Episode

LIC has lost its throne to SIPs. It’s still the smartest investor in the room

Podcast
Daybreak
Published
Jun 9, 2026
Duration seconds
607
Processing state
not_requested
Canonical source
https://share.transistor.fm/s/0b59c17a
Audio
https://media.transistor.fm/0b59c17a/8d80521d.mp3
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/v1/public/podcasts/daybreak-5886514/episodes/lic-has-lost-its-throne-to-sips-it-s-still-the-smartest-investor-in-the-room
Markdown
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Summary

Every month, millions of Indians pay their LIC premium without a second thought. What they don't realise is that money is quietly buying up India's most beaten-down stocks — the ones foreign investors are dumping, the ones mutual funds won't touch, the ones everyone else is running from. For decades, LIC was the only institution large enough to hold Indian markets together during a sell-off. That role now has company. SIP money has grown into a second pillar of domestic support, and LIC's grip on the market is loosening. But its investing instincts? Still the sharpest in the room. Tune in. Daybreak is produced from the newsroom of The Ken, India’s first subscriber-only business news platform. Subscribe for more exclusive, deeply-reported, and analytical business stories.