LIC MF FLEXI CAP FUND

LIC Mutual FundEquityPortfolio as of 31 July 2026

LIC MF FLEXI CAP FUND holds 44 instruments (97.04% equity), led by ICICI Bank Limited (4.87%), Solar Industries India Limited (3.85%) and Axis Bank Limited (3.57%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
44
Equity Allocation
97.04%
AMC
LIC Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of LIC MF FLEXI CAP FUND, managed by LIC Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 44 instruments with an equity allocation of 97.04%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

LIC MF FLEXI CAP FUND's top 10 holdings account for 34.25% of its portfolio, more diversified than the Equity category average of 37.5%. Financial Services is its largest sector exposure at 26.96% of net assets, spread across 11 sectors in total. Since its 30 June 2026 disclosure, the fund added 2 new positions and exited 2 positions, with Avalon Technologies Limited seeing the largest move (-1.52pp to 0.49%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

2 new entries2 exits10 increased10 reduced

Biggest Weight Increases

StockWeightChange
ETERNAL LIMITED2.04% → 3.07%▲ +1.03
Pidilite Industries Limited1.5% → 1.98%▲ +0.48
Coforge Limited2.18% → 2.51%▲ +0.33
Lumax Auto Technologies Limited0.94% → 1.23%▲ +0.29
Aditya Birla Capital Limited2.19% → 2.46%▲ +0.27
Samvardhana Motherson International Limited2.88% → 3.14%▲ +0.26
Hitachi Energy India Limited2.49% → 2.74%▲ +0.25
Torrent Pharmaceuticals Limited2.95% → 3.2%▲ +0.25
IndusInd Bank Limited3.02% → 3.24%▲ +0.22
Radico Khaitan Limited2.17% → 2.34%▲ +0.17

Biggest Weight Reductions

StockWeightChange
Avalon Technologies Limited2.01% → 0.49%▼ -1.52
Syrma SGS Technology Limited1.9% → 0.59%▼ -1.31
Axis Bank Limited3.99% → 3.57%▼ -0.42
ITC Hotels Limited2.28% → 2.02%▼ -0.26
Larsen & Toubro Limited3.3% → 3.08%▼ -0.22
Apollo Hospitals Enterprise Limited3.26% → 3.05%▼ -0.21
Apar Industries Limited1.87% → 1.67%▼ -0.2
InterGlobe Aviation Limited3.32% → 3.13%▼ -0.19
KEI Industries Limited1.46% → 1.32%▼ -0.14
The Phoenix Mills Limited2.41% → 2.29%▼ -0.12

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: –, Mar: –, Apr: 6.55%, May: 6.35%, Jun: 4.76%, Jul: 4.87%
4.87%
Feb: –, Mar: –, Apr: –, May: 3.29%, Jun: 3.73%, Jul: 3.85%
3.85%
Feb: 2.49%, Mar: 2.34%, Apr: 4.07%, May: 4.03%, Jun: 3.99%, Jul: 3.57%
3.57%
Feb: –, Mar: –, Apr: –, May: 1.49%, Jun: 3.02%, Jul: 3.24%
3.24%
Feb: 2.91%, Mar: 3.17%, Apr: 2.89%, May: 2.97%, Jun: 2.95%, Jul: 3.2%
3.2%

Full Portfolio (44 holdings)

#HoldingSector% to NAV
1ICICI Bank LimitedFinancial Services4.87%
2Solar Industries India LimitedMaterials3.85%
3Axis Bank LimitedFinancial Services3.57%
4IndusInd Bank LimitedFinancial Services3.24%
5Torrent Pharmaceuticals LimitedHealthcare3.2%
6Samvardhana Motherson International LimitedConsumer Discretionary3.14%
7InterGlobe Aviation LimitedServices3.13%
8Navin Fluorine International LimitedMaterials3.1%
9Larsen & Toubro LimitedIndustrials3.08%
10ETERNAL LIMITEDConsumer Discretionary3.07%
11Apollo Hospitals Enterprise LimitedHealthcare3.05%
12Sun Pharmaceutical Industries LimitedHealthcare2.94%
13Bharti Airtel LimitedTelecommunication2.85%
14Hitachi Energy India LimitedIndustrials2.74%
15TREPStreps2.57%
16Coforge LimitedInformation Technology2.51%
17Aditya Birla Capital LimitedFinancial Services2.46%
18HDFC Asset Management Company LimitedFinancial Services2.43%
19Radico Khaitan LimitedConsumer Staples2.34%
20The Phoenix Mills LimitedReal Estate2.29%
21CREDITACCESS GRAMEEN LIMITEDFinancial Services2.25%
22Ujjivan Small Finance Bank LimitedFinancial Services2.18%
23Ather Energy LimitedConsumer Discretionary2.18%
24Eicher Motors LimitedConsumer Discretionary2.12%
25Shriram Finance LimitedFinancial Services2.07%
26Neuland Laboratories LimitedHealthcare2.05%
27ITC Hotels LimitedConsumer Discretionary2.02%
28One 97 Communications LimitedFinancial Services1.99%
29UNO Minda LimitedConsumer Discretionary1.98%
30Oracle Financial Services Software LimitedInformation Technology1.98%
31Pidilite Industries LimitedMaterials1.98%
32AU Small Finance Bank LimitedFinancial Services1.9%
33Schneider Electric Infrastructure LimitedIndustrials1.88%
34VA Tech Wabag LimitedUtilities1.88%
35Apar Industries LimitedIndustrials1.67%
36Cohance Lifesciences LimitedHealthcare1.65%
37Marico LimitedConsumer Staples1.51%
38KEI Industries LimitedIndustrials1.32%
39Endurance Technologies LimitedConsumer Discretionary1.28%
40Lumax Auto Technologies LimitedConsumer Discretionary1.23%
41Jindal Stainless LimitedMaterials0.98%
42Syrma SGS Technology LimitedIndustrials0.59%
43Avalon Technologies LimitedIndustrials0.49%
44Net Receivables / (Payables)other0.4%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, ICICI Bank Limited is 4.87% of LIC MF FLEXI CAP FUND's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Solar Industries India Limited is 3.85% of LIC MF FLEXI CAP FUND's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Axis Bank Limited is 3.57% of LIC MF FLEXI CAP FUND's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, IndusInd Bank Limited is 3.24% of LIC MF FLEXI CAP FUND's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Torrent Pharmaceuticals Limited is 3.2% of LIC MF FLEXI CAP FUND's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: LIC Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.