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IF
Icici Prudential India Opportunities Fund
Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹13,099 Cr
Today
+₹104.9 Cr +0.81%
Companies
10
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio +4.7% NIFTY 50 -4.4%ahead of NIFTY by 9.1 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
86%
Wtd P/E
46.2
Wtd ROE
16.8%
Holdings
10
By market cap
Large 86% Mid 14% Small 0%
Bought / added last quarter
KEC International Ltd+0.66pp
Tata Motors Ltd+0.40pp
Gland Pharma Ltd+0.22pp
Sold / trimmed last quarter
PNC Infratech Ltd-0.79pp
TATA COMMUNICATIONS-0.27pp
Cyient Ltd-0.24pp
Brainbees Solutions Ltd-0.23pp
Holdings · 10
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Tata Motors Ltd TMCV · Capital Goods | 2.96% | ₹4,434.5 Cr | +4.18% | ▲ +0.40pp | 49.4 | 24% |
| Sona BLW Precision Forgings Ltd SONACOMS · Automobile and Auto Components | 8.00% | ₹2,967.3 Cr | +0.56% | NEW | 58.9 | 11% |
| Aurobindo Pharma AUROPHARMA · Healthcare | 2.09% | ₹1,707.4 Cr | -4.38% | NEW | 23.4 | 10% |
| Gland Pharma Ltd GLAND · Healthcare | 3.09% | ₹1,128.2 Cr | -2.17% | ▲ +0.22pp | 35.5 | 11% |
| TATA COMMUNICATIONS TATACOMM · Telecommunication | 1.76% | ₹969.4 Cr | -1.66% | ▼ -0.27pp | 55.3 | 31% |
| Brainbees Solutions Ltd FIRSTCRY · Consumer Services | 4.76% | ₹543.1 Cr | +0.89% | ▼ -0.23pp | – | -4% |
| Aditya Birla Lifestyle Brands Ltd ABLBL · Consumer Services | 4.03% | ₹492.9 Cr | +1.81% | NEW | 71.5 | 12% |
| Cyient Ltd CYIENT · Information Technology | 3.89% | ₹387.9 Cr | +2.17% | ▼ -0.24pp | 21.5 | 8% |
| KEC International Ltd KEC · Construction | 2.62% | ₹357.2 Cr | +1.65% | ▲ +0.66pp | 22.5 | 11% |
| PNC Infratech Ltd PNCINFRA · Construction | 2.10% | ₹111 Cr | +2.30% | ▼ -0.79pp | 6.4 | 13% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 | Mar '25 |
|---|---|---|---|---|---|
| Tata Motors Ltd | 2.96 | 2.56 | · | · | · |
| Sona BLW Precision Forgings Ltd | 8.00 | · | · | · | · |
| Aurobindo Pharma | 2.09 | · | · | · | · |
| Gland Pharma Ltd | 3.09 | 2.87 | 2.79 | 5.08 | · |
| TATA COMMUNICATIONS | 1.76 | 2.03 | 3.22 | · | · |
| Brainbees Solutions Ltd | 4.76 | 4.99 | 3.65 | · | · |
| Aditya Birla Lifestyle Brands Ltd | 4.03 | · | · | · | · |
| Cyient Ltd | 3.89 | · | 4.13 | · | · |
| KEC International Ltd | 2.62 | 1.96 | · | · | · |
| PNC Infratech Ltd | 2.10 | 2.89 | 3.09 | · | · |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.