← JM Financial Mutual Fund

JM Large Cap Fund (Direct) - Growth Option

Large Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
51
Jul 2026
Equity Holdings
₹393.42 Cr
Equity only, excl. debt & cash
AAUM
₹380.13 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
22.6%
Diversified
Top 10 Weight
37.0%
Diversified
Changes
57
8 new · 6 exits
Top Sector
Banks
20.9% of portfolio
Launch Date
01 Apr 1995
10+ year track record

AAUM (Average Assets Under Management) of ₹380.13 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 Cap Fund (Direct) made 8 new additions and exited 6 stocks this month. The biggest new buy was Adani Enterprises Limited (Metals & Minerals Trading) at 1.07% weight. Hindalco Industries Limited was the biggest exit (Non - Ferrous Metals), which was held at 1.53%. Among existing holdings, Titan Company Limited saw the biggest increase — now at 2.35% of the portfolio. HDFC Bank Limited was trimmed the most, now at 5.65%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 20.9%. ↓ 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 19.7% 21.9% +2.2%
Automobiles 7.2% 7.4% +0.2%
Finance 6.5% 6.4% -0.1%
IT - Software 6.5% 5.7% -0.9%
Pharmaceuticals & Biotechnology 5.2% 5.4% +0.2%
Telecom - Services 3.9% 4.0% +0.1%
Retailing 3.4% 3.8% +0.4%
Power 3.6% 3.5% -0.1%
Construction 3.2% 3.3% +0.1%
Petroleum Products 5.7% 3.2% -2.6%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 21.9% 20.9% -1.0%
Automobiles 7.4% 8.2% +0.8%
IT - Software 5.7% 5.9% +0.2%
Finance 6.4% 5.5% -0.9%
Pharmaceuticals & Biotechnology 5.4% 4.7% -0.6%
Capital Markets 1.6% 4.3% +2.7%
Telecom - Services 4.0% 3.9% -0.2%
Petroleum Products 3.2% 3.3% +0.1%
Power 3.5% 3.2% -0.3%
Construction 3.3% 2.9% -0.3%
🟢
Biggest New Buy
Adani Enterprises Limited
1.07% weight · Metals & Minerals Trading
🔴
Biggest Exit
Hindalco Industries Limited
1.53% was held · Non - Ferrous Metals
Biggest Add
Titan Company Limited
+0.50% · now 2.35%
Biggest Trim
HDFC Bank Limited
-1.25% · now 5.65%
🤝 Other funds also bought this month
SBI Funds Management Limited 89 funds
SBI Funds Management Limited
Helios Financial Services Fund - Direct Plan - Growth Option
quant BFSI Fund - Growth Option - Direct Plan
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth + more
Adani Enterprises Limited 73 funds
Adani Enterprises Limited
quant Dynamic Asset Allocation Fund
quant ESG Integration Strategy Fund
Samco Active Momentum Fund + more
Hitachi Energy India Limited 23 funds
Hitachi Energy India Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
SAMCO FLEXICAP FUND + more
Solar Industries India Limited 23 funds
Solar Industries India Limited
ITI Focused Equity Fund
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth
Edelweiss Nifty 100 Quality 30 Index Fnd + more
Billionbrains Garage Ventures Ltd 22 funds
Billionbrains Garage Ventures Ltd
Edel BSE Capital Markets & Insurance ETF
Kotak Focused Fund- Direct Plan- Growth option
Motilal Oswal Asset Management Company Limited + more
BSE Limited 17 funds
BSE Limited
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
DSP Nifty Midcap 150 Qlty 50 Index Fund
SBI Nifty Midcap150 ETF + more
👋 Other funds also exited
Hindalco Industries Limited 48 funds
Hindalco Industries Limited
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF
Groww Nifty 500 Momentum 50 ETF FOF + more
Dr. Reddy's Laboratories Limited 42 funds
Dr. Reddy's Laboratories Limited
Groww Nifty 50 ETF
Mirae Asset Nifty 500 Healthcare ETF
Edelweiss MSCI India Domestic & World Healthcare 45 Index 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
