Finance
JM Financial Limited
ISIN: INE780C01023 · Data as of Apr 2026
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Active Funds Holding
8
vs Last Month
-2 funds
Total Value
₹661.17 Cr
Avg Weight
1.24%
New Entries
2
Exits
4
Top Holder
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth 3.99%
ℹ️ Index funds and ETFs are excluded from this analysis. They passively track an index and hold stocks mechanically — not because of a fund manager's conviction. Only actively managed funds reflect genuine fund manager decisions.
📋 What Changed This Month

JM Financial Limited is currently held by 8 active mutual funds (excluding ETFs and Index funds) with a total exposure of ₹661.17 Cr. This month 2 funds entered and 4 funds exited. Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth has the highest allocation at 3.99%, followed by Motilal Oswal Small Cap Fund - Direct - Growth at 1.96%. ↓ Scroll down for full fund list and monthly changes.

Trend
Active Fund Count — Last 3 Months
Feb
Mar
Apr
By Category
Fund Category Breakdown
CategoryFundsAvg WeightDistribution
Small Cap 3 0.99%
Equity 2 2.65%
Multi Cap 1 0.16%
Dividend Yield 1 1.18%
Flexi Cap 1 0.28%
All Holdings
All 8 Active Funds Holding JM Financial Limited
Filter:
Fund ↕ Category ↕ Weight ↕ Value ↕ Change ↕
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth
Motilal Oswal Mutual Fund
Equity 3.99% ₹20.97 Cr +0.09%
Motilal Oswal Small Cap Fund - Direct - Growth
Motilal Oswal Mutual Fund
Small Cap 1.96% ₹121.70 Cr +0.04%
ICICI Prudential Infrastructure Fund - Direct Plan - Growth
ICICI Prudential Mutual Fund
Equity 1.30% ₹108.02 Cr -1.07%
ICICI Prudential Dividend Yield Equity Fund
ICICI Prudential Mutual Fund
Dividend Yield 1.18% ₹76.36 Cr NEW
quant Small Cap Fund - Growth Option - Direct Plan
Quant Mutual Fund
Small Cap 0.77% ₹232.44 Cr +0.03%
JioBlackRock Flexi Cap Fund - Direct Plan - Growth Option
JioBlackRock Mutual Fund
Flexi Cap 0.28% ₹8.47 Cr NEW
Axis Small Cap Fund - Direct Plan - Growth
Axis Mutual Fund
Small Cap 0.24% ₹66.28 Cr +0.01%
ICICI Prudential Multicap Fund - Direct Plan - Growth
ICICI Prudential Mutual Fund
Multi Cap 0.16% ₹26.93 Cr -0.31%