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LIC MF Value Fund

LIC Mutual Fund Value Fund Highly Differentiated As of 2026-07-31
Holdings
51
Well diversified
Top 10 weight
39%
Concentration
Active share
75%
Highly Differentiated
Equity
95%
Asset allocation

Portfolio

19Sectors 2Large positions 10.9%Top: Banks 0.0%Cash

Market-cap allocation

Large cap37%
Mid cap16%
Small cap33%

Asset allocation

Equity95%

Top holdings

6.8%
TrepsDERIVATIVE
5.9%

AI Smart summary

Portfolio read

  • 95% equity.
  • 51 disclosed positions across 19 classified equity sectors.
  • Largest equity sector is Banks at 10.9% of the portfolio.
  • Top 10 positions account for 39%, indicating relatively distributed position weights.

Watchpoints

  • No threshold-based concentration or allocation warning was triggered by the available portfolio data.

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

Peer comparison

Other funds in Value Fund.

Axis Value Fund89 holdings · 32% top 10 · 49% AS
HDFC Value Fund76 holdings · 33% top 10 · 60% AS
Mahindra Manulife Value Fund73 holdings · 28% top 10 · 69% AS
JM Value Fund71 holdings · 33% top 10 · 74% AS

Sector exposure

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

Banks10.9%
Power5.0%
Other 5 sectors6.0%