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LIC MF Small Cap Fund-Direct Plan-Growth

Small Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
56
Aug 2026
Equity Holdings
₹789.36 Cr
Equity only, excl. debt & cash
AAUM
₹664.43 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
17.8%
Diversified
Top 10 Weight
29.4%
Diversified
Changes
61
5 new · 6 exits
Top Sector
Industrial Products
15.8% of portfolio
Launch Date
01 Jun 2017
9 years old

AAUM (Average Assets Under Management) of ₹664.43 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 Small Cap Fund made 5 new additions and exited 6 stocks this month. The biggest new buy was Dr Agarwals Health Care Limited (Healthcare Services) at 1.54% weight. Motherson Sumi Wiring India Limited was the biggest exit (Auto Components), which was held at 1.80%. Among existing holdings, Kennametal India Limited saw the biggest increase — now at 2.19% of the portfolio. Bharat Bijlee Ltd. was trimmed the most, now at 0.86%. Garware Hi-Tech Films Ltd remains the top holding with Industrial Products the dominant sector at 15.8%. ↓ 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
Industrial Products 18.4% 18.0% -0.4%
Auto Components 8.1% 8.7% +0.6%
Electrical Equipment 9.5% 8.7% -0.8%
Pharmaceuticals & Biotechnology 5.8% 6.0% +0.2%
Banks 4.7% 5.6% +0.9%
Chemicals & Petrochemicals 5.4% 5.2% -0.2%
Food Products 6.1% 5.0% -1.1%
Automobiles 3.1% 3.7% +0.7%
Finance 4.1% 3.4% -0.8%
Agricultural, Commercial & Construction Vehicles 2.5% 3.3% +0.8%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Industrial Products 18.0% 15.8% -2.2%
Electrical Equipment 8.7% 7.9% -0.7%
Auto Components 8.7% 7.3% -1.5%
Pharmaceuticals & Biotechnology 6.0% 5.9% -0.2%
Banks 5.6% 5.5% -0.1%
Chemicals & Petrochemicals 5.2% 5.3% +0.1%
Food Products 5.0% 4.5% -0.5%
Automobiles 3.7% 3.9% +0.2%
Industrial Manufacturing 2.6% 3.8% +1.2%
Agricultural, Commercial & Construction Vehicles 3.3% 3.4% +0.1%
🟢
Biggest New Buy
Dr Agarwals Health Care Limited
1.54% weight · Healthcare Services
🔴
Biggest Exit
Motherson Sumi Wiring India Limited
1.80% was held · Auto Components
Biggest Add
Kennametal India Limited
+0.65% · now 2.19%
Biggest Trim
Bharat Bijlee Ltd.
-0.66% · now 0.86%
🤝 Other funds also bought this month
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
Foseco India Limited 17 funds
Foseco India Limited
SBI Long Term Advantage Fund - Series VI - Direct Plan - Growth
SBI Long Term Advantage Fund - Series V - Direct Plan - Growth
LIC MF Value Fund-Direct Plan-Growth + 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
Leela Palaces Hotels & Resorts Limited 14 funds
Leela Palaces Hotels & Resorts Limited
Baroda BNP Paribas Services Fund
LIC MF ELSS Tax Saver-Direct Plan-Growth
Bank of India Aggressive Hybrid Fund + more
CarTrade Tech Limited 11 funds
CarTrade Tech Limited
JM Large & Mid Cap Fund (Direct) - Growth Option
Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth option
BAJAJ FINSERV CONSUMPTION FUND - DIRECT - GROWTH + more
👋 Other funds also exited
Motherson Sumi Wiring India Limited 15 funds
Motherson Sumi Wiring India Limited
Union Business Cycle Fund - Direct Plan - Growth Option
ICICI Prudential Active Momentum Fund - Direct Plan - Growth
Mirae Asset Small Cap Fund - Direct Plan - Growth + more
International Gemmological Institute India Ltd 7 funds
International Gemmological Institute India Ltd
Motilal Oswal ELSS Tax Saver Fund - Direct Plan - Growth Option
Mirae Asset Great Consumer Fund
WhiteOak Capital Mid Cap Fund Direct Plan Growth + more
Orkla India Ltd 5 funds
Orkla India Ltd
BAJAJ FINSERV CONSUMPTION FUND - DIRECT - GROWTH
BARODA BNP PARIBAS India Consumption Fund - Direct Plan - Growth Option
Baroda BNP Paribas Aggressive Hybrid Fund- DIRECT PLAN - GROWTH OPTION + more
Aeroflex Industries Ltd. 1 fund
Aeroflex Industries Ltd.
Union Active Momentum Fund - Direct Plan - Growth Option
Galaxy Surfactants Limited 1 fund
Galaxy Surfactants Limited
ICICI Prudential Manufacturing Fund

