LIC Mutual Fund

LIC MF Focused Fund Direct Plan Growth

₹ 21.4

NAV (Apr 04)

22.906%
5 Year CAGR
Scripbox Opinion
not-recommended
Not Recommended
Click here for top ranked funds in focused mutual funds.

Focused funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

View all 4 analysis

cheveron-blue

View Less

cheveron-blue

Scheme Information

Investment Objective

The Scheme seeks to generate long term capital appreciation by investing in a concentrated portfolio of equity and equity related instruments of up to 30 companies across market capitalisation.

Expense Ratio
1.61 %
Launched 7Y ago
2017-11-17
AUM in Crores
121.2
ISIN
INF397L01KA7
Lock-in (days)
No Lock-in
Benchmark
NIFTY 500 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation
14.2
Beta
0.9
Sharpe Ratio
0.2
asset-allocation

Asset allocation and Holdings

Last updated on 2025-03-12

Top Stock Holdings

Kotak Mahindra Bank Ltd.

7.7%
7.7%

Hindustan Unilever Ltd.

7.56%
7.56%

HDFC Bank Ltd.

7.3%
7.3%

Tech Mahindra Ltd.

5.7%
5.7%

TARC Ltd.

4.4%
4.4%
See all holdings
right-arrow

Allocation by Sector

Financial

38.04%
38.04%

Capital Goods

17.42%
17.42%

Technology

8.16%
8.16%

Consumer Staples

6.94%
6.94%

Healthcare

6.77%
6.77%
See all sectors
right-arrow

Frequently Asked Questions

Loading...