Complete fund-by-fund holdings, monthly portfolio changes, conviction stocks and sector shifts. Data as of Aug 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: 10 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 Aug 2026, One 97 Communications Limited is the most widely held stock, present in 8 active funds. The dominant sector exposure is Banks, followed by Finance.
This page compares portfolio holdings month on month to surface active decisions. Between Jul 2026 and Aug 2026, JM Financial Mutual Fund's active equity funds made 29 fresh stock entries and fully exited 20 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 | Horizon Industrial Parks Ltd. Realty |
NEW | 5 funds | 0.84% | ₹74.6 Cr |
| 2 | Leap India Limited Commercial Services & Supplies |
NEW | 5 funds | 0.55% | ₹38.0 Cr |
| 3 | Gaja Alternative AMC Limited Capital Markets |
NEW | 4 funds | 0.55% | ₹12.1 Cr |
| 4 | Zydus Lifesciences Limited Pharmaceuticals & Biotechnology |
NEW | 3 funds | 1.11% | ₹12.5 Cr |
| 5 | Piramal Finance Ltd Finance |
NEW | 3 funds | 0.99% | ₹27.3 Cr |
| 6 | Life Insurance Corporation Of India Insurance |
NEW | 2 funds | 1.47% | ₹66.5 Cr |
| 7 | TD Power Systems Limited Electrical Equipment |
NEW | 2 funds | 1.37% | ₹24.9 Cr |
| 8 | Lumino Industries Limited Miscellaneous |
NEW | 2 funds | 0.43% | ₹5.0 Cr |
| 9 | RBL Bank Limited Banks |
NEW | 1 fund | 1.54% | ₹10.8 Cr |
| 10 | ICICI Prudential Life Insurance Company Limited Insurance |
NEW | 1 fund | 1.36% | ₹9.5 Cr |
| # | Stock | Sector | Funds | Was Weight | Value |
|---|---|---|---|---|---|
| 1 | Lupin Limited Pharmaceuticals & Biotechnology |
EXITED | 3 funds | 1.87% | ₹36.2 Cr |
| 2 | Dr. Lal Path Labs Limited Healthcare Services |
EXITED | 2 funds | 1.71% | ₹8.8 Cr |
| 3 | TD Power Systems Limited Electrical Equipment |
EXITED | 2 funds | 1.11% | ₹18.9 Cr |
| 4 | Dr. Reddy's Laboratories Limited Pharmaceuticals & Biotechnology |
EXITED | 2 funds | 0.73% | ₹31.3 Cr |
| 5 | Britannia Industries Limited Food Products |
EXITED | 1 fund | 1.66% | ₹6.7 Cr |
| 6 | Jubilant Foodworks Limited Leisure Services |
EXITED | 1 fund | 1.35% | ₹3.3 Cr |
| 7 | KEC International Limited Construction |
EXITED | 1 fund | 1.31% | ₹3.2 Cr |
| 8 | KEI Industries Limited Industrial Products |
EXITED | 1 fund | 1.08% | ₹4.9 Cr |
| 9 | Tata Power Company Limited Power |
EXITED | 1 fund | 1.06% | ₹4.7 Cr |
| 10 | REC Limited Finance |
EXITED | 1 fund | 1.04% | ₹8.4 Cr |
| # | Stock | Sector | Funds | Jul 2026 | Aug 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | Multi Commodity Exchange of India Limited Capital Markets |
Capital Markets | 3 | 1.00% | 1.82% | +0.82% | ₹107.8 Cr |
| 2 | Kotak Mahindra Bank Limited Banks |
Banks | 3 | 1.70% | 2.40% | +0.70% | ₹32.3 Cr |
| 3 | Vedanta Aluminium Metal Limited Metals & Minerals Trading |
Metals & Minerals Trading | 1 | 1.01% | 1.66% | +0.65% | ₹6.5 Cr |
| 4 | Manipal Health Enterprises Ltd Healthcare Services |
Healthcare Services | 1 | 3.43% | 4.06% | +0.63% | ₹6.5 Cr |
| 5 | Lumax Auto Technologies Limited Auto Components |
Auto Components | 1 | 0.51% | 1.12% | +0.61% | ₹10.4 Cr |
| 6 | Redington Limited Commercial Services & Supplies |
Commercial Services & Supplies | 3 | 1.83% | 2.44% | +0.61% | ₹128.3 Cr |
| 7 | One 97 Communications Limited Financial Technology (Fintech) |
Financial Technology (Fintech) | 8 | 2.51% | 3.12% | +0.61% | ₹267.3 Cr |
| 8 | Ather Energy Limited Automobiles |
Automobiles | 1 | 1.46% | 2.04% | +0.58% | ₹19.0 Cr |
| 9 | Bosch Home Comfort India Limited Consumer Durables |
Consumer Durables | 3 | 0.31% | 0.80% | +0.49% | ₹41.9 Cr |
| 10 | PG Electroplast Limited Consumer Durables |
Consumer Durables | 2 | 0.53% | 1.00% | +0.47% | ₹15.0 Cr |
| # | Stock | Sector | Funds | Jul 2026 | Aug 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | Five Star Business Finance Limited Finance |
Finance | 2 | 2.78% | 1.93% | -0.85% | ₹33.3 Cr |
| 2 | HDFC Bank Limited Banks |
Banks | 8 | 3.37% | 2.53% | -0.84% | ₹220.2 Cr |
| 3 | The Jammu & Kashmir Bank Limited Banks |
Banks | 1 | 1.77% | 0.94% | -0.83% | ₹8.7 Cr |
| 4 | Marico Limited Agricultural Food & other Products |
Agricultural Food & other Products | 3 | 2.44% | 1.76% | -0.68% | ₹51.3 Cr |
| 5 | ICICI Bank Limited Banks |
Banks | 6 | 4.18% | 3.53% | -0.65% | ₹293.0 Cr |
| 6 | Power Grid Corporation of India Limited Power |
Power | 1 | 1.51% | 0.87% | -0.64% | ₹7.1 Cr |
| 7 | Firstsource Solutions Limited Commercial Services & Supplies |
Commercial Services & Supplies | 1 | 1.56% | 0.94% | -0.62% | ₹8.7 Cr |
| 8 | Krishna Institute Of Medical Sciences Limited Healthcare Services |
Healthcare Services | 1 | 1.41% | 0.83% | -0.58% | ₹7.7 Cr |
| 9 | Bharat Forge Limited Auto Components |
Auto Components | 2 | 2.42% | 1.85% | -0.57% | ₹42.4 Cr |
| 10 | SRF Limited Chemicals & Petrochemicals |
Chemicals & Petrochemicals | 3 | 1.66% | 1.13% | -0.53% | ₹31.9 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 10 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.