Mutual Funds

LIC MF Healthcare Fund-Direct Plan-Growth

LIC Mutual FundSectoral/ThematicVery High Risk
₹35.84-0.49 (-1.34%)

NAV as on 2026-07-17 · Equity · Sectoral/Thematic

AUM

₹93 Cr

1Y Return

+9.0%

3Y CAGR

+22.6%

5Y CAGR

+12.0%

Expense

1.41%

Risk

Very High

LIC MF Healthcare Fund-Direct Plan-Growth
₹35.84-1.34%

1Y Return

+9.0%

3Y CAGR

+22.6%

5Y CAGR

+12.0%

Since Inception

+21.1%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹29.62
₹36.37

92% from 52W low

Fund Information

Sectoral/ThematicEquitySince 31-07-2023

Fund House

LIC Mutual Fund

Category

Equity - Sectoral/Thematic

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity95.2%
Cash4.8%

Market Cap Split

Large Cap31.1%
Mid Cap33.3%
Small Cap34.3%

Top Holdings

28 stocks
Weight1M Change
1

Sun Pharmaceuticals Industries Ltd

Healthcare

11.22%0.0%
2

Apollo Hospitals Enterprise Ltd

Healthcare

6.52%0.0%
3

Torrent Pharmaceuticals Ltd

Healthcare

6.50%0.0%
4

Aurobindo Pharma Ltd

Healthcare

5.15%0.0%
5

Divi's Laboratories Ltd

Healthcare

4.74%0.0%
6

Fortis Healthcare Ltd

Healthcare

4.70%0.0%
7

Neuland Laboratories Ltd

Healthcare

4.59%0.0%
8

OneSource Specialty Pharma Ltd

Healthcare

4.56%0.0%
9

Piramal Pharma Ltd

Healthcare

4.33%0.0%
10

TREPS (Cash)

4.17%0.0%

Sector Allocation

Weight1M Change
Healthcare
89.5%0%
Basic Materials
6.6%0%

Fundamentals

P/E Ratio

46.25

Cat avg: 42.12

P/B Ratio

6.08

Cat avg: 6.03

Dividend Yield

0.50%

Cat avg: 0.61%

Price/Sale

6.66

Price/Cash Flow

34.23

Risk Metrics (3Y)

Sharpe Ratio

0.98

Cat avg: 0.98

Sortino Ratio

1.73

Cat avg: 1.71

Beta

0.94

Cat avg: 0.95

Std Deviation

16.06%

Cat avg: 16.29%

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
LIC MF Healthcare Dir Gr931.41+9.0%+22.6%+12.0%
Nippon India Pharma Dir Gr9,0440.79+7.5%+20.8%+13.4%
ICICI Pru Pharma Healthcare Diag Dir Gr6,6250.86+7.3%+25.6%+16.5%
SBI Healthcare Opportunities Dir Gr4,9980.91+14.8%+24.7%+17.4%
DSP Healthcare Fund Dir Gr3,5140.51+10.1%+23.0%+16.1%
Mirae Asset Healthcare Dir Gr3,2530.44+13.3%+24.6%+15.6%
HDFC Pharma and Healthcare Dir Gr2,6111.08+19.3%--
Tata India Pharma & Healthcare Dir Gr1,4550.67+8.2%+22.5%+14.8%
UTI Healthcare Dir Gr1,3081.31+12.7%+26.4%+15.4%
Aditya BSL Pharma & Hlthcare Dir Gr1,0110.82+14.9%+23.6%+14.6%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹93 Cr
Expense Ratio1.41%
Volatility (3Y)16.1%
Sharpe Ratio0.98
Sortino Ratio1.73
Beta0.94
Min SIP₹500
Min Lumpsum₹5,000
Holdings25

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.