Which mutual funds hold JM Financial Limited?

7 mutual funds hold JM Financial Limited as of Aug 2026. The highest weight is 2.51% held by Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth. Data from official AMFI monthly portfolio disclosures.

What sector is JM Financial Limited in?

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

What is the SEBI market cap category of JM Financial Limited?

As per SEBI and AMFI classification (Jan-Jun 2026), JM Financial Limited is a Small Cap stock ranked #494 with an average market cap of ₹12.45 K Cr.

Finance

JM Financial Limited

ISIN: INE780C01023 · Data as of Aug 2026

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Active Funds Holding

vs Last Month

-1 funds

Total Value

₹532.65 Cr

Avg Weight

1.26%

New Entries

Exits

Top Holder

Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth 2.51%

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

Small Cap Rank #494

₹6.33 K Cr

Avg Mkt Cap · Jan-Jun 2023 (3yr ago)

→

₹12.45 K Cr

Avg Mkt Cap · Jan-Jun 2026 (latest)

+96.7%

3yr change

SEBI · AMFI Market Cap List

📋 What Changed This Month JM Financial Limited is currently held by 7 active mutual funds with total exposure of ₹532.65 Cr. This month 0 funds entered and 1 fund exited. Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth has the highest allocation at 2.51%. ↓ Scroll down for full fund list and monthly changes.

Trend

How Has Fund Coverage Changed — Last 5 Months?

Month	Funds	AUM (Cr)	AMCs	Status
Aug 2026 REFERENCE	7	₹533	48 / 49
Jul 2026	8	₹510	49 / 49	✅ Complete
Jun 2026	10	₹525	49 / 49	✅ Complete
May 2026	11	₹615	49 / 49	✅ Complete
Apr 2026	11	₹664	49 / 49	✅ Complete

📌 Portfolio changes below are based on Aug 2026 data — the most complete month with 48 AMCs we cover uploaded.

This Month

What Changed in the Portfolio — Aug 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 (0)

No new entries this month

▼ Exits (1)

ICICI Prudential Multicap Fund - Direct Plan - Growth 0.07%

↑ Increased (4)

Taurus Banking & Financial Services Fund +0.12%

Motilal Oswal Small Cap Fund - Direct - Growth +0.13%

ICICI Prudential Dividend Yield Equity Fund +0.06%

JioBlackRock Flexi Cap Fund - Direct Plan - Growth Option +0.26%

↓ Decreased (2)

Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth -0.21%

ICICI Prudential Infrastructure Fund - Direct Plan - Growth -0.06%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Equity	3	1.69%
Small Cap	2	1.1%
Dividend Yield	1	1.05%
Flexi Cap	1	0.49%

All Holdings

Which 7 Active Funds Hold JM Financial Limited?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth Motilal Oswal Mutual Fund	Equity	2.51%	₹19.90 Cr	-0.21%
Taurus Banking & Financial Services Fund Taurus Mutual Fund	Equity	1.61%	₹17.80 L	+0.12%
Motilal Oswal Small Cap Fund - Direct - Growth Motilal Oswal Mutual Fund	Small Cap	1.6%	₹130.40 Cr	+0.13%
ICICI Prudential Dividend Yield Equity Fund ICICI Prudential Mutual Fund	Dividend Yield	1.05%	₹70.27 Cr	+0.06%
ICICI Prudential Infrastructure Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Equity	0.96%	₹81.89 Cr	-0.06%
quant Small Cap Fund - Growth Option - Direct Plan Quant Mutual Fund	Small Cap	0.6%	₹213.92 Cr	—
JioBlackRock Flexi Cap Fund - Direct Plan - Growth Option JioBlackRock Mutual Fund	Flexi Cap	0.49%	₹16.08 Cr	+0.26%

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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.