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JM Large & Mid Cap Fund (Direct) - Growth Option

Mid Cap Data as of Aug 2026 Comparing Mar 2026 → Aug 2026
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Stocks Held
64
Aug 2026
Equity Holdings
₹456.87 Cr
Equity only, excl. debt & cash
AAUM
₹417.67 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
13.7%
Diversified
Top 10 Weight
24.7%
Diversified
Changes
81
23 new · 17 exits
Top Sector
Banks
11.3% of portfolio
Launch Date
04 Jul 2025
1 years old

AAUM (Average Assets Under Management) of ₹417.67 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 Large & Mid Cap Fund (Direct) made 23 new additions and exited 17 stocks this month. The biggest new buy was Navin Fluorine International Limited (Chemicals & Petrochemicals) at 1.87% weight. Vedanta Limited was the biggest exit (Diversified Metals), which was held at 2.32%. Among existing holdings, Dixon Technologies (India) Limited saw the biggest increase — now at 2.03% of the portfolio. Reliance Industries Limited was trimmed the most, now at 1.96%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 11.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Banks 12.3% 11.3% -1.0%
Pharmaceuticals & Biotechnology 5.1% 6.6% +1.6%
Finance 6.8% 5.9% -0.9%
Automobiles 5.9% 5.8% 0.0%
Capital Markets 5.9% 5.6% -0.3%
IT - Software 4.9% 5.4% +0.5%
Consumer Durables 5.2% 3.8% -1.4%
Petroleum Products 2.8% 3.5% +0.7%
Telecom - Services 3.1% 3.2% +0.1%
Financial Technology (Fintech) 3.2% 3.1% 0.0%
Mar 2026 Aug 2026
Sector Prev Curr Delta
Banks 11.3% 11.3% +0.0%
Finance 5.9% 7.5% +1.6%
Pharmaceuticals & Biotechnology 6.6% 6.2% -0.4%
IT - Software 5.4% 5.8% +0.5%
Auto Components 1.0% 4.9% +3.9%
Capital Markets 5.6% 4.6% -1.0%
Consumer Durables 3.8% 4.5% +0.7%
Retailing 3.0% 4.2% +1.2%
Automobiles 5.8% 4.1% -1.7%
Financial Technology (Fintech) 3.1% 4.1% +0.9%
🟢
Biggest New Buy
Navin Fluorine International Limited
1.87% weight · Chemicals & Petrochemicals
🔴
Biggest Exit
Vedanta Limited
2.32% was held · Diversified Metals
Biggest Add
Dixon Technologies (India) Limited
+0.87% · now 2.03%
Biggest Trim
Reliance Industries Limited
-1.54% · now 1.96%
🤝 Other funds also bought this month
Billionbrains Garage Ventures Ltd 132 funds
Billionbrains Garage Ventures Ltd
JM Focused Fund (Direct) - Growth Option
Axis Nifty Capital Markets Index Fund
Motilal Oswal Financial Services Fund- Direct Growth + more
JSW Infrastructure Ltd 76 funds
JSW Infrastructure Ltd
WCMC-The Wealth Company Mid cap fund
SBI Resurgent India Opportunities Scheme
quant Infrastructure Fund - Growth Option-Direct Plan + more
Zydus Lifesciences Limited 76 funds
Zydus Lifesciences Limited
quant Healthcare Fund - Growth Option - Direct Plan
LIC MF Healthcare Fund-Direct Plan-Growth
quant Quantamental Fund + more
Piramal Finance Ltd 71 funds
Piramal Finance Ltd
quant Quantamental Fund
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Multi Cap Fund-Direct Plan Growth + more
Ashok Leyland Limited 70 funds
Ashok Leyland Limited
HDFC Nifty Auto Index Fund
ICICI Prudential Focused Fund
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund + more
The Indian Hotels Company Limited 65 funds
The Indian Hotels Company Limited
WCMC-The Wealth Company Mid cap fund
Motilal Oswal Infrastructure Fund-Direct-Growth
Taurus Mid Cap Fund + more
👋 Other funds also exited
Vedanta Limited 147 funds
Vedanta Limited
Kotak Nifty MNC ETF
Tata Resources & Energy Fund-Direct Plan-Growth
SBI Quant Fund- Direct Plan- Growth + more
Hero MotoCorp Limited 125 funds
Hero MotoCorp Limited
Kotak Transportation & Logistics Fund-Direct Growth
Kotak Special Opportunities Fund - Direct Plan - Growth Option
Kotak Consumption Fund - Direct plan - Growth Option + more
ITC Limited 98 funds
ITC Limited
Kotak Nifty Top 10 Equal Weight Index Fund-Direct Plan-Growth
Kotak Nifty India Consumption ETF
Kotak Consumption Fund - Direct plan - Growth Option + more
Lupin Limited 88 funds
Lupin Limited
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth
Motilal Oswal Quant Fund - Direct - Growth + more
Dr. Reddy's Laboratories Limited 72 funds
Dr. Reddy's Laboratories Limited
Mirae Asset Healthcare Fund Direct Growth
Samco Multi Cap Fund
PGIM India Healthcare Fund - Direct Plan - Growth Option + more
Oil India Limited 70 funds
Oil India Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Sundaram Multi-Factor Fund - Direct - Growth
Mirae Asset Nifty Energy ETF + more

What Changed in the Portfolio This Month?

