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LIC MF Small Cap Fund-Direct Plan-Growth

Small Cap Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
60
Apr 2026
Equity Holdings
₹635.19 Cr
Equity only, excl. debt & cash
Top 5 Weight
14.8%
Diversified
Top 10 Weight
26.2%
Diversified
Changes
75
5 new · 15 exits
Top Sector
Industrial Products
20.9% of portfolio
📋 What Happened This Month LIC MF Small Cap Fund made 5 new additions and exited 15 stocks this month. The biggest new buy was Motherson Sumi Wiring India Limited (Auto Components) at 1.93% weight. Linde India Limited was the biggest exit (Chemicals & Petrochemicals), which was held at 1.66%. Among existing holdings, Garware Hi-Tech Films Ltd saw the biggest increase — now at 3.62% of the portfolio. Navkar Corporation Ltd. was trimmed the most, now at 0.74%. Garware Hi-Tech Films Ltd remains the top holding with Industrial Products the dominant sector at 20.9%. ↓ 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 17.7% 18.1% +0.3%
Chemicals & Petrochemicals 7.0% 7.2% +0.1%
Pharmaceuticals & Biotechnology 5.3% 6.4% +1.0%
Food Products 6.3% 6.1% -0.2%
Electrical Equipment 6.1% 6.0% -0.1%
Auto Components 5.6% 5.7% +0.1%
Capital Markets 3.4% 3.6% +0.3%
Industrial Manufacturing 3.6% 3.6% 0.0%
Finance 1.8% 3.0% +1.2%
Transport Services 3.1% 2.9% -0.2%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Industrial Products 18.1% 20.9% +2.8%
Electrical Equipment 6.0% 7.4% +1.4%
Auto Components 5.7% 7.3% +1.6%
Food Products 6.1% 6.3% +0.2%
Pharmaceuticals & Biotechnology 6.4% 6.1% -0.3%
Chemicals & Petrochemicals 7.2% 5.2% -2.0%
Banks 2.0% 3.7% +1.8%
Capital Markets 3.6% 3.6% 0.0%
Finance 3.0% 3.5% +0.6%
Industrial Manufacturing 3.6% 3.3% -0.3%
🟢
Biggest New Buy
Motherson Sumi Wiring India Limited
1.93% weight · Auto Components
🔴
Biggest Exit
Linde India Limited
1.66% was held · Chemicals & Petrochemicals
Biggest Add
Garware Hi-Tech Films Ltd
+1.66% · now 3.62%
Biggest Trim
Navkar Corporation Ltd.
-0.72% · now 0.74%
🤝 Other funds also bought this month
One 97 Communications Limited 33 funds
One 97 Communications Limited
Mirae Asset Nifty India Internet ETF
HDFC Nifty India Digital Index Fund (An open ended scheme replicating/tracking Nifty India Digital Index (TRI))
Mirae Asset BSE Select IPO ETF + more
Motherson Sumi Wiring India Limited 20 funds
Motherson Sumi Wiring India Limited
ICICI Prudential Nifty EV & New Age Automotive ETF
Mirae Asset Nifty EV and New Age Automotive ETF
Union Business Cycle Fund - Direct Plan - Growth Option + more
City Union Bank Limited 17 funds
City Union Bank Limited
Bandhan Financial Services Fund
Union Active Momentum Fund - Direct Plan - Growth Option
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH + more
Metropolis Healthcare Limited 10 funds
Metropolis Healthcare Limited
HDFC Pharma and Healthcare Fund - Growth Option - Direct Plan
JM Aggressive Hybrid Fund
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund + more
Ratnamani Metals & Tubes Ltd. 2 funds
Ratnamani Metals & Tubes Ltd.
ICICI Prudential Manufacturing Fund
ICICI Prudential Multi-Asset Fund
👋 Other funds also exited
Tata Consultancy Services Limited 25 funds
Tata Consultancy Services Limited
ICICI Prudential Nifty IT Index Fund - Direct Plan - Growth
ICICI Prudential Nifty50 Value 20 Index Fund - Direct Plan - Growth
LIC MF Focused Fund-Direct Plan-Growth + more
K.P.R. Mill Limited 15 funds
K.P.R. Mill Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth + more
PI Industries Limited 11 funds
PI Industries Limited
ICICI Prudential BSE Midcap Select ETF
ICICI Prudential Exports & Services Fund - Direct Plan - Growth
ICICI PRUDENTIAL HOUSING OPPORTUNITIES FUND - Direct Plan Growth + more
Ador Welding Limited 5 funds
Ador Welding Limited
