JM Focused Fund — Portfolio Holdings (JM Financial Mutual Fund)

Equity positions

Portfolio coverage

100.00%

Latest month

Sep 2026

Top equity holdings

Stock	Value	% of AUM	MoM
UJJIVANSFB · Ujjivan Small Finance Bank Limited	₹13.84 Cr	5.05%	→ Held
BAJFINANCE · Bajaj Finance Limited	₹12.62 Cr	4.61%	→ Held
PAYTM · One 97 Communications Limited	₹12.59 Cr	4.60%	→ Held
HONASA · Honasa Consumer Limited	₹12.41 Cr	4.53%	▲ Added
LT · Larsen & Toubro Limited	₹12.41 Cr	4.53%	→ Held
MOTHERSON · Samvardhana Motherson International Limited	₹11.43 Cr	4.17%	→ Held
LODHA · Lodha Developers Limited	₹11.35 Cr	4.15%	—
ETERNAL · ETERNAL LIMITED	₹11.20 Cr	4.09%	→ Held
ONESOURCE · Onesource Specialty Pharma Limited	₹11.05 Cr	4.04%	▲ Added
IDFCFIRSTB · IDFC First Bank Limited	₹10.90 Cr	3.98%	▼ Trimmed
ADANIPORTS · Adani Ports and Special Economic Zone Limited	₹10.61 Cr	3.87%	→ Held
AMBER · Amber Enterprises India Limited	₹10.58 Cr	3.86%	→ Held
EICHERMOT · Eicher Motors Limited	₹10.37 Cr	3.79%	→ Held
TITAN · Titan Company Limited	₹10.09 Cr	3.69%	→ Held
GROWW · Billionbrains Garage Ventures Limited	₹10.01 Cr	3.65%	→ Held

Showing the top 15 of 27 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).

Every holding, every month, plus quantity changes — via one REST API call.