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JioBlackRock Flexi Cap Fund - Direct Plan - Growth Option

Flexi Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
136
Aug 2026
Equity Holdings
₹3,244.62 Cr
Equity only, excl. debt & cash
AAUM
₹3,063.95 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
22.8%
Diversified
Top 10 Weight
34.3%
Diversified
Changes
141
23 new · 20 exits
Top Sector
Banks
19.5% of portfolio
Launch Date
23 Sep 2025
1 years old

AAUM (Average Assets Under Management) of ₹3,063.95 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month JioBlackRock Flexi Cap Fund made 23 new additions and exited 20 stocks this month. The biggest new buy was Welspun Living Limited (Textiles & Apparels) at 1.04% weight. The Great Eastern Shipping Company Limited was the biggest exit (Transport Services), which was held at 0.60%. Among existing holdings, State Bank of India saw the biggest increase — now at 3.32% of the portfolio. Bajaj Finserv Limited was trimmed the most, now at 0.95%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 19.5%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 19.0% 18.7% -0.3%
Petroleum Products 5.1% 5.6% +0.5%
Ferrous Metals 4.4% 5.0% +0.6%
Finance 4.2% 5.0% +0.8%
Capital Markets 4.5% 4.5% +0.0%
Telecom - Services 4.3% 4.5% +0.3%
IT - Software 5.9% 4.5% -1.4%
Automobiles 3.9% 4.4% +0.6%
Pharmaceuticals & Biotechnology 3.1% 3.9% +0.8%
Industrial Products 3.3% 3.6% +0.3%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 18.7% 19.5% +0.8%
Petroleum Products 5.6% 5.6% +0.0%
Ferrous Metals 5.0% 5.0% +0.0%
Finance 5.0% 5.0% 0.0%
IT - Software 4.5% 4.9% +0.4%
Automobiles 4.4% 4.6% +0.2%
Capital Markets 4.5% 4.4% -0.2%
Pharmaceuticals & Biotechnology 3.9% 4.2% +0.3%
Telecom - Services 4.5% 4.1% -0.4%
Industrial Products 3.6% 4.0% +0.4%
🟢
Biggest New Buy
Welspun Living Limited
1.04% weight · Textiles & Apparels
🔴
Biggest Exit
The Great Eastern Shipping Company Limited
0.60% was held · Transport Services
Biggest Add
State Bank of India
+1.40% · now 3.32%
Biggest Trim
Bajaj Finserv Limited
-0.76% · now 0.95%
🤝 Other funds also bought this month
TD Power Systems Limited 89 funds
TD Power Systems Limited
Groww Small Cap Fund-Direct-Growth
Sundaram Business Cycle Fund Direct Plan Growth
Groww Multicap Fund - Direct - Growth + more
TVS Motor Company Limited 35 funds
TVS Motor Company Limited
ICICI Prudential Focused Fund
Mirae Asset Nifty Next 50 ETF
Invesco India Manufacturing Fund - Direct Plan - Growth + more
Adani Ports and Special Economic Zone Limited 26 funds
Adani Ports and Special Economic Zone Limited
ICICI Prudential Focused Fund
Bank Of India Balanced Advantage Fund
Mirae Asset Nifty50 Equal Weight ETF + more
Dixon Technologies (India) Limited 19 funds
Dixon Technologies (India) Limited
WCMC-The Wealth Company Mid cap fund
JM Large & Mid Cap Fund (Direct) - Growth Option
Mirae Asset Multicap Fund - Direct Plan - Growth + more
Solar Industries India Limited 19 funds
Solar Industries India Limited
Mirae Asset BSE India Defence ETF
SBI Aggressive Hybrid Fund
SAMCO FLEXICAP FUND + more
Welspun Corp Limited 19 funds
Welspun Corp Limited
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
Mirae Asset Nifty Smallcap 250 ETF
Groww Nifty Smallcap 250 ETF + more
👋 Other funds also exited
Hindustan Petroleum Corporation Limited 32 funds
Hindustan Petroleum Corporation Limited
Kotak Nifty200 Value 30 Index Fund - Direct - Growth
Kotak Energy Opportunities Fund-Direct-Growth
Kotak ELSS Tax Saver Fund-Growth - Direct + more
Power Grid Corporation of India Limited 31 funds
Power Grid Corporation of India Limited
Kotak BSE PSU Index Fund - Direct Plan - Growth
Kotak Services Fund - Direct - Growth
Kotak Nifty200 Value 30 Index Fund - Direct - Growth + more
National Aluminium Company Limited 28 funds
National Aluminium Company Limited
Mirae Asset Nifty 200 Alpha 30 ETF
Kotak Nifty Alpha 50 Index Fund - Direct Plan - Growth
Kotak Nifty Alpha 50 ETF + more
Delhivery Limited 25 funds
Delhivery Limited
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth
Mirae Asset Large & Midcap Fund - Direct Plan - Growth + more
