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JioBlackRock Flexi Cap Fund - Direct Plan - Growth Option

Flexi Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
133
Jul 2026
Equity Holdings
₹3,235.55 Cr
Equity only, excl. debt & cash
AAUM
₹3,063.95 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
23.5%
Diversified
Top 10 Weight
34.1%
Diversified
Changes
131
15 new · 18 exits
Top Sector
Banks
18.7% 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 15 new additions and exited 18 stocks this month. The biggest new buy was HCL Technologies Limited (IT - Software) at 0.99% weight. Tech Mahindra Limited was the biggest exit (IT - Software), which was held at 0.60%. Among existing holdings, Adani Energy Solutions Limited saw the biggest increase — now at 1.17% of the portfolio. The Federal Bank Limited was trimmed the most, now at 0.19%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 18.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 20.5% 19.0% -1.6%
IT - Software 6.4% 5.9% -0.5%
Petroleum Products 5.7% 5.1% -0.6%
Capital Markets 5.0% 4.5% -0.5%
Ferrous Metals 4.3% 4.4% +0.1%
Telecom - Services 4.2% 4.3% +0.0%
Finance 0.6% 4.2% +3.6%
Consumer Durables 2.1% 4.0% +1.9%
Automobiles 4.6% 3.9% -0.8%
Construction 3.4% 3.7% +0.2%
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%
🟢
Biggest New Buy
HCL Technologies Limited
0.99% weight · IT - Software
🔴
Biggest Exit
Tech Mahindra Limited
0.60% was held · IT - Software
Biggest Add
Adani Energy Solutions Limited
+0.95% · now 1.17%
Biggest Trim
The Federal Bank Limited
-1.15% · now 0.19%
🤝 Other funds also bought this month
HCL Technologies Limited 32 funds
HCL Technologies Limited
Mirae Asset Nifty IT ETF
Axis NIFTY IT ETF
Navi Nifty IT Index Fund + more
Hitachi Energy India Limited 23 funds
Hitachi Energy India Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
SAMCO FLEXICAP FUND + more
L&T Finance Limited 23 funds
L&T Finance Limited
SAMCO ELSS TAX SAVER FUND
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
DSP Mid Cap Fund + more
Thermax Limited 21 funds
Thermax Limited
Sundaram Large and Midcap Fund Direct Plan - Growth
LIC MF Aggressive Hybrid Fund-Direct Plan-Growth
Samco Multi Cap Fund + more
Hindalco Industries Limited 17 funds
Hindalco Industries Limited
DSP Natural Resources & New Energy Fund
Edel Nifty Alpha Low Volatility 30 Index Fund
HDFC Nifty50 Value 20 ETF + more
Apar Industries Limited 15 funds
Apar Industries Limited
Samco Active Momentum Fund
DSP Nifty Midcap 150 Qlty 50 Index Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF + more
👋 Other funds also exited
Kotak Mahindra Bank Limited 67 funds
Kotak Mahindra Bank Limited
Mirae Asset Nifty Bank ETF
Mirae Asset Nifty Financial Services ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option + more
InterGlobe Aviation Limited 55 funds
InterGlobe Aviation Limited
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option
Invesco India Consumption Fund - Direct Plan - Growth + more
SBI Life Insurance Company Limited 40 funds
SBI Life Insurance Company Limited
Groww Nifty 50 ETF
Edelweiss BSE Capital Markets & Insurance ETF - Growth
Mirae Asset Nifty 100 Low Volatility 30 ETF + more
Vedanta Limited 39 funds
Vedanta Limited
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF
Tata Resources & Energy Fund-Direct Plan-Growth + more
Tech Mahindra Limited 37 funds
Tech Mahindra Limited
Groww Nifty 50 ETF
Axis IT ETF
Navi NiftyIT Index Fund - Direct Plan- Growth + more
Britannia Industries Limited 34 funds