Comparing Mar 2026 → Aug 2026

Mar 2026 Aug 2026
🟢 23 New Entries 🔴 17 Exits ↑ 20 Increased ↓ 21 Decreased
#StockSectorWeight (Aug 2026)
1
Navin Fluorine International Limited
₹8.67 Cr
Chemicals & Petrochemicals 1.87%
2
Aster DM Healthcare Limited
₹8.61 Cr
Healthcare Services 1.85%
3
Billionbrains Garage Ventures Ltd
₹6.68 Cr
Capital Markets 1.44%
4
Vishal Mega Mart Limited
₹6.36 Cr
Retailing 1.37%
5
Glenmark Pharmaceuticals Limited
₹6.35 Cr
Pharmaceuticals & Biotechnology 1.37%
6
Mankind Pharma Limited
₹6.16 Cr
Pharmaceuticals & Biotechnology 1.33%
7
City Union Bank Limited
₹6.08 Cr
Banks 1.31%
8
Zydus Lifesciences Limited
₹5.92 Cr
Pharmaceuticals & Biotechnology 1.28%
9
Sansera Engineering Limited
₹5.74 Cr
Auto Components 1.24%
10
The Indian Hotels Company Limited
₹5.68 Cr
Leisure Services 1.22%
#StockSectorLast Weight (Mar 2026)
1
Vedanta Limited
₹8.58 Cr
Diversified Metals 2.32%
2
Coromandel International Limited
₹7.25 Cr
Fertilizers & Agrochemicals 1.96%
3
Oil India Limited
₹7.23 Cr
Oil 1.95%
4
Waaree Energies Limited
₹6.78 Cr
Electrical Equipment 1.83%
5
Dr. Reddy's Laboratories Limited
₹6.26 Cr
Pharmaceuticals & Biotechnology 1.69%
6
KEI Industries Limited
₹5.54 Cr
Industrial Products 1.49%
7
Hero MotoCorp Limited
₹5.19 Cr
Automobiles 1.40%
8
ITC Limited
₹5.18 Cr
Diversified FMCG 1.40%
9
Lupin Limited
₹4.86 Cr
Pharmaceuticals & Biotechnology 1.31%
10
Nippon Life India Asset Management Limited
₹4.77 Cr
Capital Markets 1.29%
#StockSectorMar 2026Aug 2026Change
1
Dixon Technologies (India) Limited
₹9.43 Cr
Consumer Durables 1.16% 2.03% +0.87%
2
One 97 Communications Limited
₹12.22 Cr
Financial Technology (Fintech) 1.77% 2.63% +0.86%
3
GE Vernova T&D India Limited
₹9.04 Cr
Electrical Equipment 1.27% 1.95% +0.68%
4
UNO Minda Limited
₹7.46 Cr
Auto Components 0.98% 1.61% +0.63%
5
Motilal Oswal Financial Services Limited
₹7.67 Cr
Capital Markets 1.05% 1.65% +0.60%
6
Coforge Limited
₹11.06 Cr
IT - Software 1.84% 2.38% +0.54%
7
Radico Khaitan Limited
₹9.66 Cr
Beverages 1.55% 2.08% +0.53%
8
Wework India Management Limited
₹7.17 Cr
Commercial Services & Supplies 1.10% 1.54% +0.44%
9
CarTrade Tech Limited
₹6.10 Cr
Retailing 0.87% 1.31% +0.44%
10
Tech Mahindra Limited
₹7.29 Cr
IT - Software 1.17% 1.57% +0.40%
#StockSectorMar 2026Aug 2026Change
1
Reliance Industries Limited
₹9.12 Cr
Petroleum Products 3.50% 1.96% -1.54%
2
Fortis Healthcare Limited
₹7.26 Cr
Healthcare Services 2.58% 1.56% -1.02%
3
Bharti Airtel Limited
₹10.06 Cr
Telecom - Services 3.18% 2.17% -1.01%
4
HDFC Bank Limited
₹11.91 Cr
Banks 3.32% 2.56% -0.76%
5
LG Electronics India Ltd
₹9.56 Cr
Consumer Durables 2.66% 2.06% -0.60%
6
Jindal Steel Limited
₹7.37 Cr
Ferrous Metals 2.13% 1.59% -0.54%
7
Persistent Systems Limited
₹8.62 Cr
IT - Software 2.34% 1.85% -0.49%
8
BSE Limited
₹7.19 Cr
Capital Markets 2.00% 1.55% -0.45%
9
Adani Ports and Special Economic Zone Limited
₹5.02 Cr
Transport Infrastructure 1.50% 1.08% -0.42%
10
ICICI Bank Limited
₹16.14 Cr
Banks 3.88% 3.47% -0.41%

What Stocks Does This Fund Hold?

64 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹16.14 Cr
Banks
3.47%
2
₹12.37 Cr
Finance
2.66%
3
₹12.22 Cr
Financial Technology (Fintech)
2.63%
4
₹11.91 Cr
Banks
2.56%
5
₹11.06 Cr
IT - Software
2.38%
6
₹10.60 Cr
Banks
2.28%
7
₹10.44 Cr
Pharmaceuticals & Biotechnology
2.25%
8
₹10.21 Cr
Finance
2.20%
9
₹10.06 Cr
Telecom - Services
2.17%
10
₹9.66 Cr
Beverages
2.08%
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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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