Fund Tracker
SchemeLIC Mutual FundEquity Scheme - Large & Mid Cap FundAMFI code 133709

LIC MF Large & Mid Cap Fund

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Fund managers: Sudhanshu Asthana · Source: AMFI scheme summary document

NAV, LIC MF Large & Mid Cap Fund - Direct Plan - Growth₹43.595328 Sep 2026 · Source: AMFI
AUM₹2,977 craverage for April - June 2026, all plans · Source: AMFI
Total expense ratioDirect 1.56 % · Regular 2.78 %a year, as of 28 Sep 2026 · Source: AMFI
Equity held₹3,151 cr40 stocks · Aug 2026 · Source: AMC file

This month, Aug 2026

compared with Jul 2026
Equity, % of fund98.5%Rest 1.5%: debt, money market, cash, REIT/InvIT units and other assets, not itemised here
Top 10 stocks, % of fund34.3%as the AMC's file prints % of NAV
New3stocks, by share count
Added5stocks, by share count
Trimmed4stocks, by share count
Exited3stocks, 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

15 stocks · by share count
StockChangeShares beforeShares nowDifferenceValue
POLICYBZR New—3.46 lakh+3.46 lakh₹65.0 cr
HINDALCO New—6.15 lakh+6.15 lakh₹62.5 cr
MOTILALOFS New—4.62 lakh+4.62 lakh₹48.2 cr
EICHERMOT Added1.15 lakh1.58 lakh+42,750₹126 cr
CARTRADE Added2.23 lakh3.34 lakh+1.11 lakh₹100.0 cr
CHOLAFIN Added1.85 lakh4.37 lakh+2.52 lakh₹81.2 cr
SHRIRAMFIN Added6.58 lakh7.28 lakh+70,000₹80.9 cr
ASTERDM Added7.70 lakh8.70 lakh+1.00 lakh₹65.8 cr
SCHNEIDER Trimmed6.26 lakh5.86 lakh−40,000₹71.5 cr
BHARTIARTL Trimmed4.71 lakh3.29 lakh−1.43 lakh₹59.5 cr
SCHAEFFLER Trimmed2.45 lakh1.42 lakh−1.03 lakh₹57.0 cr
BHARATFORG Trimmed4.70 lakh2.35 lakh−2.35 lakh₹49.4 cr
AXISBANK Exited7.79 lakh—−7.79 lakh₹95.7 cr
THERMAX Exited1.36 lakh—−1.36 lakh₹58.7 cr
INDUSTOWER Exited13.05 lakh—−13.05 lakh₹51.0 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 (40 stocks)

