automobiles sector.

Is ICICI Prudential Transportation And Logistics Fund a concentrated or diversified fund?

With a Gini coefficient of 0.568, ICICI Prudential Transportation And Logistics Fund is moderately concentrated. The HHI concentration index is 52,757 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 42.89% of the portfolio.

What is the market cap allocation of ICICI Prudential Transportation And Logistics Fund?

Based on SEBI's AMFI classification, ICICI Prudential Transportation And Logistics Fund's equity portfolio is split as: Large Cap: 67.99%, Mid Cap: 6.71%, Small Cap: 20.10%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does ICICI Prudential Transportation And Logistics Fund invest in most?

ICICI Prudential Transportation And Logistics Fund has the highest allocation to Automobiles (41.18%), Auto Components (24.47%), Retailing (12.10%). The fund is invested across 9 sectors in total.

How actively managed is ICICI Prudential Transportation And Logistics Fund compared to other Sectoral / Thematic funds?

ICICI Prudential Transportation And Logistics Fund has an Active Share of 86.69%, 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 Transportation And Logistics Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, ICICI Prudential Transportation And Logistics Fund added 2 new stocks (including Bharat Forge Ltd.) and exited 2 stocks (including Exide Industries Ltd.). Total holding count remained at 46 stocks.