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JM Aggressive Hybrid Fund

Aggressive Hybrid Data as of Aug 2026 Comparing Jun 2026 → Aug 2026
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Stocks Held
53
Aug 2026
Equity Holdings
₹547.61 Cr
Equity only, excl. debt & cash
AAUM
₹687.65 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
15.1%
Diversified
Top 10 Weight
26.0%
Diversified
Changes
61
14 new · 8 exits
Top Sector
Banks
11.9% of portfolio
Launch Date
01 Apr 1995
10+ year track record

AAUM (Average Assets Under Management) of ₹687.65 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 JM Aggressive Hybrid Fund made 14 new additions and exited 8 stocks this month. The biggest new buy was RBL Bank Limited (Banks) at 1.54% weight. Kaynes Technology India Limited was the biggest exit (Industrial Manufacturing), which was held at 1.36%. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 3.64% of the portfolio. Multi Commodity Exchange of India Limited was trimmed the most, now at 2.01%. One 97 Communications Limited remains the top holding with Banks the dominant sector at 11.9%. ↓ 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 10.6% 11.1% +0.6%
IT - Software 5.4% 4.7% -0.8%
Automobiles 4.8% 4.6% -0.1%
Capital Markets 5.0% 4.3% -0.7%
Finance 4.0% 4.2% +0.2%
Healthcare Services 4.1% 4.2% +0.1%
Telecom - Services 3.3% 3.3% +0.0%
Consumer Durables 2.6% 2.7% +0.2%
Financial Technology (Fintech) 2.5% 2.6% +0.1%
Power 2.9% 2.6% -0.3%
Jun 2026 Aug 2026
Sector Prev Curr Delta
Banks 11.1% 11.9% +0.8%
IT - Software 4.7% 5.9% +1.2%
Retailing 2.3% 5.0% +2.7%
Automobiles 4.6% 4.7% +0.0%
Capital Markets 4.3% 4.4% +0.1%
Finance 4.2% 3.8% -0.4%
Financial Technology (Fintech) 2.6% 3.6% +1.1%
Healthcare Services 4.2% 3.5% -0.7%
Consumer Durables 2.7% 2.9% +0.2%
Auto Components 1.2% 2.7% +1.4%
🟢
Biggest New Buy
RBL Bank Limited
1.54% weight · Banks
🔴
Biggest Exit
Kaynes Technology India Limited
1.36% was held · Industrial Manufacturing
Biggest Add
One 97 Communications Limited
+1.05% · now 3.64%
Biggest Trim
Multi Commodity Exchange of India Limited
-1.34% · now 2.01%
🤝 Other funds also bought this month
Torrent Pharmaceuticals Limited 83 funds
Torrent Pharmaceuticals Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
Edel Nifty Alpha Low Volatility 30 Index Fund + more
Adani Enterprises Limited 72 funds
Adani Enterprises Limited
quant Dynamic Asset Allocation Fund
quant Quantamental Fund
Mirae Asset BSE India Defence ETF + more
GE Vernova T&D India Limited 53 funds
GE Vernova T&D India Limited
WCMC-The Wealth Company Mid cap fund
Taurus Mid Cap Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF + more
360 One WAM Limited 43 funds
360 One WAM Limited
Edel BSE Capital Markets & Insurance ETF
Canara Robeco Focused Fund - Direct Plan - Growth Option
WCMC-The Wealth Company Mid cap fund + more
Diamond Power Infrastructure Limited 34 funds
Diamond Power Infrastructure Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Active Momentum Fund- Direct-Growth
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option + more
Belrise Industries Ltd. 27 funds
Belrise Industries Ltd.
Motilal Oswal Consumption Fund-Direct-Growth
SBI Resurgent India Opportunities Scheme
Invesco India Manufacturing Fund - Direct Plan - Growth + more
👋 Other funds also exited
Polycab India Limited 54 funds
Polycab India Limited
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Motilal Oswal Infrastructure Fund-Direct-Growth
Motilal Oswal Contra Fund + more
Asian Paints Limited 53 funds
Asian Paints Limited
Kotak BSE Housing Index Fund - Direct Plan - Growth Option
Mirae Asset Great Consumer Fund
Edelweiss Nifty 100 Quality 30 Index Fund Direct Plan Growth + more
Dr. Reddy's Laboratories Limited 50 funds
Dr. Reddy's Laboratories Limited
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
Mirae Asset Healthcare Fund Direct Growth + more
Oil India Limited 49 funds
Oil India Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Mirae Asset Nifty Energy ETF
Sundaram Multi-Factor Fund - Direct - Growth + more
Jubilant Foodworks Limited 37 funds
Jubilant Foodworks Limited
Kotak Nifty India Tourism Index Fund-Direct-Growth Option
Motilal Oswal Quant Fund - Direct - Growth
Kotak Consumption Fund - Direct plan - Growth Option + more
Waaree Energies Limited 20 funds
Waaree Energies Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Motilal Oswal Infrastructure Fund-Direct-Growth
Motilal Oswal Special Opportunities Fund - Direct - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Aug 2026

