Complete fund-by-fund holdings, monthly portfolio changes, conviction stocks and sector shifts. Data as of May 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: 9 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 May 2026, HDFC Bank Limited is the most widely held stock, present in 7 active funds. The dominant sector exposure is Banks, followed by Finance.
This page compares portfolio holdings month on month to surface active decisions. Between Apr 2026 and May 2026, JM Financial Mutual Fund's active equity funds made 36 fresh stock entries and fully exited 3 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 | Hindustan Zinc Limited Non - Ferrous Metals |
NEW | 4 funds | 1.29% | ₹31.1 Cr |
| 2 | Tata Motors Passenger Vehicles Limited Automobiles |
NEW | 3 funds | 1.57% | ₹58.3 Cr |
| 3 | Oil India Limited Oil |
NEW | 2 funds | 1.26% | ₹13.4 Cr |
| 4 | Indus Towers Limited Telecom - Services |
NEW | 2 funds | 0.94% | ₹14.4 Cr |
| 5 | OnEMI Technology Solutions Limited N.A. |
NEW | 2 funds | 0.18% | ₹2.6 Cr |
| 6 | REC Limited Finance |
NEW | 1 fund | 2.47% | ₹19.9 Cr |
| 7 | UNO Minda Limited Auto Components |
NEW | 1 fund | 1.85% | ₹7.8 Cr |
| 8 | Housing & Urban Development Corporation Limited Finance |
NEW | 1 fund | 1.84% | ₹14.9 Cr |
| 9 | JK Tyre & Industries Limited Auto Components |
NEW | 1 fund | 1.84% | ₹14.8 Cr |
| 10 | Radico Khaitan Limited Beverages |
NEW | 1 fund | 1.81% | ₹7.6 Cr |
| # | Stock | Sector | Funds | Was Weight | Value |
|---|---|---|---|---|---|
| 1 | GlaxoSmithKline Pharmaceuticals Limited Pharmaceuticals & Biotechnology |
EXITED | 1 fund | 0.94% | ₹11.0 Cr |
| 2 | BIKAJI FOODS INTERNATIONAL LIMITED Food Products |
EXITED | 1 fund | 0.79% | ₹5.5 Cr |
| 3 | The Ramco Cements Limited Cement & Cement Products |
EXITED | 1 fund | 0.50% | ₹3.4 Cr |
| # | Stock | Sector | Funds | Apr 2026 | May 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | Adani Power Limited Power |
Power | 1 | 1.59% | 2.72% | +1.13% | ₹6.1 Cr |
| 2 | Gokaldas Exports Limited Textiles & Apparels |
Textiles & Apparels | 1 | 0.83% | 1.90% | +1.07% | ₹13.9 Cr |
| 3 | GE Vernova T&D India Limited Electrical Equipment |
Electrical Equipment | 2 | 0.22% | 1.13% | +0.91% | ₹27.3 Cr |
| 4 | Garware Hi-Tech Films Ltd Industrial Products |
Industrial Products | 3 | 2.54% | 3.29% | +0.75% | ₹172.5 Cr |
| 5 | Fortis Healthcare Limited Healthcare Services |
Healthcare Services | 2 | 1.19% | 1.90% | +0.71% | ₹25.1 Cr |
| 6 | Avalon Technologies Limited Electrical Equipment |
Electrical Equipment | 2 | 2.00% | 2.71% | +0.71% | ₹55.3 Cr |
| 7 | JSW Energy Limited Power |
Power | 3 | 1.87% | 2.51% | +0.64% | ₹27.0 Cr |
| 8 | Shriram Finance Limited Finance |
Finance | 6 | 2.13% | 2.70% | +0.57% | ₹162.3 Cr |
| 9 | Hitachi Energy India Limited Electrical Equipment |
Electrical Equipment | 1 | 1.22% | 1.72% | +0.50% | ₹21.0 Cr |
| 10 | LG Electronics India Ltd Consumer Durables |
Consumer Durables | 2 | 1.44% | 1.93% | +0.49% | ₹79.6 Cr |
| # | Stock | Sector | Funds | Apr 2026 | May 2026 | Change | Value |
|---|---|---|---|---|---|---|---|
| 1 | ITC Limited Diversified FMCG |
Diversified FMCG | 2 | 2.54% | 1.15% | -1.39% | ₹49.1 Cr |
| 2 | TD Power Systems Limited Electrical Equipment |
Electrical Equipment | 2 | 3.06% | 1.95% | -1.11% | ₹28.9 Cr |
| 3 | Premier Energies Limited Electrical Equipment |
Electrical Equipment | 2 | 3.64% | 2.60% | -1.04% | ₹15.9 Cr |
| 4 | Coal India Limited Consumable Fuels |
Consumable Fuels | 1 | 2.14% | 1.26% | -0.88% | ₹64.1 Cr |
| 5 | JK Cement Limited Cement & Cement Products |
Cement & Cement Products | 1 | 2.84% | 2.06% | -0.78% | ₹25.0 Cr |
| 6 | Nippon Life India Asset Management Limited Capital Markets |
Capital Markets | 2 | 2.98% | 2.30% | -0.68% | ₹15.0 Cr |
| 7 | Amber Enterprises India Limited Consumer Durables |
Consumer Durables | 4 | 3.16% | 2.50% | -0.66% | ₹97.5 Cr |
| 8 | Shaily Engineering Plastics Ltd Industrial Products |
Industrial Products | 3 | 2.27% | 1.71% | -0.56% | ₹29.1 Cr |
| 9 | Punjab National Bank Banks |
Banks | 1 | 1.71% | 1.15% | -0.56% | ₹58.3 Cr |
| 10 | Travel Food Services Limited Leisure Services |
Leisure Services | 2 | 2.39% | 1.84% | -0.55% | ₹16.3 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 9 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.