FundLens
17
FocusedAvoid

LIC MF Focused

LIC · Direct–Growth · rank #27 of 28 by Smart Score

Data updated

Trailing returns

vs Nifty 500 (index-fund proxy)
1 Year
0.5%
+2.6% vs index
3 Years
8.9%
-0.9% vs index
5 Years
8.5%
-1.0% vs index
Since launch
10.6%

Year-by-year performance

last entry = YTD
2024
+13.4%
2025
+5.5%
2026
+2.4%

Why this score

LIC MF Focused scores 17/100 — #27 of 28 Focused fund (Avoid). The main drag is its 5y return (better than only 10% of peers).

Each bar shows the fund's percentile vs Focused peers — a longer bar beats more of the category.

5Y return8.51% · 10th percentile in category
3Y return8.92% · 13th percentile in category
Sharpe ratio0.16 · 13th percentile in category
Fund size175.27 Cr · 2nd percentile in category
Sortino ratio0.22 · 13th percentile in category
Alpha-2.14 · 17th percentile in category

Top holdings

top 5 = 25.2% of portfolio
1.Tata Motors Ltd7.25%
2.INDO-MIM Ltd.5.38%
3.Tata Motors Ltd4.41%
4.Garware Hi-Tech Films Ltd4.13%
5.Bharat Forge Ltd4.04%

29 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.

Other Focused funds