← Lic Mutual Fund

LIC MF Consumption Fund-Direct Plan-Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
55
Aug 2026
Equity Holdings
₹457.26 Cr
Equity only, excl. debt & cash
AAUM
₹470.41 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
15.6%
Diversified
Top 10 Weight
28.8%
Diversified
Changes
56
8 new · 3 exits
Top Sector
Retailing
12.7% of portfolio
Launch Date
31 Oct 2025
1 years old

AAUM (Average Assets Under Management) of ₹470.41 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 Consumption Fund made 8 new additions and exited 3 stocks this month. The biggest new buy was Aster DM Healthcare Limited (Healthcare Services) at 1.41% weight. Hindustan Unilever Limited was the biggest exit (Diversified FMCG), which was held at 1.79%. Among existing holdings, Hyundai Motor India Ltd saw the biggest increase — now at 1.73% of the portfolio. Radico Khaitan Limited was trimmed the most, now at 1.24%. The Indian Hotels Company Limited remains the top holding with Retailing the dominant sector at 12.7%. ↓ 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
Consumer Durables 13.2% 12.1% -1.1%
Retailing 8.7% 10.6% +1.9%
Automobiles 9.3% 8.7% -0.6%
Leisure Services 8.5% 7.8% -0.6%
Food Products 6.3% 6.3% 0.0%
Healthcare Services 6.0% 5.6% -0.5%
Pharmaceuticals & Biotechnology 5.1% 5.6% +0.5%
Transport Services 3.2% 4.2% +1.0%
Cement & Cement Products 3.8% 3.9% +0.1%
Finance 2.0% 3.8% +1.8%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Retailing 10.6% 12.7% +2.1%
Consumer Durables 12.1% 12.6% +0.5%
Automobiles 8.7% 8.6% -0.1%
Leisure Services 7.8% 8.4% +0.6%
Food Products 6.3% 6.7% +0.5%
Healthcare Services 5.6% 5.6% +0.0%
Pharmaceuticals & Biotechnology 5.6% 5.3% -0.3%
Transport Services 4.2% 5.3% +1.0%
Cement & Cement Products 3.9% 3.9% 0.0%
Banks 3.5% 3.7% +0.2%
🟢
Biggest New Buy
Aster DM Healthcare Limited
1.41% weight · Healthcare Services
🔴
Biggest Exit
Hindustan Unilever Limited
1.79% was held · Diversified FMCG
Biggest Add
Hyundai Motor India Ltd
+1.21% · now 1.73%
Biggest Trim
Radico Khaitan Limited
-1.06% · now 1.24%
🤝 Other funds also bought this month
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
Lenskart Solutions Limited 29 funds
Lenskart Solutions Limited
Motilal Oswal Multi Cap Fund-Direct Plan Growth
Sundaram Business Cycle Fund Direct Plan Growth
Abakkus Large & Mid cap Fund + more
FSN E-Commerce Ventures Limited 26 funds
FSN E-Commerce Ventures Limited
Mirae Asset BSE Select IPO ETF
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Samco Large & Mid Cap Fund + more
Varun Beverages Limited 22 funds
Varun Beverages Limited
Taurus Large Cap Fund
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
Delhivery Limited 21 funds
Delhivery Limited
LIC MF Technology Fund-Direct Plan-Growth
Mirae Asset Multicap Fund - Direct Plan - Growth
Mirae Asset BSE Select IPO ETF + more
Dr Agarwals Health Care Limited 14 funds
Dr Agarwals Health Care Limited
ICICI Prudential Healthcare Fund
Invesco India Consumption Fund
Invesco India Multicap Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
Hindustan Unilever Limited 48 funds
Hindustan Unilever Limited
Kotak Nifty MNC ETF
HDFC Nifty Growth Sectors 15 ETF
Kotak Nifty India Consumption ETF + more
Fortis Healthcare Limited 39 funds
Fortis Healthcare Limited
Kotak Midcap Fund - Direct Plan - Growth
