← Lic Mutual Fund

LIC MF Technology Fund-Direct Plan-Growth

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
30
Jun 2026
Equity Holdings
₹73.12 Cr
Equity only, excl. debt & cash
Top 5 Weight
30.1%
Moderate
Top 10 Weight
46.4%
Moderate
Changes
29
0 new · 0 exits
Top Sector
IT - Software
36.4% of portfolio
📋 What Happened This Month Among existing holdings, Techno Electric & Engineering Company Limited saw the biggest increase — now at 1.56% of the portfolio. Infosys Limited was trimmed the most, now at 7.77%. Bharti Airtel Limited remains the top holding with IT - Software the dominant sector at 36.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
IT - Software 36.8% 37.3% +0.5%
Telecom - Services 14.4% 15.6% +1.2%
Electrical Equipment 6.3% 7.0% +0.7%
Retailing 6.3% 6.0% -0.2%
Financial Technology (Fintech) 4.9% 4.8% -0.1%
Capital Markets 4.2% 4.3% +0.1%
Industrial Products 3.1% 3.4% +0.3%
IT - Services 3.1% 3.3% +0.2%
Consumer Durables 2.1% 2.0% -0.2%
Construction 1.0% 0.8% -0.2%
May 2026 Jun 2026
Sector Prev Curr Delta
IT - Software 37.3% 36.4% -0.8%
Telecom - Services 15.6% 15.5% -0.1%
Electrical Equipment 7.0% 7.1% +0.1%
Retailing 6.0% 6.6% +0.6%
Financial Technology (Fintech) 4.8% 4.8% 0.0%
Capital Markets 4.3% 4.0% -0.2%
IT - Services 3.3% 3.6% +0.3%
Industrial Products 3.4% 3.4% +0.1%
Consumer Durables 2.0% 2.0% +0.0%
Construction 0.8% 1.6% +0.7%
Biggest Add
Techno Electric & Engineering Company Limited
+0.72% · now 1.56%
Biggest Trim
Infosys Limited
-0.79% · now 7.77%

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
↑ 14 Increased ↓ 15 Decreased
#StockSectorMay 2026Jun 2026Change
1
Techno Electric & Engineering Company Limited
₹1.34 Cr
Construction 0.84% 1.56% +0.72%
2
Coforge Limited
₹2.35 Cr
IT - Software 2.19% 2.73% +0.54%
3
Rategain Travel Technologies Limited
₹2.36 Cr
IT - Software 2.28% 2.74% +0.46%
4
Affle 3i Limited
₹2.00 Cr
IT - Services 1.90% 2.32% +0.42%
5
FSN E-Commerce Ventures Limited
₹1.95 Cr
Retailing 1.92% 2.27% +0.35%
6
HCL Technologies Limited
₹1.62 Cr
IT - Software 1.60% 1.88% +0.28%
7
Oracle Financial Services Software Limited
₹2.88 Cr
IT - Software 3.10% 3.35% +0.25%
8
Eternal Limited
₹3.72 Cr
Retailing 4.11% 4.33% +0.22%
9
Apar Industries Limited
₹1.13 Cr
Electrical Equipment 1.10% 1.31% +0.21%
10
Polycab India Limited
₹1.82 Cr
Industrial Products 2.02% 2.12% +0.10%
#StockSectorMay 2026Jun 2026Change
1
Infosys Limited
₹6.68 Cr
IT - Software 8.56% 7.77% -0.79%
2
Tata Consultancy Services Limited
₹3.14 Cr
IT - Software 4.06% 3.65% -0.41%
3
Persistent Systems Limited
₹3.69 Cr
IT - Software 4.69% 4.30% -0.39%
4
KPIT Technologies Limited
₹1.79 Cr
IT - Software 2.40% 2.08% -0.32%
5
Tech Mahindra Limited
₹4.23 Cr
IT - Software 5.21% 4.92% -0.29%
6
Indus Towers Limited
₹1.13 Cr
Telecom - Services 1.48% 1.31% -0.17%
7
Mphasis Limited
₹2.59 Cr
IT - Software 3.17% 3.01% -0.16%
8
BSE Limited
₹1.66 Cr
Capital Markets 2.08% 1.93% -0.15%
9
L&T Technology Services Limited
₹1.08 Cr
IT - Services 1.37% 1.25% -0.12%
10
Multi Commodity Exchange of India Limited
₹1.80 Cr
Capital Markets 2.18% 2.09% -0.09%

What Stocks Does This Fund Hold?

30 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹7.52 Cr
Telecom - Services
8.74%
2
₹6.68 Cr
IT - Software
7.77%
3
₹4.23 Cr
IT - Software
4.92%
4
₹3.72 Cr
Retailing
4.33%
5
₹3.69 Cr
IT - Software
4.30%
6
₹3.14 Cr
IT - Software
3.65%
7
₹2.88 Cr
IT - Software
3.35%
8
₹2.81 Cr
Telecom - Services
3.26%
9
₹2.65 Cr
Financial Technology (Fintech)
3.08%
10
₹2.59 Cr
IT - Software
3.01%
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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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