Which mutual funds hold JM Financial Limited?

51 mutual funds hold JM Financial Limited as of May 2026. The highest weight is 3.51% 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 (Jul-Dec 2025), JM Financial Limited is a Small Cap stock ranked #423 with an average market cap of ₹15.70 K Cr.

Finance

JM Financial Limited

ISIN: INE780C01023 · Data as of May 2026

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Active Funds Holding

vs Last Month

+4 funds

Total Value

₹644.85 Cr

Avg Weight

0.37%

New Entries

Exits

Top Holder

Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth 3.51%

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

Small Cap Rank #423

₹6.59 K Cr

Avg Mkt Cap · Jul-Dec 2022 (3yr ago)

→

₹15.70 K Cr

Avg Mkt Cap · Jul-Dec 2025 (latest)

+138.4%

3yr change

SEBI · AMFI Market Cap List

📋 What Changed This Month JM Financial Limited is currently held by 51 active mutual funds with total exposure of ₹644.85 Cr. This month 5 funds entered and 8 funds exited. Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth has the highest allocation at 3.51%. ↓ Scroll down for full fund list and monthly changes.

Trend

How Has Fund Coverage Changed — Last 4 Months?

Month	Funds	AMCs	Status
May 2026 REFERENCE	51	49 / 49	✅ Complete
Apr 2026	47	49 / 49	✅ Complete
Mar 2026	40	48 / 49	⏳ Partial — 48 of 49 AMCs uploaded
Feb 2026	34	46 / 49	⏳ Partial — 46 of 49 AMCs uploaded

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

This Month

What Changed in the Portfolio — May 2026?

▲ New Entries (5)

Mirae Asset BSE 500 Dividend Leaders 50 ETF 0.34%

Motilal Oswal Nifty Smallcap 250 Index Fund 0.25%

SBI Nifty Small Cap 250 ETF 0.25%

HDFC Nifty500 Multicap 50.25.25 Index Fund 0.06%

Bandhan Nifty Total Market Index Fund 0.02%

▼ Exits (8)

Axis Momentum Fund - Direct Plan - Growth Option 1.83%

ICICI Prudential Focused Equity Fund - Direct Plan - Growth 1.09%

ICICI Prudential Smallcap Fund - Direct Plan - Growth 0.8%

ICICI Prudential Exports & Services Fund - Direct Plan - Growth 0.54%

Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Direct Growth 0.42%

HDFC NIFTY Midcap 150 Index Fund - Growth Option - Direct Plan 0.07%

ICICI Prudential Business Cycle Fund Direct Plan Growth 0.06%

Angel One Nifty 50 ETF 0.02%

↑ Increased (1)

THE WEALTH COMPANY SMALL CAP FUND +0.1%

↓ Decreased (35)

Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth -0.48%

Motilal Oswal Small Cap Fund - Direct - Growth -0.21%

Taurus Banking & Financial Services Fund -1%

ICICI Prudential Infrastructure Fund - Direct Plan - Growth -0.18%

THE WEALTH COMPANY MULTIASSET ALLOCATION FUND -0.17%

ICICI Prudential Dividend Yield Equity Fund -0.08%

quant Small Cap Fund - Growth Option - Direct Plan -0.08%

Zerodha Nifty Smallcap 100 ETF -0.04%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Index/ETF	40	0.15%
Equity	4	1.84%
Small Cap	4	0.99%
Dividend Yield	1	1.1%
Flexi Cap	1	0.26%
Multi Cap	1	0.14%

