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Key takeaway

ICICI Prudential funds added or raised stakes in 15+ stocks during June 2026 disclosures. The largest single move was in HDFC Bank Limited (9.74% weight change). 15 of the highlighted names were fresh entries (zero weight last month). Below: summary table plus fund-level detail for the top five moves.

This report aggregates month-on-month portfolio changes for every ICICI Prudential equity scheme with a published June 2026 disclosure. We include both fresh entries (new positions) and increases (existing holdings that were scaled up).

Summary: largest moves

StockSectorMoveLargest ΔSchemes
HDFC Bank LimitedBanksFresh entry+9.74%16
ICICI Bank LimitedBanksFresh entry+9.67%15
Larsen & Toubro LimitedConstructionFresh entry+7.02%5
SUN PHARMACEUTICALS INDUSTRIESPharmaceuticals & BiotechnologyFresh entry+6.40%9
Vedanta Aluminium Metal LimitedNon - Ferrous MetalsIncreased+6.19%15
Reliance Industries Ltd.Petroleum ProductsFresh entry+5.48%11
Infosys Ltd.IT - SoftwareFresh entry+5.29%3
Mahindra & Mahindra LimitedAutomobilesFresh entry+4.92%15
ITC LimitedDiversified FMCGFresh entry+4.69%3
Maruti Suzuki India Ltd.AutomobilesFresh entry+4.30%12
Atul Ltd.Chemicals & PetrochemicalsFresh entry+4.10%4
Axis Bank Ltd.BanksFresh entry+3.49%12

Fund-level detail: top 5 stocks

Which ICICI Prudential schemes drove the biggest moves:

HDFC Bank Limited

Banks · 16 ICICI Prudential scheme(s) active · Max weight change 9.74%

ICICI Prudential Business Cycle Fund (Others, new position)
ICICI Prudential Value Fund (Others, new position)
ICICI Prudential Children’s Fund (Flexi Cap, new position)
ICICI Prudential India Opportunities Fund (Others, 6.73% → 9.08%)

ICICI Bank Limited

Banks · 15 ICICI Prudential scheme(s) active · Max weight change 9.67%

ICICI Prudential Value Fund (Others, new position)
ICICI Prudential Business Cycle Fund (Others, new position)
ICICI Prudential India Opportunities Fund (Others, 0.43% → 5.71%)
ICICI Prudential Equity Minimum Variance Fund (Others, 0.61% → 3.32%)

Larsen & Toubro Limited

Construction · 5 ICICI Prudential scheme(s) active · Max weight change 7.02%

ICICI Prudential Business Cycle Fund (Others, new position)
ICICI Prudential Manufacturing Fund (Others, new position)
ICICI Prudential Value Fund (Others, new position)
ICICI Prudential Multicap Fund (Multi Cap, new position)

SUN PHARMACEUTICALS INDUSTRIES

Pharmaceuticals & Biotechnology · 9 ICICI Prudential scheme(s) active · Max weight change 6.40%

ICICI Prudential Children’s Fund (Flexi Cap, new position)
ICICI Prudential Equity Minimum Variance Fund (Others, new position)
ICICI Prudential Value Fund (Others, new position)
ICICI Prudential Manufacturing Fund (Others, new position)

Vedanta Aluminium Metal Limited

Non - Ferrous Metals · 15 ICICI Prudential scheme(s) active · Max weight change 6.19%

ICICI Prudential Commodities Fund (Others, 1.39% → 7.58%)
ICICI Prudential Multicap Fund (Multi Cap, new position)
ICICI Prudential MNC Fund (Others, 1.10% → 4.04%)
ICICI Prudential Large & Mid Cap Fund (Large & Mid Cap, 0.15% → 1.79%)

What to do next

Terms explained

Fresh entry vs Increased

Fresh entry = new position from zero. Increased = fund already held the stock and raised its weight.

Portfolio weight %

Stock value as a percentage of the fund's equity NAV — how large the bet is inside that scheme.

Data source: SEBI-regulated AMC monthly portfolio disclosures for June 2026. Not investment advice. Past institutional activity does not guarantee future returns.