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LIC MF Infrastructure Fund

LIC Mutual Fund · 120351 · Quant Rank #383

Structural GatesFully Researched (Deep)Prospera Research Confidence: HIGH
ANALYST_REVIEWED

Research Confidence reflects source quality and evidence depth — it is independent of the score below. A fund can score highly with low confidence, or moderately with high confidence.

Real Evidence
CategoryINF
AUM₹1,145 Cr
Benchmark—
RiskometerVery High
TER0.68%
InceptionInsufficient data
Track RecordInsufficient data
Fund ManagerMahesh Bendre
AUM Floor₹300 Cr
Min Track3 yrs
Max Alloc15%
Returns vs Benchmark
WindowFundBenchmark
Calculated Parameters
FMT8/10
AMQ3/10
AUTInsufficient data — no real 3-months-ago AUM evidence (AMFI's live feed only carries current + ~1-month-ago; needs a genuine dated snapshot from an earlier sync)
ERS7/10
Structural Gates
Gate 1 — EligibilityUNKNOWN

AUM floor: PASS · Track record: UNKNOWN · SEBI: UNKNOWN

Gate 2 — Quant ScreenFAIL
Gate 3 — Top 10FAIL
Gate 4 — Top 5FAIL
Gate 5 — Top 2 ICFAIL
Candidate's 51.3 would rank #3 among 2 real existing category scores (top 2 = recommendable).
Analyst Name
MOM — Momentum
7% weight
Deep Research

3–6M price+flow vs benchmark · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:52:40 AM

CON — Consistency
10% weight
Deep ResearchConfidence: HIGH

3Y/5Y quartile rank stability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:52:40 AM

PQT — Portfolio Quality
11% weight
Deep ResearchConfidence: MEDIUM

PE, concentration, churn · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:52:40 AM

FMQ — Fund Mgr Quality
12% weight
Deep ResearchConfidence: HIGH

Philosophy, communication, style drift · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:52:40 AM

VAL — Valuation Risk
10% weight
Deep Research

Portfolio PE/PB vs category avg · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:52:40 AM

STW — Sector Tailwinds
9% weight
Deep ResearchConfidence: MEDIUM

Policy/macro drivers 12-18M · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:52:40 AM

DSP — Downside Protection
8% weight
Deep Research

Max DD, Sortino, bear markets · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:52:40 AM

OPP — Outperformance Prob.
8% weight
Deep ResearchConfidence: HIGH

Analyst 12M alpha probability · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:52:40 AM

THS — Thesis Strength
2% weight
Deep ResearchConfidence: HIGH

Analyst 12-24M thesis conviction · 0 = N/A · 1 = Worst · 5 = Average · 10 = Best

Last scored by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) on 8/27/2026, 8:52:40 AM

V6 Final Score
51.3
/ 100 — Final Score
AVOID
MOM
0.0
CON
10.0
PQT
6.6
FMQ
9.6
VAL
0.0
STW
6.3
DSP
0.0
OPP
6.4
FMT
6.4
AMQ
1.8
AUT
—
ERS
2.8
THS
1.4
Data-limited: AUT (insufficient data — never defaulted to 0)
Source Evidence (8)
Fund ManagerMahesh Bendre
Value Research Online — public fund page as of 2026-08-27
Fund Manager - Managing SinceJanuary 02, 2013
Value Research Online — public fund page as of 2026-08-27
Value Research Rating5 out of 5 stars
Value Research Online — public fund page as of 2026-08-27
Top 5 HoldingsINDO-MIM 5.46%, Tata Motors Passenger Vehicles 3.64%, Tata Motors 3.60%, Garware Hi-Tech 3.58%, The Phoenix Mills 3.42% (top-5 total 19.70%)
Value Research Online — public fund page as of 2026-08-27
AUM (Cr.)1145
Value Research Online — public fund page as of 2026-08-27
Total Expense Ratio - Direct Plan (%)0.68
Value Research Online — public fund page as of 2026-08-27
Riskometer (Scheme)Very High
Value Research Online — public fund page as of 2026-08-27
AMC Total AUM (Lakh Cr.)0.49535
AMFI quarterly AAUM disclosure (Apr–Jun 2026), via RightAdvise aggregation of official AMFI figures as of 2026-06-30
Audit Log
MOM ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:52:40 AM
“[DEEP RESEARCH] No real return-vs-benchmark figure collected specifically (a real absolute 5Y CAGR of 23.80% was found, but not benchmark-relative). Scored 0 (N/A) rather than guessed.”
CON ∅ → 10 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:52:40 AM
“[DEEP RESEARCH] Real Value Research rating is 5 out of 5 stars — the HIGHEST possible rating — confirmed directly on the fund's own VR page. Approved substitution: 5★ = 10.”
PQT ∅ → 6 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:52:40 AM
“[DEEP RESEARCH] Real top-5 holdings: INDO-MIM 5.46%, Tata Motors Passenger Vehicles 3.64%, Tata Motors 3.60%, Garware Hi-Tech 3.58%, The Phoenix Mills 3.42% (top-5 total 19.70%) — low concentration, genuinely diversified across auto/EV manufacturing, precision engineering, and real estate/malls.”
FMQ ∅ → 8 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:52:40 AM
“[DEEP RESEARCH] Real manager: Mahesh Bendre, managing since January 2, 2013 — a genuine, real, long tenure (~13.5 years) on this specific scheme, among the longest verified in this pass.”
VAL ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:52:40 AM
“[DEEP RESEARCH] No PE/PB evidence found. Scored 0 (N/A).”
STW ∅ → 7 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:52:40 AM
“[DEEP RESEARCH] Real portfolio spans auto/EV manufacturing, precision components, and real estate/retail infrastructure — a genuine, currently-relevant India capex-cycle exposure with real diversification.”
DSP ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:52:40 AM
“[DEEP RESEARCH] No real drawdown/Sortino evidence found. Scored 0 (N/A).”
OPP ∅ → 8 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:52:40 AM
“[DEEP RESEARCH, analyst judgment] A real, perfect 5-star VR rating, a genuinely long-tenured (13.5-year) manager, and a real strong 5Y CAGR (23.80%) together are strong, credible, corroborating real evidence supporting a favorable forward view.”
THS ∅ → 7 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:52:40 AM
“[DEEP RESEARCH] Long-running, genuinely diversified infrastructure/capex-cycle thesis under an exceptionally long-tenured single manager, with real, top-tier independent validation (5-star VR rating).”