← Lic Mutual Fund

LIC MF Flexi Cap Fund-Direct Plan-Growth

Flexi Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
42
Aug 2026
Equity Holdings
₹1,107.63 Cr
Equity only, excl. debt & cash
AAUM
₹947.70 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
18.7%
Diversified
Top 10 Weight
34.0%
Diversified
Changes
45
3 new · 3 exits
Top Sector
Banks
12.2% of portfolio
Launch Date
16 Apr 1998
10+ year track record

AAUM (Average Assets Under Management) of ₹947.70 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 Flexi Cap Fund made 3 new additions and exited 3 stocks this month. The biggest new buy was 360 One WAM Limited (Capital Markets) at 1.70% weight. Axis Bank Limited was the biggest exit (Banks), which was held at 3.57%. Among existing holdings, Shriram Finance Limited saw the biggest increase — now at 3.09% of the portfolio. Bharti Airtel Limited was trimmed the most, now at 1.86%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 12.2%. ↓ 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 15.8% 15.8% 0.0%
Pharmaceuticals & Biotechnology 7.8% 9.8% +2.1%
Chemicals & Petrochemicals 8.4% 8.9% +0.5%
Auto Components 7.0% 7.6% +0.7%
Electrical Equipment 8.3% 6.8% -1.5%
Finance 6.5% 6.8% +0.3%
IT - Software 4.1% 4.5% +0.4%
Automobiles 4.0% 4.3% +0.3%
Transport Services 3.3% 3.1% -0.2%
Construction 3.3% 3.1% -0.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 15.8% 12.2% -3.6%
Chemicals & Petrochemicals 8.9% 10.4% +1.5%
Pharmaceuticals & Biotechnology 9.8% 9.9% +0.1%
Auto Components 7.6% 8.3% +0.6%
Finance 6.8% 7.3% +0.5%
Electrical Equipment 6.8% 6.3% -0.5%
IT - Software 4.5% 4.9% +0.4%
Automobiles 4.3% 4.3% 0.0%
Capital Markets 2.4% 4.0% +1.6%
Retailing 3.1% 3.2% +0.1%
🟢
Biggest New Buy
360 One WAM Limited
1.70% weight · Capital Markets
🔴
Biggest Exit
Axis Bank Limited
3.57% was held · Banks
Biggest Add
Shriram Finance Limited
+1.02% · now 3.09%
Biggest Trim
Bharti Airtel Limited
-0.99% · now 1.86%
🤝 Other funds also bought this month
Amber Enterprises India Limited 24 funds
Amber Enterprises India Limited
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
WCMC-The Wealth Company Mid cap fund + more
360 One WAM Limited 18 funds
360 One WAM Limited
WCMC-The Wealth Company Mid cap fund
ICICI Prudential Focused Fund
Abakkus Large & Mid cap Fund + more
Mrs. Bectors Food Specialities Limited 5 funds
Mrs. Bectors Food Specialities Limited
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option
Sundaram Dynamic Asset Allocation Fund
Invesco India Flexi Cap Fund - Direct Plan - Growth + more
👋 Other funds also exited
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
Syrma SGS Technology Limited 8 funds
Syrma SGS Technology Limited
Union Active Momentum Fund - Direct Plan - Growth Option
ITI Business Cycle Fund- Direct Plan- Growth
BANDHAN MIDCAP FUND - GROWTH - DIRECT PLAN + more
Avalon Technologies Limited 6 funds
Avalon Technologies Limited
ITI Multi Cap Fund - Direct Plan - Growth Option
Abakkus Flexi Cap Fund - Direct - Growth
WhiteOak Capital Special Opportunities Fund - Direct Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 3 New Entries 🔴 3 Exits ↑ 19 Increased ↓ 20 Decreased
#StockSectorWeight (Aug 2026)
1
360 One WAM Limited
₹19.17 Cr
Capital Markets 1.70%
2
Mrs. Bectors Food Specialities Limited
₹17.02 Cr
Food Products 1.51%
3
Amber Enterprises India Limited
₹16.76 Cr
Consumer Durables 1.49%
#StockSectorLast Weight (Jul 2026)
1
Axis Bank Limited
₹38.42 Cr
Banks 3.57%
2
Syrma SGS Technology Limited
₹6.33 Cr
Industrial Manufacturing 0.59%
3
Avalon Technologies Limited
₹5.31 Cr
Electrical Equipment 0.49%
#StockSectorJul 2026Aug 2026Change
1
Shriram Finance Limited
₹34.74 Cr
Finance 2.07% 3.09% +1.02%
2
Pidilite Industries Limited
₹33.46 Cr
Chemicals & Petrochemicals 1.98% 2.97% +0.99%
3
AU Small Finance Bank Limited
₹26.61 Cr
Banks 1.90% 2.36% +0.46%
4
Lumax Auto Technologies Limited
₹17.51 Cr
Auto Components 1.23% 1.56% +0.33%
5
Apar Industries Limited
₹22.15 Cr
Electrical Equipment 1.67% 1.97% +0.30%
6
Cohance Lifesciences Limited
₹21.92 Cr
Pharmaceuticals & Biotechnology 1.65% 1.95% +0.30%
7
Navin Fluorine International Limited
₹38.17 Cr
Chemicals & Petrochemicals 3.10% 3.39% +0.29%
8
Samvardhana Motherson International Limited
₹38.19 Cr
Auto Components 3.14% 3.39% +0.25%
9
Coforge Limited
₹31.07 Cr
IT - Software 2.51% 2.76% +0.25%
10
Solar Industries India Limited
₹45.24 Cr
Chemicals & Petrochemicals 3.85% 4.02% +0.17%
#StockSectorJul 2026Aug 2026Change
1
Bharti Airtel Limited
₹20.93 Cr
Telecom - Services 2.85% 1.86% -0.99%
2
Radico Khaitan Limited
₹21.53 Cr
Beverages 2.34% 1.91% -0.43%
3
CreditAccess Grameen Limited
₹20.72 Cr
Finance 2.25% 1.84% -0.41%
4
Schneider Electric Infrastructure Limited
₹18.17 Cr
Electrical Equipment 1.88% 1.61% -0.27%
5
Torrent Pharmaceuticals Limited
₹34.06 Cr
Pharmaceuticals & Biotechnology 3.20% 3.03% -0.17%
6
Ujjivan Small Finance Bank Limited
₹22.59 Cr
Banks 2.18% 2.01% -0.17%
7
ICICI Bank Limited
₹52.97 Cr
Banks 4.87% 4.71% -0.16%
8
Apollo Hospitals Enterprise Limited
₹32.54 Cr
Healthcare Services 3.05% 2.89% -0.16%
9
Marico Limited
₹15.30 Cr
Agricultural Food & other Products 1.51% 1.36% -0.15%
10
IndusInd Bank Limited
₹34.92 Cr
Banks 3.24% 3.10% -0.14%

What Stocks Does This Fund Hold?

42 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹52.97 Cr
Banks
4.71%
2
₹45.24 Cr
Chemicals & Petrochemicals
4.02%
3
₹38.19 Cr
Auto Components
3.39%
4
₹38.17 Cr
Chemicals & Petrochemicals
3.39%
5
₹35.76 Cr
Retailing
3.18%
6
₹34.92 Cr
Banks
3.10%
7
₹34.74 Cr
Finance
3.09%
8
₹34.06 Cr
Transport Services
3.03%
9
₹34.06 Cr
Pharmaceuticals & Biotechnology
3.03%
10
₹33.94 Cr
Construction
3.02%
🏆 Top stocks held by Flexi Cap 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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