← Lic Mutual Fund

LIC MF Infrastructure Fund-Direct Plan-Growth

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
55
Apr 2026
Equity Holdings
₹977.58 Cr
Equity only, excl. debt & cash
Top 5 Weight
22.1%
Diversified
Top 10 Weight
37.0%
Diversified
Changes
65
3 new · 12 exits
Top Sector
Industrial Products
13.8% of portfolio
📋 What Happened This Month LIC MF Infrastructure Fund made 3 new additions and exited 12 stocks this month. The biggest new buy was ICICI Bank Limited (Banks) at 1.89% weight. Shakti Pumps (India) Ltd was the biggest exit (Industrial Products), which was held at 2.32%. Among existing holdings, Maruti Suzuki India Limited saw the biggest increase — now at 4.31% of the portfolio. Avalon Technologies Limited was trimmed the most, now at 0.79%. Bharti Airtel Limited remains the top holding with Industrial Products the dominant sector at 13.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Industrial Products 20.8% 19.4% -1.3%
Electrical Equipment 14.1% 14.0% -0.1%
Auto Components 8.2% 7.7% -0.5%
Automobiles 7.3% 6.5% -0.8%
Construction 6.6% 6.5% -0.2%
Power 4.8% 5.9% +1.2%
Telecom - Services 5.7% 5.6% -0.2%
Healthcare Services 3.4% 3.5% +0.1%
Aerospace & Defense 3.8% 3.5% -0.3%
Industrial Manufacturing 3.6% 3.4% -0.2%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Industrial Products 19.4% 13.8% -5.6%
Automobiles 6.5% 10.6% +4.1%
Electrical Equipment 14.0% 9.7% -4.3%
Auto Components 7.7% 9.2% +1.5%
Telecom - Services 5.6% 7.3% +1.8%
Power 5.9% 6.9% +1.0%
Construction 6.5% 6.4% -0.1%
Agricultural, Commercial & Construction Vehicles 2.5% 3.9% +1.4%
Cement & Cement Products 3.0% 3.9% +0.9%
Aerospace & Defense 3.5% 3.6% +0.2%
🟢
Biggest New Buy
ICICI Bank Limited
1.89% weight · Banks
🔴
Biggest Exit
Shakti Pumps (India) Ltd
2.32% was held · Industrial Products
Biggest Add
Maruti Suzuki India Limited
+2.77% · now 4.31%
Biggest Trim
Avalon Technologies Limited
-1.35% · now 0.79%
🤝 Other funds also bought this month
ICICI Bank Limited 83 funds
ICICI Bank Limited
Motilal Oswal BSE Top 10 Banks ETF
HDFC NIFTY Private Bank ETF - Growth Option
TATA NIFTY PRIVATE BANK EXCHANGE TRADED FUND + more
JSW Infrastructure Ltd 20 funds
JSW Infrastructure Ltd
LIC MF Focused Fund-Direct Plan-Growth
ICICI Prudential Conglomerate Fund - Direct Plan - Growth
Union Aggressive Hybrid Fund - Direct Plan - Growth Option + more
EIH Limited 11 funds
EIH Limited
CANARA ROBECO CONSUMPTION FUND
HDFC Multi Cap Fund
HDFC NIFTY SMALLCAP 250 ETF + more
👋 Other funds also exited
Gujarat Gas Limited 18 funds
Gujarat Gas Limited
ICICI Prudential Nifty Oil & Gas ETF
LIC MF Multi Cap Fund-Direct Plan-Growth
LIC MF Large & Mid Cap Fund-Direct Plan-Growth + more
Bosch Limited 14 funds
Bosch Limited
ICICI Prudential Nifty Alpha Low- Volatility 30 ETF
ICICI Prudential Nifty Auto Index Fund - Direct Plan - Growth
Bandhan Nifty Next 50 Index Fund - Direct Plan - Growth + more
Apar Industries Limited 10 funds
Apar Industries Limited
JM Value Fund (Direct) - Growth Option
TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH
LIC MF Value Fund-Direct Plan-Growth + more
TD Power Systems Limited 6 funds
TD Power Systems Limited
BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH
BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH
LIC MF Multi Cap Fund-Direct Plan-Growth + more
Ador Welding Limited 5 funds
Ador Welding Limited
LIC MF Flexi Cap Fund-Direct Plan-Growth
LIC MF Liquid Fund-Direct Plan-Growth
