← JM Financial Mutual Fund

JM Large and Midcap Fund

Mid Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
64
Jul 2026
Equity Holdings
₹441.88 Cr
Equity only, excl. debt & cash
AAUM
₹417.67 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
14.2%
Diversified
Top 10 Weight
25.4%
Diversified
Changes
68
5 new · 4 exits
Top Sector
Banks
11.2% 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 and Midcap Fund made 5 new additions and exited 4 stocks this month. The biggest new buy was Aster DM Healthcare Limited (Healthcare Services) at 1.61% weight. Dr. Reddy's Laboratories Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 1.79%. Among existing holdings, Honeywell Automation India Limited saw the biggest increase — now at 1.10% of the portfolio. Fortis Healthcare Limited was trimmed the most, now at 1.69%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 11.2%. ↓ 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 10.9% 11.4% +0.5%
Finance 6.2% 6.2% +0.0%
Capital Markets 5.9% 5.9% -0.1%
Pharmaceuticals & Biotechnology 5.1% 5.2% +0.1%
Retailing 4.6% 5.0% +0.4%
IT - Software 5.4% 4.9% -0.5%
Automobiles 4.0% 4.0% 0.0%
Electrical Equipment 3.9% 3.9% +0.0%
Consumer Durables 4.0% 3.5% -0.5%
Financial Technology (Fintech) 3.5% 3.4% -0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 11.4% 11.2% -0.3%
Finance 6.2% 6.7% +0.5%
IT - Software 4.9% 5.9% +1.1%
Pharmaceuticals & Biotechnology 5.2% 5.2% +0.1%
Auto Components 3.3% 4.8% +1.5%
Capital Markets 5.9% 4.7% -1.2%
Automobiles 4.0% 4.4% +0.4%
Retailing 5.0% 4.2% -0.8%
Electrical Equipment 3.9% 4.2% +0.3%
Consumer Durables 3.5% 4.0% +0.6%
🟢
Biggest New Buy
Aster DM Healthcare Limited
1.61% weight · Healthcare Services
🔴
Biggest Exit
Dr. Reddy's Laboratories Limited
1.79% was held · Pharmaceuticals & Biotechnology
Biggest Add
Honeywell Automation India Limited
+0.61% · now 1.10%
Biggest Trim
Fortis Healthcare Limited
-0.95% · now 1.69%
🤝 Other funds also bought this month
Diamond Power Infrastructure Limited 38 funds
Diamond Power Infrastructure Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Active Momentum Fund- Direct-Growth
Motilal Oswal Flexi cap Fund Direct Plan-Growth Option + more
Belrise Industries Ltd. 24 funds
Belrise Industries Ltd.
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
SBI Resurgent India Opportunities Scheme
Motilal Oswal Infrastructure Fund-Direct-Growth + more
Mankind Pharma Limited 18 funds
Mankind Pharma Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
Edelweiss MSCI India Domestic and World Healthcare 45 Index Fund
Bank Of India Manufacturing and Infrastructure Fund + more
Aster DM Healthcare Limited 7 funds
Aster DM Healthcare Limited
Aditya Birla Sun Life Quant Fund - Direct Growth
Union Active Momentum Fund - Direct Plan - Growth Option
Samco Small Cap Fund + more
👋 Other funds also exited
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
Nippon Life India Asset Management Limited 26 funds
Nippon Life India Asset Management Limited
SAMCO ELSS TAX SAVER FUND
Groww Nifty Capital Markets ETF FOF
Edelweiss BSE Capital Markets & Insurance ETF - Growth + more