All Holdings

Which 51 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	3.51%	₹19.66 Cr	-0.48%
Motilal Oswal Small Cap Fund - Direct - Growth Motilal Oswal Mutual Fund	Small Cap	1.75%	₹114.07 Cr	-0.21%
Taurus Banking & Financial Services Fund Taurus Mutual Fund	Equity	1.62%	₹18.12 L	-1%
THE WEALTH COMPANY SMALL CAP FUND The Wealth Company Mutual Fund	Small Cap	1.31%	₹89.10 L	+0.1%
ICICI Prudential Infrastructure Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Equity	1.12%	₹93.19 Cr	-0.18%
THE WEALTH COMPANY MULTIASSET ALLOCATION FUND The Wealth Company Mutual Fund	Equity	1.11%	₹1.95 Cr	-0.17%
ICICI Prudential Dividend Yield Equity Fund ICICI Prudential Mutual Fund	Dividend Yield	1.1%	₹71.58 Cr	-0.08%
quant Small Cap Fund - Growth Option - Direct Plan Quant Mutual Fund	Small Cap	0.69%	₹217.89 Cr	-0.08%
Zerodha Nifty Smallcap 100 ETF Zerodha Mutual Fund	Index/ETF	0.46%	₹37.55 L	-0.04%
Mirae Asset BSE 500 Dividend Leaders 50 ETF Mirae Asset Mutual Fund	Index/ETF	0.34%	₹3.52 L	NEW
JioBlackRock Flexi Cap Fund - Direct Plan - Growth Option JioBlackRock Mutual Fund	Flexi Cap	0.26%	₹7.94 Cr	-0.02%
HDFC NIFTY Smallcap 250 Index Fund - Growth Option - Direct Plan HDFC Mutual Fund	Index/ETF	0.25%	₹1.65 Cr	-0.02%
Mirae Asset Nifty Smallcap 250 ETF Mirae Asset Mutual Fund	Index/ETF	0.25%	₹17.25 L	-0.02%
Kotak Nifty SmallCap 250 Index Fund- Direct - Growth Kotak Mutual Fund	Index/ETF	0.25%	₹14.18 L	-0.02%
JioBlackRock Nifty Smallcap 250 Index Fund - Direct Plan - Growth Option JioBlackRock Mutual Fund	Index/ETF	0.25%	₹86.68 L	-0.02%
Motilal Oswal Nifty Smallcap 250 Index Fund Motilal Oswal Mutual Fund	Index/ETF	0.25%	₹2.85 Cr	NEW
DSP Nifty Smallcap 250 Index Fund - Direct - Growth DSP Mutual Fund	Index/ETF	0.25%	₹2.97 L	-0.02%
DSP Nifty Smallcap 250 ETF DSP Mutual Fund	Index/ETF	0.25%	₹1.32 L	-0.02%
Edelweiss Nifty Smallcap 250 Index Fund - Direct Plan - Growth Edelweiss Mutual Fund	Index/ETF	0.25%	₹58.01 L	-0.02%
Nippon India Nifty Smallcap 250 Index Fund - Direct Plan - Growth Option Nippon India Mutual Fund	Index/ETF	0.25%	₹7.74 Cr	-0.02%
HDFC NIFTY SMALLCAP 250 ETF HDFC Mutual Fund	Index/ETF	0.25%	₹6.18 Cr	-0.02%
BANDHAN Nifty Smallcap 250 Index Fund - Direct Plan - Growth Bandhan Mutual Fund	Index/ETF	0.25%	₹21.46 L	-0.02%
SBI Nifty Small Cap 250 ETF SBI Mutual Fund	Index/ETF	0.25%	₹1.59 L	NEW
Motilal Oswal Nifty Smallcap 250 ETF Motilal Oswal Mutual Fund	Index/ETF	0.25%	₹53.48 L	-0.02%
SBI Nifty Smallcap 250 Index Fund - Direct Plan - Growth SBI Mutual Fund	Index/ETF	0.25%	₹3.94 Cr	-0.02%
ICICI Prudential Nifty Smallcap 250 Index Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Index/ETF	0.25%	₹1.70 Cr	-0.02%
Groww Nifty Smallcap 250 Index Fund - Direct Plan - Growth Groww Mutual Fund	Index/ETF	0.25%	₹31.91 L	-0.02%
Groww Nifty Smallcap250 ETF Groww Mutual Fund	Index/ETF	0.25%	₹3.89 L	-0.02%
Axis Small Cap Fund - Direct Plan - Growth Axis Mutual Fund	Small Cap	0.22%	₹62.12 Cr	-0.02%
Nippon India Nifty 500 Equal Weight Index Fund - Direct Plan - Growth Option Nippon India Mutual Fund	Index/ETF	0.19%	₹88.72 L	-0.01%
ICICI Prudential Multicap Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Multi Cap	0.14%	₹25.24 Cr	-0.02%
ZERODHA NIFTY MIDSMALLCAP400 50:50 INDEX FUND Zerodha Mutual Fund	Index/ETF	0.12%	₹1.22 L	-0.01%
Navi Nifty midsmallcap 400 Index Fund- Direct - Growth Navi Mutual Fund	Index/ETF	0.08%	₹0.91 L	-0.01%
Mirae Asset Nifty500 Multicap 50:25:25 ETF Mirae Asset Mutual Fund	Index/ETF	0.06%	₹5.23 L	-0.01%
HDFC Nifty500 Multicap 50.25.25 Index Fund HDFC Mutual Fund	Index/ETF	0.06%	₹29.35 L	NEW
NAVI NIFTY 500 MULTICAP 50-25-25 DIRECT PLAN Navi Mutual Fund	Index/ETF	0.06%	₹1.62 L	-0.01%
Axis Nifty 500 Index Fund - Direct Plan - Growth Option Axis Mutual Fund	Index/ETF	0.03%	₹7.79 L	—
Groww Nifty Total Market Index Fund - Direct Plan - Growth Groww Mutual Fund	Index/ETF	0.03%	₹8.86 L	—
DSP Nifty 500 Index Fund - Direct - Growth DSP Mutual Fund	Index/ETF	0.03%	₹0.36 L	—
HDFC BSE 500 INDEX FUND HDFC Mutual Fund	Index/ETF	0.03%	₹7.46 L	—
HDFC BSE 500 ETF HDFC Mutual Fund	Index/ETF	0.03%	₹0.60 L	—
SBI Nifty 500 Index Fund- Direct Plan- Growth SBI Mutual Fund	Index/ETF	0.03%	₹19.75 L	—
ICICI Prudential Nifty 500 Index Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Index/ETF	0.03%	₹2.31 L	—
ICICI Prudential BSE 500 ETF ICICI Prudential Mutual Fund	Index/ETF	0.03%	₹9.27 L	—
Motilal Oswal Nifty 500 ETF Motilal Oswal Mutual Fund	Index/ETF	0.03%	₹7.10 L	—
Motilal Oswal Nifty 50 Index Fund - Direct plan - Growth Motilal Oswal Mutual Fund	Index/ETF	0.03%	₹77.15 L	—
Mirae Asset Nifty Total Market Index Fund Mirae Asset Mutual Fund	Index/ETF	0.02%	₹1.25 L	-0.01%
Angel One Nifty Total Market ETF Angel One Mutual Fund	Index/ETF	0.02%	₹1.05 L	-0.01%
Angel One Nifty Total Market Index Fund Angel One Mutual Fund	Index/ETF	0.02%	₹1.46 L	-0.01%
Motilal Oswal BSE 1000 Index Fund - Direct Plan - Growth Motilal Oswal Mutual Fund	Index/ETF	0.02%	₹1.51 L	-0.01%
Bandhan Nifty Total Market Index Fund Bandhan Mutual Fund	Index/ETF	0.02%	₹1.13 L	NEW

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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.