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LIC MF Infrastructure Fund-Direct Plan-Growth is an equity scheme managed by LIC Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 31.70%, with the bottom and top quartiles at 29.33% and 34.34% respectively. It has ranked in the top half of its category for 2 of the last 2 reported years. The total expense ratio is 0.83% on assets of ₹1,047Cr. The fund is currently managed by Mahesh Bendre, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 84% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| BHARTI AIRTEL LIMITED | Communication Services | 5.08% |
| LARSEN AND TOUBRO LIMITED | Industrials | 4.52% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 4.31% |
| TATA MOTORS PASSENGER VEHICLES LIMITED | Consumer Cyclical | 4.29% |
| APOLLO HOSPITALS ENTERPRISE LIMITED | Healthcare | 3.19% |
| NTPC LIMITED | Utilities | 3.13% |
| CARRARO INDIA PRIVATE LIMITED | Consumer Cyclical | 3.07% |
| GARWARE HI-TECH FILMS LIMITED | Basic Materials | 2.79% |
| Bharat Bijlee Limited | Industrials | 2.74% |
| SCHNEIDER ELECTRIC INFRASTRUCTURE LIMITED | Industrials | 2.45% |
| NLC INDIA LIMITED | Utilities | 2.38% |
| MAHINDRA LIFESPACE DEVELOPERS LTD | Real Estate | 2.12% |
| SCHAEFFLER INDIA LIMITED | Consumer Cyclical | 2.10% |
| CUMMINS INDIA LIMITED | Industrials | 2.07% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 2.01% |
| GRASIM INDUSTRIES LIMITED | Basic Materials | 2.00% |
| Siemens Energy India Limited | Utilities | 1.95% |
| AFCONS INFRASTRUCTURE LIMITED | Industrials | 1.89% |
| ICICI BANK LIMITED | Financial Services | 1.89% |
| ULTRATECH CEMENT LIMITED | Basic Materials | 1.86% |
| KIRLOSKAR FERROUS INDUSTRIES LTD | Others | 1.67% |
| CONTAINER CORPORATION OF INDIA LTD. | Industrials | 1.55% |
| REC LIMITED | Financial Services | 1.39% |
| Hindustan Aeronautics Ltd | Industrials | 1.33% |
| DIVGI TORQTRANSFER SYSTEMS LIMITED | Consumer Cyclical | 1.32% |
| Sector | Holdings | Weight |
|---|---|---|
| Capital Goods | — | 30.27% |
| Automobile and Auto Components | — | 19.79% |
| Telecommunication | — | 7.33% |
| Power | — | 6.94% |
| Construction | — | 6.41% |
| Financial Services | 3 | 4.30% |
| Services | — | 3.99% |
| Construction Materials | — | 3.86% |
| Healthcare | 1 | 3.19% |
| Metals & Mining | — | 3.12% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -8.27% | 9.76% | 23.99% | 58.07% | 97.26% | 92.0% |
| 3Y | 21.18% | 29.33% | 31.70% | 34.34% | 41.77% | 100.0% |
| 5Y | 22.67% | 25.78% | 29.13% | 33.30% | 36.14% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 35.6% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 2 data points.