Complete fund-by-fund holdings, monthly portfolio changes, conviction stocks and sector shifts. Data as of Apr 2026. Data sourced from monthly portfolio disclosures submitted by each AMC to AMFI, as mandated by SEBI.
JM Financial Mutual Fund is one of India's registered mutual fund houses. Like most AMCs, it may run schemes across multiple categories — equity, debt, hybrid, international, or others. This page tracks only the equity segment: 7 actively managed equity funds, based on official AMFI portfolio disclosures as mandated by SEBI. Other scheme types, if any, are not covered here.
Within the active equity funds, stocks held across five or more funds simultaneously indicate high conviction — a shared view among multiple fund managers within JM Financial Mutual Fund. As of Apr 2026, One 97 Communications Limited is the most widely held stock, present in 6 active funds. The dominant sector exposure is Banks, followed by Finance.
This page compares portfolio holdings month on month to surface active decisions. Between Mar 2026 and Apr 2026, JM Financial Mutual Fund's active equity funds made 14 fresh stock entries and fully exited 29 stocks. Only active fund changes are tracked here — index and ETF changes are benchmark-driven and not shown.
Index/ETF funds excluded — they track benchmarks mechanically and do not reflect active stock selection.
| # | Stock | Sector | Funds | Avg Weight | Value |
|---|---|---|---|---|---|
| 1 | Bosch Limited Auto Components |
NEW | 2 funds | 1.23% | ₹56.5 Cr |
| 2 | Asian Paints Limited Consumer Durables |
NEW | 2 funds | 1.09% | ₹67.2 Cr |
| 3 | JSW Steel Limited Ferrous Metals |
NEW | 1 fund | 1.80% | ₹12.6 Cr |
| 4 | Kaynes Technology India Limited Industrial Manufacturing |
NEW | 1 fund | 1.74% | ₹12.2 Cr |
| 5 | Avenue Supermarts Limited Retailing |
NEW | 1 fund | 0.95% | ₹4.0 Cr |
| 6 | Crompton Greaves Consumer Electricals Limited Consumer Durables |
NEW | 1 fund | 0.80% | ₹5.4 Cr |
| 7 | BIKAJI FOODS INTERNATIONAL LIMITED Food Products |
NEW | 1 fund | 0.79% | ₹5.5 Cr |
| 8 | Power Mech Projects Limited Construction |
NEW | 1 fund | 0.73% | ₹5.0 Cr |
| 9 | Angel One Limited Capital Markets |
NEW | 1 fund | 0.73% | ₹4.9 Cr |
| 10 | Schneider Electric Infrastructure Limited Electrical Equipment |
NEW | 1 fund | 0.71% | ₹4.8 Cr |
| # | Stock | Sector | Funds | Was Weight | Value |
|---|---|---|---|---|---|
| 1 | Vedanta Limited Diversified Metals |
EXITED | 5 funds | 2.16% | ₹100.0 Cr |
| 2 | Varun Beverages Limited Beverages |
EXITED | 2 funds | 0.69% | ₹23.5 Cr |
| 3 | Cholamandalam Investment and Finance Company Ltd Finance |
EXITED | 1 fund | 2.63% | ₹6.5 Cr |
| 4 | Oil India Limited Oil |
EXITED | 1 fund | 1.95% | ₹7.2 Cr |
| 5 | JK Tyre & Industries Limited Auto Components |
EXITED | 1 fund | 1.92% | ₹13.8 Cr |
| 6 | Whirlpool of India Limited Consumer Durables |
EXITED | 1 fund | 1.92% | ₹13.9 Cr |
| 7 | Union Bank of India Banks |
EXITED | 1 fund | 1.66% | ₹6.5 Cr |
| 8 | Housing & Urban Development Corporation Limited Finance |
EXITED | 1 fund | 1.61% | ₹11.6 Cr |
| 9 | Swiggy Limited Retailing |
EXITED | 1 fund | 1.58% | ₹11.4 Cr |
| 10 | Radico Khaitan Limited Beverages |
EXITED | 1 fund | 1.55% | ₹5.7 Cr |
| # | Stock | Sector | Funds | Mar 2026 | Apr 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | TD Power Systems Limited Electrical Equipment |
