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JM Large Cap Fund (Direct) - Growth Option

Large Cap Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
49
May 2026
Equity Holdings
₹408.25 Cr
Equity only, excl. debt & cash
Top 5 Weight
24.3%
Diversified
Top 10 Weight
38.0%
Diversified
Changes
46
2 new · 0 exits
Top Sector
Banks
19.7% of portfolio
📋 What Happened This Month JM Large Cap Fund (Direct) added 2 new stocks to its portfolio this month. The biggest new buy was Coforge Limited (IT - Software) at 0.72% weight. Among existing holdings, ICICI Bank Limited saw the biggest increase — now at 4.39% of the portfolio. Dr. Reddy's Laboratories Limited was trimmed the most, now at 1.26%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 19.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 21.5% 19.6% -1.9%
Automobiles 7.1% 7.1% -0.1%
Finance 6.0% 6.2% +0.3%
Petroleum Products 6.2% 6.1% -0.1%
Pharmaceuticals & Biotechnology 6.4% 6.1% -0.3%
IT - Software 6.0% 5.8% -0.2%
Telecom - Services 4.3% 4.0% -0.3%
Power 3.3% 3.5% +0.2%
Retailing 2.3% 3.4% +1.1%
Construction 3.8% 3.3% -0.5%
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 19.6% 19.7% +0.1%
Automobiles 7.1% 7.2% +0.1%
IT - Software 5.8% 6.5% +0.7%
Finance 6.2% 6.5% +0.3%
Petroleum Products 6.1% 5.7% -0.4%
Pharmaceuticals & Biotechnology 6.1% 5.2% -1.0%
Telecom - Services 4.0% 3.9% -0.1%
Power 3.5% 3.6% +0.1%
Retailing 3.4% 3.4% 0.0%
Construction 3.3% 3.2% -0.1%
🟢
Biggest New Buy
Coforge Limited
0.72% weight · IT - Software
Biggest Add
ICICI Bank Limited
+0.50% · now 4.39%
Biggest Trim
Dr. Reddy's Laboratories Limited
-0.50% · now 1.26%
🤝 Other funds also bought this month
Hindustan Zinc Limited 27 funds
Hindustan Zinc Limited
Mirae Asset BSE 500 Dividend Leaders 50 ETF
360 ONE QUANT FUND DIRECT GROWTH
Motilal Oswal BSE Quality Index Fund + more
Coforge Limited 26 funds
Coforge Limited
ICICI Prudential Nifty IT Index Fund - Direct Plan - Growth
TRUSTMF MID CAP FUND -DIRECT -GROWTH
SBI Innovative Opportunities Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 2 New Entries ↑ 22 Increased ↓ 22 Decreased
#StockSectorWeight (May 2026)
1
Coforge Limited
₹2.99 Cr
IT - Software 0.72%
2
Hindustan Zinc Limited
₹2.40 Cr
Non - Ferrous Metals 0.58%
#StockSectorApr 2026May 2026Change
1
ICICI Bank Limited
₹18.27 Cr
Banks 3.89% 4.39% +0.50%
2
Adani Ports and Special Economic Zone Limited
₹11.14 Cr
Transport Infrastructure 2.43% 2.68% +0.25%
3
Muthoot Finance Limited
₹5.27 Cr
Finance 1.04% 1.27% +0.23%
4
Hindalco Industries Limited
₹9.52 Cr
Non - Ferrous Metals 2.08% 2.29% +0.21%
5
Bajaj Auto Limited
₹7.34 Cr
Automobiles 1.59% 1.77% +0.18%
6
Titan Company Limited
₹7.01 Cr
Consumer Durables 1.53% 1.69% +0.16%
7
Cummins India Limited
₹5.88 Cr
Industrial Products 1.25% 1.41% +0.16%
8
JSW Energy Limited
₹8.93 Cr
Power 2.00% 2.15% +0.15%
9
360 One WAM Limited
₹6.88 Cr
Capital Markets 1.53% 1.66% +0.13%
10
SRF Limited
₹4.48 Cr
Chemicals & Petrochemicals 0.99% 1.08% +0.09%
#StockSectorApr 2026May 2026Change
1
Dr. Reddy's Laboratories Limited
₹5.24 Cr
Pharmaceuticals & Biotechnology 1.76% 1.26% -0.50%
2
Reliance Industries Limited
₹23.87 Cr
Petroleum Products 6.13% 5.74% -0.39%
3
Divi's Laboratories Limited
₹6.09 Cr
Pharmaceuticals & Biotechnology 1.86% 1.47% -0.39%
4
State Bank of India
₹16.31 Cr
Banks 4.28% 3.92% -0.36%
5
HDFC Bank Limited
₹26.33 Cr
Banks 6.47% 6.33% -0.14%
6
Larsen & Toubro Limited
₹13.17 Cr
Construction 3.31% 3.17% -0.14%
7
Britannia Industries Limited
₹6.40 Cr
Food Products 1.67% 1.54% -0.13%
8
ITC Limited
₹6.02 Cr
Diversified FMCG 1.57% 1.45% -0.12%
9
Avenue Supermarts Limited
₹3.55 Cr
Retailing 0.95% 0.85% -0.10%
10
Torrent Pharmaceuticals Limited
₹10.04 Cr
Pharmaceuticals & Biotechnology 2.51% 2.42% -0.09%

What Stocks Does This Fund Hold?

49 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹26.33 Cr
Banks
6.33%
2
₹23.87 Cr
Petroleum Products
5.74%
3
₹18.27 Cr
Banks
4.39%
4
₹16.31 Cr
Banks
3.92%
5
₹16.27 Cr
Telecom - Services
3.91%
6
₹13.17 Cr
Construction
3.17%
7
₹11.32 Cr
Finance
2.72%
8
₹11.14 Cr
Transport Infrastructure
2.68%
9
₹10.77 Cr
Banks
2.59%
10
₹10.53 Cr
Healthcare Services
2.53%
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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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