Jun 2026 Aug 2026
🟢 14 New Entries 🔴 8 Exits ↑ 15 Increased ↓ 24 Decreased
#StockSectorWeight (Aug 2026)
1
RBL Bank Limited
₹10.80 Cr
Banks 1.54%
2
Torrent Pharmaceuticals Limited
₹10.37 Cr
Pharmaceuticals & Biotechnology 1.48%
3
Bosch Home Comfort India Limited
₹9.67 Cr
Consumer Durables 1.38%
4
Aditya Vision Ltd
₹9.52 Cr
Retailing 1.36%
5
Adani Enterprises Limited
₹8.57 Cr
Metals & Minerals Trading 1.23%
6
360 One WAM Limited
₹7.93 Cr
Capital Markets 1.13%
7
GE Vernova T&D India Limited
₹7.56 Cr
Electrical Equipment 1.08%
8
Wework India Management Limited
₹7.40 Cr
Commercial Services & Supplies 1.06%
9
APL Apollo Tubes Limited
₹7.39 Cr
Industrial Products 1.06%
10
UNO Minda Limited
₹6.12 Cr
Auto Components 0.88%
#StockSectorLast Weight (Jun 2026)
1
Kaynes Technology India Limited
₹9.44 Cr
Industrial Manufacturing 1.36%
2
Polycab India Limited
₹8.37 Cr
Industrial Products 1.21%
3
Dr. Reddy's Laboratories Limited
₹8.01 Cr
Pharmaceuticals & Biotechnology 1.16%
4
Asian Paints Limited
₹7.38 Cr
Consumer Durables 1.07%
5
Jubilant Foodworks Limited
₹7.14 Cr
Leisure Services 1.03%
6
Waaree Energies Limited
₹6.63 Cr
Electrical Equipment 0.96%
7
Cohance Lifesciences Limited
₹6.40 Cr
Pharmaceuticals & Biotechnology 0.92%
8
Oil India Limited
₹5.63 Cr
Oil 0.81%
#StockSectorJun 2026Aug 2026Change
1
One 97 Communications Limited
₹25.44 Cr
Financial Technology (Fintech) 2.59% 3.64% +1.05%
2
Coforge Limited
₹23.03 Cr
IT - Software 2.46% 3.29% +0.83%
3
Eternal Limited
₹19.69 Cr
Retailing 2.29% 2.81% +0.52%
4
Adani Power Limited
₹6.73 Cr
Power 0.53% 0.96% +0.43%
5
LTIMindtree Limited
₹7.95 Cr
IT - Software 0.72% 1.14% +0.42%
6
Kotak Mahindra Bank Limited
₹15.94 Cr
Banks 1.93% 2.28% +0.35%
7
Motilal Oswal Financial Services Limited
₹8.97 Cr
Capital Markets 0.96% 1.28% +0.32%
8
United Spirits Limited
₹12.67 Cr
Beverages 1.66% 1.81% +0.15%
9
Tata Motors Ltd
₹10.60 Cr
Agricultural, Commercial & Construction Vehicles 1.38% 1.51% +0.13%
10
SRF Limited
₹6.95 Cr
Chemicals & Petrochemicals 0.86% 0.99% +0.13%
#StockSectorJun 2026Aug 2026Change
1
Multi Commodity Exchange of India Limited
₹14.08 Cr
Capital Markets 3.35% 2.01% -1.34%
2
HDFC Bank Limited
₹10.99 Cr
Banks 2.31% 1.57% -0.74%
3
Larsen & Toubro Limited
₹10.07 Cr
Construction 2.16% 1.44% -0.72%
4
JSW Steel Limited
₹7.32 Cr
Ferrous Metals 1.77% 1.05% -0.72%
5
Bharti Airtel Limited
₹18.29 Cr
Telecom - Services 3.31% 2.61% -0.70%
6
NTPC Limited
₹10.29 Cr
Power 2.06% 1.47% -0.59%
7
Metropolis Healthcare Limited
₹9.02 Cr
Healthcare Services 1.83% 1.29% -0.54%
8
Bajaj Finance Limited
₹18.92 Cr
Finance 3.17% 2.70% -0.47%
9
Adani Ports and Special Economic Zone Limited
₹9.80 Cr
Transport Infrastructure 1.82% 1.40% -0.42%
10
InterGlobe Aviation Limited
₹10.60 Cr
Transport Services 1.78% 1.51% -0.27%

What Stocks Does This Fund Hold?

53 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹25.44 Cr
Financial Technology (Fintech)
3.64%
2
₹23.03 Cr
IT - Software
3.29%
3
₹19.69 Cr
Retailing
2.81%
4
₹18.92 Cr
Finance
2.70%
5
₹18.29 Cr
Telecom - Services
2.61%
6
₹16.98 Cr
Petroleum Products
2.43%
7
₹15.94 Cr
Banks
2.28%
8
₹15.14 Cr
Healthcare Services
2.16%
9
₹14.61 Cr
Banks
2.09%
10
₹14.08 Cr
Capital Markets
2.01%
🏆 Top stocks held by Aggressive Hybrid funds
See which stocks all active Aggressive Hybrid fund managers are buying — ranked by total value invested
🏦 JM Financial Mutual Fund — Portfolio & Holdings
See all funds managed by JM Financial 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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