LIC portfolio shuffle: Reliance Power among top 10 stocks where stakes went up in June quarter

17 hours ago 1

Jul 26, 2025, 02:04:05 PM IST

LIC’s portfolio snapshot June 2025

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LIC’s portfolio snapshot June 2025

Life Insurance Corporation of India (LIC), India’s largest domestic institutional investor, held an equity portfolio valued at Rs 15.5 lakh crore as of the June 2025 quarter. Over the quarter, LIC made notable shifts, exiting or trimming 81 stocks while increasing its exposure to strategic sectors like defence, financial services, and technology.

As of the end of the June quarter, LIC’s portfolio comprised 277 listed equities. Among these, several high-exposure holdings reflect LIC’s long-term positions across key sectors. The following highlight the top 10 stocks by LIC’s percentage holding.

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Kothari Industrial Corporation

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Kothari Industrial Corporation

The stock rose by 393.29% in LIC’s portfolio in the June quarter. LIC held a 1.51% stake in the company.

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Tourism Finance Corporation of India

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Tourism Finance Corporation of India

Tourism Finance Corporation of India recorded a 71.18% increase in the portfolio over the quarter. LIC’s holding in the stock was 2.92%.

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RBL Bank

RBL Bank saw a 61.7% increase in weightage in LIC’s portfolio. LIC held a 1.27% stake in the bank.

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L&T Finance

The stock appreciated by 54.25% during the quarter in the portfolio and its total holding stood at 1.70%.

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Navin Fluorine International

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Navin Fluorine International

Navin Fluorine’s stock increased by 53.84% over the quarter. LIC’s stake stood at 7.85%.

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Bharat Dynamics Ltd (BDL)

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Bharat Dynamics Ltd (BDL)

BDL stock registered a 52.95% gain in LIC’s portfolio with a total holding of 2.79% stake in the company.

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Aditya Birla Capital

Aditya Birla Capital’s stock gained 51.02% over the quarter. LIC’s holding was 1.97%.

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Reliance Power

Reliance Power saw a 44.04% increase in the largest insurer’s portfolio during the period. LIC had a 2.43% stake in the company.

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UPL

UPL recorded a 44.28% stock price gain. LIC’s holding in the company was 7.24%.

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Poonawalla Fincorp

The stock rose by 43.92% in the quarter in LIC’s portfolio as LIC now holds a 3.21% stake in the company.

(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)

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