← Lic Mutual Fund

LIC MF Small Cap Fund-Direct Plan-Growth

Small Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
57
Jul 2026
Equity Holdings
₹729.79 Cr
Equity only, excl. debt & cash
AAUM
₹664.43 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
17.9%
Diversified
Top 10 Weight
28.9%
Diversified
Changes
60
2 new · 3 exits
Top Sector
Industrial Products
18.0% 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 2 new additions and exited 3 stocks this month. The biggest new buy was Indo-MIM Limited (Industrial Manufacturing) at 1.08% weight. EID Parry India Limited was the biggest exit (Food Products), which was held at 0.78%. Among existing holdings, Oracle Financial Services Software Limited saw the biggest increase — now at 2.19% of the portfolio. Mas Financial Services Limited was trimmed the most, now at 0.42%. Garware Hi-Tech Films Ltd remains the top holding with Industrial Products the dominant sector at 18.0%. ↓ 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
Industrial Products 20.9% 18.4% -2.5%
Electrical Equipment 9.3% 9.5% +0.2%
Auto Components 7.1% 8.1% +1.0%
Food Products 6.1% 6.1% 0.0%
Pharmaceuticals & Biotechnology 6.3% 5.8% -0.5%
Chemicals & Petrochemicals 5.4% 5.4% +0.0%
Banks 4.3% 4.7% +0.4%
Finance 3.2% 4.1% +0.9%
Capital Markets 3.5% 3.4% -0.1%
Automobiles 1.2% 3.1% +1.9%
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%
🟢
Biggest New Buy
Indo-MIM Limited
1.08% weight · Industrial Manufacturing
🔴
Biggest Exit
EID Parry India Limited
0.78% was held · Food Products
Biggest Add
Oracle Financial Services Software Limited
+0.81% · now 2.19%
Biggest Trim
Mas Financial Services Limited
-0.94% · now 0.42%
🤝 Other funds also bought this month
Indo-MIM Limited 89 funds
Indo-MIM Limited
LIC MF Value Fund-Direct Plan-Growth
Kotak Transportation & Logistics Fund-Direct Growth
LIC MF Infrastructure Fund-Direct Plan-Growth + more
GSPL Transmission Limited 53 funds
GSPL Transmission Limited
SBI Energy Opportunities Fund - Direct Plan - Growth
ICICI Prudential Infrastructure Fund - Direct Plan - Growth
ICICI PRUDENTIAL ENERGY OPPORTUNITIES FUND - Direct Plan - Growth + more
👋 Other funds also exited
Metropolis Healthcare Limited 6 funds
Metropolis Healthcare Limited
SAMCO ELSS TAX SAVER FUND
JM Aggressive Hybrid Fund
Samco Special Opportunities Fund + more
EID Parry India Limited 5 funds
EID Parry India Limited
Groww Nifty Smallcap250 ETF
Mirae Asset Nifty Smallcap 250 ETF
NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries 🔴 3 Exits ↑ 18 Increased ↓ 37 Decreased
#StockSectorWeight (Jul 2026)
1
Indo-MIM Limited
₹8.22 Cr
Industrial Manufacturing 1.08%
2
GSPL Transmission Limited
₹1.16 Cr
Gas 0.15%
#StockSectorLast Weight (Jun 2026)
1
EID Parry India Limited
₹5.79 Cr
Food Products 0.78%
2
Greenpanel Industries Limited
₹4.97 Cr
Consumer Durables 0.67%
3
Metropolis Healthcare Limited
₹4.49 Cr
Healthcare Services 0.60%
#StockSectorJun 2026Jul 2026Change
1
Oracle Financial Services Software Limited
₹16.61 Cr
IT - Software 1.38% 2.19% +0.81%
2
Ather Energy Limited
₹14.45 Cr
Automobiles 1.12% 1.91% +0.79%
3
SML Mahindra Limited
₹12.91 Cr
Agricultural, Commercial & Construction Vehicles 1.04% 1.70% +0.66%
4
Brigade Enterprises Limited
₹15.20 Cr
Realty 1.43% 2.01% +0.58%
5
Lumax Auto Technologies Limited
₹13.43 Cr
Auto Components 1.27% 1.77% +0.50%
6
Ujjivan Small Finance Bank Limited
₹15.71 Cr
Banks 1.59% 2.07% +0.48%
7
DCB Bank Limited
₹12.71 Cr
Banks 1.20% 1.68% +0.48%
8
Garware Hi-Tech Films Ltd
₹40.52 Cr
Industrial Products 4.91% 5.35% +0.44%
9
Affle 3i Limited
₹9.78 Cr
IT - Services 0.89% 1.29% +0.40%
10
Aavas Financiers Limited
₹10.31 Cr
Finance 1.01% 1.36% +0.35%
#StockSectorJun 2026Jul 2026Change
1
Mas Financial Services Limited
₹3.18 Cr
Finance 1.36% 0.42% -0.94%
2
Schneider Electric Infrastructure Limited
₹16.15 Cr
Electrical Equipment 2.44% 2.13% -0.31%
3
Aditya Birla Sun Life AMC Limited
₹12.48 Cr
Capital Markets 1.92% 1.65% -0.27%
4
Bharat Bijlee Ltd.
₹11.52 Cr
Electrical Equipment 1.77% 1.52% -0.25%
5
Kirloskar Oil Engines Limited
₹17.25 Cr
Industrial Products 2.51% 2.28% -0.23%
6
S P Apparels Ltd
₹9.27 Cr
Textiles & Apparels 1.43% 1.22% -0.21%
7
Gujarat Gas Limited
₹6.35 Cr
Gas 1.02% 0.84% -0.18%
8
Shakti Pumps (India) Ltd
₹9.29 Cr
Industrial Products 1.40% 1.23% -0.17%
9
ALLIED BLENDERS & DISTILLERS LTD
₹21.00 Cr
Beverages 2.93% 2.77% -0.16%
10
Cholamandalam Financial Holdings Limited
₹12.04 Cr
Finance 1.75% 1.59% -0.16%

What Stocks Does This Fund Hold?

57 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹40.52 Cr
Industrial Products
5.35%
2
₹28.95 Cr
Electrical Equipment
3.82%
3
₹22.86 Cr
Food Products
3.02%
4
₹22.16 Cr
Chemicals & Petrochemicals
2.92%
5
₹21.00 Cr
Beverages
2.77%
6
₹17.25 Cr
Industrial Products
2.28%
7
₹16.86 Cr
Retailing
2.22%
8
₹16.61 Cr
IT - Software
2.19%
9
₹16.63 Cr
Industrial Products
2.19%
10
₹16.52 Cr
Auto Components
2.18%
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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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