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JM Midcap Fund (Direct) - Growth

Mid Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
71
Aug 2026
Equity Holdings
₹1,347.32 Cr
Equity only, excl. debt & cash
AAUM
₹1,183.78 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
15.2%
Diversified
Top 10 Weight
27.9%
Diversified
Changes
70
5 new · 2 exits
Top Sector
Pharmaceuticals & Biotechnology
10.4% of portfolio
Launch Date
31 Oct 2022
4 years old

AAUM (Average Assets Under Management) of ₹1,183.78 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 Midcap Fund (Direct) made 5 new additions and exited 2 stocks this month. The biggest new buy was Piramal Finance Ltd (Finance) at 1.20% weight. Lupin Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 1.86%. Among existing holdings, Multi Commodity Exchange of India Limited saw the biggest increase — now at 2.25% of the portfolio. Bharat Forge Limited was trimmed the most, now at 2.50%. One 97 Communications Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 10.4%. ↓ 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
Pharmaceuticals & Biotechnology 10.8% 12.4% +1.5%
Auto Components 8.3% 10.9% +2.7%
Electrical Equipment 9.8% 9.0% -0.9%
Banks 9.2% 8.4% -0.8%
Capital Markets 7.9% 7.0% -0.9%
Industrial Manufacturing 3.4% 4.0% +0.5%
Financial Technology (Fintech) 2.9% 3.9% +1.0%
IT - Software 3.8% 3.8% 0.0%
Retailing 2.1% 3.7% +1.6%
Finance 3.2% 3.7% +0.5%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 12.4% 10.4% -1.9%
Auto Components 10.9% 10.4% -0.5%
Electrical Equipment 9.0% 9.2% +0.2%
Capital Markets 7.0% 8.6% +1.6%
Banks 8.4% 8.0% -0.4%
Financial Technology (Fintech) 3.9% 4.7% +0.8%
Finance 3.7% 4.6% +1.0%
IT - Software 3.8% 4.4% +0.5%
Industrial Manufacturing 4.0% 4.1% +0.1%
Retailing 3.7% 4.1% +0.4%
🟢
Biggest New Buy
Piramal Finance Ltd
1.20% weight · Finance
🔴
Biggest Exit
Lupin Limited
1.86% was held · Pharmaceuticals & Biotechnology
Biggest Add
Multi Commodity Exchange of India Limited
+1.21% · now 2.25%
Biggest Trim
Bharat Forge Limited
-1.06% · now 2.50%
🤝 Other funds also bought this month
Piramal Finance Ltd 41 funds
Piramal Finance Ltd
quant Quantamental Fund
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Multi Cap Fund-Direct Plan Growth + more
Horizon Industrial Parks Ltd. 21 funds
Horizon Industrial Parks Ltd.
JM Multi Asset Allocation Fund
360 ONE FLEXICAP FUND-DIRECT PLAN- GROWTH
JM Flexicap Fund (Direct) - Growth Option + more
Gaja Alternative AMC Limited 17 funds
Gaja Alternative AMC Limited
Invesco India Financial Services Fund
Groww Banking & Financial Services Fund - Direct Plan - Growth
TRUSTMF Flexi Cap Fund-Direct Plan- Growth + more
Leap India Limited 14 funds
Leap India Limited
Motilal Oswal Consumption Fund-Direct-Growth
Motilal Oswal Large Cap Direct Plan Growth
Groww Small Cap Fund-Direct-Growth + more
Acme Solar Holdings Ltd 9 funds
Acme Solar Holdings Ltd
SAMCO ELSS TAX SAVER FUND
CANARA ROBECO SMALL CAP FUND - DIRECT PLAN - GROWTH OPTION
Mirae Asset BSE Select IPO ETF + more
👋 Other funds also exited
Lupin Limited 41 funds
Lupin Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND
Mirae Asset Healthcare Fund Direct Growth + more
