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LIC MF Infrastructure Fund

LIC Mutual Fund Sectoral / Thematic Highly Differentiated As of 2026-05-31
Holdings
59
Well diversified
Top 10 weight
32%
Concentration
Active share
78%
Highly Differentiated
Equity
96%
Asset allocation

Portfolio

22Sectors 0Large positions 13.4%Top: Industrial Products 3.8%Cash

Market-cap allocation

Large cap45%
Mid cap14%
Small cap36%

Asset allocation

Equity96%
Cash4%

Top holdings

Holdings appear once portfolio data is connected.

AI Smart summary

Portfolio read

  • 96% equity, 4% cash.
  • 59 disclosed positions across 22 classified equity sectors.
  • Largest equity sector is Industrial Products at 13.4% of the portfolio.
  • Top 10 positions account for 32%, indicating relatively distributed position weights.

Watchpoints

  • Small-cap exposure is 36%, which may increase volatility and liquidity risk.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Sectoral / Thematic.

JioBlackRock Sector Rotation Fund291 holdings · 33% top 10 · 36% AS
Bandhan Business Cycle Fund95 holdings · 35% top 10 · 65% AS
WhiteOak Capital Special Opportunities Fund91 holdings · 29% top 10 · 73% AS
UTI Quant Fund90 holdings · 35% top 10 · 66% AS
ICICI Prudential Manufacturing Fund86 holdings · 37% top 10 · 79% AS
Axis India Manufacturing Fund86 holdings · 34% top 10 · 73% AS

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Industrial Products13.4%
Electrical Equipment11.0%
Auto Components9.1%
Power7.9%
Automobiles7.9%
Construction5.8%
Telecom - Services5.0%
Aerospace & Defense5.0%
Transport Services4.7%
Ferrous Metals4.4%
Cement & Cement Products3.9%
Agricultural, Commercial & Construction Vehicles3.5%
Transport Infrastructure2.8%
Finance2.2%
Other 8 sectors9.6%