← JM Financial Mutual Fund

JM Small Cap Fund (Direct) - Growth Option

Small Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
81
Jul 2026
Equity Holdings
₹847.55 Cr
Equity only, excl. debt & cash
AAUM
₹700.42 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
17.6%
Diversified
Top 10 Weight
30.0%
Diversified
Changes
82
8 new · 2 exits
Top Sector
Industrial Products
14.5% of portfolio
Launch Date
27 May 2024
2 years old

AAUM (Average Assets Under Management) of ₹700.42 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 Small Cap Fund (Direct) made 8 new additions and exited 2 stocks this month. The biggest new buy was Fineotex Chemical Limited (Chemicals & Petrochemicals) at 1.43% weight. Multi Commodity Exchange of India Limited was the biggest exit (Capital Markets), which was held at 1.45%. Among existing holdings, Fusion Finance Ltd saw the biggest increase — now at 2.96% of the portfolio. Restaurant Brands Asia Limited was trimmed the most, now at 1.00%. Garware Hi-Tech Films Ltd remains the top holding with Industrial Products the dominant sector at 14.5%. ↓ 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
Industrial Products 12.4% 13.4% +1.1%
Pharmaceuticals & Biotechnology 9.8% 8.9% -0.9%
Electrical Equipment 8.3% 7.5% -0.8%
Banks 8.0% 6.9% -1.0%
Finance 7.2% 6.9% -0.2%
Consumer Durables 5.9% 6.0% +0.1%
Auto Components 5.6% 4.9% -0.7%
Leisure Services 4.8% 4.8% 0.0%
Textiles & Apparels 3.4% 4.6% +1.3%
Chemicals & Petrochemicals 3.8% 4.0% +0.2%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Industrial Products 13.4% 14.5% +1.1%
Finance 6.9% 8.8% +1.9%
Pharmaceuticals & Biotechnology 8.9% 8.0% -1.0%
Auto Components 4.9% 7.5% +2.6%
Banks 6.9% 7.0% +0.1%
Electrical Equipment 7.5% 6.7% -0.9%
Consumer Durables 6.0% 5.0% -0.9%
Chemicals & Petrochemicals 4.0% 5.0% +1.0%
Textiles & Apparels 4.6% 4.1% -0.5%
Construction 3.5% 3.4% -0.2%
🟢
Biggest New Buy
Fineotex Chemical Limited
1.43% weight · Chemicals & Petrochemicals
🔴
Biggest Exit
Multi Commodity Exchange of India Limited
1.45% was held · Capital Markets
Biggest Add
Fusion Finance Ltd
+1.33% · now 2.96%
Biggest Trim
Restaurant Brands Asia Limited
-1.55% · now 1.00%
🤝 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
Kusumgar Limited 28 funds
Kusumgar Limited
Mirae Asset Infrastructure Fund - Direct Plan - Growth
Motilal Oswal Balanced Advantage Fund (MOFDYNAMIC) - Direct Plan - Growth Option
SBI Long Term Advantage Fund - Series IV - Direct Plan - Growth + more
Knack Packaging Limited 8 funds
Knack Packaging Limited
BANK OF INDIA Small Cap Fund Direct Plan Growth
TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH
Bank of India Mid Cap Fund - Direct Plan Growth + more
Graphite India Limited 4 funds
Graphite India Limited
ITI Focused Equity Fund
ITI Small Cap Fund - Direct Plan - Growth Option
Navi Nifty SmallCap250 Momentum Qlty 100 + more
Minda Corporation Limited 3 funds
Minda Corporation Limited
TRUSTMF MULTI CAP FUND -DIRECT PLAN-GROWTH
TRUSTMF Large & Mid Cap Fund
Navi Nifty 500 Multicap 50:25:25 Index
S.J.S. Enterprises Limited 1 fund
S.J.S. Enterprises Limited
Bank Of India Manufacturing and Infrastructure Fund
👋 Other funds also exited
Multi Commodity Exchange of India Limited 36 funds
Multi Commodity Exchange of India Limited
Groww Nifty Capital Markets ETF FOF
