Portfolio Holdings
As of 28 Feb 2026
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ICICI Prudential Transportation and Logistics Fund Direct · Growth

Sector Allocation

Aggregate portfolio weight by industry sector, sorted by exposure.

Automobiles
43.30%
Auto Components
22.01%
Transport Services
9.06%
Retailing
8.80%
Agricultural, Commercial & Construction Vehicles
3.74%
Transport Infrastructure
2.77%
Others
2.67%

All Holdings

Complete list of 39 stocks, grouped by sector. Filter by industry to focus.

39 holdings62.5% top 10 weight9 sectors
#Stock% of NAVValue (₹Cr)
Automobiles 7 stocks43.30%
1Mahindra & Mahindra Ltd.12.12%368.53
3Maruti Suzuki India Ltd.7.41%225.16
4TVS Motor Company Ltd.7.21%219.28
6Bajaj Auto Ltd.6.16%187.38
7Tata Motors Passenger Vehicles Ltd.4.51%137.11
10Eicher Motors Ltd.2.95%89.81
11Hyundai Motor India Ltd.2.94%89.31
Auto Components 18 stocks22.01%
8Samvardhana Motherson International Ltd.3.34%101.48
12ZF Commercial Vehicle Control Systems India Ltd2.89%87.76
14Pricol Ltd2.06%62.72
15Sona Blw Precision Forgings Ltd.1.85%56.10
16Sharda Motor Industries Ltd1.84%55.86
17Divgi Torqtransfer Systems Ltd1.82%55.43
19Tenneco Clean Air India Ltd.1.22%37.17
20Sansera Engineering Ltd.1.06%32.27
21Bosch Ltd.0.99%30.02
22Rolex Rings Ltd.0.94%28.66
24Varroc Engineering Ltd.0.87%26.54
26Tube Investments of India Ltd.0.78%23.85
28GNA Axles Ltd0.63%19.16
30Endurance Technologies Ltd.0.57%17.20
31Exide Industries Ltd.0.45%13.80
32CIE Automotive India Ltd0.41%12.48
36SJS Enterprises Ltd0.17%5.28
38MM Forgings Ltd.0.12%3.62
Transport Services 5 stocks9.06%
5Interglobe Aviation Ltd.6.89%209.42
23Container Corporation Of India Ltd.0.92%28.08
25Shadowfax Technologies Ltd0.84%25.56
34Gateway Distriparks Ltd.0.34%10.22
39Ecos India Mobility & Hospitality Ltd.0.07%2.25
Retailing 1 stocks8.80%
2Eternal Ltd.8.80%267.57
Agricultural, Commercial & Construction Vehicles 2 stocks3.74%
9Tata Motors Ltd.3.12%94.95
29Ashok Leyland Ltd.0.62%18.99
Transport Infrastructure 2 stocks2.77%
13Adani Ports and Special Economic Zone Ltd.2.51%76.23
35Gujarat Pipavav Port Ltd.0.26%7.75
Leisure Services 1 stocks1.42%
18Indian Railway Catering and Tourism Corporation Ltd.1.42%43.07
Commercial Services & Supplies 1 stocks0.75%
27CMS Info Systems Ltd0.75%22.78
Industrial Products 2 stocks0.50%
33Tinna Rubber And Infrastructure Ltd.0.34%10.30
37AIA Engineering Ltd.0.16%4.73