← All Funds
JM Focused
JM · 27 holdings· 94.17% in equity
Equity holdings as last captured from the fund's monthly portfolio disclosure. Funds publish with a lag, so this can trail the latest disclosure by a month. Changes compare with the previous different capture.
| Stock | Allocation % | Change (pp) | Sector | Trend |
|---|---|---|---|---|
| Ujjivan Small Finance Bank Ltd UJJIVANSFB | 5.05% | +0.21 pp | Banks | Increased |
| Bajaj Finance Ltd BAJFINANCE | 4.61% | -0.14 pp | Financial Services | Decreased |
| One 97 Communications Ltd PAYTM | 4.60% | +0.20 pp | Financial Services | Increased |
| Honasa Consumer Ltd HONASA | 4.53% | +1.08 pp | Consumer Goods | Increased |
| Larsen & Toubro Ltd LT | 4.53% | -0.03 pp | Industrials | Decreased |
| Samvardhana Motherson International Ltd MOTHERSON | 4.17% | +0.09 pp | Automobiles | Increased |
| Lodha Developers Ltd LODHA | 4.15% | +4.15 pp | Realty | New |
| Eternal Ltd ETERNAL | 4.09% | +0.17 pp | Retail | Increased |
| OneSource Specialty Pharma Ltd ONESOURCE | 4.04% | +0.79 pp | Healthcare | Increased |
| IDFC First Bank Ltd IDFCFIRSTB | 3.98% | -1.08 pp | Banks | Decreased |
| Adani Ports & Special Economic Zone Ltd ADANIPORTS | 3.87% | +0.66 pp | Services | Increased |
| Amber Enterprises India Ltd AMBER | 3.86% | -0.26 pp | Consumer Goods | Decreased |
| Eicher Motors Ltd EICHERMOT | 3.79% | -0.15 pp | Automobiles | Decreased |
| Titan Company Ltd TITAN | 3.69% | -0.15 pp | Consumer Goods | Decreased |
| Billionbrains Garage Ventures Ltd GROWW | 3.65% | +0.09 pp | Capital Markets | Increased |
| CEAT Ltd CEATLTD | 3.64% | +0.07 pp | Automobiles | Increased |
| Interglobe Aviation Ltd INDIGO | 3.48% | +0.06 pp | Services | Increased |
| Shriram Finance Ltd SHRIRAMFIN | 3.45% | -0.35 pp | Financial Services | Decreased |
| Premier Energies Ltd PREMIERENE | 3.18% | -0.36 pp | Capital Goods | Decreased |
| Nippon Life India Asset Management Ltd NAM-INDIA | 2.95% | -0.07 pp | Capital Markets | Decreased |
| HDFC Bank Ltd HDFCBANK | 2.59% | -0.54 pp | Banks | Decreased |
| Linde India Ltd LINDEINDIA | 2.41% | +0.13 pp | Chemicals | Increased |
| Gravita India Ltd GRAVITA | 2.35% | -0.38 pp | Metals & Mining | Decreased |
| Tenneco Clean Air India Ltd TENNIND | 2.32% | +2.32 pp | Consumer Discretionary | New |
| Hindustan Aeronautics Ltd HAL | 2.05% | -0.17 pp | Aerospace & Defense | Decreased |
| JSW Energy Ltd JSWENERGY | 1.99% | -0.32 pp | Power | Decreased |
| Rentomojo Ltd RENTOMOJO | 1.15% | +1.15 pp | Consumer Discretionary | New |
Frequently asked questions
What does JM Focused Direct Plan-Growth hold?
The table lists the equity holdings of JM Focused Direct Plan-Growth: each stock's allocation as a percentage of the fund, the change in weight since the previous disclosure, its sector, and whether the fund increased, decreased, added or exited the position.
What do Change (pp) and Trend mean?
Change (pp) is the change in a stock’s allocation in percentage points between the two latest disclosures: a move from 9.58% to 7.57% is −2.01 pp. Trend labels the same move: New for a position that was not held before, Increased or Decreased when the weight moved, Unchanged when it did not, and Exited when nothing is held now.
Why are some positions hidden?
Positions at 0.00% are ones the fund has exited. They are hidden by default so the table shows what the fund owns; the button above the table shows them.
How often are mutual fund holdings updated?
Indian mutual funds disclose their full portfolios every month, within about ten days of month end. A portfolio can be around 40 days old just before the next one comes out, and the date above the data shows when the latest one was captured.