Edelweiss BSE Capital Markets & Insurance ETF - Growth
Groww Nifty 500 Momentum 50 ETF FOF + more
Ola Electric Mobility Ltd 7 funds
Ola Electric Mobility Ltd
Groww Nifty Smallcap250 ETF
JM Midcap Fund (Direct) - Growth
Mirae Asset Nifty Smallcap 250 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 8 New Entries 🔴 2 Exits ↑ 22 Increased ↓ 50 Decreased
#StockSectorWeight (Jul 2026)
1
Fineotex Chemical Limited
₹12.42 Cr
Chemicals & Petrochemicals 1.43%
2
S.J.S. Enterprises Limited
₹7.70 Cr
Auto Components 0.89%
3
Diamond Power Infrastructure Limited
₹5.71 Cr
Electrical Equipment 0.66%
4
Knack Packaging Limited
₹5.68 Cr
Industrial Products 0.65%
5
Graphite India Limited
₹4.97 Cr
Industrial Products 0.57%
6
Minda Corporation Limited
₹4.37 Cr
Auto Components 0.50%
7
EQ - WINDLAS BIOTEC LTD
₹2.30 Cr
Pharmaceuticals & Biotechnology 0.26%
8
Kusumgar Limited
₹76.08 L
Textiles & Apparels 0.09%
#StockSectorLast Weight (Jun 2026)
1
Multi Commodity Exchange of India Limited
₹11.77 Cr
Capital Markets 1.45%
2
Ola Electric Mobility Ltd
₹3.66 Cr
Automobiles 0.45%
#StockSectorJun 2026Jul 2026Change
1
Fusion Finance Ltd
₹25.70 Cr
Finance 1.63% 2.96% +1.33%
2
Belrise Industries Ltd.
₹16.02 Cr
Auto Components 0.52% 1.84% +1.32%
3
Manorama Industries Ltd
₹14.12 Cr
Food Products 0.41% 1.63% +1.22%
4
Five Star Business Finance Limited
₹24.11 Cr
Finance 2.08% 2.78% +0.70%
5
Newgen Software Technologies Limited
₹9.21 Cr
IT - Software 0.56% 1.06% +0.50%
6
Firstsource Solutions Limited
₹13.57 Cr
Commercial Services & Supplies 1.13% 1.56% +0.43%
7
Sansera Engineering Limited
₹8.37 Cr
Auto Components 0.59% 0.96% +0.37%
8
Jana Small Finance Bank Ltd
₹25.13 Cr
Banks 2.53% 2.89% +0.36%
9
Power Mech Projects Limited
₹8.65 Cr
Construction 0.68% 1.00% +0.32%
10
OPTIEMUS INFRACOM LIMITED
₹6.74 Cr
Telecom - Equipment & Accessories 0.56% 0.78% +0.22%
#StockSectorJun 2026Jul 2026Change
1
Restaurant Brands Asia Limited
₹8.68 Cr
Leisure Services 2.55% 1.00% -1.55%
2
Acutaas Chemicals Ltd
₹28.39 Cr
Pharmaceuticals & Biotechnology 4.05% 3.27% -0.78%
3
TD Power Systems Limited
₹15.55 Cr
Electrical Equipment 2.45% 1.79% -0.66%
4
Thangamayil Jewellery Limited
₹15.22 Cr
Consumer Durables 2.38% 1.75% -0.63%
5
Godfrey Phillips India Limited
₹20.64 Cr
Cigarettes & Tobacco Products 2.92% 2.38% -0.54%
6
Lumax Auto Technologies Limited
₹4.42 Cr
Auto Components 0.89% 0.51% -0.38%
7
Camlin Fine Sciences Ltd
₹4.44 Cr
Chemicals & Petrochemicals 0.88% 0.51% -0.37%
8
Gokaldas Exports Limited
₹20.85 Cr
Textiles & Apparels 2.76% 2.40% -0.36%
9
GE Power India Limited
₹5.49 Cr
Electrical Equipment 0.97% 0.63% -0.34%
10
Avalon Technologies Limited
₹17.18 Cr
Electrical Equipment 2.30% 1.98% -0.32%

What Stocks Does This Fund Hold?

81 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹46.76 Cr
Industrial Products
5.39%
2
₹28.39 Cr
Pharmaceuticals & Biotechnology
3.27%
3
₹26.51 Cr
Chemicals & Petrochemicals
3.05%
4
₹25.70 Cr
Finance
2.96%
5
₹25.13 Cr
Banks
2.89%
6
₹24.11 Cr
Finance
2.78%
7
₹23.07 Cr
Industrial Products
2.66%
8
₹20.85 Cr
Textiles & Apparels
2.40%
9
₹20.64 Cr
Cigarettes & Tobacco Products
2.38%
10
₹19.10 Cr
Pharmaceuticals & Biotechnology
2.20%
🏆 Top stocks held by Small 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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