LIC MF SMALL CAP FUND

LIC Mutual FundEquityPortfolio as of 31 July 2026

LIC MF SMALL CAP FUND holds 59 instruments (96.28% equity), led by Garware Hi-Tech Films Limited (5.35%), Avalon Technologies Limited (3.82%) and Manorama Industries Limited (3.02%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
59
Equity Allocation
96.28%
AMC
LIC Mutual Fund
Category
Equity

This page shows the complete disclosed portfolio of LIC MF SMALL CAP FUND, managed by LIC Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 59 instruments with an equity allocation of 96.28%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

LIC MF SMALL CAP FUND's top 10 holdings account for 28.94% of its portfolio, more diversified than the Equity category average of 37.5%. Industrials is its largest sector exposure at 35.23% of net assets, spread across 10 sectors in total. Since its 30 June 2026 disclosure, the fund added 2 new positions and exited 3 positions, with MAS Financial Services Limited seeing the largest move (-0.94pp to 0.42%).

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 entries3 exits10 increased10 reduced

Biggest Weight Increases

StockWeightChange
Oracle Financial Services Software Limited1.38% → 2.19%▲ +0.81
Ather Energy Limited1.12% → 1.91%▲ +0.79
SML Mahindra Limited1.04% → 1.7%▲ +0.66
Brigade Enterprises Limited1.43% → 2.01%▲ +0.58
Lumax Auto Technologies Limited1.27% → 1.77%▲ +0.5
Ujjivan Small Finance Bank Limited1.59% → 2.07%▲ +0.48
DCB Bank Limited1.2% → 1.68%▲ +0.48
Garware Hi-Tech Films Limited4.91% → 5.35%▲ +0.44
Affle 3i Limited0.89% → 1.29%▲ +0.4
Aavas Financiers Limited1.01% → 1.36%▲ +0.35

Biggest Weight Reductions

StockWeightChange
MAS Financial Services Limited1.36% → 0.42%▼ -0.94
Schneider Electric Infrastructure Limited2.44% → 2.13%▼ -0.31
Aditya Birla Sun Life AMC Limited1.92% → 1.65%▼ -0.27
Bharat Bijlee Limited1.77% → 1.52%▼ -0.25
Kirloskar Oil Engines Limited2.51% → 2.28%▼ -0.23
S. P. Apparels Limited1.43% → 1.22%▼ -0.21
Gujarat Gas Limited1.02% → 0.84%▼ -0.18
Shakti Pumps (India) Limited1.4% → 1.23%▼ -0.17
Cholamandalam Financial Holdings Limited1.75% → 1.59%▼ -0.16
Allied Blenders and Distillers Limited2.93% → 2.77%▼ -0.16

Top Holdings — Weight Trend

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

Feb: 2.22%, Mar: 1.96%, Apr: 3.62%, May: 5.15%, Jun: 4.91%, Jul: 5.35%
5.35%
Feb: 2.47%, Mar: 2.47%, Apr: 2.74%, May: 3.67%, Jun: 3.95%, Jul: 3.82%
3.82%
Feb: 2.82%, Mar: 2.45%, Apr: 2.75%, May: 2.92%, Jun: 3.17%, Jul: 3.02%
3.02%
Feb: 2.62%, Mar: 2.83%, Apr: 3.03%, May: 3%, Jun: 3.03%, Jul: 2.92%
2.92%
Feb: 2.56%, Mar: 2.39%, Apr: 2.63%, May: 2.62%, Jun: 2.93%, Jul: 2.77%
2.77%

Full Portfolio (59 holdings)

#HoldingSector% to NAV
1Garware Hi-Tech Films LimitedIndustrials5.35%
2Avalon Technologies LimitedIndustrials3.82%
3TREPStreps3.37%
4Manorama Industries LimitedConsumer Staples3.02%
5Navin Fluorine International LimitedMaterials2.92%
6Allied Blenders and Distillers LimitedConsumer Staples2.77%
7Kirloskar Oil Engines LimitedIndustrials2.28%
8Arvind Fashions LimitedConsumer Discretionary2.22%
9KSH International LimitedIndustrials2.19%
10Oracle Financial Services Software LimitedInformation Technology2.19%
11Pricol LimitedConsumer Discretionary2.18%
12Schneider Electric Infrastructure LimitedIndustrials2.13%
13Ujjivan Small Finance Bank LimitedFinancial Services2.07%
14Brigade Enterprises LimitedReal Estate2.01%
15Ather Energy LimitedConsumer Discretionary1.91%
16City Union Bank LimitedFinancial Services1.86%
17Tata Motors Passenger Vehicles LimitedConsumer Discretionary1.83%
18Neuland Laboratories LimitedHealthcare1.83%
19Motherson Sumi Wiring India LimitedConsumer Discretionary1.8%
20Lumax Auto Technologies LimitedConsumer Discretionary1.77%
21Arvind LimitedConsumer Discretionary1.73%
22SML Mahindra LimitedIndustrials1.7%
23DCB Bank LimitedFinancial Services1.68%
24Transport Corporation of India LimitedServices1.67%
25Gillette India LimitedConsumer Staples1.65%
26Ingersoll Rand (India) LimitedIndustrials1.65%
27Aditya Birla Sun Life AMC LimitedFinancial Services1.65%
28Cholamandalam Financial Holdings LimitedFinancial Services1.59%
29International Gemological Institute LimitedIndustrials1.58%
30Carraro India LimitedConsumer Discretionary1.57%
31BEML LimitedIndustrials1.57%
32Piramal Pharma LimitedHealthcare1.56%
33One 97 Communications LimitedFinancial Services1.54%
34Kennametal India LimitedIndustrials1.54%
35Bharat Bijlee LimitedIndustrials1.52%
36ZF Commercial Vehicle Control Systems India LimitedConsumer Discretionary1.39%
37Vidya Wires LimitedIndustrials1.38%
38Onesource Specialty Pharma LimitedHealthcare1.38%
39Multi Commodity Exchange of India LimitedFinancial Services1.37%
40Aavas Financiers LimitedFinancial Services1.36%
41Ratnamani Metals & Tubes LimitedIndustrials1.34%
42SKF India (Industrial) LimitedIndustrials1.33%
43Affle 3i LimitedInformation Technology1.29%
44Vinati Organics LimitedMaterials1.27%
45Pfizer LimitedHealthcare1.25%
46Shakti Pumps (India) LimitedIndustrials1.23%
47S. P. Apparels LimitedConsumer Discretionary1.22%
48Aeroflex Industries LimitedIndustrials1.21%
49Elecon Engineering Company LimitedIndustrials1.2%
50Techno Electric & Engineering Company LimitedIndustrials1.13%
51INDO-MIM LTDIndustrials1.08%
52Campus Activewear LimitedConsumer Discretionary1.05%
53Galaxy Surfactants LimitedMaterials1.04%
54Orkla India LimitedConsumer Staples1.01%
55Bikaji Foods International LimitedConsumer Staples0.99%
56Gujarat Gas LimitedUtilities0.84%
57MAS Financial Services LimitedFinancial Services0.42%
58Net Receivables / (Payables)other0.37%
59GSPL Transmission LimitedUtilities0.15%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Garware Hi-Tech Films Limited is 5.35% of LIC MF SMALL CAP FUND's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Avalon Technologies Limited is 3.82% of LIC MF SMALL CAP FUND's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Manorama Industries Limited is 3.02% of LIC MF SMALL CAP FUND's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Navin Fluorine International Limited is 2.92% of LIC MF SMALL CAP FUND's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Allied Blenders and Distillers Limited is 2.77% of LIC MF SMALL 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.