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1Y Return

+8.8%

3Y Return

+29%

5Y Return

+24.6%

AUM

₹1,085 Cr

Expense Ratio (Direct)

1.37%

Category

Sectoral/Thematic

TER sourced from AMFI India (updated quarterly)

Top Holdings

Track institutional activity on top holding Axis Bank Ltd. → Smart Money

Showing 20 of 44 stocks in portfolio as of June 2026 (Source: AMC monthly disclosure). Use Show more below for the full list.

1
3.79%
2
JSW Infrastructure Ltd

Transport Infrastructure

3.59%
3
Tata Motors Commercial Vehicles Limited

Agricultural Commercial & Construction Vehicles

3.51%
4
3.5%
6
Bharat Dynamics Ltd.

Aerospace & Defense

2.68%
7
Carraro India Limited

Auto Components

2.66%
8
2.62%
9
2.47%
10
Siemens Energy India Ltd.

Electrical Equipment

2.44%
11
Bharat Bijlee Ltd.

Electrical Equipment

2.35%
12
Inter Globe Aviation Ltd

Transport Services

2.34%
13
Bharti Airtel Limited

Telecom - Services

2.32%
14
2.3%
15
2.3%
16
Tata Steel Ltd.

Ferrous Metals

2.11%
18
Grasim Industries Ltd.

Cement & Cement Products

2.04%
19
Delhivery Limited

Transport Services

1.75%
20
1.74%

All returns shown are for Direct-Growth plan. Data from AMC monthly portfolio disclosure.

SIP in LIC MF Infrastructure Fund

If you had invested ₹10,000/month via SIP:

1 Year SIP

₹125,280

Invested: ₹1,20,000

3 Year SIP

₹464,400

Invested: ₹3,60,000

5 Year SIP

₹895,200

Invested: ₹6,00,000

Calculate exact SIP returns →

Invest in LIC MF Infrastructure Fund

Start SIP from ₹500/month on these platforms

Portfolio Overlap

Funds that share the most stock holdings with LIC MF Infrastructure Fund.

View full overlap analysis →

More Sectoral/Thematic Funds

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About Sectoral/Thematic Funds

Sectoral/Thematic mutual funds are a category defined by SEBI (Securities and Exchange Board of India) under their mutual fund categorization framework. These funds invest primarily in equities that match the sectoral/thematic profile, with specific allocation mandates that fund managers must follow. The category determines the fund's risk-return characteristics and its suitability for different investor profiles.

When evaluating a Sectoral/Thematic fund like LIC MF Infrastructure Fund, key metrics to consider include: 3-year and 5-year CAGR (rolling returns are more reliable than point-to-point), expense ratio (Direct plans have lower costs), portfolio turnover, standard deviation (volatility measure), Sharpe ratio (risk-adjusted returns), and alpha generation over benchmark. A fund that consistently beats its benchmark index over multiple market cycles is a strong candidate.

For long-term wealth creation, Sectoral/Thematic funds work best with a systematic investment plan (SIP) over 5+ years. SIP helps average out market volatility through rupee cost averaging. Lump sum investments are better timed during market corrections. Always ensure your mutual fund portfolio is diversified across 3-4 categories rather than concentrating in a single fund type. Consult a SEBI-registered investment advisor for personalized advice based on your financial goals and risk appetite.

Frequently Asked Questions

Is LIC MF Infrastructure Fund good for SIP?

LIC MF Infrastructure Fund is a Sectoral/Thematic fund with very-high risk. For SIP investors, consistency of returns matters more than absolute returns. Check the fund's rolling returns and standard deviation before committing to a SIP. Sectoral/Thematic funds are generally suitable for SIP with a minimum 5-year investment horizon for optimal results.

What is the risk level of this fund?

LIC MF Infrastructure Fund is categorized as very-high risk as per SEBI's riskometer methodology. This assessment considers market cap allocation, sector concentration, and historical portfolio volatility. Higher risk funds may deliver better long-term returns but expect 20-40% drawdowns during market corrections.

How to invest in this fund?

You can invest in LIC MF Infrastructure Fund (Direct-Growth plan) through platforms like Groww, Zerodha Coin, Kuvera, or directly from the AMC website. Minimum SIP amount starts at ₹500/month on most platforms. Complete KYC (PAN + Aadhaar verification) is mandatory before your first investment.

What are the tax implications?

For equity mutual funds in India: Short-term capital gains (units held less than 1 year) are taxed at 20%. Long-term capital gains (held more than 1 year) above ₹1.25 lakh in a financial year are taxed at 12.5%. ELSS funds have a mandatory 3-year lock-in period. Dividend income from mutual funds is added to your income and taxed at your applicable slab rate.