LIC MF Infra Fund (IDCW) is a mutual fund scheme focused on infrastructure investments, aimed at long-term capital growth. This fund is ideal for investors looking to capitalize on India's growing infrastructure sector, which is crucial for economic development. By investing in LIC MF Infra Fund, you can benefit from the potential of infrastructure projects that drive national progress and create job opportunities. With a strong management team and a strategic investment approach, this fund aims to deliver consistent returns over time.

Focuses on infrastructure development
Ideal for long-term investors
Capitalizes on India's economic growth
Managed by experienced professionals
Aims for consistent returns
Supports national development initiatives

Investment Thesis

LIC MF Infra Fund stands out due to its strong backing from the LIC promoter group, ensuring credibility and trust. With the growing demand for digital services and infrastructure, this fund is well-positioned to capitalize on emerging opportunities. Additionally, its attractive valuation compared to peers makes it a compelling investment choice for retail investors.

Strong promoter group: Backed by LIC, a trusted name in Indian finance.
Digital services growth: Positioned to benefit from the increasing demand for infrastructure.
Attractive valuation: Offers better value compared to peers in the market.
Focus on long-term growth: Aims to capitalize on India's infrastructure development.
Diversified investment approach: Balances risk and potential returns effectively.

Opportunity vs Risk

Opportunities

Growing infrastructure sector in India
Government investment in infrastructure projects
Potential for high long-term returns
Diversification in investment portfolio

Risks ⚠️

Market volatility affecting returns
Regulatory changes impacting infrastructure
Economic slowdown risks
Interest rate fluctuations

Peer Perspective

LIC MF Infra Fund trades at a premium compared to peers like HDFC Infrastructure Fund and ICICI Prudential Infrastructure Fund. A rerating could occur with improved margin stability and consistent growth in infrastructure investments.

📊 Stock Investment Checklist (100 Points)

LIC MF Infra Fund(IDCW) • Updated: 2025-10-01 06:34:31

10

Business
High

Infrastructure sector is essential for economic growth but faces regulatory and execution challenges.
10

Growth
High

Moderate revenue growth observed, but profit consistency is lacking.
10

Profitability
High

ROE and ROCE are below industry average, indicating profitability concerns.
8

Valuation
High

Valuation metrics are higher compared to peers, suggesting overvaluation.
7

Balance
High

Debt levels are manageable, but liquidity could be improved.
6

Governance
Good

Promoter holding is stable, but there are concerns about transparency.
5

Drivers
Good

Limited growth drivers identified, with significant execution risks.
5

Technicals
Good

Market sentiment is neutral, with low liquidity affecting price action.

Final Score & Verdict

Score 66 / 100 • Decent

The LIC MF Infra Fund shows potential in the infrastructure sector but faces challenges in growth and profitability metrics. Caution is advised due to valuation concerns and execution risks.