The India Cements Limited 8 funds
The India Cements Limited
Kotak Manufacture in India Fund - Direct Plan Growth
JM Large and Midcap Fund
Kotak Large & Midcap Fund - Direct- Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 5 New Entries 🔴 2 Exits ↑ 27 Increased ↓ 36 Decreased
#StockSectorWeight (Aug 2026)
1
Piramal Finance Ltd
₹16.35 Cr
Finance 1.20%
2
Acme Solar Holdings Ltd
₹8.65 Cr
Power 0.64%
3
Horizon Industrial Parks Ltd.
₹7.84 Cr
Realty 0.58%
4
Leap India Limited
₹6.33 Cr
Commercial Services & Supplies 0.47%
5
Gaja Alternative AMC Limited
₹3.30 Cr
Capital Markets 0.24%
#StockSectorLast Weight (Jul 2026)
1
Lupin Limited
₹24.15 Cr
Pharmaceuticals & Biotechnology 1.86%
2
The India Cements Limited
₹4.54 Cr
Cement & Cement Products 0.35%
#StockSectorJul 2026Aug 2026Change
1
Multi Commodity Exchange of India Limited
₹30.60 Cr
Capital Markets 1.04% 2.25% +1.21%
2
Endurance Technologies Limited
₹24.13 Cr
Auto Components 1.04% 1.77% +0.73%
3
One 97 Communications Limited
₹48.04 Cr
Financial Technology (Fintech) 2.90% 3.53% +0.63%
4
Ashok Leyland Limited
₹33.71 Cr
Agricultural, Commercial & Construction Vehicles 2.01% 2.48% +0.47%
5
Mankind Pharma Limited
₹18.19 Cr
Pharmaceuticals & Biotechnology 0.96% 1.34% +0.38%
6
Motilal Oswal Financial Services Limited
₹31.12 Cr
Capital Markets 1.96% 2.29% +0.33%
7
360 One WAM Limited
₹23.51 Cr
Capital Markets 1.40% 1.73% +0.33%
8
Mphasis Limited
₹24.43 Cr
IT - Software 1.49% 1.80% +0.31%
9
Avalon Technologies Limited
₹41.53 Cr
Electrical Equipment 2.76% 3.05% +0.29%
10
Coforge Limited
₹34.74 Cr
IT - Software 2.33% 2.55% +0.22%
#StockSectorJul 2026Aug 2026Change
1
Bharat Forge Limited
₹33.94 Cr
Auto Components 3.56% 2.50% -1.06%
2
SRF Limited
₹21.78 Cr
Chemicals & Petrochemicals 2.23% 1.60% -0.63%
3
BSE Limited
₹9.85 Cr
Capital Markets 1.27% 0.72% -0.55%
4
Arvind Limited
₹20.00 Cr
Textiles & Apparels 1.98% 1.47% -0.51%
5
Dixon Technologies (India) Limited
₹21.68 Cr
Consumer Durables 1.98% 1.59% -0.39%
6
Garware Hi-Tech Films Ltd
₹16.97 Cr
Industrial Products 1.62% 1.25% -0.37%
7
Marico Limited
₹37.31 Cr
Agricultural Food & other Products 3.06% 2.74% -0.32%
8
Godfrey Phillips India Limited
₹39.39 Cr
Cigarettes & Tobacco Products 3.17% 2.90% -0.27%
9
Acutaas Chemicals Ltd
₹28.97 Cr
Pharmaceuticals & Biotechnology 2.40% 2.13% -0.27%
10
Tube Investments of India Limited
₹34.27 Cr
Auto Components 2.76% 2.52% -0.24%

What Stocks Does This Fund Hold?

71 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹48.04 Cr
Financial Technology (Fintech)
3.53%
2
₹41.53 Cr
Electrical Equipment
3.05%
3
₹39.39 Cr
Cigarettes & Tobacco Products
2.90%
4
₹39.12 Cr
Banks
2.88%
5
₹37.90 Cr
Banks
2.79%
6
₹37.31 Cr
Agricultural Food & other Products
2.74%
7
₹34.74 Cr
IT - Software
2.55%
8
₹34.27 Cr
Auto Components
2.52%
9
₹33.94 Cr
Auto Components
2.50%
10
₹33.71 Cr
Agricultural, Commercial & Construction Vehicles
2.48%
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🏦 JM Financial Mutual Fund — Portfolio & Holdings
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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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