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LIC MF Balanced Advantage Fund-Direct Plan-Growth

Balanced Advantage Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
47
Jul 2026
Equity Holdings
₹537.23 Cr
Equity only, excl. debt & cash
AAUM
₹673.85 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
17.4%
Diversified
Top 10 Weight
28.9%
Diversified
Changes
51
7 new · 6 exits
Top Sector
Banks
10.9% of portfolio
Launch Date
20 Oct 2021
5 years old

AAUM (Average Assets Under Management) of ₹673.85 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month LIC MF Balanced Advantage Fund made 7 new additions and exited 6 stocks this month. The biggest new buy was Info Edge (India) Limited (Retailing) at 2.15% weight. Varun Beverages Limited was the biggest exit (Beverages), which was held at 1.44%. Among existing holdings, ICICI Bank Limited saw the biggest increase — now at 5.57% of the portfolio. Tata Steel Limited was trimmed the most, now at 0.04%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 10.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 14.1% 10.3% -3.8%
Electrical Equipment 7.8% 8.4% +0.6%
Chemicals & Petrochemicals 7.7% 8.4% +0.6%
Pharmaceuticals & Biotechnology 7.2% 7.2% +0.0%
Industrial Products 3.7% 5.1% +1.4%
Finance 4.4% 5.0% +0.6%
IT - Software 4.3% 3.6% -0.7%
Capital Markets 2.2% 3.3% +1.1%
Beverages 0.0% 3.1% +3.1%
Construction 3.3% 2.6% -0.8%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 10.3% 10.9% +0.6%
Electrical Equipment 8.4% 9.3% +0.9%
Chemicals & Petrochemicals 8.4% 8.2% -0.2%
Pharmaceuticals & Biotechnology 7.2% 8.1% +0.8%
Industrial Products 5.1% 5.0% -0.1%
Finance 5.0% 4.7% -0.3%
IT - Software 3.6% 4.4% +0.8%
Retailing 1.6% 3.9% +2.4%
Capital Markets 3.3% 3.8% +0.5%
Construction 2.6% 2.5% -0.1%
🟢
Biggest New Buy
Info Edge (India) Limited
2.15% weight · Retailing
🔴
Biggest Exit
Varun Beverages Limited
1.44% was held · Beverages
Biggest Add
ICICI Bank Limited
+0.66% · now 5.57%
Biggest Trim
Tata Steel Limited
-1.34% · now 0.04%
🤝 Other funds also bought this month
Indo-MIM Limited 89 funds
Indo-MIM Limited
LIC MF Value Fund-Direct Plan-Growth
Kotak Transportation & Logistics Fund-Direct Growth
LIC MF Infrastructure Fund-Direct Plan-Growth + more
Reliance Industries Limited 29 funds
Reliance Industries Limited
HDFC Nifty50 Value 20 ETF
Mirae Asset Nifty 100 ESG Sector Leaders ETF
Invesco India BSE Sensex Index Fund + more
National Aluminium Company Limited 24 funds
National Aluminium Company Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
DSP Natural Resources & New Energy Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF + more
Info Edge (India) Limited 21 funds
Info Edge (India) Limited
LIC MF Mid Cap Fund-Direct Plan-Growth
LIC MF Aggressive Hybrid Fund-Direct Plan-Growth
WhiteOak Capital Special Opportunities Fund - Direct Growth + more
PB Fintech Limited 20 funds
PB Fintech Limited
LIC MF Multi Asset Allocation Fund-Direct Plan-Growth
DSP Mid Cap Fund
LIC MF Multi Cap Fund-Direct Plan-Growth + more
Schneider Electric Infrastructure Limited 8 funds
Schneider Electric Infrastructure Limited
LIC MF Mid Cap Fund-Direct Plan-Growth
Samco Active Momentum Fund
Samco Special Opportunities Fund + more
👋 Other funds also exited
Bharti Airtel Limited 58 funds
Bharti Airtel Limited
Sundaram Equity Savings Fund
Mirae Asset BSE Sensex ETF
BANDHAN BSE Sensex ETF + more
Varun Beverages Limited 30 funds
Varun Beverages Limited
Mirae Asset Nifty Next 50 ETF
Aditya Birla Sunlife Nifty Next 50 ETF
ITI Focused Fund - Direct Plan - Growth + more
Tata Power Company Limited 29 funds
Tata Power Company Limited
Groww BSE Power ETF FOF
Mirae Asset Nifty Next 50 ETF
Aditya Birla Sunlife Nifty Next 50 ETF + more
Samvardhana Motherson International Limited 28 funds
Samvardhana Motherson International Limited
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
