Compare Mutual Funds

Insights from Fund Comparison

• Both LIC MF Focused Fund - Direct (G) and LIC MF Focused Fund - Direct (IDCW) are Focused Fund, Equity schemes. LIC MF Focused Fund - Direct (G) is 8 yrs 5 m old and manages ₹163.85 Crs, whereas LIC MF Focused Fund - Direct (IDCW) is 8 yrs 5 m old with ₹163.85 Crs.
• Both funds are fairly comparable in terms of age and size.
• LIC MF Focused Fund - Direct (G) has its top 3 sectors in Finance (15.17%), Chemicals (9.66%), and IT - Software (8.21%), while LIC MF Focused Fund - Direct (IDCW) focuses on Finance (15.17%), Chemicals (9.66%), and IT - Software (8.21%).
• Both funds have identical top sector allocations, so sector-level performance will likely impact them similarly.
• LIC MF Focused Fund - Direct (G) holds HDFC Bank Ltd. (6.94%), Treps (5.93%), Tata Consumer Products Ltd. (5.77%), MAS Financial Services Ltd. (5.71%), and Techno Electric & Engineering Co. Ltd. (5.62%), whereas LIC MF Focused Fund - Direct (IDCW) holds HDFC Bank Ltd. (6.94%), Treps (5.93%), Tata Consumer Products Ltd. (5.77%), MAS Financial Services Ltd. (5.71%), and Techno Electric & Engineering Co. Ltd. (5.62%).
• Both funds share identical top holdings, meaning their performance will be very similar and primarily differ based on portfolio weight distribution.
• In terms of risk profile, LIC MF Focused Fund - Direct (G) has 94.07% equity and 0.00% debt, while LIC MF Focused Fund - Direct (IDCW) has 94.07% equity and 0.00% debt.
• Risk profile is similar for both funds.
• LIC MF Focused Fund - Direct (G) outperformed LIC MF Focused Fund - Direct (IDCW) in 3 Years, 5 Years (returns: 8.89%, 10.13% ) but underperformed in 3 Months, 6 Months, 1 Year (returns: -11.41%, -11.11%, -0.96%). This mixed performance indicates strength in certain market cycles while highlighting periods of relative weakness, suggesting selective timing or careful monitoring may be needed.