ICICI Prudential Infrastructure Fund

As of Jun 2026, ICICI Prudential Infrastructure Fund — an institution tracked through public shareholding filings — disclosed 11 holdings in Indian listed companies worth ₹2,598 crore. The same holdings-at-filing-value basis put it at ₹3,177 crore in Mar 2026 (−18.2%). Solomo carries these filings back to Sep 2016.

Largest disclosed positions in Jun 2026: Ingersoll-Rand (India) Ltd (INGERRAND — 2.91% of the company, ₹399 crore); Afcons Infrastructure Ltd (AFCONS — 3.16% of the company, ₹363 crore); Nuvoco Vistas Corporation Ltd (NUVOCO — 3.15% of the company, ₹362 crore); Inox India Ltd (INOXINDIA — 1.68% of the company, ₹285 crore); KSB Ltd (KSB — 1.69% of the company, ₹275 crore). Those 5 account for 65% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — Vedanta Iron & Steel Ltd. Stake raised in GMM Pfaudler Ltd (+0.94 pp), HeidelbergCement India Ltd (+0.28 pp), Nuvoco Vistas Corporation Ltd (+0.22 pp). Stake reduced in KSB Ltd (−1.20 pp), CESC Ltd (−0.58 pp), Afcons Infrastructure Ltd (−0.36 pp). No longer disclosed after the previous quarter: Oil India Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.