Groww Nifty EV & New Age Automotive ETF FOF
quant Aggressive Hybrid Fund-Growth Option-Direct Plan + more
Aditya Birla Capital Limited 23 funds
Aditya Birla Capital Limited
Mahindra Manulife Small Cap Fund - Direct Plan - Growth
Mahindra Manulife Multi Cap Fund - Direct Plan -Growth
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option + more
Bharti Hexacom Limited 17 funds
Bharti Hexacom Limited
ITI Large & Midcap Fund - Direct Plan - Growth
Nippon India Active Momentum Fund-Direct Plan - Growth Option
BANK OF INDIA Midcap Tax Fund Series 2 Direct Plan Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 7 New Entries 🔴 6 Exits ↑ 26 Increased ↓ 12 Decreased
#StockSectorWeight (Jul 2026)
1
Info Edge (India) Limited
₹14.72 Cr
Retailing 2.15%
2
Indo-MIM Limited
₹8.69 Cr
Industrial Manufacturing 1.27%
3
Reliance Industries Limited
₹7.98 Cr
Petroleum Products 1.16%
4
National Aluminium Company Limited
₹7.88 Cr
Non - Ferrous Metals 1.15%
5
PB Fintech Limited
₹5.77 Cr
Financial Technology (Fintech) 0.84%
6
Schneider Electric Infrastructure Limited
₹3.66 Cr
Electrical Equipment 0.53%
7
SML Mahindra Limited
₹1.54 Cr
Agricultural, Commercial & Construction Vehicles 0.22%
#StockSectorLast Weight (Jun 2026)
1
Varun Beverages Limited
₹9.83 Cr
Beverages 1.44%
2
Tata Power Company Limited
₹8.65 Cr
Power 1.26%
3
Bharti Airtel Limited
₹8.31 Cr
Telecom - Services 1.21%
4
Samvardhana Motherson International Limited
₹7.41 Cr
Auto Components 1.08%
5
Bharti Hexacom Limited
₹4.83 Cr
Telecom - Services 0.71%
6
Aditya Birla Capital Limited
₹3.91 Cr
Finance 0.57%
#StockSectorJun 2026Jul 2026Change
1
ICICI Bank Limited
₹38.19 Cr
Banks 4.91% 5.57% +0.66%
2
Multi Commodity Exchange of India Limited
₹10.77 Cr
Capital Markets 1.04% 1.57% +0.53%
3
UltraTech Cement Limited
₹11.31 Cr
Cement & Cement Products 1.15% 1.65% +0.50%
4
Divi's Laboratories Limited
₹17.01 Cr
Pharmaceuticals & Biotechnology 2.03% 2.48% +0.45%
5
Coforge Limited
₹12.91 Cr
IT - Software 1.44% 1.88% +0.44%
6
Hitachi Energy India Limited
₹12.87 Cr
Electrical Equipment 1.53% 1.88% +0.35%
7
Persistent Systems Limited
₹10.49 Cr
IT - Software 1.19% 1.53% +0.34%
8
Bajaj Finance Limited
₹16.56 Cr
Finance 2.13% 2.41% +0.28%
9
CG Power and Industrial Solutions Limited
₹13.81 Cr
Electrical Equipment 1.74% 2.01% +0.27%
10
KEI Industries Limited
₹12.25 Cr
Industrial Products 1.58% 1.79% +0.21%
#StockSectorJun 2026Jul 2026Change
1
Tata Steel Limited
₹26.08 L
Ferrous Metals 1.38% 0.04% -1.34%
2
Thermax Limited
₹11.84 Cr
Electrical Equipment 2.07% 1.73% -0.34%
3
Axis Bank Limited
₹14.73 Cr
Banks 2.35% 2.15% -0.20%
4
Shakti Pumps (India) Ltd
₹8.73 Cr
Industrial Products 1.43% 1.27% -0.16%
5
Kirloskar Oil Engines Limited
₹13.14 Cr
Industrial Products 2.07% 1.92% -0.15%
6
Larsen & Toubro Limited
₹16.86 Cr
Construction 2.59% 2.46% -0.13%
7
SRF Limited
₹12.73 Cr
Chemicals & Petrochemicals 1.94% 1.86% -0.08%
8
Navin Fluorine International Limited
₹28.00 Cr
Chemicals & Petrochemicals 4.15% 4.08% -0.07%
9
InterGlobe Aviation Limited
₹11.22 Cr
Transport Services 1.70% 1.64% -0.06%
10
Quality Power Electrical Eqp Ltd
₹5.10 Cr
Electrical Equipment 0.80% 0.74% -0.06%

What Stocks Does This Fund Hold?

47 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹38.19 Cr
Banks
5.57%
2
₹28.00 Cr
Chemicals & Petrochemicals
4.08%
3
₹19.27 Cr
Pharmaceuticals & Biotechnology
2.81%
4
₹17.01 Cr
Pharmaceuticals & Biotechnology
2.48%
5
₹16.86 Cr
Construction
2.46%
6
₹16.56 Cr
Finance
2.41%
7
₹15.70 Cr
Finance
2.29%
8
₹15.50 Cr
Capital Markets
2.26%
9
₹15.45 Cr
Banks
2.25%
10
₹15.36 Cr
Chemicals & Petrochemicals
2.24%
🏆 Top stocks held by Balanced Advantage funds
See which stocks all active Balanced Advantage fund managers are buying — ranked by total value invested
🏦 Lic Mutual Fund — Portfolio & Holdings
See all funds managed by Lic Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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