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LIC MF Small Cap Fund-Direct Plan-Growth is an equity scheme managed by LIC Mutual Fund. The total expense ratio is 1.47% on assets of ₹660Cr. 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 71% 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 |
|---|
| GARWARE HI-TECH FILMS LIMITED | Basic Materials | 3.62% |
| NAVIN FLUORINE INTERNATIONAL LTD | Basic Materials | 3.03% |
| Manorama Industries Limited | Consumer Defensive | 2.75% |
| AVALON TECHNOLOGIES LIMITED | Industrials | 2.74% |
| ALLIED BLENDERS AND DISTILLERS LIMITED | Consumer Defensive | 2.63% |
| SCHNEIDER ELECTRIC INFRASTRUCTURE LIMITED | Industrials | 2.52% |
| CARRARO INDIA PRIVATE LIMITED | Consumer Cyclical | 2.19% |
| Bharat Bijlee Limited | Industrials | 2.14% |
| KIRLOSKAR OIL ENGINES LIMITED | Industrials | 2.03% |
| GILLETTE INDIA LIMITED | Consumer Defensive | 1.98% |
| KSB Limited | Industrials | 1.96% |
| MOTHERSON SUMI WIRING INDIA LIMITED | Consumer Cyclical | 1.93% |
| TRANSPORT CORPORATION OF INDIA LTD. | Industrials | 1.91% |
| ADITYA BIRLA SUN LIFE AMC LIMITED | Financial Services | 1.90% |
| PRICOL LIMITED | Consumer Cyclical | 1.85% |
| CHOLAMANDALAM FINANCIAL HOLDINGS LIMITED | Financial Services | 1.85% |
| AEROFLEX INDUSTRIES LIMITED | Basic Materials | 1.69% |
| KENNAMETAL INDIA LIMITED | Basic Materials | 1.69% |
| MAS FINANCIAL SERVICES LIMITED | Financial Services | 1.68% |
| HINDUSTAN FOODS LIMITED | Industrials | 1.67% |
| SYRMA SGS TECHNOLOGY LIMITED | Technology | 1.56% |
| SHAKTI PUMPS (INDIA) LIMITED | Industrials | 1.53% |
| NEULAND LABORATORIES LIMITED | Healthcare | 1.51% |
| INGERSOLL-RAND (INDIA) LIMITED | Industrials | 1.51% |
| PIRAMAL PHARMA LIMITED | Healthcare | 1.48% |
| Sector | Holdings | Weight |
|---|---|---|
| Capital Goods | — | 32.57% |
| Financial Services | 6 | 12.35% |
| Fast Moving Consumer Goods | — | 11.56% |
| Automobile and Auto Components | — | 7.27% |
| Healthcare | 4 | 6.70% |
| Chemicals | — | 6.20% |
| Services | — | 5.28% |
| Consumer Durables | — | 2.08% |
| Consumer Services | — | 2.07% |
| Textiles | — | 2.05% |
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 | -16.22% | -5.04% | 5.97% | 29.78% | 59.80% | 62.2% |
Top-10 weight 25.6% 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.