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LIC MF Balanced Advantage Fund-Direct Plan-Growth

Balanced Advantage Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
48
Aug 2026
Equity Holdings
₹543.63 Cr
Equity only, excl. debt & cash
AAUM
₹673.85 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
16.9%
Diversified
Top 10 Weight
28.3%
Diversified
Changes
49
4 new · 3 exits
Top Sector
Banks
8.8% 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 4 new additions and exited 3 stocks this month. The biggest new buy was Tata Consultancy Services Limited (IT - Software) at 2.21% weight. Axis Bank Limited was the biggest exit (Banks), which was held at 2.15%. Among existing holdings, Indo-MIM Limited saw the biggest increase — now at 1.76% of the portfolio. Nippon Life India Asset Management Limited was trimmed the most, now at 1.68%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 8.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 10.9% 8.8% -2.1%
Electrical Equipment 9.3% 8.5% -0.8%
Pharmaceuticals & Biotechnology 8.1% 7.9% -0.2%
Chemicals & Petrochemicals 8.2% 7.7% -0.5%
IT - Software 4.4% 7.0% +2.6%
Industrial Products 5.0% 5.2% +0.2%
Finance 4.7% 4.6% -0.1%
Retailing 3.9% 4.1% +0.2%
Capital Markets 3.8% 3.6% -0.2%
Construction 2.5% 2.5% +0.0%
🟢
Biggest New Buy
Tata Consultancy Services Limited
2.21% weight · IT - Software
🔴
Biggest Exit
Axis Bank Limited
2.15% was held · Banks
Biggest Add
Indo-MIM Limited
+0.49% · now 1.76%
Biggest Trim
Nippon Life India Asset Management Limited
-0.58% · now 1.68%
🤝 Other funds also bought this month
Tata Consultancy Services Limited 30 funds
Tata Consultancy Services Limited
BANDHAN BSE Sensex ETF
Mirae Asset Nifty50 Equal Weight ETF
JioBlackRock Nifty 50 ETF + more
Aster DM Healthcare Limited 29 funds
Aster DM Healthcare Limited
HDFC Focused Fund - Growth Option - Direct Plan
SAMCO ELSS TAX SAVER FUND
Bandhan Nifty 500 Value 50 Index Fund + more
Garware Hi-Tech Films Ltd 4 funds
Garware Hi-Tech Films Ltd
Union Active Momentum Fund - Direct Plan - Growth Option
LIC MF Aggressive Hybrid Fund-Direct Plan-Growth
Mahindra Manulife Business Cycle Fund - Direct Plan - Growth + more
Sirca Paints India Limited 2 funds
Sirca Paints India Limited
LIC MF Mid Cap Fund-Direct Plan-Growth
LIC MF Aggressive Hybrid Fund-Direct Plan-Growth
👋 Other funds also exited
Reliance Industries Limited 72 funds
Reliance Industries Limited
Kotak Nifty 50 Value 20 ETF - Payout of Income Distribution cum capital withdrawal option
Kotak Nifty Commodities Index Fund-Direct Growth
Kotak Nifty Top 10 Equal Weight Index Fund-Direct Plan-Growth + more
Axis Bank Limited 65 funds
Axis Bank Limited
Kotak Nifty Private Bank ETF
Kotak Nifty Top 10 Equal Weight Index Fund-Direct Plan-Growth
Kotak Nifty Bank ETF + more
Tata Steel Limited 46 funds
Tata Steel Limited
Kotak Nifty Commodities Index Fund-Direct Growth
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 4 New Entries 🔴 3 Exits ↑ 19 Increased ↓ 23 Decreased
#StockSectorWeight (Aug 2026)
1
Tata Consultancy Services Limited
₹15.36 Cr
IT - Software 2.21%
2
Sirca Paints India Limited
₹6.79 Cr
Consumer Durables 0.98%
3
Aster DM Healthcare Limited
₹4.08 Cr
Healthcare Services 0.59%
4
Garware Hi-Tech Films Ltd
₹2.84 Cr
Industrial Products 0.41%
#StockSectorLast Weight (Jul 2026)
1
Axis Bank Limited
₹14.73 Cr
Banks 2.15%
2
Reliance Industries Limited
₹7.98 Cr
Petroleum Products 1.16%
3
Tata Steel Limited
₹26.08 L
Ferrous Metals 0.04%
#StockSectorJul 2026Aug 2026Change
1
Indo-MIM Limited
₹12.26 Cr
Industrial Manufacturing 1.27% 1.76% +0.49%
2
Multi Commodity Exchange of India Limited
₹13.60 Cr
Capital Markets 1.57% 1.95% +0.38%
3
Coforge Limited
₹14.89 Cr
IT - Software 1.88% 2.14% +0.26%
4
KEI Industries Limited
₹14.06 Cr
Industrial Products 1.79% 2.02% +0.23%
5
Solar Industries India Limited
₹16.79 Cr
Chemicals & Petrochemicals 2.24% 2.41% +0.17%
6
Neuland Laboratories Limited
₹6.67 Cr
Pharmaceuticals & Biotechnology 0.81% 0.96% +0.15%
7
Eternal Limited
₹13.12 Cr
Retailing 1.76% 1.89% +0.13%
8
PB Fintech Limited
₹6.75 Cr
Financial Technology (Fintech) 0.84% 0.97% +0.13%
9
Bharat Heavy Electricals Limited
₹11.51 Cr
Electrical Equipment 1.54% 1.65% +0.11%
10
Oracle Financial Services Software Limited
₹7.64 Cr
IT - Software 0.99% 1.10% +0.11%
#StockSectorJul 2026Aug 2026Change
1
Nippon Life India Asset Management Limited
₹11.72 Cr
Capital Markets 2.26% 1.68% -0.58%
2
Navin Fluorine International Limited
₹25.77 Cr
Chemicals & Petrochemicals 4.08% 3.70% -0.38%
3
CG Power and Industrial Solutions Limited
₹11.54 Cr
Electrical Equipment 2.01% 1.66% -0.35%
4
Hitachi Energy India Limited
₹10.80 Cr
Electrical Equipment 1.88% 1.55% -0.33%
5
SRF Limited
₹10.73 Cr
Chemicals & Petrochemicals 1.86% 1.54% -0.32%
6
Shakti Pumps (India) Ltd
₹6.80 Cr
Industrial Products 1.27% 0.98% -0.29%
7
Divi's Laboratories Limited
₹15.68 Cr
Pharmaceuticals & Biotechnology 2.48% 2.25% -0.23%
8
Bajaj Finance Limited
₹15.34 Cr
Finance 2.41% 2.21% -0.20%
9
Thermax Limited
₹10.73 Cr
Electrical Equipment 1.73% 1.54% -0.19%
10
National Aluminium Company Limited
₹6.87 Cr
Non - Ferrous Metals 1.15% 0.99% -0.16%

What Stocks Does This Fund Hold?

48 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹38.69 Cr
Banks
5.56%
2
₹25.77 Cr
Chemicals & Petrochemicals
3.70%
3
₹19.21 Cr
Pharmaceuticals & Biotechnology
2.76%
4
₹17.31 Cr
Construction
2.49%
5
₹16.79 Cr
Chemicals & Petrochemicals
2.41%
6
₹16.65 Cr
Finance
2.39%
7
₹16.02 Cr
Banks
2.30%
8
₹15.68 Cr
Pharmaceuticals & Biotechnology
2.25%
9
₹15.36 Cr
IT - Software
2.21%
10
₹15.34 Cr
Finance
2.21%
🏆 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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