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

Equity positions

Portfolio coverage

100.00%

Latest month

Jul 2026

Top equity holdings

Stock	Value	% of AUM	MoM
BHARATFORG · Bharat Forge Limited	₹46.09 Cr	3.56%	→ Held
GODFRYPHLP · Godfrey Phillips India Limited	₹40.99 Cr	3.17%	→ Held
MARICO · Marico Limited	₹39.61 Cr	3.06%	→ Held
IDFCFIRSTB · IDFC First Bank Limited	₹38.53 Cr	2.97%	▲ Added
PAYTM · One 97 Communications Limited	₹37.57 Cr	2.90%	▲ Added
MAHABANK · Bank of Maharashtra	₹36.63 Cr	2.83%	▲ Added
AVALON · Avalon Technologies Limited	₹35.79 Cr	2.76%	▼ Trimmed
TIINDIA · Tube Investments of India Limited	₹35.79 Cr	2.76%	→ Held
GLENMARK · Glenmark Pharmaceuticals Limited	₹31.55 Cr	2.44%	▼ Trimmed
ACUTAAS · Acutaas Chemicals Limited	₹31.05 Cr	2.40%	▼ Trimmed
COFORGE · Coforge Limited	₹30.12 Cr	2.33%	→ Held
SRF · SRF Limited	₹28.86 Cr	2.23%	▲ Added
SONACOMS · Sona BLW Precision Forgings Limited	₹26.17 Cr	2.02%	▲ Added
ASHOKLEY · Ashok Leyland Limited	₹26.08 Cr	2.01%	▲ Added
POONAWALLA · Poonawalla Fincorp Limited	₹26.05 Cr	2.01%	▲ Added

Showing the top 15 of 68 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.