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LIC MF Healthcare Fund

LIC Mutual Fund · 152024 · Quant Rank #320

Not RecommendableFully 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
CategoryPH
AUM₹98 Cr
Benchmark—
RiskometerVery High
TER0.97%
InceptionInsufficient data
Track RecordInsufficient data
Fund ManagerSudhanshu Asthana
AUM Floor₹300 Cr
Min Track3 yrs
Max Alloc12%
Returns vs Benchmark
WindowFundBenchmark
Calculated Parameters
FMT6/10
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)
ERS3/10
Structural Gates
Gate 1 — EligibilityEXCLUDED

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

Gate 2 — Quant ScreenFAIL
Gate 3 — Top 10FAIL
Gate 4 — Top 5FAIL
Gate 5 — Top 2 ICFAIL
Candidate's 30 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, 8:47:48 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, 8:47:48 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, 8:47:48 AM

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

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, 8:47:48 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, 8:47:48 AM

STW — Sector Tailwinds
9% weight
Deep ResearchConfidence: LOW

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, 8:47:48 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, 8:47:48 AM

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

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, 8:47:48 AM

THS — Thesis Strength
2% weight
Deep ResearchConfidence: MEDIUM

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, 8:47:48 AM

V6 Final Score
30.0
/ 100 — Final Score
AVOID
MOM
0.0
CON
2.0
PQT
5.5
FMQ
7.2
VAL
0.0
STW
4.5
DSP
0.0
OPP
2.4
FMT
4.8
AMQ
1.8
AUT
—
ERS
1.2
THS
0.6
Data-limited: AUT (insufficient data — never defaulted to 0)
Source Evidence (8)
Fund ManagerSudhanshu Asthana
Value Research Online — public fund page as of 2026-08-27
Fund Manager - Managing SinceFebruary 28, 2019
Value Research Online — public fund page as of 2026-08-27
Value Research Rating1 out of 5 stars
Value Research Online — public fund page as of 2026-08-27
Top 5 HoldingsSun Pharmaceutical 10.69%, Divi's Lab 9.47%, Torrent Pharma 6.89%, Apollo Hospitals 6.62%, Neuland Lab 5.57% (top-5 total 39.24%)
Value Research Online — public fund page as of 2026-08-27
AUM (Cr.)98
Value Research Online — public fund page as of 2026-08-27
Total Expense Ratio - Direct Plan (%)0.97
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, 8:47:48 AM
“[DEEP RESEARCH] No real return-vs-benchmark figure collected specifically for this scheme (a real absolute 5Y CAGR of 13.61% was found, but not benchmark-relative). Scored 0 (N/A) rather than guessed.”
CON ∅ → 2 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:47:48 AM
“[DEEP RESEARCH] Real Value Research rating is 1 out of 5 stars — the LOWEST possible rating — confirmed directly on the fund's own VR page. Approved substitution: 1★ = 2.”
PQT ∅ → 5 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:47:48 AM
“[DEEP RESEARCH] Real top-5 holdings: Sun Pharmaceutical 10.69%, Divi's Lab 9.47%, Torrent Pharma 6.89%, Apollo Hospitals 6.62%, Neuland Lab 5.57% (top-5 total 39.24%) — reputable large-cap pharma/hospital names but meaningful concentration.”
FMQ ∅ → 6 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:47:48 AM
“[DEEP RESEARCH] Real manager: Sudhanshu Asthana, managing since February 28, 2019 — a genuine, real, multi-year tenure (~7.5 years) on this specific scheme.”
VAL ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:47:48 AM
“[DEEP RESEARCH] No PE/PB evidence found. Scored 0 (N/A).”
STW ∅ → 5 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:47:48 AM
“[DEEP RESEARCH] Real sector-level pharma/healthcare tailwind exists, but the fund's own real 1-star rating suggests execution has not captured it well; scored at neutral rather than positive.”
DSP ∅ → 0 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:47:48 AM
“[DEEP RESEARCH] No real drawdown evidence found. Scored 0 (N/A).”
OPP ∅ → 3 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:47:48 AM
“[DEEP RESEARCH — analyst judgment] The real, credible 1-star VR rating and modest real 5Y CAGR (13.61%, below several higher-rated peers researched this pass) are direct, credible disconfirming evidence against a favorable forward view.”
THS ∅ → 3 by Claude (V7 Deep Research Pass — Research Quality Review, 2026-08-27) · 8/27/2026, 8:47:48 AM
“[DEEP RESEARCH] Standard pharma-sector mandate, but the real, credible 1-star rating and a real, long-tenured manager's below-peer results are genuine evidence against strong thesis conviction for this specific fund.”