Fund Tracker
SchemeLIC Mutual FundEquity Scheme - Focused FundAMFI code 152007

LIC MF Focused Fund

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Fund managers: Mahesh Bendre · Source: AMFI scheme summary document

NAV, LIC MF Focused Fund - Direct Plan - Growth₹24.048028 Sep 2026 · Source: AMFI
AUM₹161 craverage for April - June 2026, all plans · Source: AMFI
Total expense ratioDirect 2.51 %a year, as of 28 Sep 2026 · Source: AMFI
Equity held₹166 cr29 stocks · Aug 2026 · Source: AMC file

This month, Aug 2026

compared with Jul 2026
Equity, % of fund95.0%Rest 5.0%: debt, money market, cash, REIT/InvIT units and other assets, not itemised here
Top 10 stocks, % of fund44.7%as the AMC's file prints % of NAV
New3stocks, by share count
Added3stocks, by share count
Trimmed6stocks, by share count
Exited2stocks, by share count

Stocks held by month, last 12 months collected. Source: LIC Mutual Fund monthly portfolios. Report a wrong number

Changes, Aug 2026 vs Jul 2026

14 stocks · by share count
StockChangeShares beforeShares nowDifferenceValue
GABRIEL New—35,000+35,000₹5.0 cr
TENNIND New—87,861+87,861₹4.7 cr
ARVIND New—51,682+51,682₹2.9 cr
TMPV Added3.43 lakh4.11 lakh+68,000₹12.7 cr
GRWRHITECH Added9,00410,142+1,138₹7.2 cr
BHARATFORG Added23,64533,645+10,000₹7.1 cr
INDOMIM Trimmed1.16 lakh1.08 lakh−8,355₹9.4 cr
OFSS Trimmed6,8065,626−1,180₹7.1 cr
KSHINTL Trimmed69,16759,714−9,453₹5.7 cr
M&MFIN Trimmed1.74 lakh1.46 lakh−28,000₹5.5 cr
SCHNEIDER Trimmed47,30543,305−4,000₹5.3 cr
DIVGIITTS Trimmed52,43342,433−10,000₹5.0 cr
LENSKART Exited97,625—−97,625₹5.5 cr
ENRIN Exited11,854—−11,854₹3.8 cr

Value: this month's market value in the AMC's file (an exit: last month's). "ISIN changed" = a split or bonus between the months; share counts are not comparable across it. Source: LIC Mutual Fund monthly portfolios. Report a wrong number

Full portfolio, Aug 2026 (29 stocks)

CSV, with the 11 months before
Sector
TMPV Tata Motors Passenger Vehicles Limited Automobile and Auto Components4.11 lakh₹12.7 cr7.25%
INDOMIM INDO-MIM Limited Capital Goods1.08 lakh₹9.4 cr5.38%
TMCV Tata Motors Limited Capital Goods1.64 lakh₹7.7 cr4.41%
GRWRHITECH Garware Hi-Tech Films Limited Capital Goods10,142₹7.2 cr4.13%
BHARATFORG Bharat Forge Limited Automobile and Auto Components33,645₹7.1 cr4.04%
SBIN State Bank of India Financial Services66,752₹7.1 cr4.04%
OFSS Oracle Financial Services Software Limited Information Technology5,626₹7.1 cr4.03%
ICICIBANK ICICI Bank Limited Financial Services47,510₹6.9 cr3.94%
INDIGO InterGlobe Aviation Limited Services13,169₹6.9 cr3.93%
PHOENIXLTD The Phoenix Mills Limited Realty32,586₹6.2 cr3.53%
NTPC NTPC Limited Power1.86 lakh₹6.1 cr3.48%
SCHAEFFLER Schaeffler India Limited Automobile and Auto Components14,764₹5.9 cr3.38%
KSHINTL KSH International Limited Capital Goods59,714₹5.7 cr3.23%
TATAPOWER Tata Power Company Limited Power1.60 lakh₹5.5 cr3.16%
M&MFIN Mahindra & Mahindra Financial Services Limited Financial Services1.46 lakh₹5.5 cr3.11%
SCHNEIDER Schneider Electric Infrastructure Limited Capital Goods43,305₹5.3 cr3.01%
SUNPHARMA Sun Pharmaceutical Industries Limited Healthcare25,391₹5.0 cr2.88%
DIVGIITTS Divgi Torqtransfer Systems Limited Automobile and Auto Components42,433₹5.0 cr2.87%
GABRIEL Gabriel India Limited Automobile and Auto Components35,000₹5.0 cr2.87%
AXISBANK Axis Bank Limited Financial Services36,724₹4.8 cr2.72%
METROBRAND Metro Brands Limited Consumer Durables51,298₹4.7 cr2.69%
TENNIND Tenneco Clean Air India Limited Automobile and Auto Components87,861₹4.7 cr2.65%
MAHLIFE Mahindra Lifespace Developers Limited Realty1.16 lakh₹4.2 cr2.41%
HYUNDAI Hyundai Motor India Limited Automobile and Auto Components18,769₹4.1 cr2.36%
SHRIRAMFIN Shriram Finance Limited Financial Services34,562₹3.8 cr2.19%
BDL Bharat Dynamics Limited Capital Goods27,545₹3.5 cr2.00%
FOSECOIND Foseco India Limited Chemicals5,180₹3.3 cr1.90%
INFY Infosys Limited Information Technology27,028₹3.1 cr1.75%
ARVIND Arvind Limited Textiles51,682₹2.9 cr1.64%

