← JM Financial Mutual Fund

JM ELSS Tax Saver Fund (Direct) - Growth Option

ELSS Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
54
Aug 2026
Equity Holdings
₹244.64 Cr
Equity only, excl. debt & cash
AAUM
₹201.56 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
14.6%
Diversified
Top 10 Weight
26.8%
Diversified
Changes
56
4 new · 4 exits
Top Sector
Banks
12.6% of portfolio
Launch Date
24 Dec 2007
10+ year track record

AAUM (Average Assets Under Management) of ₹201.56 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 ELSS Tax Saver Fund (Direct) made 4 new additions and exited 4 stocks this month. The biggest new buy was EPL Limited (Industrial Products) at 1.29% weight. Lupin Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 2.29%. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 3.28% of the portfolio. Wework India Management Limited was trimmed the most, now at 2.04%. One 97 Communications Limited remains the top holding with Banks the dominant sector at 12.6%. ↓ 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 12.4% 12.2% -0.2%
Finance 10.4% 10.7% +0.3%
Retailing 4.9% 6.0% +1.1%
IT - Software 5.0% 5.2% +0.3%
Automobiles 5.5% 4.8% -0.7%
Industrial Manufacturing 5.3% 4.5% -0.8%
Auto Components 2.7% 4.3% +1.6%
Pharmaceuticals & Biotechnology 4.2% 4.0% -0.2%
Commercial Services & Supplies 2.5% 3.8% +1.3%
Leisure Services 3.7% 3.6% -0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 12.2% 12.6% +0.5%
Finance 10.7% 10.3% -0.5%
Retailing 6.0% 6.5% +0.6%
IT - Software 5.2% 5.4% +0.2%
Automobiles 4.8% 4.9% +0.0%
Industrial Products 3.1% 4.8% +1.7%
Industrial Manufacturing 4.5% 4.4% -0.1%
Healthcare Services 3.0% 3.7% +0.7%
Auto Components 4.3% 3.6% -0.7%
Commercial Services & Supplies 3.8% 3.3% -0.4%
🟢
Biggest New Buy
EPL Limited
1.29% weight · Industrial Products
🔴
Biggest Exit
Lupin Limited
2.29% was held · Pharmaceuticals & Biotechnology
Biggest Add
One 97 Communications Limited
+0.65% · now 3.28%
Biggest Trim
Wework India Management Limited
-0.53% · now 2.04%
🤝 Other funds also bought this month
Zydus Lifesciences Limited 27 funds
Zydus Lifesciences Limited
quant Healthcare Fund - Growth Option - Direct Plan
quant Quantamental Fund
quant Aggressive Hybrid Fund-Growth Option-Direct Plan + more
EPL Limited 1 fund
EPL Limited
Mirae Asset Nifty Total Market Index Fund
👋 Other funds also exited
Lupin Limited 41 funds
Lupin Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND
Mirae Asset Healthcare Fund Direct Growth + more
Jubilant Foodworks Limited 24 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
KEC International Limited 14 funds
KEC International Limited
Motilal Oswal Small Cap Fund - Direct - Growth
HSBC Infrastructure Fund - Direct Growth
Invesco India Infrastructure Fund - Direct Plan - Growth Option + more
CEAT Limited 9 funds
CEAT Limited
Mirae Asset Great Consumer Fund
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth
Mirae Asset Large & Midcap Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 4 New Entries 🔴 4 Exits ↑ 24 Increased ↓ 24 Decreased
#StockSectorWeight (Aug 2026)
1
EPL Limited
₹3.20 Cr
Industrial Products 1.29%
2
Oriental Hotels Limited
₹2.92 Cr
Leisure Services 1.18%
3
GNG Electronics Ltd.
₹2.92 Cr
IT - Hardware 1.17%
4
Zydus Lifesciences Limited
₹2.55 Cr
Pharmaceuticals & Biotechnology 1.03%
#StockSectorLast Weight (Jul 2026)
1
Lupin Limited
₹5.55 Cr
Pharmaceuticals & Biotechnology 2.29%
2
Jubilant Foodworks Limited
₹3.27 Cr
Leisure Services 1.35%
3
KEC International Limited
₹3.16 Cr
Construction 1.31%
4
CEAT Limited
₹2.25 Cr
Auto Components 0.93%
#StockSectorJul 2026Aug 2026Change
1
One 97 Communications Limited
₹8.13 Cr
Financial Technology (Fintech) 2.63% 3.28% +0.65%
2
Sagility Limited
₹3.36 Cr
IT - Services 0.73% 1.36% +0.63%
3
Fortis Healthcare Limited
₹5.58 Cr
Healthcare Services 1.78% 2.25% +0.47%
4
State Bank of India
₹5.32 Cr
Banks 1.72% 2.14% +0.42%
5
Eternal Limited
₹5.12 Cr
Retailing 1.75% 2.06% +0.31%
6
Kotak Mahindra Bank Limited
₹5.10 Cr
Banks 1.75% 2.05% +0.30%
7
Finolex Cables Limited
₹3.75 Cr
Industrial Products 1.23% 1.51% +0.28%
8
Coforge Limited
₹5.66 Cr
IT - Software 2.02% 2.28% +0.26%
9
Artemis Medicare Services Limited
₹3.69 Cr
Healthcare Services 1.26% 1.49% +0.23%
10
Navin Fluorine International Limited
₹4.16 Cr
Chemicals & Petrochemicals 1.50% 1.68% +0.18%
#StockSectorJul 2026Aug 2026Change
1
Wework India Management Limited
₹5.06 Cr
Commercial Services & Supplies 2.57% 2.04% -0.53%
2
Bharti Airtel Limited
₹5.97 Cr
Telecom - Services 2.68% 2.41% -0.27%
3
Travel Food Services Limited
₹4.96 Cr
Leisure Services 2.24% 2.00% -0.24%
4
BSE Limited
₹4.10 Cr
Capital Markets 1.88% 1.65% -0.23%
5
HDFC Bank Limited
₹6.97 Cr
Banks 3.03% 2.81% -0.22%
6
Bajaj Finance Limited
₹5.13 Cr
Finance 2.28% 2.07% -0.21%
7
SML Mahindra Limited
₹3.06 Cr
Agricultural, Commercial & Construction Vehicles 1.41% 1.23% -0.18%
8
Onesource Specialty Pharma Limited
₹3.80 Cr
Pharmaceuticals & Biotechnology 1.67% 1.53% -0.14%
9
Reliance Industries Limited
₹6.82 Cr
Petroleum Products 2.88% 2.75% -0.13%
10
Sanathan Textiles Limited
₹4.41 Cr
Textiles & Apparels 1.91% 1.78% -0.13%

What Stocks Does This Fund Hold?

54 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹8.13 Cr
Financial Technology (Fintech)
3.28%
2
₹7.09 Cr
Industrial Manufacturing
2.86%
3
₹7.05 Cr
Banks
2.84%
4
₹6.97 Cr
Banks
2.81%
5
₹6.92 Cr
Banks
2.79%
6
₹6.82 Cr
Petroleum Products
2.75%
7
₹6.18 Cr
Retailing
2.49%
8
₹5.97 Cr
Telecom - Services
2.41%
9
₹5.66 Cr
IT - Software
2.28%
10
₹5.58 Cr
Healthcare Services
2.25%
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🏦 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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