← Lic Mutual Fund

LIC MF Healthcare Fund-Direct Plan-Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
22
Jul 2026
Equity Holdings
₹94.66 Cr
Equity only, excl. debt & cash
AAUM
₹84.60 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
39.2%
Moderate
Top 10 Weight
63.2%
High concentration
Changes
24
1 new · 2 exits
Top Sector
Pharmaceuticals & Biotechnology
62.6% of portfolio
Launch Date
08 Feb 2019
7 years old

AAUM (Average Assets Under Management) of ₹84.60 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 Healthcare Fund made 1 new addition and exited 2 stocks this month. The biggest new buy was Cohance Lifesciences Limited (Pharmaceuticals & Biotechnology) at 2.37% weight. Acutaas Chemicals Ltd was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 2.40%. Among existing holdings, Divi's Laboratories Limited saw the biggest increase — now at 9.47% of the portfolio. Navin Fluorine International Limited was trimmed the most, now at 5.20%. Sun Pharmaceutical Industries Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 62.6%. ↓ 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
Pharmaceuticals & Biotechnology 60.6% 62.5% +2.0%
Healthcare Services 27.0% 27.1% +0.2%
Chemicals & Petrochemicals 5.4% 5.6% +0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 62.5% 62.6% +0.1%
Healthcare Services 27.1% 29.1% +2.0%
Chemicals & Petrochemicals 5.6% 5.2% -0.4%
🟢
Biggest New Buy
Cohance Lifesciences Limited
2.37% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Acutaas Chemicals Ltd
2.40% was held · Pharmaceuticals & Biotechnology
Biggest Add
Divi's Laboratories Limited
+2.30% · now 9.47%
Biggest Trim
Navin Fluorine International Limited
-0.38% · now 5.20%
🤝 Other funds also bought this month
Cohance Lifesciences Limited 6 funds
Cohance Lifesciences Limited
LIC MF ELSS Tax Saver-Direct Plan-Growth
LIC MF Flexi Cap Fund-Direct Plan-Growth
Invesco India Focused Fund + more
👋 Other funds also exited
Anthem Biosciences Limited 16 funds
Anthem Biosciences Limited
quant Mid Cap Fund - Growth Option - Direct Plan
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-Growth + more
Acutaas Chemicals Ltd 13 funds
Acutaas Chemicals Ltd
Groww Nifty Smallcap250 ETF
Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry 🔴 2 Exits ↑ 9 Increased ↓ 12 Decreased
#StockSectorWeight (Jul 2026)
1
Cohance Lifesciences Limited
₹2.32 Cr
Pharmaceuticals & Biotechnology 2.37%
#StockSectorLast Weight (Jun 2026)
1
Acutaas Chemicals Ltd
₹2.22 Cr
Pharmaceuticals & Biotechnology 2.40%
2
Anthem Biosciences Limited
₹1.95 Cr
Pharmaceuticals & Biotechnology 2.11%
#StockSectorJun 2026Jul 2026Change
1
Divi's Laboratories Limited
₹9.25 Cr
Pharmaceuticals & Biotechnology 7.17% 9.47% +2.30%
2
Aster DM Healthcare Limited
₹4.56 Cr
Healthcare Services 3.18% 4.67% +1.49%
3
Max Healthcare Institute Limited
₹2.78 Cr
Healthcare Services 2.05% 2.84% +0.79%
4
Mankind Pharma Limited
₹3.04 Cr
Pharmaceuticals & Biotechnology 2.36% 3.12% +0.76%
5
Torrent Pharmaceuticals Limited
₹6.73 Cr
Pharmaceuticals & Biotechnology 6.55% 6.89% +0.34%
6
Artemis Medicare Services Limited
₹2.79 Cr
Healthcare Services 2.68% 2.86% +0.18%
7
Sun Pharmaceutical Industries Limited
₹10.44 Cr
Pharmaceuticals & Biotechnology 10.55% 10.69% +0.14%
8
Metropolis Healthcare Limited
₹2.76 Cr
Healthcare Services 2.76% 2.82% +0.06%
9
Global Health Limited
₹3.13 Cr
Healthcare Services 3.16% 3.20% +0.04%
#StockSectorJun 2026Jul 2026Change
1
Navin Fluorine International Limited
₹5.08 Cr
Chemicals & Petrochemicals 5.58% 5.20% -0.38%
2
Fortis Healthcare Limited
₹4.07 Cr
Healthcare Services 4.45% 4.16% -0.29%
3
Aurobindo Pharma Limited
₹4.91 Cr
Pharmaceuticals & Biotechnology 5.30% 5.02% -0.28%
4
Zydus Lifesciences Limited
₹4.79 Cr
Pharmaceuticals & Biotechnology 5.11% 4.90% -0.21%
5
Gland Pharma Limited
₹3.51 Cr
Pharmaceuticals & Biotechnology 3.79% 3.60% -0.19%
6
Onesource Specialty Pharma Limited
₹2.43 Cr
Pharmaceuticals & Biotechnology 2.67% 2.49% -0.18%
7
Neuland Laboratories Limited
₹5.44 Cr
Pharmaceuticals & Biotechnology 5.74% 5.57% -0.17%
8
Apollo Hospitals Enterprise Limited
₹6.46 Cr
Healthcare Services 6.77% 6.62% -0.15%
9
Glenmark Pharmaceuticals Limited
₹2.68 Cr
Pharmaceuticals & Biotechnology 2.86% 2.74% -0.12%
10
Dr Agarwals Health Care Limited
₹1.89 Cr
Healthcare Services 2.05% 1.94% -0.11%

What Stocks Does This Fund Hold?

22 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹10.44 Cr
Pharmaceuticals & Biotechnology
10.69%
2
₹9.25 Cr
Pharmaceuticals & Biotechnology
9.47%
3
₹6.73 Cr
Pharmaceuticals & Biotechnology
6.89%
4
₹6.46 Cr
Healthcare Services
6.62%
5
₹5.44 Cr
Pharmaceuticals & Biotechnology
5.57%
6
₹5.08 Cr
Chemicals & Petrochemicals
5.20%
7
₹4.91 Cr
Pharmaceuticals & Biotechnology
5.02%
8
₹4.79 Cr
Pharmaceuticals & Biotechnology
4.90%
9
₹4.56 Cr
Healthcare Services
4.67%
10
₹4.07 Cr
Healthcare Services
4.16%
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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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