Equity rows as disclosed, Aug 2026. Source: LIC Mutual Fund monthly portfolio. Report a wrong number

Sectors, Aug 2026

% of equity held
  1. Automobile and Auto Components
    26.8%
  2. Capital Goods
    23.3%
  3. Financial Services
    16.9%
  4. Power
    7.0%
  5. Realty
    6.3%
  6. Information Technology
    6.1%
  7. Services
    4.1%
  8. Healthcare
    3.0%
  9. Consumer Durables
    2.8%
  10. Chemicals
    2.0%
  11. Textiles
    1.7%

AMFI's 22 sectors; one sector per stock, from the fund houses' industry labels. Source: LIC Mutual Fund monthly portfolio; AMFI. Report a wrong number

Large, mid and small cap, Aug 2026

% of equity held
  1. Large Cap
    44.3%
  2. Small Cap
    28.9%
  3. Mid Cap
    21.2%
  4. Not in AMFI's list
    5.7%

AMFI's list of Jun 2026. Source: LIC Mutual Fund monthly portfolio; AMFI. Report a wrong number

Returns, LIC MF Focused Fund - Direct Plan - Growth

NAV to NAV · Source: AMFI
PeriodReturnFromTo
1 year+4.04 % in total 26 Sep 2025 · NAV ₹23.115028 Sep 2026 · NAV ₹24.0480
3 years+9.09 % a year, compounded 27 Sep 2023 · NAV ₹18.516628 Sep 2026 · NAV ₹24.0480

Past performance may not be sustained in future.

Point-to-point change in the plan's NAV between the two dates shown, as AMFI publishes it; over a year, compounded a year. A period is shown only when a NAV exists within 7 days before its start date. Source: AMFI NAV files (plan code 152010). Report a wrong number

Rolling returns, LIC MF Focused Fund - Direct Plan - Growth

weekly NAVs · Source: AMFI
WindowLowestMedianHighestWindows above zero
1 year in total −7.95 % 20 Sep 2024 to 26 Sep 2025+5.10 % 3 May 2024 to 9 May 2025+35.82 % 22 Sep 2023 to 27 Sep 2024 74 % of 113 windows ending 9 Aug 2024 to 28 Sep 2026

Past performance may not be sustained in future.

One window ends on each week's last NAV; it starts at the NAV one (or three) years earlier, which must exist within 7 days before that date. 1 year: change in total; 3 years: compounded a year. Median = the middle window, so its dates are real. Source: AMFI NAV files.

Volatility, a year15.68 %29 Sep 2023 to 28 Sep 2026, 157 weekly changes: standard deviation of weekly NAV changes × √52 · Source: AMFI
Largest fall from a high−19.96 %high 27 Sep 2024, low 13 Mar 2025; not back at the high yet · weekly NAVs since 4 Aug 2023 · Source: AMFI

Past performance may not be sustained in future. Measured on each week's last NAV, so a fall within a week can be deeper than shown.

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