← JM Financial Mutual Fund

JM Value Fund (Direct) - Growth Option

Value/Contra Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
73
Aug 2026
Equity Holdings
₹804.85 Cr
Equity only, excl. debt & cash
AAUM
₹753.98 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.1%
Diversified
Top 10 Weight
32.3%
Diversified
Changes
73
9 new · 4 exits
Top Sector
Banks
11.9% of portfolio
Launch Date
25 Mar 1997
10+ year track record

AAUM (Average Assets Under Management) of ₹753.98 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 Value Fund (Direct) made 9 new additions and exited 4 stocks this month. The biggest new buy was Life Insurance Corporation Of India (Insurance) at 1.99% weight. REC Limited was the biggest exit (Finance), which was held at 1.04%. Among existing holdings, Redington Limited saw the biggest increase — now at 4.36% of the portfolio. HDFC Bank Limited was trimmed the most, now at 1.74%. Redington Limited remains the top holding with Banks the dominant sector at 11.9%. ↓ 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
Banks 15.7% 14.0% -1.8%
Finance 13.4% 11.8% -1.6%
Construction 4.9% 6.2% +1.3%
IT - Software 3.9% 5.8% +1.9%
Auto Components 5.4% 5.8% +0.4%
Electrical Equipment 5.3% 5.3% +0.0%
Textiles & Apparels 4.8% 4.3% -0.5%
Pharmaceuticals & Biotechnology 5.7% 3.9% -1.7%
Agricultural, Commercial & Construction Vehicles 3.2% 3.8% +0.6%
Commercial Services & Supplies 1.3% 3.4% +2.0%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 14.0% 11.9% -2.0%
Finance 11.8% 10.2% -1.6%
Auto Components 5.8% 7.2% +1.4%
IT - Software 5.8% 5.8% 0.0%
Construction 6.2% 5.7% -0.4%
Electrical Equipment 5.3% 5.5% +0.2%
Commercial Services & Supplies 3.4% 4.4% +1.0%
Agricultural, Commercial & Construction Vehicles 3.8% 3.8% +0.0%
Leisure Services 3.1% 3.7% +0.7%
Textiles & Apparels 4.3% 3.5% -0.8%
🟢
Biggest New Buy
Life Insurance Corporation Of India
1.99% weight · Insurance
🔴
Biggest Exit
REC Limited
1.04% was held · Finance
Biggest Add
Redington Limited
+0.98% · now 4.36%
Biggest Trim
HDFC Bank Limited
-0.95% · now 1.74%
🤝 Other funds also bought this month
Life Insurance Corporation Of India 90 funds
Life Insurance Corporation Of India
quant PSU Fund - Growth Option - Direct Plan
quant BFSI Fund - Growth Option - Direct Plan
ICICI Prudential BSE Insurance ETF + more
TD Power Systems Limited 89 funds
TD Power Systems Limited
Groww Small Cap Fund-Direct-Growth
Sundaram Business Cycle Fund Direct Plan Growth
Groww Multicap Fund - Direct - Growth + more
Container Corporation of India Limited 21 funds
Container Corporation of India Limited
quant PSU Fund - Growth Option - Direct Plan
Invesco India PSU Equity Fund
BANK OF INDIA Large & Mid 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
Lumino Industries Limited 19 funds
Lumino Industries Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Kotak Energy Opportunities Fund-Direct-Growth
Kotak Rural Opportunities Fund - Direct Plan - Growth + 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
👋 Other funds also exited
TD Power Systems Limited 79 funds
TD Power Systems Limited
Sundaram Business Cycle Fund Direct Plan Growth
Sundaram Large and Midcap Fund Direct Plan - Growth
Groww Small Cap Fund-Direct-Growth + more
Dr. Reddy's Laboratories Limited 14 funds
Dr. Reddy's Laboratories Limited
ICICI Prudential Pharma Healthcare and Diagnostics (P.H.D) Fund
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
Mirae Asset Healthcare Fund Direct Growth + more
REC Limited 13 funds
REC Limited
ICICI Prudential ESG Exclusionary Strategy Fund - Direct Plan - Growth
