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Mutual fund portfolio

JM Flexicap Fund

Fund house: JM Financial Mutual Fund · Portfolio as of Jul 2026

Equity positions
88
Portfolio coverage
100.00%
Latest month
Jul 2026

Top equity holdings

StockValue% of AUMMoM
ICICIBANK · ICICI Bank Limited₹253.36 Cr4.89%▼ Trimmed
HDFCBANK · HDFC Bank Limited₹187.04 Cr3.61%▼ Trimmed
LT · Larsen & Toubro Limited₹136.82 Cr2.64%→ Held
SHRIRAMFIN · Shriram Finance Limited₹133.80 Cr2.58%▲ Added
GODFRYPHLP · Godfrey Phillips India Limited₹128.00 Cr2.47%▼ Trimmed
BHARTIARTL · Bharti Airtel Limited₹125.95 Cr2.43%▲ Added
SBIN · State Bank of India₹121.58 Cr2.35%▲ Added
PAYTM · One 97 Communications Limited₹119.50 Cr2.30%▼ Trimmed
INFY · Infosys Limited₹109.03 Cr2.10%▲ Added
TECHM · Tech Mahindra Limited₹103.84 Cr2.00%▲ Added
GRWRHITECH · Garware Hi-Tech Films Limited₹102.57 Cr1.98%▼ Trimmed
APOLLOHOSP · Apollo Hospitals Enterprise Limited₹100.16 Cr1.93%→ Held
ARVIND · Arvind Limited₹98.84 Cr1.91%▼ Trimmed
MARUTI · Maruti Suzuki India Limited₹92.52 Cr1.78%▼ Trimmed
DIVISLAB · Divi's Laboratories Limited₹92.38 Cr1.78%▼ Trimmed

Showing the top 15 of 88 equity holdings. Access the full portfolio via the API →

Top 15 equity holdings by market value. Source: the fund house's monthly portfolio disclosures (via AMFI). Figures in Cr (crore).

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