Finance

JM Financial Limited

ISIN: INE780C01023 · Data as of Jul 2026
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Active Funds Holding
8
vs Last Month
-2 funds
Total Value
₹509.80 Cr
Avg Weight
1.07%
New Entries
0
Exits
2
Top Holder
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth 2.72%
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 8 active mutual funds with total exposure of ₹509.80 Cr. This month 0 funds entered and 2 funds exited. Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth has the highest allocation at 2.72%. ↓ 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 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
Mar 2026 12 ₹726 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 (0)
No new entries this month
▼ Exits (2)
THE WEALTH COMPANY MULTIASSET ALLOCATION FUND 0.97%
THE WEALTH COMPANY SMALL CAP FUND 0.95%
↑ Increased (1)
Taurus Banking & Financial Services Fund +0.03%
↓ Decreased (6)
Motilal Oswal Innovation Opportunities Fund - Direct Plan- Growth -0.24%
Motilal Oswal Small Cap Fund - Direct - Growth -0.05%
ICICI Prudential Dividend Yield Equity Fund -0.02%
quant Small Cap Fund - Growth Option - Direct Plan -0.01%
JioBlackRock Flexi Cap Fund - Direct Plan - Growth Option -0.12%
ICICI Prudential Multicap Fund - Direct Plan - Growth -0.06%
By Category

Which Fund Categories Hold This Stock?

Category Funds Avg Weight Distribution
Equity 3 1.74%
Small Cap 2 1.04%
Dividend Yield 1 0.99%
Flexi Cap 1 0.23%
Multi Cap 1 0.07%
All Holdings

Which 8 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 2.72% ₹19.00 Cr -0.24%
Taurus Banking & Financial Services Fund
Taurus Mutual Fund 		Equity 1.49% ₹17.01 L +0.03%
Motilal Oswal Small Cap Fund - Direct - Growth
Motilal Oswal Mutual Fund 		Small Cap 1.47% ₹111.83 Cr -0.05%
ICICI Prudential Infrastructure Fund - Direct Plan - Growth
ICICI Prudential Mutual Fund 		Equity 1.02% ₹87.33 Cr —
ICICI Prudential Dividend Yield Equity Fund
ICICI Prudential Mutual Fund 		Dividend Yield 0.99% ₹67.07 Cr -0.02%
quant Small Cap Fund - Growth Option - Direct Plan
Quant Mutual Fund 		Small Cap 0.6% ₹204.18 Cr -0.01%
JioBlackRock Flexi Cap Fund - Direct Plan - Growth Option
JioBlackRock Mutual Fund 		Flexi Cap 0.23% ₹7.44 Cr -0.12%
ICICI Prudential Multicap Fund - Direct Plan - Growth
ICICI Prudential Mutual Fund 		Multi Cap 0.07% ₹12.78 Cr -0.06%
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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.