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LIC Pension Fund Limited
Pankaj Kumar Saxena · Pension Fund · Multi-Strategy
LIC Pension Fund Limited (LIC PFL) is a wholly-owned subsidiary of the Life Insurance Corporation of India (LIC), incorporated in 2007. It was the first Pension Fund Manager (PFM) to receive a commencement of business certificate from the Pension Fund Regulatory and Development Authority (PFRDA) for the National Pension System (NPS). The institution is responsible for managing pension contributions across several segments, including the Central Government, State Government, Corporate, and Private Sector schemes. LIC PFL leverages the extensive heritage and trust of its parent organization to provide professional fund management services aimed at securing the retirement future of Indian citizens. Headquartered in Mumbai, it focuses on long-term capital growth and safety, adhering strictly to the regulatory investment guidelines while managing a diverse portfolio of assets to deliver sustainable returns for its subscribers.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | -14.2% |
| YTD return | -13.2% |
| Sharpe ratio | -1.15 |
| Win rate | 0% |
| AUM | $0.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.licpensionfund.in/ |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| RDY | Dr. Reddy’s Laboratories Ltd ADR | 100.0% | -14.2% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Oct 1, 2025 | BUY | RDY | 0.0% → 100.0% |
Investment Style Analysis
LIC Pension Fund Limited is widely recognized for employing a Multi-Strategy strategy. As of Sep 18, 2026, the firm oversees approximately $0.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Drug Manufacturers - Specialty & Generic sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Oct 1, LIC Pension Fund Limited made a significant move by increasing exposure to RDY. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
LIC Pension Fund Limited follows a disciplined, long-term investment philosophy centered on value creation, prudent risk management, and regulatory compliance. The institution employs a diversified strategy, allocating assets across four primary categories: Equity, Corporate Bonds, Government Securities, and Alternative Investment Funds. It offers subscribers both 'Active Choice' for personalized asset allocation and 'Auto Choice' for age-based lifecycle investing. By balancing growth-oriented equity exposure with stable fixed-income securities, LIC PFL aims to maximize retirement corpora while mitigating market volatility. The core strategy is built upon the pillars of transparency, transparency, and safety, ensuring that subscriber funds are managed with the highest standards of professional expertise and ethical conduct.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with LIC Pension Fund Limited.
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Frequently asked questions
How is the simulated portfolio for LIC Pension Fund Limited constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is LIC Pension Fund Limited's largest holding?
As of the latest filing, LIC Pension Fund Limited's top position is Dr. Reddy’s Laboratories Ltd ADR (RDY), representing 100.0% of the portfolio. This reflects a high-conviction bet by the institution.
What is LIC Pension Fund Limited's historical performance and risk profile?
Our simulation indicates a total return of -14.2%. Notably, the portfolio maintains a Sharpe Ratio of -1.15, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does LIC Pension Fund Limited primarily invest in?
LIC Pension Fund Limited has a strong preference for the Drug Manufacturers - Specialty & Generic sector, which makes up 100.0% of their disclosed assets. The portfolio also has exposure to other industries, indicating a specific thematic focus.
Is LIC Pension Fund Limited's portfolio concentrated or diversified?
LIC Pension Fund Limited runs a highly concentrated portfolio with 1 disclosed positions. The top 3 holdings alone account for 100.0% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has LIC Pension Fund Limited performed in 2026?
Our AI-simulated model portfolio for LIC Pension Fund Limited tracks a Year-to-Date (YTD) return of -13.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Pankaj Kumar Saxena manage LIC Pension Fund Limited directly?
Yes, Pankaj Kumar Saxena serves as the key portfolio manager for LIC Pension Fund Limited, overseeing the investment strategy and final capital allocation decisions.