LIC MF Focused Fund - Regular (G) - Mutual Fund Analysis | Complete Fund Review with Performance, Portfolio, and Risk Analysis
Comprehensive analysis of LIC MF Focused Fund - Regular (G) (35238) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
LIC MF Focused Fund - Regular (G)
LIC Mutual Fund Asset Mgmt Ltd
The investment objective of the Scheme is to provide long term capital appreciation by investing in concentrated portfolio of equity and equity related instruments of up to 30 companies and balance in debt and money market instruments. However there can be no assurance thet the investment objective of the Scheme will be realized.
Fund Health Radar
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Performance
Weak Returns
Risk
High Risk
Expenses
High Expenses
Portfolio Mix
Equity Focused
Management
Seasoned Team
Quality Score
Below Average
LIC MF Focused Fund - Regular (G) - NAV History (1Y)
Showing 1Y NAV history
Performance across different time periods
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Neutral Entry Point
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Key Factors Analysis
Equity Exposure
Market exposure level
Alpha Generation
Outperformance vs benchmark
Management Stability
Fund manager experience
1-Year Returns
Recent performance momentum
Long-term Track Record
Historical performance consistency
Risk Assessment
Risk-adjusted returns
Fund Size
Assets under management
Cost Efficiency
Fund management costs
Investment Timing Insights
3Y Performance Comparison
This fund has underperformed its benchmark by 3.08% over the 3Y period.
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Your Investment
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
Risk Metrics (3 Years)
Risk Level
| Company | Sector | % Assets |
|---|---|---|
| Kotak Mahindra Bank Ltd | Banks | 7.25% |
| Tata Consultancy Services Ltd | IT - Software | 6.32% |
| Tata Consumer Products Ltd | Plantation & Plantation Products | 5.41% |
| MAS Financial Services Ltd | Finance | 5.24% |
| Techno Electric & Engineering Company Ltd | Infrastructure Developers & Operators | 4.68% |
| Tech Mahindra Ltd | IT - Software | 4.48% |
| Shriram Finance Ltd | Finance | 4.15% |
| SBI Cards & Payment Services Ltd | Finance | 4.05% |
| Avalon Technologies Ltd | Consumer Durables | 3.62% |
| EIH Ltd | Hotels & Restaurants | 3.61% |
Sector Breakdown
Compare against Focused Fund category average
Performance Summary
This comparison shows how the fund performs relative to the Focused Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Focused Fund category
LIC MF Focused Fund - Regular (G) vs Category Average
Similar Funds Comparison
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| SBI Focused Fund - Direct (G) | ₹407.49 | 15.40% | 6.49% | 16.25% |
| SBI Focused Fund (G) | ₹362.26 | 14.94% | 5.64% | 15.25% |
| HDFC Focused Fund - Direct (G) | ₹271.42 | 15.49% | 7.14% | 23.76% |
| HDFC Focused Fund - Regular (G) | ₹238.77 | 14.90% | 6.03% | 22.28% |
| Sundaram Focused Fund - Direct (G) | ₹180.07 | 10.43% | -4.16% | 14.21% |
| Aditya Birla SL Focused Fund-Direct (G) | ₹162.54 | 12.89% | -1.00% | 16.22% |
| Sundaram Focused Fund (G) | ₹162.22 | 9.90% | -5.08% | 13.03% |
| Aditya Birla SL Focused Fund (G) | ₹143.96 | 12.37% | -1.91% | 15.12% |
| Nippon India Focused Fund - Direct (G) | ₹135.48 | 15.74% | -2.02% | 14.69% |
| Franklin India Focused Equity Fund - Direct (G) | ₹124.36 | 14.52% | -1.46% | 17.35% |
Category Average Returns
Jaiprakash Toshniwal
A seasoned investment professional with over 8 years of experience in equity research and fund management. Known for consistent performance and a disciplined investment approach focused on quality growth stocks.