HDFC Life Insurance Company Limited 37 funds
HDFC Life Insurance Company Limited
Groww Nifty 50 ETF
Edelweiss BSE Capital Markets & Insurance ETF - Growth
quant Dynamic Asset Allocation Fund + more
Muthoot Finance Limited 37 funds
Muthoot Finance Limited
SAMCO ELSS TAX SAVER FUND
SBI Quant Fund- Direct Plan- Growth
SAMCO FLEXICAP FUND + more
Avenue Supermarts Limited 33 funds
Avenue Supermarts Limited
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option
Mirae Asset Nifty Next 50 ETF
Aditya Birla Sunlife Nifty Next 50 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 8 New Entries 🔴 6 Exits ↑ 25 Increased ↓ 18 Decreased
#StockSectorWeight (Jul 2026)
1
Adani Enterprises Limited
₹4.29 Cr
Metals & Minerals Trading 1.07%
2
Samvardhana Motherson International Limited
₹4.07 Cr
Auto Components 1.01%
3
Vedanta Aluminium Metal Limited
₹4.04 Cr
Metals & Minerals Trading 1.01%
4
Solar Industries India Limited
₹3.95 Cr
Chemicals & Petrochemicals 0.98%
5
Hitachi Energy India Limited
₹3.91 Cr
Electrical Equipment 0.97%
6
Billionbrains Garage Ventures Ltd
₹3.89 Cr
Capital Markets 0.97%
7
BSE Limited
₹3.76 Cr
Capital Markets 0.93%
8
SBI Funds Management Limited
₹2.57 Cr
Capital Markets 0.64%
#StockSectorLast Weight (Jun 2026)
1
Hindalco Industries Limited
₹6.27 Cr
Non - Ferrous Metals 1.53%
2
Trent Limited
₹5.81 Cr
Retailing 1.42%
3
Dr. Reddy's Laboratories Limited
₹5.46 Cr
Pharmaceuticals & Biotechnology 1.33%
4
Muthoot Finance Limited
₹4.73 Cr
Finance 1.16%
5
HDFC Life Insurance Company Limited
₹4.70 Cr
Insurance 1.15%
6
Avenue Supermarts Limited
₹3.83 Cr
Retailing 0.94%
#StockSectorJun 2026Jul 2026Change
1
Titan Company Limited
₹9.46 Cr
Consumer Durables 1.85% 2.35% +0.50%
2
TVS Motor Company Limited
₹8.39 Cr
Automobiles 1.65% 2.09% +0.44%
3
Bajaj Finance Limited
₹12.84 Cr
Finance 2.76% 3.19% +0.43%
4
Divi's Laboratories Limited
₹7.36 Cr
Pharmaceuticals & Biotechnology 1.47% 1.83% +0.36%
5
One 97 Communications Limited
₹8.27 Cr
Financial Technology (Fintech) 1.72% 2.06% +0.34%
6
Torrent Pharmaceuticals Limited
₹11.67 Cr
Pharmaceuticals & Biotechnology 2.57% 2.90% +0.33%
7
ICICI Bank Limited
₹21.99 Cr
Banks 5.15% 5.47% +0.32%
8
Coforge Limited
₹7.15 Cr
IT - Software 1.49% 1.78% +0.29%
9
Mahindra & Mahindra Limited
₹10.13 Cr
Automobiles 2.24% 2.52% +0.28%
10
Hindustan Zinc Limited
₹4.79 Cr
Non - Ferrous Metals 0.91% 1.19% +0.28%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹22.72 Cr
Banks 6.90% 5.65% -1.25%
2
Tata Steel Limited
₹4.50 Cr
Ferrous Metals 1.59% 1.12% -0.47%
3
Polycab India Limited
₹4.44 Cr
Industrial Products 1.45% 1.10% -0.35%
4
Larsen & Toubro Limited
₹11.78 Cr
Construction 3.27% 2.93% -0.34%
5
Infosys Limited
₹4.65 Cr
IT - Software 1.49% 1.16% -0.33%
6
JSW Energy Limited
₹7.38 Cr
Power 2.14% 1.84% -0.30%
7
InterGlobe Aviation Limited
₹6.54 Cr
Transport Services 1.90% 1.63% -0.27%
8
Cummins India Limited
₹4.53 Cr
Industrial Products 1.38% 1.13% -0.25%
9
Axis Bank Limited
₹11.24 Cr
Banks 3.01% 2.80% -0.21%
10
Bharti Airtel Limited
₹15.49 Cr
Telecom - Services 4.03% 3.85% -0.18%

What Stocks Does This Fund Hold?

51 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹22.72 Cr
Banks
5.65%
2
₹21.99 Cr
Banks
5.47%
3
₹17.37 Cr
Banks
4.32%
4
₹15.49 Cr
Telecom - Services
3.85%
5
₹13.17 Cr
Petroleum Products
3.28%
6
₹12.84 Cr
Finance
3.19%
7
₹11.78 Cr
Construction
2.93%
8
₹11.67 Cr
Pharmaceuticals & Biotechnology
2.90%
9
₹11.24 Cr
Banks
2.80%
10
₹10.55 Cr
Healthcare Services
2.62%
🏆 Top stocks held by Large Cap 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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