LIC MF Manufacturing Fund-Direct Plan-Growth + more
DEE Development Engineers Ltd 5 funds
DEE Development Engineers Ltd
LIC MF Aggressive Hybrid Fund-Direct Plan-Growth
LIC MF Large & Mid Cap Fund-Direct Plan-Growth
LIC MF Manufacturing Fund-Direct Plan-Growth + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 3 New Entries 🔴 12 Exits ↑ 30 Increased ↓ 20 Decreased
#StockSectorWeight (Apr 2026)
1
ICICI Bank Limited
₹19.78 Cr
Banks 1.89%
2
JSW Infrastructure Ltd
₹10.56 Cr
Transport Infrastructure 1.01%
3
EIH Limited
₹4.36 Cr
Leisure Services 0.42%
#StockSectorLast Weight (Mar 2026)
1
Shakti Pumps (India) Ltd
₹20.98 Cr
Industrial Products 2.32%
2
DEE Development Engineers Ltd
₹15.14 Cr
Industrial Manufacturing 1.67%
3
Bosch Limited
₹10.31 Cr
Auto Components 1.14%
4
Ador Welding Limited
₹8.85 Cr
Industrial Products 0.98%
5
TD Power Systems Limited
₹6.46 Cr
Electrical Equipment 0.71%
6
Apar Industries Limited
₹5.93 Cr
Electrical Equipment 0.66%
7
Kalyani Steels Limited
₹5.30 Cr
Industrial Products 0.59%
8
Techno Electric & Engineering Company Limited
₹4.49 Cr
Construction 0.50%
9
Honeywell Automation India Limited
₹4.41 Cr
Industrial Manufacturing 0.49%
10
Yuken India Ltd.
₹4.19 Cr
Industrial Products 0.46%
#StockSectorMar 2026Apr 2026Change
1
Maruti Suzuki India Limited
₹45.07 Cr
Automobiles 1.54% 4.31% +2.77%
2
Bharti Airtel Limited
₹53.17 Cr
Telecom - Services 3.21% 5.08% +1.87%
3
Tata Motors Passenger Vehicles Limited
₹44.94 Cr
Automobiles 2.80% 4.29% +1.49%
4
Tata Motors Ltd
₹40.54 Cr
Agricultural, Commercial & Construction Vehicles 2.47% 3.87% +1.40%
5
Tata Power Company Limited
₹14.97 Cr
Power 0.35% 1.43% +1.08%
6
Schaeffler India Limited
₹22.02 Cr
Auto Components 1.13% 2.10% +0.97%
7
UltraTech Cement Limited
₹19.44 Cr
Cement & Cement Products 0.91% 1.86% +0.95%
8
Carraro India Ltd
₹32.09 Cr
Auto Components 2.14% 3.07% +0.93%
9
Tenneco Clean Air India Limited
₹19.01 Cr
Auto Components 1.14% 1.82% +0.68%
10
Bharat Bijlee Ltd.
₹28.69 Cr
Electrical Equipment 2.07% 2.74% +0.67%
#StockSectorMar 2026Apr 2026Change
1
Avalon Technologies Limited
₹8.28 Cr
Electrical Equipment 2.14% 0.79% -1.35%
2
Schneider Electric Infrastructure Limited
₹25.64 Cr
Electrical Equipment 3.34% 2.45% -0.89%
3
Cummins India Limited
₹21.66 Cr
Industrial Products 2.80% 2.07% -0.73%
4
Siemens Energy India Limited
₹20.43 Cr
Electrical Equipment 2.66% 1.95% -0.71%
5
Kirloskar Oil Engines Limited
₹11.14 Cr
Industrial Products 1.74% 1.06% -0.68%
6
KSB Limited
₹10.77 Cr
Industrial Products 1.50% 1.03% -0.47%
7
Bharat Forge Limited
₹9.12 Cr
Auto Components 1.29% 0.87% -0.42%
8
Apollo Hospitals Enterprise Limited
₹33.35 Cr
Healthcare Services 3.51% 3.19% -0.32%
9
Thermax Limited
₹6.42 Cr
Electrical Equipment 0.92% 0.61% -0.31%
10
GE Vernova T&D India Limited
₹12.29 Cr
Electrical Equipment 1.47% 1.17% -0.30%

Full Portfolio

55 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹53.17 Cr
Telecom - Services
5.08%
2
₹47.31 Cr
Construction
4.52%
3
₹45.07 Cr
Automobiles
4.31%
4
₹44.94 Cr
Automobiles
4.29%
5
₹40.54 Cr
Agricultural, Commercial & Construction Vehicles
3.87%
6
₹33.35 Cr
Healthcare Services
3.19%
7
₹32.80 Cr
Power
3.13%
8
₹32.09 Cr
Auto Components
3.07%
9
₹29.20 Cr
Industrial Products
2.79%
10
₹28.69 Cr
Electrical Equipment
2.74%
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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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