LIC Housing Finance Limited 20 funds
LIC Housing Finance Limited
quant BFSI Fund - Growth Option - Direct Plan
Quant Value Fund - Growth Option - Direct Plan
Kotak BSE Housing Index Fund - Direct Plan - Growth Option + more
Hindustan Zinc Limited 15 funds
Hindustan Zinc Limited
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH
Kotak Nifty200 Quality 30 ETF
Kotak Active Momentum Fund - Direct Plan - Growth option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 23 New Entries 🔴 20 Exits ↑ 47 Increased ↓ 51 Decreased
#StockSectorWeight (Aug 2026)
1
Welspun Living Limited
₹33.92 Cr
Textiles & Apparels 1.04%
2
Welspun Corp Limited
₹22.35 Cr
Industrial Products 0.68%
3
Craftsman Automation Limited
₹16.74 Cr
Auto Components 0.51%
4
Castrol India Limited
₹15.71 Cr
Petroleum Products 0.48%
5
HDFC Asset Management Company Limited
₹11.92 Cr
Capital Markets 0.36%
6
TVS Motor Company Limited
₹10.59 Cr
Automobiles 0.32%
7
REC Limited
₹10.57 Cr
Finance 0.32%
8
Oracle Financial Services Software Limited
₹9.58 Cr
IT - Software 0.29%
9
Adani Ports and Special Economic Zone Limited
₹7.18 Cr
Transport Infrastructure 0.22%
10
V-Guard Industries Limited
₹5.93 Cr
Consumer Durables 0.18%
#StockSectorLast Weight (Jul 2026)
1
The Great Eastern Shipping Company Limited
₹19.66 Cr
Transport Services 0.60%
2
Bandhan Bank Limited
₹16.73 Cr
Banks 0.51%
3
Aditya Infotech Limited
₹10.56 Cr
Industrial Manufacturing 0.32%
4
Kirloskar Oil Engines Limited
₹9.43 Cr
Industrial Products 0.29%
5
Arvind Limited
₹9.43 Cr
Textiles & Apparels 0.29%
6
Hindustan Zinc Limited
₹6.66 Cr
Non - Ferrous Metals 0.20%
7
Mahindra & Mahindra Financial Services Limited
₹6.44 Cr
Finance 0.20%
8
CEAT Limited
₹6.43 Cr
Auto Components 0.20%
9
Hindustan Petroleum Corporation Limited
₹5.19 Cr
Petroleum Products 0.16%
10
National Aluminium Company Limited
₹4.61 Cr
Non - Ferrous Metals 0.14%
#StockSectorJul 2026Aug 2026Change
1
State Bank of India
₹108.65 Cr
Banks 1.92% 3.32% +1.40%
2
Atul Limited
₹22.29 Cr
Chemicals & Petrochemicals 0.10% 0.68% +0.58%
3
Power Finance Corporation Limited
₹26.64 Cr
Finance 0.38% 0.81% +0.43%
4
Life Insurance Corporation Of India
₹51.48 Cr
Insurance 1.22% 1.57% +0.35%
5
Lupin Limited
₹49.31 Cr
Pharmaceuticals & Biotechnology 1.20% 1.51% +0.31%
6
Ujjivan Small Finance Bank Limited
₹20.83 Cr
Banks 0.35% 0.64% +0.29%
7
Nippon Life India Asset Management Limited
₹50.94 Cr
Capital Markets 1.28% 1.56% +0.28%
8
Yes Bank Limited
₹41.68 Cr
Banks 0.99% 1.27% +0.28%
9
Radico Khaitan Limited
₹36.43 Cr
Beverages 0.83% 1.11% +0.28%
10
JM Financial Limited
₹16.08 Cr
Finance 0.23% 0.49% +0.26%
#StockSectorJul 2026Aug 2026Change
1
Bajaj Finserv Limited
₹31.21 Cr
Finance 1.71% 0.95% -0.76%
2
Asian Paints Limited
₹27.30 Cr
Consumer Durables 1.45% 0.83% -0.62%
3
NTPC Limited
₹22.78 Cr
Power 1.22% 0.70% -0.52%
4
Dr. Lal Path Labs Limited
₹10.06 Cr
Healthcare Services 0.80% 0.31% -0.49%
5
Multi Commodity Exchange of India Limited
₹21.36 Cr
Capital Markets 1.13% 0.65% -0.48%
6
Ashok Leyland Limited
₹1.75 Cr
Agricultural, Commercial & Construction Vehicles 0.50% 0.05% -0.45%
7
Bharti Airtel Limited
₹135.09 Cr
Telecom - Services 4.50% 4.13% -0.37%
8
HDFC Bank Limited
₹198.05 Cr
Banks 6.39% 6.05% -0.34%
9
Titan Company Limited
₹24.91 Cr
Consumer Durables 1.10% 0.76% -0.34%
10
Shriram Finance Limited
₹14.38 Cr
Finance 0.76% 0.44% -0.32%

What Stocks Does This Fund Hold?

136 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹198.78 Cr
Banks
6.07%
2
₹198.05 Cr
Banks
6.05%
3
₹135.09 Cr
Telecom - Services
4.13%
4
₹108.65 Cr
Banks
3.32%
5
₹107.14 Cr
Petroleum Products
3.27%
6
₹95.39 Cr
Automobiles
2.91%
7
₹76.12 Cr
Construction
2.32%
8
₹72.59 Cr
Ferrous Metals
2.22%
9
₹70.03 Cr
IT - Software
2.14%
10
₹59.88 Cr
Food Products
1.83%
🏆 Top stocks held by Flexi Cap funds
See which stocks all active Flexi Cap fund managers are buying — ranked by total value invested
🏦 JioBlackRock Mutual Fund — Portfolio & Holdings
See all funds managed by JioBlackRock Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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