Kotak Focused Fund- Direct Plan- Growth option
ITI Focused Equity Fund + more
Tata Motors Passenger Vehicles Limited 35 funds
Tata Motors Passenger Vehicles Limited
Kotak Nifty200 Value 30 Index Fund - Direct - Growth
Kotak Nifty 50 Value 20 ETF - Payout of Income Distribution cum capital withdrawal option
ICICI Prudential Focused Equity Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 8 New Entries 🔴 3 Exits ↑ 25 Increased ↓ 20 Decreased
#StockSectorWeight (Aug 2026)
1
Aster DM Healthcare Limited
₹6.49 Cr
Healthcare Services 1.41%
2
Dr Agarwals Health Care Limited
₹5.07 Cr
Healthcare Services 1.10%
3
Varun Beverages Limited
₹4.61 Cr
Beverages 1.00%
4
Delhivery Limited
₹3.42 Cr
Transport Services 0.74%
5
Lenskart Solutions Limited
₹2.42 Cr
Retailing 0.53%
6
FSN E-Commerce Ventures Limited
₹2.38 Cr
Retailing 0.52%
7
Campus Activewear Limited
₹2.38 Cr
Consumer Durables 0.52%
8
STAR CEMENT LIMITED
₹2.24 Cr
Cement & Cement Products 0.49%
#StockSectorLast Weight (Jul 2026)
1
Hindustan Unilever Limited
₹8.58 Cr
Diversified FMCG 1.79%
2
Tata Motors Passenger Vehicles Limited
₹5.18 Cr
Automobiles 1.08%
3
Fortis Healthcare Limited
₹4.75 Cr
Healthcare Services 0.99%
#StockSectorJul 2026Aug 2026Change
1
Hyundai Motor India Ltd
₹7.98 Cr
Automobiles 0.52% 1.73% +1.21%
2
Mrs. Bectors Food Specialities Limited
₹12.61 Cr
Food Products 2.09% 2.74% +0.65%
3
Swiggy Limited
₹7.17 Cr
Retailing 1.10% 1.56% +0.46%
4
Leela Palaces Hotels & Resorts Limited
₹11.27 Cr
Leisure Services 2.04% 2.45% +0.41%
5
LG Electronics India Ltd
₹11.68 Cr
Consumer Durables 2.14% 2.53% +0.39%
6
Eternal Limited
₹13.94 Cr
Retailing 2.69% 3.03% +0.34%
7
ETHOS LIMITED
₹9.83 Cr
Consumer Durables 1.83% 2.13% +0.30%
8
Axis Bank Limited
₹9.74 Cr
Banks 1.92% 2.11% +0.19%
9
Vishal Mega Mart Limited
₹11.07 Cr
Retailing 2.24% 2.40% +0.16%
10
InterGlobe Aviation Limited
₹14.94 Cr
Transport Services 3.09% 3.24% +0.15%
#StockSectorJul 2026Aug 2026Change
1
Radico Khaitan Limited
₹5.70 Cr
Beverages 2.30% 1.24% -1.06%
2
Apollo Hospitals Enterprise Limited
₹7.02 Cr
Healthcare Services 2.48% 1.52% -0.96%
3
One 97 Communications Limited
₹7.02 Cr
Financial Technology (Fintech) 2.46% 1.52% -0.94%
4
Metropolis Healthcare Limited
₹7.23 Cr
Healthcare Services 2.11% 1.57% -0.54%
5
Titan Company Limited
₹6.20 Cr
Consumer Durables 1.86% 1.34% -0.52%
6
UltraTech Cement Limited
₹5.98 Cr
Cement & Cement Products 1.79% 1.30% -0.49%
7
Nippon Life India Asset Management Limited
₹4.93 Cr
Capital Markets 1.51% 1.07% -0.44%
8
TVS Motor Company Limited
₹11.98 Cr
Automobiles 2.97% 2.60% -0.37%
9
BIKAJI FOODS INTERNATIONAL LIMITED
₹6.46 Cr
Food Products 1.72% 1.40% -0.32%
10
Torrent Pharmaceuticals Limited
₹9.87 Cr
Pharmaceuticals & Biotechnology 2.34% 2.14% -0.20%

What Stocks Does This Fund Hold?

55 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹15.23 Cr
Leisure Services
3.31%
2
₹15.09 Cr
Telecom - Services
3.28%
3
₹14.94 Cr
Transport Services
3.24%
4
₹13.94 Cr
Retailing
3.03%
5
₹12.61 Cr
Food Products
2.74%
6
₹12.54 Cr
Cigarettes & Tobacco Products
2.72%
7
₹12.42 Cr
Consumer Durables
2.70%
8
₹12.36 Cr
Leisure Services
2.68%
9
₹11.98 Cr
Automobiles
2.60%
10
₹11.68 Cr
Consumer Durables
2.53%
🏆 Top stocks held by Equity funds
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🏦 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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