ICICI Prudential Manufacturing Fund

As of Jun 2026, ICICI Prudential Manufacturing Fund — an institution tracked through public shareholding filings — disclosed 8 holdings in Indian listed companies worth ₹28,140 crore. The same holdings-at-filing-value basis put it at ₹1,372 crore in Mar 2026 (+1951.5%). Solomo carries these filings back to Sep 2021.

Largest disclosed positions in Jun 2026: Maruti Suzuki India Ltd (MARUTI — 3.64% of the company, ₹16,445 crore); Hindustan Aeronautics Ltd (HAL — 1.30% of the company, ₹3,852 crore); Samvardhana Motherson International Ltd (MOTHERSON — 2.04% of the company, ₹3,157 crore); P I Industries Ltd (PIIND — 7.61% of the company, ₹3,054 crore); PG Electroplast Ltd (PGEL — 5.40% of the company, ₹867 crore). Those 5 account for 97% of the disclosed value.

Changes in the Jun 2026 filings: newly disclosed — Maruti Suzuki India Ltd, Hindustan Aeronautics Ltd, P I Industries Ltd. Stake raised in RHI Magnesita India Ltd (+0.22 pp). No longer disclosed after the previous quarter: Gujarat Narmada Valley Fertilizers & Chemicals Ltd, Crompton Greaves Consumer Electricals Ltd, Supreme Petrochem Ltd, Deepak Fertilisers & Petrochemicals Corp Ltd — which can mean a sale, a stake falling below the 1% disclosure line, or that name not filing this quarter.