LIC MF Balanced Advantage Fund Regular - IDCW

LIC MF Balanced Advantage Fund Regular - IDCW - Portfolio Analysis

Portfolio Overview

Asset Allocation

Equity: 60.04%Others: 39.96%

Market Cap

Large Cap: 46.53%Small Cap: 15.73%Mid Cap: 12.02%

Number of stocks

97

Top 10 Holdings

63.77% of portfolio

Market Cap of Equity

Large Cap
46.53%
Small Cap
15.73%
Mid Cap
12.02%
Equity
-14.25%

Companies Allocation of Equity

HDFC Bank Ltd15.22%
Reliance Industries Ltd8.16%
Tata Consultancy Services Ltd7.50%
ICICI Bank Ltd6.01%
State Bank of India5.12%
Kotak Mahindra Bank Ltd5.11%
Infosys Ltd4.67%
Larsen & Toubro Ltd4.17%
Shakti Pumps (India) Ltd4.12%
Axis Bank Ltd3.68%

Sector Allocation of Equity

Financial Services25.24%
Energy4.27%
Technology10.94%
Industrials10.32%
Basic Materials6.80%
Healthcare5.71%
Utilities2.11%
Communication Services2.58%
Consumer Defensive2.69%
Consumer Cyclical4.21%
Real Estate0.95%
Equity-15.78%

SIP Amount

Monthly SIP Date

LIC MF Balanced Advantage Fund Regular - IDCW

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Frequently Asked Questions

Everything You Need To Know To Get Started With Confidence

In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.