Which mutual funds hold Jio Financial Services Limited?

26 mutual funds hold Jio Financial Services Limited as of Jul 2026. The highest weight is 3.61% held by Axis Quant Fund - Direct Plan - Growth. Data from official AMFI monthly portfolio disclosures.

What sector is Jio Financial Services Limited in?

Jio Financial Services Limited is in the Finance sector and is categorised as by SEBI.

What is the SEBI market cap category of Jio Financial Services Limited?

As per SEBI and AMFI classification (Jan-Jun 2026), Jio Financial Services Limited is a Large Cap stock ranked #53 with an average market cap of ₹1.59 L Cr.

Finance

Jio Financial Services Limited

ISIN: INE758E01017 · Data as of Jul 2026

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Active Funds Holding

vs Last Month

-3 funds

Total Value

₹927.57 Cr

Avg Weight

0.84%

New Entries

Exits

Top Holder

Axis Quant Fund - Direct Plan - Growth 3.61%

ℹ️ Index funds and ETFs are excluded. Only actively managed funds reflect genuine fund manager decisions.

Large Cap Rank #53

₹1.59 L Cr

Avg Mkt Cap · Jan-Jun 2026 (latest)

SEBI · AMFI Market Cap List

📋 What Changed This Month Jio Financial Services Limited is currently held by 26 active mutual funds with total exposure of ₹927.57 Cr. This month 8 funds entered and 11 funds exited. Axis Quant Fund - Direct Plan - Growth has the highest allocation at 3.61%. ↓ Scroll down for full fund list and monthly changes.

Trend

How Has Fund Coverage Changed — Last 5 Months?

Month	Funds	AUM (Cr)	AMCs	Status
Jul 2026 REFERENCE	26	₹928	49 / 49	✅ Complete
Jun 2026	29	₹448	49 / 49	✅ Complete
May 2026	30	₹457	49 / 49	✅ Complete
Apr 2026	32	₹599	49 / 49	✅ Complete
Mar 2026	28	₹1,612	48 / 49

📌 Portfolio changes below are based on Jul 2026 data — the most complete month with 49 AMCs we cover uploaded.

This Month

What Changed in the Portfolio — Jul 2026?

Note: Index funds and ETFs are excluded from this analysis. Their holdings change due to index rebalancing, not active fund manager decisions, and do not reflect genuine conviction buys or exits.

▲ New Entries (8)

Axis Quant Fund - Direct Plan - Growth 3.61%

Taurus Large Cap Fund 0.61%

Bandhan Large & Mid Cap Fund - Direct Plan - Growth 0.54%

Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option 0.47%

ZERODHA LIFE CYCLE FUND 2041 0.23%

Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70 30 Index Fund 0.22%

ZERODHA LIFE CYCLE FUND 2036 0.2%

Kotak Balanced Advantage Fund - Direct Plan -Growth Option 0.1%

▼ Exits (11)

Union Value Fund - Direct Plan - Growth Option 0.89%

BANDHAN Flexi Cap Fund-Direct Plan-Growth 0.86%

Navi ELSS Tax Saver Fund- Direct Plan- Growth Option 0.71%

Union Aggressive Hybrid Fund - Direct Plan - Growth Option 0.48%

Sundaram Arbitrage Fund 0.44%

Mirae Asset Equity Savings Fund 0.38%

Mirae Asset Arbitrage Fund 0.35%

JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option 0.34%

↑ Increased (16)

BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH +1.58%

Bajaj Finserv Banking and Financial Services Fund - Direct - Growth +0.52%

Taurus Banking & Financial Services Fund +0.43%

Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth +0.26%

SBI Equity Minimum Variance Fund - Direct Plan - Growth +0.1%

Edelweiss Financial Services Fund - Direct Plan - Growth Option +0.05%

Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan - Growth Option +0.07%

Mahindra Manulife Value Fund - Direct Plan - Growth +0.02%

↓ Decreased (1)

Union Largecap Fund - Direct Plan - Growth Option -0.26%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Equity	9	1.26%
Balanced Advantage	6	0.46%
Large Cap	4	1.09%
ELSS	2	0.61%
Multi Asset	2	0.27%
Value/Contra	1	0.68%
Mid Cap	1	0.54%
Small Cap	1	0.47%