Britannia Industries Limited
Nippon India Medium to Long Duration Fund - Direct Plan Growth Plan - Growth Option
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth
Mirae Asset Nifty 100 Low Volatility 30 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 15 New Entries 🔴 18 Exits ↑ 50 Increased ↓ 48 Decreased
#StockSectorWeight (Jul 2026)
1
HCL Technologies Limited
₹32.49 Cr
IT - Software 0.99%
2
Punjab National Bank
₹30.89 Cr
Banks 0.94%
3
Hindalco Industries Limited
₹18.13 Cr
Non - Ferrous Metals 0.55%
4
Bandhan Bank Limited
₹16.73 Cr
Banks 0.51%
5
Thermax Limited
₹16.32 Cr
Electrical Equipment 0.50%
6
Power Finance Corporation Limited
₹12.37 Cr
Finance 0.38%
7
The Jammu & Kashmir Bank Limited
₹12.29 Cr
Banks 0.38%
8
Apar Industries Limited
₹8.53 Cr
Electrical Equipment 0.26%
9
Hitachi Energy India Limited
₹6.09 Cr
Electrical Equipment 0.19%
10
L&T Finance Limited
₹4.59 Cr
Finance 0.14%
#StockSectorLast Weight (Jun 2026)
1
Tech Mahindra Limited
₹19.20 Cr
IT - Software 0.60%
2
Britannia Industries Limited
₹18.13 Cr
Food Products 0.56%
3
Vedanta Limited
₹17.00 Cr
Diversified Metals 0.53%
4
SBI Life Insurance Company Limited
₹15.19 Cr
Insurance 0.47%
5
InterGlobe Aviation Limited
₹14.95 Cr
Transport Services 0.47%
6
LTIMindtree Limited
₹10.06 Cr
IT - Software 0.31%
7
City Union Bank Limited
₹9.06 Cr
Banks 0.28%
8
Schaeffler India Limited
₹4.92 Cr
Auto Components 0.15%
9
Can Fin Homes Limited
₹3.68 Cr
Finance 0.11%
10
Pfizer Limited
₹3.67 Cr
Pharmaceuticals & Biotechnology 0.11%
#StockSectorJun 2026Jul 2026Change
1
Adani Energy Solutions Limited
₹38.32 Cr
Power 0.22% 1.17% +0.95%
2
Lupin Limited
₹39.37 Cr
Pharmaceuticals & Biotechnology 0.33% 1.20% +0.87%
3
Coal India Limited
₹32.48 Cr
Consumable Fuels 0.34% 0.99% +0.65%
4
Tata Steel Limited
₹74.69 Cr
Ferrous Metals 1.65% 2.28% +0.63%
5
Reliance Industries Limited
₹116.38 Cr
Petroleum Products 2.97% 3.56% +0.59%
6
Yes Bank Limited
₹32.41 Cr
Banks 0.49% 0.99% +0.50%
7
UltraTech Cement Limited
₹45.84 Cr
Cement & Cement Products 0.95% 1.40% +0.45%
8
Oil & Natural Gas Corporation Limited
₹56.56 Cr
Oil 1.33% 1.73% +0.40%
9
Nippon Life India Asset Management Limited
₹41.96 Cr
Capital Markets 0.88% 1.28% +0.40%
10
Hero MotoCorp Limited
₹38.55 Cr
Automobiles 0.82% 1.18% +0.36%
#StockSectorJun 2026Jul 2026Change
1
The Federal Bank Limited
₹6.23 Cr
Banks 1.34% 0.19% -1.15%
2
HDFC Bank Limited
₹208.99 Cr
Banks 7.41% 6.39% -1.02%
3
Titan Company Limited
₹35.83 Cr
Consumer Durables 1.86% 1.10% -0.76%
4
Max Financial Services Limited
₹20.19 Cr
Insurance 1.38% 0.62% -0.76%
5
VA Tech Wabag Limited
₹2.81 Cr
Other Utilities 0.82% 0.09% -0.73%
6
Tata Consultancy Services Limited
₹41.20 Cr
IT - Software 1.96% 1.26% -0.70%
7
Infosys Limited
₹72.97 Cr
IT - Software 2.92% 2.23% -0.69%
8
Larsen & Toubro Limited
₹74.13 Cr
Construction 2.87% 2.27% -0.60%
9
Escorts Kubota Limited
₹3.09 Cr
Agricultural, Commercial & Construction Vehicles 0.66% 0.09% -0.57%
10
Dr. Lal Path Labs Limited
₹26.19 Cr
Healthcare Services 1.32% 0.80% -0.52%

What Stocks Does This Fund Hold?

133 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹208.99 Cr
Banks
6.39%
2
₹196.24 Cr
Banks
6.00%
3
₹147.03 Cr
Telecom - Services
4.50%
4
₹116.38 Cr
Petroleum Products
3.56%
5
₹100.18 Cr
Automobiles
3.06%
6
₹74.69 Cr
Ferrous Metals
2.28%
7
₹74.13 Cr
Construction
2.27%
8
₹72.97 Cr
IT - Software
2.23%
9
₹62.68 Cr
Banks
1.92%
10
₹60.41 Cr
Food Products
1.85%
🏆 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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