LIC MF TECHNOLOGY FUND

LIC Mutual FundThematicPortfolio as of 31 July 2026

LIC MF TECHNOLOGY FUND holds 33 instruments (92.03% equity), led by Bharti Airtel Limited (8.62%), Infosys Limited (8.13%) and Tech Mahindra Limited (5.36%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
33
Equity Allocation
92.03%
AMC
LIC Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of LIC MF TECHNOLOGY FUND, managed by LIC Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 33 instruments with an equity allocation of 92.03%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

LIC MF TECHNOLOGY FUND's top 10 holdings account for 52.18% of its portfolio, in line with the Thematic category average of 50.4%. Information Technology is its largest sector exposure at 42.68% of net assets, spread across 6 sectors in total. Since its 30 June 2026 disclosure, the fund added 2 new positions and exited 1 position, with Coforge Limited seeing the largest move (+1.98pp to 4.71%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

2 new entries1 exit10 increased9 reduced

Biggest Weight Increases

StockWeightChange
Coforge Limited2.73% → 4.71%▲ +1.98
One 97 Communications Limited3.08% → 4.8%▲ +1.72
Persistent Systems Limited4.3% → 5.25%▲ +0.95
Cummins India Limited1.29% → 1.84%▲ +0.55
Tech Mahindra Limited4.92% → 5.36%▲ +0.44
Apar Industries Limited1.31% → 1.74%▲ +0.43
Oracle Financial Services Software Limited3.35% → 3.77%▲ +0.42
Indus Towers Limited1.31% → 1.68%▲ +0.37
Infosys Limited7.77% → 8.13%▲ +0.36
HCL Technologies Limited1.88% → 2.19%▲ +0.31

Biggest Weight Reductions

StockWeightChange
Tata Communications Limited3.26% → 2.7%▼ -0.56
GE Vernova T&D India Limited1.93% → 1.56%▼ -0.37
Siemens Energy India Limited1.8% → 1.46%▼ -0.34
Polycab India Limited2.12% → 1.79%▼ -0.33
LG Electronics India Limited1.99% → 1.77%▼ -0.22
Techno Electric & Engineering Company Limited1.56% → 1.35%▼ -0.21
Schneider Electric Infrastructure Limited2.1% → 1.94%▼ -0.16
Rategain Travel Technologies Limited2.74% → 2.59%▼ -0.15
Bharti Airtel Limited8.74% → 8.62%▼ -0.12

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 5 monthly disclosures (Mar – Jul 2026).

Mar: 4.63%, Apr: 9.32%, May: 8.65%, Jun: 8.74%, Jul: 8.62%
8.62%
Mar: 4.73%, Apr: 9.1%, May: 8.56%, Jun: 7.77%, Jul: 8.13%
8.13%
Mar: 2.76%, Apr: 4.87%, May: 5.21%, Jun: 4.92%, Jul: 5.36%
5.36%
Mar: 1.62%, Apr: 4.52%, May: 4.69%, Jun: 4.3%, Jul: 5.25%
5.25%
Mar: 1.47%, Apr: 3.09%, May: 3.02%, Jun: 3.08%, Jul: 4.8%
4.8%

Full Portfolio (33 holdings)

#HoldingSector% to NAV
1Bharti Airtel LimitedTelecommunication8.62%
2TREPStreps8.27%
3Infosys LimitedInformation Technology8.13%
4Tech Mahindra LimitedInformation Technology5.36%
5Persistent Systems LimitedInformation Technology5.25%
6One 97 Communications LimitedFinancial Services4.8%
7Coforge LimitedInformation Technology4.71%
8ETERNAL LIMITEDConsumer Discretionary4.58%
9Tata Consultancy Services LimitedInformation Technology3.94%
10Oracle Financial Services Software LimitedInformation Technology3.77%
11MphasiS LimitedInformation Technology3.02%
12Tata Communications LimitedTelecommunication2.7%
13Rategain Travel Technologies LimitedInformation Technology2.59%
14Affle 3i LimitedInformation Technology2.4%
15Multi Commodity Exchange of India LimitedFinancial Services2.3%
16FSN E-Commerce Ventures LimitedConsumer Discretionary2.26%
17Bharti Hexacom LimitedTelecommunication2.23%
18HCL Technologies LimitedInformation Technology2.19%
19BSE LimitedFinancial Services2.15%
20Schneider Electric Infrastructure LimitedIndustrials1.94%
21PB Fintech LimitedFinancial Services1.89%
22Cummins India LimitedIndustrials1.84%
23Polycab India LimitedIndustrials1.79%
24LG Electronics India LimitedConsumer Discretionary1.77%
25Apar Industries LimitedIndustrials1.74%
26Indus Towers LimitedTelecommunication1.68%
27GE Vernova T&D India LimitedIndustrials1.56%
28Siemens Energy India LimitedIndustrials1.46%
29Cartrade Tech LimitedConsumer Discretionary1.38%
30Techno Electric & Engineering Company LimitedIndustrials1.35%
31L&T Technology Services LimitedInformation Technology1.32%
32Shadowfax Technologies LimitedServices1.31%
33Net Receivables / (Payables)other-0.29%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Bharti Airtel Limited is 8.62% of LIC MF TECHNOLOGY FUND's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Infosys Limited is 8.13% of LIC MF TECHNOLOGY FUND's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Tech Mahindra Limited is 5.36% of LIC MF TECHNOLOGY FUND's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Persistent Systems Limited is 5.25% of LIC MF TECHNOLOGY FUND's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, One 97 Communications Limited is 4.8% of LIC MF TECHNOLOGY FUND's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: LIC Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.