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Focused Fundregulargrowth📊 NIFTY 500 TRI(SEBI default)

LIC MF Focused Fund-Regular Plan-Growth

LIC Mutual Fund

#27 of 28 (1Y)

₹20.5660

0.18 (-0.87%)

NAV as of 29 May 2026

Today's NAV — all variants

Regular · Growth

AMFI: HIST_KF_INF397L01KD1

Direct · Growth

₹₹22.8095

0.20 (-0.87%)

29 May 2026

AMFI: 152010

Regular · IDCW

₹₹20.5658

0.18 (-0.87%)

29 May 2026

AMFI: 152007

Direct · IDCW

₹₹22.7827

0.20 (-0.87%)

29 May 2026

AMFI: 152008

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 Week-2.83%
1 Month-2.06%
3 Months-4.89%
6 Months-8.63%
1 Year-7.74%
3 Years (CAGR)+7.95%
5 Years (CAGR)+9.39%
10 Years (CAGR)
Since Inception (Nov 2017)+8.33%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-9.90%
3 Year SIP+1.03%
5 Year SIP+5.29%
Since Inception (Nov 2017)+9.10%

SIP since inception — what ₹500/month became

Real NAV backtest from day one

₹51,000

Invested

₹78,823

Value today

10.0%

XIRR (p.a.)

500/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

1,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹1,000

Invested

₹2,057

Value today

8.8%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹10L corpus with ₹5,000/month withdrawals since inception

Corpus is still growing despite monthly payouts

₹10,00,000

Initial corpus

₹5,10,000

Withdrawn

₹12,68,367

Corpus left

+₹7,78,367 net gain — withdrew ₹5,10,000 AND corpus grew

Plan your SWP with real NAV

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹12,66,824

Value today

+2.7%

vs lumpsum

STP beat direct lumpsum by 2.7% — reduced timing risk paid off

Model your own STP with real NAV

₹1 lakh on the worst crash day — 22 Mar 2020

Worst single-day Nifty drop during this fund's life

₹1,00,000

Invested

₹3,04,681

Value today

3.0×

Multiple

Staying invested through that crash turned ₹1L into ₹3,04,681 — a 3.0× return

Read: Staying invested through crashes

Direct vs Regular — ₹500/month over 8 years

Expense ratio drag on your actual returns

Direct plan

₹77,191

Regular plan

₹73,693

Direct earns ₹3,498 more on a ₹48K investment0.91% extra return per year

Same fund, same NAV history — only the expense ratio differs. Direct plans always outperform Regular over time.

Learn about Direct vs Regular plans

Fund Details

Fund HouseLIC Mutual Fund
CategoryFocused Fund
Plan Typeregular
Optiongrowth
AUM₹162 Cr
Expense Ratio2.35%
Min SIP₹500
Min Lumpsum₹1,000
BenchmarkNIFTY 500 TRI ✓
Launch Date17 Nov 2017
AMFI Code152009

Risk Metrics

Trailing 1 year, annualised

-0.53

Sharpe Ratio

-0.08

Alpha

0.51

Beta

-0.50

Sortino

17.49%

Std Dev

-17.61%

Max Drawdown

Portfolio Holdings

Top 25 holdings · as of Apr 2026

Security% NAV

Infosys Ltd.

INE009A01021

6.19%

Schaeffler India Ltd.

INE513A01022

5.12%

ICICI Bank Ltd.

INE090A01021

4.88%

Maruti Suzuki India Ltd.

INE585B01010

4.82%

Mahindra & Mahindra Ltd.

INE101A01026

4.81%

Tata Motors Ltd.

INE1TAE01010

4.76%

Bajaj Auto Ltd.

INE917I01010

4.68%

Mahindra & Mahindra Financial Serv Ltd.

INE774D01024

4.51%

Mahindra Lifespace Developers Ltd.

INE813A01018

4.34%

Garware Hi-Tech Films Ltd.

INE291A01017

4.34%

InterGlobe Aviation Ltd.

INE646L01027

3.84%

KSH International Ltd.

INE987S01020

3.80%

Tata Motors Passenger Vehicles Ltd.

INE155A01022

3.62%

Tata Power Company Ltd.

INE245A01021

3.62%

Sun Pharmaceutical Industries Ltd.

INE044A01036

3.46%

Metro Brands Ltd.

INE317I01021

3.29%

State Bank of India

INE062A01020

3.15%

JSW Infrastructure Ltd.

INE880J01026

2.99%

Axis Bank Ltd.

INE238A01034

2.95%

Divgi Torqtransfer Systems Ltd.

INE753U01022

2.86%

Shriram Finance Ltd.

INE721A01047

2.59%

Larsen & Toubro Ltd.

INE018A01030

2.50%

Suprajit Engineering Ltd.

INE399C01030

2.31%

Foseco India Ltd.

INE519A01011

2.28%

Artemis Medicare Services Ltd.

INE025R01021

1.84%

Performance Comparison

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Investment Objective

LIC MF Focused Fund-Regular Plan-Growth is a focused equity fund that invests in a concentrated portfolio of up to 30 stocks across market capitalisations. This high-conviction approach allows the fund manager to allocate significant capital to their best ideas.

About This Fund

LIC MF Focused Fund-Regular Plan-Growth is a Focused Fund mutual fund offered by LIC Mutual Fund. The fund has been operational for over 8 years. It manages assets worth ₹162 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 500 TRI. The current expense ratio is 2.35%.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • SIP investors who can benefit from rupee cost averaging during market fluctuations