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LIC MF Focused Fund-Direct Plan-Growth is an equity scheme managed by LIC Mutual Fund. The total expense ratio is 4.39% on assets of ₹158Cr. The fund is currently managed by Mahesh Bendre, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 79% 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 |
|---|
| INFOSYS LIMITED | Technology | 6.19% |
| SCHAEFFLER INDIA LIMITED | Consumer Cyclical | 5.12% |
| ICICI BANK LIMITED | Financial Services | 4.88% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 4.82% |
| MAHINDRA AND MAHINDRA LIMITED | Consumer Cyclical | 4.81% |
| BAJAJ AUTO LIMITED | Consumer Cyclical | 4.68% |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD | Financial Services | 4.51% |
| GARWARE HI-TECH FILMS LIMITED | Basic Materials | 4.34% |
| MAHINDRA LIFESPACE DEVELOPERS LTD | Real Estate | 4.34% |
| INTERGLOBE AVIATION LIMITED | Industrials | 3.84% |
| TATA MOTORS PASSENGER VEHICLES LIMITED | Consumer Cyclical | 3.62% |
| SUN PHARMACEUTICAL INDUSTRIES LTD. | Healthcare | 3.46% |
| METRO BRANDS LIMITED | Consumer Cyclical | 3.29% |
| STATE BANK OF INDIA | Financial Services | 3.15% |
| JSW INFRASTRUCTURE LTD | Industrials | 2.99% |
| AXIS BANK LIMITED | Financial Services | 2.95% |
| DIVGI TORQTRANSFER SYSTEMS LIMITED | Consumer Cyclical | 2.86% |
| Shriram Finance Limited | Financial Services | 2.59% |
| LARSEN AND TOUBRO LIMITED | Industrials | 2.50% |
| SUPRAJIT ENGINEERING LIMITED | Consumer Cyclical | 2.31% |
| FOSECO INDIA LIMITED | Basic Materials | 2.28% |
| ARTEMIS MEDICARE SERVICES LIMITED | Healthcare | 1.84% |
| Sector | Holdings | Weight |
|---|---|---|
| Automobile and Auto Components | — | 28.22% |
| Financial Services | 5 | 18.08% |
| Capital Goods | — | 12.90% |
| Services | — | 6.83% |
| Information Technology | — | 6.19% |
| Healthcare | 2 | 5.30% |
| Realty | — | 4.34% |
| Power | — | 3.62% |
| Consumer Durables | — | 3.29% |
| Construction | — | 2.50% |
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 | -8.77% | 0.04% | 5.76% | 14.09% | 36.83% | 75.1% |
Top-10 weight 47.5% means concentration is in line with most actively-managed Indian equity funds. 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.