← Lic Mutual Fund

LIC MF Technology Fund-Direct Plan-Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
32
Aug 2026
Equity Holdings
₹90.20 Cr
Equity only, excl. debt & cash
AAUM
₹83.07 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
33.8%
Moderate
Top 10 Weight
53.1%
Moderate
Changes
33
2 new · 1 exits
Top Sector
IT - Software
37.8% of portfolio
Launch Date
20 Feb 2026
0 years old

AAUM (Average Assets Under Management) of ₹83.07 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 Technology Fund made 2 new additions and exited 1 stock this month. The biggest new buy was Delhivery Limited (Transport Services) at 2.88% weight. HCL Technologies Limited was the biggest exit (IT - Software), which was held at 2.19%. Among existing holdings, Tata Consultancy Services Limited saw the biggest increase — now at 5.30% of the portfolio. Coforge Limited was trimmed the most, now at 3.24%. Bharti Airtel Limited remains the top holding with IT - Software the dominant sector at 37.8%. ↓ 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
IT - Software 36.4% 39.0% +2.5%
Telecom - Services 15.5% 15.2% -0.3%
Retailing 6.6% 8.2% +1.6%
Electrical Equipment 7.1% 6.7% -0.4%
Financial Technology (Fintech) 4.8% 6.7% +1.9%
Capital Markets 4.0% 4.5% +0.4%
IT - Services 3.6% 3.7% +0.2%
Industrial Products 3.4% 3.6% +0.2%
Consumer Durables 2.0% 1.8% -0.2%
Construction 1.6% 1.4% -0.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
IT - Software 39.0% 37.8% -1.1%
Telecom - Services 15.2% 14.0% -1.2%
Retailing 8.2% 10.9% +2.7%
Financial Technology (Fintech) 6.7% 6.8% +0.1%
Electrical Equipment 6.7% 6.3% -0.5%
Capital Markets 4.5% 5.4% +0.9%
Transport Services 1.3% 4.2% +2.9%
IT - Services 3.7% 3.7% -0.1%
Industrial Products 3.6% 2.6% -1.1%
Consumer Durables 1.8% 2.0% +0.2%
🟢
Biggest New Buy
Delhivery Limited
2.88% weight · Transport Services
🔴
Biggest Exit
HCL Technologies Limited
2.19% was held · IT - Software
Biggest Add
Tata Consultancy Services Limited
+1.36% · now 5.30%
Biggest Trim
Coforge Limited
-1.47% · now 3.24%
🤝 Other funds also bought this month
Lenskart Solutions Limited 29 funds
Lenskart Solutions Limited
Motilal Oswal Multi Cap Fund-Direct Plan Growth
Sundaram Business Cycle Fund Direct Plan Growth
Abakkus Large & Mid cap Fund + more
Delhivery Limited 21 funds
Delhivery Limited
Mirae Asset Multicap Fund - Direct Plan - Growth
Mirae Asset BSE Select IPO ETF
Invesco India Multicap Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
HCL Technologies Limited 38 funds
HCL Technologies Limited
Kotak Nifty IT ETF
Mirae Asset Nifty Top 20 Equal Weight ETF
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries 🔴 1 Exit ↑ 15 Increased ↓ 15 Decreased
#StockSectorWeight (Aug 2026)
1
Delhivery Limited
₹2.74 Cr
Transport Services 2.88%
2
Lenskart Solutions Limited
₹2.12 Cr
Retailing 2.23%
#StockSectorLast Weight (Jul 2026)
1
HCL Technologies Limited
₹2.03 Cr
IT - Software 2.19%
#StockSectorJul 2026Aug 2026Change
1
Tata Consultancy Services Limited
₹5.04 Cr
IT - Software 3.94% 5.30% +1.36%
2
Persistent Systems Limited
₹6.18 Cr
IT - Software 5.25% 6.51% +1.26%
3
Rategain Travel Technologies Limited
₹3.19 Cr
IT - Software 2.59% 3.35% +0.76%
4
Multi Commodity Exchange of India Limited
₹2.69 Cr
Capital Markets 2.30% 2.83% +0.53%
5
BSE Limited
₹2.44 Cr
Capital Markets 2.15% 2.56% +0.41%
6
Apar Industries Limited
₹1.99 Cr
Electrical Equipment 1.74% 2.09% +0.35%
7
Eternal Limited
₹4.61 Cr
Retailing 4.58% 4.86% +0.28%
8
PB Fintech Limited
₹2.06 Cr
Financial Technology (Fintech) 1.89% 2.17% +0.28%
9
Bharti Airtel Limited
₹8.39 Cr
Telecom - Services 8.62% 8.82% +0.20%
10
LG Electronics India Ltd
₹1.87 Cr
Consumer Durables 1.77% 1.97% +0.20%
#StockSectorJul 2026Aug 2026Change
1
Coforge Limited
₹3.08 Cr
IT - Software 4.71% 3.24% -1.47%
2
Bharti Hexacom Limited
₹92.73 L
Telecom - Services 2.23% 0.98% -1.25%
3
Polycab India Limited
₹85.01 L
Industrial Products 1.79% 0.89% -0.90%
4
Oracle Financial Services Software Limited
₹3.10 Cr
IT - Software 3.77% 3.26% -0.51%
5
Schneider Electric Infrastructure Limited
₹1.36 Cr
Electrical Equipment 1.94% 1.43% -0.51%
6
Siemens Energy India Limited
₹1.10 Cr
Electrical Equipment 1.46% 1.16% -0.30%
7
Tech Mahindra Limited
₹4.91 Cr
IT - Software 5.36% 5.16% -0.20%
8
Cummins India Limited
₹1.58 Cr
Industrial Products 1.84% 1.66% -0.18%
9
Infosys Limited
₹7.57 Cr
IT - Software 8.13% 7.96% -0.17%
10
One 97 Communications Limited
₹4.40 Cr
Financial Technology (Fintech) 4.80% 4.63% -0.17%

What Stocks Does This Fund Hold?

32 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹8.39 Cr
Telecom - Services
8.82%
2
₹7.57 Cr
IT - Software
7.96%
3
₹6.18 Cr
IT - Software
6.51%
4
₹5.04 Cr
IT - Software
5.30%
5
₹4.91 Cr
IT - Software
5.16%
6
₹4.61 Cr
Retailing
4.86%
7
₹4.40 Cr
Financial Technology (Fintech)
4.63%
8
₹3.19 Cr
IT - Software
3.35%
9
₹3.10 Cr
IT - Software
3.26%
10
₹3.08 Cr
IT - Software
3.24%
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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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