Electrical Equipment | 1 | 1.65% | 3.06% | +1.41% | ₹20.7 Cr |
| 2 | Premier Energies Limited Electrical Equipment |
Electrical Equipment | 1 | 2.34% | 3.64% | +1.30% | ₹10.2 Cr |
| 3 | Poonawalla Fincorp Limited Finance |
Finance | 1 | 0.92% | 1.95% | +1.03% | ₹22.6 Cr |
| 4 | Five Star Business Finance Limited Finance |
Finance | 2 | 0.60% | 1.57% | +0.97% | ₹21.4 Cr |
| 5 | Nippon Life India Asset Management Limited Capital Markets |
Capital Markets | 1 | 2.06% | 2.98% | +0.92% | ₹8.3 Cr |
| 6 | Cummins India Limited Industrial Products |
Industrial Products | 2 | 1.04% | 1.92% | +0.88% | ₹35.2 Cr |
| 7 | Trent Limited Retailing |
Retailing | 3 | 0.89% | 1.71% | +0.82% | ₹60.2 Cr |
| 8 | Fusion Finance Ltd Finance |
Finance | 1 | 0.90% | 1.58% | +0.68% | ₹10.7 Cr |
| 9 | Adani Power Limited Power |
Power | 2 | 1.04% | 1.59% | +0.55% | ₹38.8 Cr |
| 10 | Manappuram Finance Limited Finance |
Finance | 1 | 1.13% | 1.67% | +0.54% | ₹3.7 Cr |
| # | Stock | Sector | Funds | Mar 2026 | Apr 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | Canara Bank Banks |
Banks | 1 | 3.42% | 1.98% | -1.44% | ₹13.9 Cr |
| 2 | Navin Fluorine International Limited Chemicals & Petrochemicals |
Chemicals & Petrochemicals | 3 | 3.00% | 1.65% | -1.35% | ₹41.5 Cr |
| 3 | GE Vernova T&D India Limited Electrical Equipment |
Electrical Equipment | 1 | 1.27% | 0.22% | -1.05% | ₹11.2 Cr |
| 4 | Acutaas Chemicals Ltd Pharmaceuticals & Biotechnology |
Pharmaceuticals & Biotechnology | 2 | 4.06% | 3.09% | -0.97% | ₹53.7 Cr |
| 5 | The Ramco Cements Limited Cement & Cement Products |
Cement & Cement Products | 1 | 1.38% | 0.50% | -0.88% | ₹3.4 Cr |
| 6 | Tata Consultancy Services Limited IT - Software |
IT - Software | 1 | 1.50% | 0.70% | -0.80% | ₹35.5 Cr |
| 7 | Coromandel International Limited Fertilizers & Agrochemicals |
Fertilizers & Agrochemicals | 2 | 1.25% | 0.49% | -0.76% | ₹30.9 Cr |
| 8 | Glenmark Pharmaceuticals Limited Pharmaceuticals & Biotechnology |
Pharmaceuticals & Biotechnology | 1 | 3.77% | 3.03% | -0.74% | ₹35.2 Cr |
| 9 | ICICI Bank Limited Banks |
Banks | 4 | 3.73% | 3.01% | -0.72% | ₹214.6 Cr |
| 10 | Reliance Industries Limited Petroleum Products |
Petroleum Products | 4 | 4.25% | 3.55% | -0.70% | ₹147.7 Cr |
Average sector allocation across all active funds. Index/ETF excluded.
Click any fund to see full portfolio analysis, NAV history, drawdown and rolling returns.
Search any stock to see which JM Financial Mutual Fund active funds hold it.
JM Financial Mutual Fund manages 7 active equity mutual fund schemes across SEBI categories including Large Cap, Mid Cap, Small Cap, Flexi Cap, ELSS and others. Portfolio holdings are updated monthly from official AMFI disclosures.
You can search any stock in the search box above to see which JM Financial Mutual Fund funds hold it and at what portfolio weight. The top stocks held across 5 or more funds are shown in the Holdings section above.
The Monthly Portfolio Changes section on this page shows stocks that JM Financial Mutual Fund funds newly entered or exited in the most recent month compared to the previous month — reflecting the latest investment decisions by fund managers.
SEBI requires all AMCs including JM Financial Mutual Fund to disclose their complete portfolio within 10 days of each month end. RightAdvise updates this data monthly from official AMFI portfolio disclosures.