← JioBlackRock Mutual Fund

JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option

Equity Data as of Aug 2026 Comparing Jun 2026 → Aug 2026
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Stocks Held
296
Aug 2026
Equity Holdings
₹166.06 Cr
Equity only, excl. debt & cash
AAUM
₹146.80 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
22.3%
Diversified
Top 10 Weight
32.2%
Diversified
Changes
261
18 new · 12 exits
Top Sector
Banks
22.1% of portfolio
Launch Date
27 Jan 2026
0 years old

AAUM (Average Assets Under Management) of ₹146.80 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 Sector Rotation Fund made 18 new additions and exited 12 stocks this month. The biggest new buy was SBI Life Insurance Company Limited (Insurance) at 0.18% weight. Hindustan Unilever Limited was the biggest exit (Diversified FMCG), which was held at 0.36%. Among existing holdings, ICICI Bank Limited saw the biggest increase — now at 5.92% of the portfolio. Bharti Airtel Limited was trimmed the most, now at 3.19%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 22.1%. ↓ 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 20.4% 21.5% +1.1%
Pharmaceuticals & Biotechnology 7.2% 8.7% +1.6%
Petroleum Products 5.9% 5.5% -0.4%
Telecom - Services 5.5% 5.3% -0.2%
Finance 5.0% 5.2% +0.2%
Automobiles 4.6% 3.9% -0.8%
Retailing 2.9% 3.4% +0.6%
Power 3.3% 3.1% -0.2%
Construction 2.8% 2.8% +0.0%
Diversified FMCG 2.9% 2.8% -0.2%
Jun 2026 Aug 2026
Sector Prev Curr Delta
Banks 21.5% 22.1% +0.6%
Pharmaceuticals & Biotechnology 8.7% 9.3% +0.6%
Finance 5.2% 6.2% +1.0%
Petroleum Products 5.5% 5.3% -0.2%
Automobiles 3.9% 4.3% +0.4%
Telecom - Services 5.3% 4.0% -1.3%
IT - Software 2.6% 3.7% +1.1%
Retailing 3.4% 3.3% -0.2%
Healthcare Services 1.8% 2.7% +0.9%
Construction 2.8% 2.5% -0.3%
🟢
Biggest New Buy
SBI Life Insurance Company Limited
0.18% weight · Insurance
🔴
Biggest Exit
Hindustan Unilever Limited
0.36% was held · Diversified FMCG
Biggest Add
ICICI Bank Limited
+0.44% · now 5.92%
Biggest Trim
Bharti Airtel Limited
-1.05% · now 3.19%
🤝 Other funds also bought this month
PB Fintech Limited 48 funds
PB Fintech Limited
Mirae Asset BSE Select IPO ETF
Nippon India Active Momentum Fund-Direct Plan - Growth Option
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
SBI Life Insurance Company Limited 42 funds
SBI Life Insurance Company Limited
ICICI Prudential BSE Insurance ETF
Edel BSE Capital Markets & Insurance ETF
Edel Nifty Alpha Low Volatility 30 Index Fund + more
Max Financial Services Limited 33 funds
Max Financial Services Limited
ICICI Prudential BSE Insurance ETF
Edel BSE Capital Markets & Insurance ETF
DSP Multi Cap Fund + more
HDFC Life Insurance Company Limited 28 funds
HDFC Life Insurance Company Limited
ICICI Prudential BSE Insurance ETF
Edel BSE Capital Markets & Insurance ETF
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
ICICI Lombard General Insurance Company Limited 27 funds
ICICI Lombard General Insurance Company Limited
ICICI Prudential BSE Insurance ETF
Edel BSE Capital Markets & Insurance ETF
DSP Multi Cap Fund + more
KFin Technologies Limited 26 funds
KFin Technologies Limited
Invesco India Focused Fund
Motilal Oswal Services Fund - Direct Plan - Growth
Edel BSE Capital Markets & Insurance ETF + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
Hindustan Unilever Limited 77 funds
Hindustan Unilever Limited
Kotak Nifty MNC ETF
HDFC Nifty Growth Sectors 15 ETF
Kotak Nifty India Consumption ETF + more
NLC India Limited 26 funds
NLC India Limited
Kotak Special Opportunities Fund - Direct Plan - Growth Option
ITI Focused Fund - Direct Plan - Growth
Baroda BNP Paribas Large and Mid Cap Fund- Direct Plan -Growth Option + more
Indraprastha Gas Limited 20 funds
Indraprastha Gas Limited
Groww Nifty Smallcap250 ETF
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
Tata Ethical Fund -Direct Plan- Growth Option + more
Castrol India Limited 15 funds
Castrol India Limited
Groww Nifty Smallcap250 ETF
Kotak Transportation & Logistics Fund-Direct Growth
Mirae Asset BSE 500 Dividend Leaders 50 ETF + more
Tata Chemicals Limited 14 funds
Tata Chemicals Limited
Groww Nifty Smallcap250 ETF
Kotak Nifty Chemicals ETF
Groww Nifty EV & New Age Automotive ETF FOF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Aug 2026

