← JM Financial Mutual Fund

JM Focused Fund (Direct) - Growth Option

Focused Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
27
Aug 2026
Equity Holdings
₹285.69 Cr
Equity only, excl. debt & cash
AAUM
₹273.15 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
25.0%
Diversified
Top 10 Weight
45.4%
Moderate
Changes
27
0 new · 1 exits
Top Sector
Banks
13.0% 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) exited 1 stock from its portfolio this month. Dr. Lal Path Labs Limited was the biggest exit (Healthcare Services), which was held at 2.66%. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 4.40% of the portfolio. Adani Ports and Special Economic Zone Limited was trimmed the most, now at 3.21%. Coforge Limited remains the top holding with Banks the dominant sector at 13.0%. ↓ 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 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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 13.8% 13.0% -0.7%
Finance 8.8% 8.5% -0.3%
Consumer Durables 8.1% 8.0% -0.2%
Auto Components 7.3% 7.6% +0.4%
Capital Markets 6.0% 6.6% +0.6%
Automobiles 6.4% 6.2% -0.2%
IT - Software 5.0% 5.7% +0.7%
Construction 4.5% 4.6% +0.1%
Financial Technology (Fintech) 3.5% 4.4% +0.9%
Retailing 3.7% 3.9% +0.3%
🔴
Biggest Exit
Dr. Lal Path Labs Limited
2.66% was held · Healthcare Services
Biggest Add
One 97 Communications Limited
+0.91% · now 4.40%
Biggest Trim
Adani Ports and Special Economic Zone Limited
-0.55% · now 3.21%
👋 Other funds also exited
Dr. Lal Path Labs Limited 17 funds
Dr. Lal Path Labs Limited
Mirae Asset Healthcare Fund Direct Growth
Mirae Asset Small Cap Fund - Direct Plan - Growth
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🔴 1 Exit ↑ 13 Increased ↓ 13 Decreased
#StockSectorLast Weight (Jul 2026)
1
Dr. Lal Path Labs Limited
₹7.69 Cr
Healthcare Services 2.66%
#StockSectorJul 2026Aug 2026Change
1
One 97 Communications Limited
₹12.88 Cr
Financial Technology (Fintech) 3.49% 4.40% +0.91%
2
JSW Energy Limited
₹6.77 Cr
Power 1.54% 2.31% +0.77%
3
Coforge Limited
₹16.80 Cr
IT - Software 5.04% 5.74% +0.70%
4
Billionbrains Garage Ventures Ltd
₹10.45 Cr
Capital Markets 2.99% 3.57% +0.58%
5
Samvardhana Motherson International Limited
₹11.95 Cr
Auto Components 3.65% 4.08% +0.43%
6
Eternal Limited
₹11.48 Cr
Retailing 3.66% 3.92% +0.26%
7
Gravita India Limited
₹8.01 Cr
Minerals & Mining 2.49% 2.73% +0.24%
8
Honasa Consumer Limited
₹10.10 Cr
Personal Products 3.27% 3.45% +0.18%
9
Shriram Finance Limited
₹11.10 Cr
Finance 3.62% 3.79% +0.17%
10
Titan Company Limited
₹11.23 Cr
Consumer Durables 3.71% 3.83% +0.12%
#StockSectorJul 2026Aug 2026Change
1
Adani Ports and Special Economic Zone Limited
₹9.40 Cr
Transport Infrastructure 3.76% 3.21% -0.55%
2
Bajaj Finance Limited
₹13.90 Cr
Finance 5.19% 4.75% -0.44%
3
Ujjivan Small Finance Bank Limited
₹14.17 Cr
Banks 5.21% 4.84% -0.37%
4
HDFC Bank Limited
₹9.15 Cr
Banks 3.49% 3.12% -0.37%
5
Amber Enterprises India Limited
₹12.08 Cr
Consumer Durables 4.39% 4.12% -0.27%
6
Onesource Specialty Pharma Limited
₹9.52 Cr
Pharmaceuticals & Biotechnology 3.51% 3.25% -0.26%
7
Tata Motors Passenger Vehicles Limited
₹6.49 Cr
Automobiles 2.47% 2.22% -0.25%
8
Hindustan Aeronautics Limited
₹6.48 Cr
Aerospace & Defense 2.41% 2.21% -0.20%
9
Premier Energies Limited
₹10.36 Cr
Electrical Equipment 3.71% 3.54% -0.17%
10
Linde India Limited
₹6.66 Cr
Chemicals & Petrochemicals 2.44% 2.28% -0.16%

What Stocks Does This Fund Hold?

27 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹16.80 Cr
IT - Software
5.74%
2
₹14.83 Cr
Banks
5.06%
3
₹14.17 Cr
Banks
4.84%
4
₹13.90 Cr
Finance
4.75%
5
₹13.35 Cr
Construction
4.56%
6
₹12.88 Cr
Financial Technology (Fintech)
4.40%
7
₹12.08 Cr
Consumer Durables
4.12%
8
₹11.95 Cr
Auto Components
4.08%
9
₹11.53 Cr
Automobiles
3.94%
10
₹11.48 Cr
Retailing
3.92%
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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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