All Holdings

Which 26 Active Funds Hold Jio Financial Services Limited?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
Axis Quant Fund - Direct Plan - Growth Axis Mutual Fund	Equity	3.61%	₹30.78 Cr	NEW
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth Bajaj Finserv Mutual Fund	Equity	2.8%	₹14.07 Cr	+0.52%
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH Bajaj Finserv Mutual Fund	Large Cap	2.54%	₹42.39 Cr	+1.58%
Taurus Banking & Financial Services Fund Taurus Mutual Fund	Equity	2.24%	₹25.51 L	+0.43%
Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth Bajaj Finserv Mutual Fund	Balanced Advantage	1.07%	₹13.51 Cr	+0.26%
SBI Equity Minimum Variance Fund - Direct Plan - Growth SBI Mutual Fund	Equity	1.04%	₹2.24 Cr	+0.1%
Edelweiss Financial Services Fund - Direct Plan - Growth Option Edelweiss Mutual Fund	Equity	1%	₹2.83 Cr	+0.05%
Nippon India ELSS Tax Saver Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	ELSS	0.93%	₹138.49 Cr	+0.07%
Mahindra Manulife Value Fund - Direct Plan - Growth Mahindra Manulife Mutual Fund	Value/Contra	0.68%	₹6.41 Cr	+0.02%
Helios Balanced Advantage Fund- Direct Plan- Growth Option Helios Mutual Fund	Balanced Advantage	0.64%	₹1.87 Cr	+0.05%
Taurus Large Cap Fund Taurus Mutual Fund	Large Cap	0.61%	₹34.62 L	NEW
Parag Parikh Large Cap Fund - Direct Plan - Growth Parag Parikh Mutual Fund	Large Cap	0.61%	₹5.09 Cr	+0.04%
Union Largecap Fund - Direct Plan - Growth Option Union Mutual Fund	Large Cap	0.59%	₹2.56 Cr	-0.26%
Bandhan Large & Mid Cap Fund - Direct Plan - Growth Bandhan Mutual Fund	Mid Cap	0.54%	₹107.71 Cr	NEW
Nippon India Small Cap Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Small Cap	0.47%	₹370.59 Cr	NEW
BANDHAN Balanced Advantage Fund Direct Plan Growth Bandhan Mutual Fund	Balanced Advantage	0.46%	₹10.49 Cr	+0.03%
Bandhan Multi Asset Allocation Fund - Direct Plan - Growth Bandhan Mutual Fund	Multi Asset	0.45%	₹16.33 Cr	+0.02%
NJ Balanced Advantage Fund NJ Mutual Fund	Balanced Advantage	0.38%	₹13.14 Cr	+0.02%
Edelweiss ELSS Tax Saver Fund - Direct Plan-Growth Option Edelweiss Mutual Fund	ELSS	0.28%	₹1.27 Cr	+0.02%
ZERODHA LIFE CYCLE FUND 2041 Zerodha Mutual Fund	Equity	0.23%	₹3.40 L	NEW
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70 30 Index Fund Edelweiss Mutual Fund	Equity	0.22%	₹11.63 L	NEW
ZERODHA LIFE CYCLE FUND 2036 Zerodha Mutual Fund	Equity	0.2%	₹3.09 L	NEW
HDFC Balanced Advantage Fund - Growth Plan - Direct Plan HDFC Mutual Fund	Balanced Advantage	0.12%	₹127.74 Cr	+0.01%
Kotak Balanced Advantage Fund - Direct Plan -Growth Option Kotak Mutual Fund	Balanced Advantage	0.1%	₹16.67 Cr	NEW
Edelweiss Multi Asset Allocation Fund - Direct Plan - Growth Edelweiss Mutual Fund	Multi Asset	0.09%	₹2.53 Cr	+0.01%
Parag Parikh Dynamic Asset Allocation Fund - Direct Plan Growth Parag Parikh Mutual Fund	Equity	0%	₹6.03 L	—

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Data source: Official AMFI monthly portfolio disclosures. Updated every month. Index funds and ETFs excluded. Disclaimer: This is not investment advice. Consult a SEBI-registered advisor before investing.