CSV, with the 11 months before
Sector
AUBANK AU Small Finance Bank Limited Financial Services12.14 lakh₹132 cr4.12%
EICHERMOT Eicher Motors Limited Automobile and Auto Components1.58 lakh₹126 cr3.93%
PERSISTENT Persistent Systems Limited Information Technology2.23 lakh₹125 cr3.89%
CGPOWER CG Power and Industrial Solutions Limited Capital Goods12.54 lakh₹115 cr3.59%
INDIGO InterGlobe Aviation Limited Services2.02 lakh₹106 cr3.31%
BAJFINANCE Bajaj Finance Limited Financial Services9.75 lakh₹103 cr3.22%
NYKAA FSN E-Commerce Ventures Limited Consumer Services29.09 lakh₹102 cr3.18%
CARTRADE Cartrade Tech Limited Consumer Services3.34 lakh₹100.0 cr3.13%
ABCAPITAL Aditya Birla Capital Limited Financial Services23.61 lakh₹96.7 cr3.02%
APOLLOHOSP Apollo Hospitals Enterprise Limited Healthcare1.05 lakh₹93.5 cr2.92%
LT Larsen & Toubro Limited Construction2.27 lakh₹91.8 cr2.87%
DIVISLAB Divi's Laboratories Limited Healthcare95,800₹90.7 cr2.84%
KEI KEI Industries Limited Capital Goods1.54 lakh₹88.5 cr2.77%
MARICO Marico Limited Fast Moving Consumer Goods10.59 lakh₹86.8 cr2.71%
KARURVYSYA Karur Vysya Bank Limited Financial Services23.97 lakh₹83.3 cr2.60%
CHOLAFIN Cholamandalam Investment and Finance Company Limited Financial Services4.37 lakh₹81.2 cr2.54%
SHRIRAMFIN Shriram Finance Limited Financial Services7.28 lakh₹80.9 cr2.53%
NAM-INDIA Nippon Life India Asset Management Limited Financial Services6.62 lakh₹77.7 cr2.43%
JSWINFRA JSW Infrastructure Limited Services22.71 lakh₹77.2 cr2.41%
UNOMINDA UNO Minda Limited Automobile and Auto Components6.00 lakh₹76.5 cr2.39%
CUB City Union Bank Limited Financial Services33.10 lakh₹75.9 cr2.37%
OBEROIRLTY Oberoi Realty Limited Realty3.95 lakh₹73.8 cr2.31%
TRENT Trent Limited Consumer Services2.53 lakh₹72.9 cr2.28%
DELHIVERY Delhivery Limited Services15.76 lakh₹71.9 cr2.25%
NAVINFLUOR Navin Fluorine International Limited Chemicals82,583₹71.6 cr2.24%
SCHNEIDER Schneider Electric Infrastructure Limited Capital Goods5.86 lakh₹71.5 cr2.23%
DIXON Dixon Technologies (India) Limited Consumer Durables45,000₹66.8 cr2.09%
SUNPHARMA Sun Pharmaceutical Industries Limited Healthcare3.35 lakh₹66.4 cr2.08%
ASTERDM Aster DM Quality Care Limited Healthcare8.70 lakh₹65.8 cr2.06%
POLICYBZR PB Fintech Limited Financial Services3.46 lakh₹65.0 cr2.03%
HINDALCO Hindalco Industries Limited Metals & Mining6.15 lakh₹62.5 cr1.95%
PAYTM One 97 Communications Limited Financial Services3.48 lakh₹59.7 cr1.87%
BHARTIARTL Bharti Airtel Limited Telecommunication3.29 lakh₹59.5 cr1.86%
SCHAEFFLER Schaeffler India Limited Automobile and Auto Components1.42 lakh₹57.0 cr1.78%
AZAD Azad Engineering Limited Capital Goods1.99 lakh₹57.0 cr1.78%
ZYDUSLIFE Zydus Lifesciences Limited Healthcare4.35 lakh₹50.5 cr1.58%
BHARATFORG Bharat Forge Limited Automobile and Auto Components2.35 lakh₹49.4 cr1.55%
MOTILALOFS Motilal Oswal Financial Services Limited Financial Services4.62 lakh₹48.2 cr1.51%
THELEELA Leela Palaces Hotels & Resorts Limited Consumer Services7.00 lakh₹39.9 cr1.25%
GVT&D GE Vernova T&D India Limited Capital Goods75,719₹33.7 cr1.05%

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

Sectors, Aug 2026

% of equity held
  1. Financial Services
    28.7%
  2. Healthcare
    11.6%
  3. Capital Goods
    11.6%
  4. Consumer Services
    10.0%
  5. Automobile and Auto Components
    9.8%
  6. Services
    8.1%
  7. Information Technology
    4.0%
  8. Construction
    2.9%
  9. Fast Moving Consumer Goods
    2.8%
  10. Realty
    2.3%
  11. Chemicals
    2.3%
  12. Consumer Durables
    2.1%
  13. Metals & Mining
    2.0%
  14. Telecommunication
    1.9%

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. Mid Cap
    45.4%
  2. Large Cap
    36.5%
  3. Small Cap
    18.1%

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

Returns, LIC MF Large & Mid Cap Fund - Direct Plan - Growth

NAV to NAV · Source: AMFI
PeriodReturnFromTo
1 year−0.03 % in total 26 Sep 2025 · NAV ₹43.607528 Sep 2026 · NAV ₹43.5953
3 years+12.41 % a year, compounded 27 Sep 2023 · NAV ₹30.676128 Sep 2026 · NAV ₹43.5953
5 years+10.57 % a year, compounded 28 Sep 2021 · NAV ₹26.371328 Sep 2026 · NAV ₹43.5953
Since first NAV+13.53 % a year, compounded 26 Feb 2015 · NAV ₹10.014828 Sep 2026 · NAV ₹43.5953

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 133710). Report a wrong number

Rolling returns, LIC MF Large & Mid Cap Fund - Direct Plan - Growth

weekly NAVs · Source: AMFI
WindowLowestMedianHighestWindows above zero
1 year in total −20.88 % 29 Mar 2019 to 3 Apr 2020+12.70 % 28 Aug 2015 to 2 Sep 2016+65.72 % 9 Oct 2020 to 14 Oct 2021 80 % of 546 windows ending 4 Mar 2016 to 28 Sep 2026
3 years a year, compounded −1.57 % 31 Mar 2017 to 3 Apr 2020+16.96 % 27 May 2016 to 31 May 2019+27.52 % 3 Apr 2020 to 6 Apr 2023 99 % of 449 windows ending 1 Mar 2018 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 year15.31 %29 Sep 2023 to 28 Sep 2026, 157 weekly changes: standard deviation of weekly NAV changes × √52 · Source: AMFI
Largest fall from a high−32.06 %high 20 Feb 2020, low 3 Apr 2020; back at the high 20 Nov 2020 · weekly NAVs since 27 Feb 2015 · 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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