LIC MF Infrastructure Fund-Direct Plan-Growth
LIC MF Flexi Cap Fund-Direct Plan-Growth
LIC MF Liquid 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 Infrastructure Fund-Direct Plan-Growth
LIC MF Large & Mid Cap Fund-Direct Plan-Growth + more
Linde India Limited 4 funds
Linde India Limited
LIC MF Focused Fund-Direct Plan-Growth
ICICI Prudential Nifty Midcap 150 Index Fund - Direct Plan - Growth
UTI Nifty Midcap 150 Index Fund - Direct Plan - Growth Option + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 5 New Entries 🔴 15 Exits ↑ 33 Increased ↓ 22 Decreased
#StockSectorWeight (Apr 2026)
1
Motherson Sumi Wiring India Limited
₹12.74 Cr
Auto Components 1.93%
2
One 97 Communications Limited
₹9.53 Cr
Financial Technology (Fintech) 1.44%
3
City Union Bank Limited
₹6.75 Cr
Banks 1.02%
4
Ratnamani Metals & Tubes Ltd.
₹6.65 Cr
Industrial Products 1.01%
5
Metropolis Healthcare Limited
₹3.96 Cr
Healthcare Services 0.60%
#StockSectorLast Weight (Mar 2026)
1
Linde India Limited
₹9.15 Cr
Chemicals & Petrochemicals 1.66%
2
Artemis Medicare Services Limited
₹8.32 Cr
Healthcare Services 1.51%
3
Apollo Micro Systems Limited
₹5.56 Cr
Aerospace & Defense 1.01%
4
K.P.R. Mill Limited
₹5.23 Cr
Textiles & Apparels 0.95%
5
Afcons Infrastructure Limited
₹5.07 Cr
Construction 0.92%
6
PI Industries Limited
₹4.93 Cr
Fertilizers & Agrochemicals 0.89%
7
P N Gadgil Jewellers Limited
₹4.30 Cr
Consumer Durables 0.78%
8
Sandhar Technologies Limited
₹3.90 Cr
Auto Components 0.71%
9
Ador Welding Limited
₹3.09 Cr
Industrial Products 0.56%
10
Tata Consultancy Services Limited
₹2.85 Cr
IT - Software 0.52%
#StockSectorMar 2026Apr 2026Change
1
Garware Hi-Tech Films Ltd
₹23.91 Cr
Industrial Products 1.96% 3.62% +1.66%
2
Gillette India Limited
₹13.05 Cr
Personal Products 1.10% 1.98% +0.88%
3
Mahindra Lifespace Developers Limited
₹9.01 Cr
Realty 0.66% 1.36% +0.70%
4
Bharat Bijlee Ltd.
₹14.14 Cr
Electrical Equipment 1.52% 2.14% +0.62%
5
Vidya Wires Ltd.
₹10.66 Cr
Industrial Products 1.03% 1.61% +0.58%
6
Cholamandalam Financial Holdings Limited
₹12.21 Cr
Finance 1.32% 1.85% +0.53%
7
Carraro India Ltd
₹14.48 Cr
Auto Components 1.67% 2.19% +0.52%
8
Transport Corporation of India Ltd.
₹12.60 Cr
Transport Services 1.41% 1.91% +0.50%
9
Schneider Electric Infrastructure Limited
₹16.61 Cr
Electrical Equipment 2.05% 2.52% +0.47%
10
Ujjivan Small Finance Bank Limited
₹8.95 Cr
Banks 0.91% 1.36% +0.45%
#StockSectorMar 2026Apr 2026Change
1
Navkar Corporation Ltd.
₹4.85 Cr
Transport Services 1.46% 0.74% -0.72%
2
Hindustan Foods Ltd
₹11.00 Cr
Diversified FMCG 2.06% 1.67% -0.39%
3
Kirloskar Oil Engines Limited
₹13.38 Cr
Industrial Products 2.37% 2.03% -0.34%
4
Swaraj Engines Limited
₹6.54 Cr
Industrial Products 1.31% 0.99% -0.32%
5
Pfizer Limited
₹9.29 Cr
Pharmaceuticals & Biotechnology 1.69% 1.41% -0.28%
6
Syrma SGS Technology Limited
₹10.30 Cr
Industrial Manufacturing 1.79% 1.56% -0.23%
7
Affle 3i Limited
₹6.60 Cr
IT - Services 1.22% 1.00% -0.22%
8
Vinati Organics Limited
₹7.08 Cr
Chemicals & Petrochemicals 1.28% 1.07% -0.21%
9
International Gemmological Institute India Ltd
₹11.69 Cr
Commercial Services & Supplies 1.95% 1.77% -0.18%
10
Aeroflex Industries Ltd.
₹11.19 Cr
Industrial Products 1.85% 1.69% -0.16%

Full Portfolio

60 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹23.91 Cr
Industrial Products
3.62%
2
₹19.98 Cr
Chemicals & Petrochemicals
3.03%
3
₹18.15 Cr
Food Products
2.75%
4
₹18.12 Cr
Electrical Equipment
2.74%
5
₹17.37 Cr
Beverages
2.63%
6
₹16.61 Cr
Electrical Equipment
2.52%
7
₹16.52 Cr
Industrial Products
2.50%
8
₹14.48 Cr
Auto Components
2.19%
9
₹14.14 Cr
Electrical Equipment
2.14%
10
₹13.66 Cr
Retailing
2.07%
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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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