Jun 2026 Aug 2026
🟢 18 New Entries 🔴 12 Exits ↑ 119 Increased ↓ 112 Decreased
#StockSectorWeight (Aug 2026)
1
SBI Life Insurance Company Limited
₹29.81 L
Insurance 0.18%
2
PB Fintech Limited
₹24.60 L
Financial Technology (Fintech) 0.15%
3
RBL Bank Limited
₹22.51 L
Banks 0.13%
4
HDFC Life Insurance Company Limited
₹22.15 L
Insurance 0.13%
5
Max Financial Services Limited
₹15.81 L
Insurance 0.09%
6
ICICI Lombard General Insurance Company Limited
₹14.29 L
Insurance 0.09%
7
Inventurus Knowledge Solutions Limited
₹12.33 L
IT - Services 0.07%
8
Affle 3i Limited
₹12.18 L
IT - Services 0.07%
9
IIFL Finance Limited
₹12.06 L
Finance 0.07%
10
KFin Technologies Limited
₹10.84 L
Capital Markets 0.07%
#StockSectorLast Weight (Jun 2026)
1
Hindustan Unilever Limited
₹56.83 L
Diversified FMCG 0.36%
2
JB Chemicals & Pharmaceuticals Limited
₹25.55 L
Pharmaceuticals & Biotechnology 0.16%
3
Tata Chemicals Limited
₹11.30 L
Chemicals & Petrochemicals 0.07%
4
Tejas Networks Limited
₹11.06 L
Telecom - Equipment & Accessories 0.07%
5
Deepak Fertilizers and Petrochemicals Corporation Limited
₹10.30 L
Chemicals & Petrochemicals 0.06%
6
NBCC (India) Limited
₹9.26 L
Construction 0.06%
7
Shipping Corporation Of India Limited
₹9.26 L
Transport Services 0.06%
8
NLC India Limited
₹8.88 L
Power 0.06%
9
Castrol India Limited
₹8.79 L
Petroleum Products 0.06%
10
Usha Martin Limited
₹8.74 L
Industrial Products 0.05%
#StockSectorJun 2026Aug 2026Change
1
ICICI Bank Limited
₹9.88 Cr
Banks 5.48% 5.92% +0.44%
2
Infosys Limited
₹2.06 Cr
IT - Software 0.91% 1.24% +0.33%
3
Divi's Laboratories Limited
₹1.66 Cr
Pharmaceuticals & Biotechnology 0.71% 0.99% +0.28%
4
Apollo Hospitals Enterprise Limited
₹1.29 Cr
Healthcare Services 0.51% 0.77% +0.26%
5
Bajaj Finance Limited
₹2.37 Cr
Finance 1.17% 1.42% +0.25%
6
Tata Consultancy Services Limited
₹1.29 Cr
IT - Software 0.54% 0.77% +0.23%
7
Torrent Pharmaceuticals Limited
₹1.02 Cr
Pharmaceuticals & Biotechnology 0.41% 0.61% +0.20%
8
State Bank of India
₹4.20 Cr
Banks 2.34% 2.52% +0.18%
9
Eternal Limited
₹1.47 Cr
Retailing 0.70% 0.88% +0.18%
10
Aurobindo Pharma Limited
₹64.65 L
Pharmaceuticals & Biotechnology 0.22% 0.39% +0.17%
#StockSectorJun 2026Aug 2026Change
1
Bharti Airtel Limited
₹5.33 Cr
Telecom - Services 4.24% 3.19% -1.05%
2
HDFC Bank Limited
₹10.27 Cr
Banks 6.71% 6.15% -0.56%
3
ITC Limited
₹3.15 Cr
Diversified FMCG 2.42% 1.89% -0.53%
4
Adani Ports and Special Economic Zone Limited
₹1.99 Cr
Transport Infrastructure 1.46% 1.19% -0.27%
5
NTPC Limited
₹88.66 L
Power 0.79% 0.53% -0.26%
6
Trent Limited
₹1.15 Cr
Retailing 0.94% 0.69% -0.25%
7
Larsen & Toubro Limited
₹4.01 Cr
Construction 2.63% 2.40% -0.23%
8
Power Grid Corporation of India Limited
₹68.34 L
Power 0.61% 0.41% -0.20%
9
Varun Beverages Limited
₹70.74 L
Beverages 0.59% 0.42% -0.17%
10
InterGlobe Aviation Limited
₹1.98 Cr
Transport Services 1.34% 1.18% -0.16%

What Stocks Does This Fund Hold?

296 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹10.27 Cr
Banks
6.15%
2
₹9.88 Cr
Banks
5.92%
3
₹7.58 Cr
Petroleum Products
4.54%
4
₹5.33 Cr
Telecom - Services
3.19%
5
₹4.20 Cr
Banks
2.52%
6
₹4.01 Cr
Construction
2.40%
7
₹3.56 Cr
Banks
2.13%
8
₹3.15 Cr
Diversified FMCG
1.89%
9
₹2.94 Cr
Banks
1.76%
10
₹2.85 Cr
Pharmaceuticals & Biotechnology
1.71%
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🏦 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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