The Phoenix Mills Limited 22 funds
The Phoenix Mills Limited
DSP Midcap Fund - Direct Plan - Growth
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option
LIC MF Value Fund-Direct Plan-Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 5 New Entries 🔴 4 Exits ↑ 31 Increased ↓ 28 Decreased
#StockSectorWeight (Jul 2026)
1
Aster DM Healthcare Limited
₹7.19 Cr
Healthcare Services 1.61%
2
Mankind Pharma Limited
₹6.29 Cr
Pharmaceuticals & Biotechnology 1.41%
3
Belrise Industries Ltd.
₹4.30 Cr
Auto Components 0.96%
4
Diamond Power Infrastructure Limited
₹3.57 Cr
Electrical Equipment 0.80%
5
Bosch Home Comfort India Limited
₹67.07 L
Consumer Durables 0.15%
#StockSectorLast Weight (Jun 2026)
1
Dr. Reddy's Laboratories Limited
₹7.78 Cr
Pharmaceuticals & Biotechnology 1.79%
2
Nippon Life India Asset Management Limited
₹6.13 Cr
Capital Markets 1.41%
3
The Phoenix Mills Limited
₹4.68 Cr
Realty 1.07%
4
Trent Limited
₹4.28 Cr
Retailing 0.98%
#StockSectorJun 2026Jul 2026Change
1
Honeywell Automation India Limited
₹4.93 Cr
Industrial Manufacturing 0.49% 1.10% +0.61%
2
Sansera Engineering Limited
₹4.78 Cr
Auto Components 0.51% 1.07% +0.56%
3
Dixon Technologies (India) Limited
₹8.92 Cr
Consumer Durables 1.46% 1.99% +0.53%
4
Tech Mahindra Limited
₹7.40 Cr
IT - Software 1.24% 1.65% +0.41%
5
Navin Fluorine International Limited
₹6.58 Cr
Chemicals & Petrochemicals 1.08% 1.47% +0.39%
6
Billionbrains Garage Ventures Ltd
₹6.76 Cr
Capital Markets 1.15% 1.51% +0.36%
7
Persistent Systems Limited
₹8.55 Cr
IT - Software 1.57% 1.91% +0.34%
8
Coforge Limited
₹10.50 Cr
IT - Software 2.05% 2.35% +0.30%
9
One 97 Communications Limited
₹10.35 Cr
Financial Technology (Fintech) 2.02% 2.31% +0.29%
10
Lupin Limited
₹6.52 Cr
Pharmaceuticals & Biotechnology 1.17% 1.46% +0.29%
#StockSectorJun 2026Jul 2026Change
1
Fortis Healthcare Limited
₹7.56 Cr
Healthcare Services 2.64% 1.69% -0.95%
2
KEI Industries Limited
₹4.85 Cr
Industrial Products 1.71% 1.08% -0.63%
3
InterGlobe Aviation Limited
₹5.77 Cr
Transport Services 1.84% 1.29% -0.55%
4
Bharat Electronics Limited
₹3.39 Cr
Aerospace & Defense 1.30% 0.76% -0.54%
5
Adani Ports and Special Economic Zone Limited
₹5.34 Cr
Transport Infrastructure 1.53% 1.19% -0.34%
6
GE Vernova T&D India Limited
₹7.80 Cr
Electrical Equipment 2.05% 1.74% -0.31%
7
JSW Infrastructure Ltd
₹4.24 Cr
Transport Infrastructure 1.23% 0.95% -0.28%
8
HDFC Bank Limited
₹12.57 Cr
Banks 3.08% 2.81% -0.27%
9
Coromandel International Limited
₹4.68 Cr
Fertilizers & Agrochemicals 1.28% 1.05% -0.23%
10
Vishal Mega Mart Limited
₹6.16 Cr
Retailing 1.56% 1.38% -0.18%

What Stocks Does This Fund Hold?

64 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹15.93 Cr
Banks
3.56%
2
₹13.35 Cr
Finance
2.98%
3
₹12.57 Cr
Banks
2.81%
4
₹10.94 Cr
Telecom - Services
2.45%
5
₹10.55 Cr
Pharmaceuticals & Biotechnology
2.36%
6
₹10.50 Cr
IT - Software
2.35%
7
₹10.35 Cr
Financial Technology (Fintech)
2.31%
8
₹10.32 Cr
Petroleum Products
2.31%
9
₹9.63 Cr
Finance
2.15%
10
₹9.35 Cr
Beverages
2.09%
🏆 Top stocks held by Mid 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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