← JM Financial Mutual Fund

JM Focused Fund (Direct) - Growth Option

Focused Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
28
Jul 2026
Equity Holdings
₹285.92 Cr
Equity only, excl. debt & cash
AAUM
₹273.15 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
25.0%
Diversified
Top 10 Weight
44.5%
Moderate
Changes
31
3 new · 3 exits
Top Sector
Banks
13.8% of portfolio
Launch Date
14 Jan 2008
10+ year track record

AAUM (Average Assets Under Management) of ₹273.15 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 Focused Fund (Direct) made 3 new additions and exited 3 stocks this month. The biggest new buy was CEAT Limited (Auto Components) at 3.62% weight. Max Healthcare Institute Limited was the biggest exit (Healthcare Services), which was held at 3.59%. Among existing holdings, Coforge Limited saw the biggest increase — now at 5.04% of the portfolio. JSW Energy Limited was trimmed the most, now at 1.54%. Ujjivan Small Finance Bank Limited remains the top holding with Banks the dominant sector at 13.8%. ↓ 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 13.2% 13.6% +0.4%
Finance 7.7% 8.3% +0.6%
Consumer Durables 8.5% 8.1% -0.4%
Retailing 7.3% 7.7% +0.4%
Automobiles 7.7% 5.8% -1.9%
Capital Markets 3.0% 5.6% +2.7%
Construction 5.1% 5.0% -0.1%
Financial Technology (Fintech) 4.2% 4.2% 0.0%
Transport Infrastructure 4.1% 4.1% -0.1%
Electrical Equipment 4.2% 3.9% -0.3%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 13.6% 13.8% +0.2%
Finance 8.3% 8.8% +0.6%
Consumer Durables 8.1% 8.1% 0.0%
Auto Components 3.1% 7.3% +4.2%
Automobiles 5.8% 6.4% +0.6%
Capital Markets 5.6% 6.0% +0.4%
IT - Software 3.3% 5.0% +1.7%
Construction 5.0% 4.5% -0.5%
Transport Infrastructure 4.1% 3.8% -0.3%
Electrical Equipment 3.9% 3.7% -0.1%
🟢
Biggest New Buy
CEAT Limited
3.62% weight · Auto Components
🔴
Biggest Exit
Max Healthcare Institute Limited
3.59% was held · Healthcare Services
Biggest Add
Coforge Limited
+1.73% · now 5.04%
Biggest Trim
JSW Energy Limited
-1.41% · now 1.54%
🤝 Other funds also bought this month
The Indian Hotels Company Limited 17 funds
The Indian Hotels Company Limited
Motilal Oswal Infrastructure Fund-Direct-Growth
Taurus Mid Cap Fund
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF + more
CEAT Limited 11 funds
CEAT Limited
JM Multi Asset Allocation Fund
ICICI Prudential Balanced Hybrid Fund
Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option + more
Dr. Lal Path Labs Limited 9 funds
Dr. Lal Path Labs Limited
WhiteOak Capital Pharma and Healthcare Fund
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
Navi Nifty SmallCap250 Momentum Qlty 100 + more
👋 Other funds also exited
Bharti Airtel Limited 58 funds
Bharti Airtel Limited
Sundaram Equity Savings Fund
Mirae Asset BSE Sensex ETF
BANDHAN BSE Sensex ETF + more
Max Healthcare Institute Limited 43 funds
Max Healthcare Institute Limited
Groww Nifty 50 ETF
Groww BSE Hospitals ETF FOF
Invesco India Large & Mid Cap Fund - Direct Plan - Growth + more
Trent Limited 42 funds
Trent Limited
Groww Nifty 50 ETF
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco India Consumption Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 3 New Entries 🔴 3 Exits ↑ 11 Increased ↓ 14 Decreased
#StockSectorWeight (Jul 2026)
1
CEAT Limited
₹10.46 Cr
Auto Components 3.62%
2
The Indian Hotels Company Limited
₹7.75 Cr
Leisure Services 2.68%
3
Dr. Lal Path Labs Limited
₹7.69 Cr
Healthcare Services 2.66%
#StockSectorLast Weight (Jun 2026)
1
Max Healthcare Institute Limited
₹10.28 Cr
Healthcare Services 3.59%
2
Trent Limited
₹10.09 Cr
Retailing 3.53%
3
Bharti Airtel Limited
₹6.85 Cr
Telecom - Services 2.39%
#StockSectorJun 2026Jul 2026Change
1
Coforge Limited
₹14.56 Cr
IT - Software 3.31% 5.04% +1.73%
2
InterGlobe Aviation Limited
₹9.88 Cr
Transport Services 2.65% 3.42% +0.77%
3
Honasa Consumer Limited
₹9.44 Cr
Personal Products 2.56% 3.27% +0.71%
4
IDFC First Bank Limited
₹14.61 Cr
Banks 4.37% 5.05% +0.68%
5
Bajaj Finance Limited
₹15.01 Cr
Finance 4.61% 5.19% +0.58%
6
Samvardhana Motherson International Limited
₹10.55 Cr
Auto Components 3.10% 3.65% +0.55%
7
Billionbrains Garage Ventures Ltd
₹8.63 Cr
Capital Markets 2.57% 2.99% +0.42%
8
Eicher Motors Limited
₹11.36 Cr
Automobiles 3.58% 3.93% +0.35%
9
Titan Company Limited
₹10.73 Cr
Consumer Durables 3.38% 3.71% +0.33%
10
Tata Motors Passenger Vehicles Limited
₹7.13 Cr
Automobiles 2.21% 2.47% +0.26%
#StockSectorJun 2026Jul 2026Change
1
JSW Energy Limited
₹4.44 Cr
Power 2.95% 1.54% -1.41%
2
One 97 Communications Limited
₹10.07 Cr
Financial Technology (Fintech) 4.19% 3.49% -0.70%
3
Hindustan Aeronautics Limited
₹6.97 Cr
Aerospace & Defense 3.06% 2.41% -0.65%
4
HDFC Bank Limited
₹10.10 Cr
Banks 4.04% 3.49% -0.55%
5
Eternal Limited
₹10.59 Cr
Retailing 4.16% 3.66% -0.50%
6
Larsen & Toubro Limited
₹13.00 Cr
Construction 4.99% 4.50% -0.49%
7
Amber Enterprises India Limited
₹12.69 Cr
Consumer Durables 4.75% 4.39% -0.36%
8
Adani Ports and Special Economic Zone Limited
₹10.86 Cr
Transport Infrastructure 4.05% 3.76% -0.29%
9
Gravita India Limited
₹7.19 Cr
Minerals & Mining 2.76% 2.49% -0.27%
10
Linde India Limited
₹7.04 Cr
Chemicals & Petrochemicals 2.66% 2.44% -0.22%

What Stocks Does This Fund Hold?

28 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹15.07 Cr
Banks
5.21%
2
₹15.01 Cr
Finance
5.19%
3
₹14.61 Cr
Banks
5.05%
4
₹14.56 Cr
IT - Software
5.04%
5
₹13.00 Cr
Construction
4.50%
6
₹12.69 Cr
Consumer Durables
4.39%
7
₹11.36 Cr
Automobiles
3.93%
8
₹10.86 Cr
Transport Infrastructure
3.76%
9
₹10.73 Cr
Electrical Equipment
3.71%
10
₹10.73 Cr
Consumer Durables
3.71%
🏆 Top stocks held by Focused funds
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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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