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IF

Icici Prudential Infrastructure Fund

Mutual FundDisclosed Indian equity holdings above the 1% filing threshold.

Disclosed value
₹5,145 Cr
Today
+₹80.8 Cr +1.60%
Companies
9
As of
16 May 2026
Returns vs NIFTY current basket, 1 year
0%-14.1%-4.4%JunSeptDecMarJun
This portfolio -14.1% NIFTY 50 -4.4%behind NIFTY by 9.7 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
Oil, Gas & Consumable Fuels65.1%
Capital Goods9.9%
Construction9.1%
Construction Materials8.5%
Power7.4%
Portfolio X-ray
Top-5 weight
89%
Wtd P/E
31.3
Wtd ROE
9.6%
Holdings
9
By market cap
Large 73% Mid 23% Small 5%
Sold / trimmed last quarter
KSB Ltd-0.47pp
Holdings · 9
CompanyStakeValueTodayQ/QP/EROE
Gujarat Gas Ltd
GUJGASLTD · Oil, Gas & Consumable Fuels
5.80%₹2,176.3 Cr+3.02%NEW36.58%
Oil India Ltd
OIL · Oil, Gas & Consumable Fuels
1.73%₹1,175.1 Cr-0.14%NEW9.014%
KSB Ltd
KSB · Capital Goods
2.89%₹430.9 Cr+2.46%▼ -0.47pp57.515%
Afcons Infrastructure Ltd
AFCONS · Construction
3.52%₹420.9 Cr-0.26%▲ +1.26pp47.75%
CESC Ltd
CESC · Power
1.70%₹381.8 Cr+0.51%▲ +0.24pp13.913%
Nuvoco Vistas Corporation Ltd
NUVOCO · Construction Materials
2.93%₹327.7 Cr+1.01%▲ +0.16pp31.14%
HeidelbergCement India Ltd
HEIDELBERG · Construction Materials
3.17%₹109.4 Cr+2.18%▲ +0.00pp25.810%
GMM Pfaudler Ltd
GMMPFAUDLR · Capital Goods
2.25%₹78.6 Cr+2.14%NEW62.45%
PSP Projects Ltd
PSPPROJECT · Construction
1.23%₹44.8 Cr+0.45%65.84%
Stake history by quarter (%) increased trimmed
CompanyMar '26Dec '25Sept '25Jun '25
Oil India Ltd1.73···
KSB Ltd2.893.363.203.33
Afcons Infrastructure Ltd3.522.261.52·
CESC Ltd1.701.461.701.82
Nuvoco Vistas Corporation Ltd2.932.772.824.44
HeidelbergCement India Ltd3.173.17··
GMM Pfaudler Ltd2.25···
PSP Projects Ltd1.231.231.23·

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.