LIC MF Infrastructure Fund-Direct Plan-Growth
WhiteOak Capital Mid Cap Fund Direct Plan Growth + more
Balrampur Chini Mills Limited 5 funds
Balrampur Chini Mills Limited
ITI Value Fund - Direct Plan - Growth Option
ITI Balanced Advantage Fund - Direct Plan - Growth Option
Kotak Contra Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 9 New Entries 🔴 4 Exits ↑ 26 Increased ↓ 34 Decreased
#StockSectorWeight (Aug 2026)
1
Life Insurance Corporation Of India
₹16.30 Cr
Insurance 1.99%
2
Rolex Rings Limited
₹10.65 Cr
Auto Components 1.30%
3
TD Power Systems Limited
₹4.67 Cr
Electrical Equipment 0.57%
4
Horizon Industrial Parks Ltd.
₹4.63 Cr
Realty 0.57%
5
V-Guard Industries Limited
₹4.33 Cr
Consumer Durables 0.53%
6
Container Corporation of India Limited
₹2.56 Cr
Transport Services 0.31%
7
Lumino Industries Limited
₹2.50 Cr
Miscellaneous 0.31%
8
West Coast Paper Mills Ltd.
₹2.12 Cr
Paper, Forest & Jute Products 0.26%
9
Gaja Alternative AMC Limited
₹1.03 Cr
Capital Markets 0.13%
#StockSectorLast Weight (Jul 2026)
1
REC Limited
₹8.39 Cr
Finance 1.04%
2
Dr. Reddy's Laboratories Limited
₹8.04 Cr
Pharmaceuticals & Biotechnology 1.00%
3
Balrampur Chini Mills Limited
₹5.86 Cr
Agricultural Food & other Products 0.73%
4
TD Power Systems Limited
₹3.40 Cr
Electrical Equipment 0.42%
#StockSectorJul 2026Aug 2026Change
1
Redington Limited
₹35.67 Cr
Commercial Services & Supplies 3.38% 4.36% +0.98%
2
Restaurant Brands Asia Limited
₹18.61 Cr
Leisure Services 1.57% 2.28% +0.71%
3
Jyoti CNC Automation Ltd
₹12.47 Cr
Industrial Manufacturing 0.92% 1.53% +0.61%
4
Pine Labs Limited
₹13.94 Cr
Financial Technology (Fintech) 1.46% 1.71% +0.25%
5
Fujiyama Power Systems Limited
₹12.25 Cr
Electrical Equipment 1.25% 1.50% +0.25%
6
Motilal Oswal Financial Services Limited
₹14.08 Cr
Capital Markets 1.48% 1.72% +0.24%
7
Finolex Cables Limited
₹8.83 Cr
Industrial Products 0.87% 1.08% +0.21%
8
Craftsman Automation Limited
₹14.67 Cr
Auto Components 1.60% 1.80% +0.20%
9
Shriram Finance Limited
₹33.30 Cr
Finance 3.89% 4.07% +0.18%
10
Tata Motors Ltd
₹22.21 Cr
Agricultural, Commercial & Construction Vehicles 2.55% 2.72% +0.17%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹14.18 Cr
Banks 2.69% 1.74% -0.95%
2
Power Grid Corporation of India Limited
₹7.11 Cr
Power 1.51% 0.87% -0.64%
3
Canara Bank
₹3.62 Cr
Banks 1.01% 0.44% -0.57%
4
Larsen & Toubro Limited
₹28.31 Cr
Construction 3.94% 3.46% -0.48%
5
Jana Small Finance Bank Ltd
₹22.09 Cr
Banks 3.17% 2.70% -0.47%
6
Arvind Limited
₹14.44 Cr
Textiles & Apparels 2.23% 1.77% -0.46%
7
Godfrey Phillips India Limited
₹19.49 Cr
Cigarettes & Tobacco Products 2.79% 2.38% -0.41%
8
CreditAccess Grameen Limited
₹14.04 Cr
Finance 2.13% 1.72% -0.41%
9
Tata Motors Passenger Vehicles Limited
₹6.18 Cr
Automobiles 1.10% 0.76% -0.34%
10
INDO COUNT INDUSTRIES LIMITED
₹14.08 Cr
Textiles & Apparels 2.04% 1.72% -0.32%

What Stocks Does This Fund Hold?

73 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹35.67 Cr
Commercial Services & Supplies
4.36%
2
₹33.44 Cr
Banks
4.09%
3
₹33.30 Cr
Finance
4.07%
4
₹28.31 Cr
Construction
3.46%
5
₹25.51 Cr
IT - Software
3.12%
6
₹22.21 Cr
Agricultural, Commercial & Construction Vehicles
2.72%
7
₹22.09 Cr
Banks
2.70%
8
₹22.02 Cr
IT - Software
2.69%
9
₹21.74 Cr
Telecom - Services
2.66%
10
₹19.49 Cr
Cigarettes & Tobacco Products
2.38%
🏆 Top stocks held by Value/Contra funds
See which stocks all active Value/Contra fund managers are buying — ranked by total value invested
🏦 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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