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 5 New Entries 🔴 6 Exits ↑ 23 Increased ↓ 27 Decreased
#StockSectorWeight (Aug 2026)
1
Dr Agarwals Health Care Limited
₹12.83 Cr
Healthcare Services 1.54%
2
Foseco India Limited
₹9.04 Cr
Chemicals & Petrochemicals 1.09%
3
Delhivery Limited
₹8.67 Cr
Transport Services 1.04%
4
Leela Palaces Hotels & Resorts Limited
₹8.56 Cr
Leisure Services 1.03%
5
CarTrade Tech Limited
₹7.28 Cr
Retailing 0.88%
#StockSectorLast Weight (Jul 2026)
1
Motherson Sumi Wiring India Limited
₹13.62 Cr
Auto Components 1.80%
2
International Gemmological Institute India Ltd
₹11.94 Cr
Commercial Services & Supplies 1.58%
3
Aeroflex Industries Ltd.
₹9.18 Cr
Industrial Products 1.21%
4
Galaxy Surfactants Limited
₹7.90 Cr
Chemicals & Petrochemicals 1.04%
5
Orkla India Ltd
₹7.64 Cr
Food Products 1.01%
6
Mas Financial Services Limited
₹3.18 Cr
Finance 0.42%
#StockSectorJul 2026Aug 2026Change
1
Kennametal India Limited
₹18.18 Cr
Industrial Manufacturing 1.54% 2.19% +0.65%
2
Indo-MIM Limited
₹13.65 Cr
Industrial Manufacturing 1.08% 1.64% +0.56%
3
Ather Energy Limited
₹19.70 Cr
Automobiles 1.91% 2.37% +0.46%
4
Brigade Enterprises Limited
₹20.46 Cr
Realty 2.01% 2.46% +0.45%
5
Lumax Auto Technologies Limited
₹17.80 Cr
Auto Components 1.77% 2.14% +0.37%
6
Avalon Technologies Limited
₹34.44 Cr
Electrical Equipment 3.82% 4.14% +0.32%
7
Ratnamani Metals & Tubes Ltd.
₹13.76 Cr
Industrial Products 1.34% 1.65% +0.31%
8
BIKAJI FOODS INTERNATIONAL LIMITED
₹10.45 Cr
Food Products 0.99% 1.26% +0.27%
9
Aavas Financiers Limited
₹13.48 Cr
Finance 1.36% 1.62% +0.26%
10
One 97 Communications Limited
₹14.93 Cr
Financial Technology (Fintech) 1.54% 1.79% +0.25%
#StockSectorJul 2026Aug 2026Change
1
Bharat Bijlee Ltd.
₹7.15 Cr
Electrical Equipment 1.52% 0.86% -0.66%
2
Garware Hi-Tech Films Ltd
₹40.44 Cr
Industrial Products 5.35% 4.86% -0.49%
3
KSH International Limited
₹14.97 Cr
Industrial Products 2.19% 1.80% -0.39%
4
Schneider Electric Infrastructure Limited
₹14.53 Cr
Electrical Equipment 2.13% 1.75% -0.38%
5
Tata Motors Passenger Vehicles Limited
₹12.60 Cr
Automobiles 1.83% 1.52% -0.31%
6
Kirloskar Oil Engines Limited
₹16.54 Cr
Industrial Products 2.28% 1.99% -0.29%
7
ALLIED BLENDERS & DISTILLERS LTD
₹20.96 Cr
Beverages 2.77% 2.52% -0.25%
8
Ujjivan Small Finance Bank Limited
₹15.14 Cr
Banks 2.07% 1.82% -0.25%
9
Transport Corporation of India Ltd.
₹11.80 Cr
Transport Services 1.67% 1.42% -0.25%
10
Gillette India Limited
₹12.02 Cr
Personal Products 1.65% 1.45% -0.20%

What Stocks Does This Fund Hold?

56 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹40.44 Cr
Industrial Products
4.86%
2
₹34.44 Cr
Electrical Equipment
4.14%
3
₹26.94 Cr
Food Products
3.24%
4
₹25.41 Cr
Chemicals & Petrochemicals
3.06%
5
₹20.96 Cr
Beverages
2.52%
6
₹20.46 Cr
Realty
2.46%
7
₹19.70 Cr
Automobiles
2.37%
8
₹19.05 Cr
Auto Components
2.29%
9
₹18.62 Cr
IT - Software
2.24%
10
₹18.18 Cr
Industrial Manufacturing
2.19%
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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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