JM Focused Direct Plan-Growth
JM
Detailed equity portfolio holdings for JM Focused Direct Plan-Growth, showing each stock's allocation percentage, monthly changes in weight, sector breakdown, and whether the fund has been increasing or decreasing its position.
27 holdings· 97.57% 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 |
|---|---|---|---|---|
| Coforge Ltd COFORGE | 5.74% | +0.70 pp | Information Technology | Increased |
| IDFC First Bank Ltd IDFCFIRSTB | 5.06% | +0.01 pp | Banks | Increased |
| Ujjivan Small Finance Bank Ltd UJJIVANSFB | 4.84% | -0.37 pp | Banks | Decreased |
| Bajaj Finance Ltd BAJFINANCE | 4.75% | -0.45 pp | Financial Services | Decreased |
| Larsen & Toubro Ltd LT | 4.56% | +0.06 pp | Construction | Increased |
| One 97 Communications Ltd PAYTM | 4.40% | +0.91 pp | Financial Services | Increased |
| Amber Enterprises India Ltd AMBER | 4.12% | -0.26 pp | Consumer Goods | Decreased |
| Samvardhana Motherson International Ltd MOTHERSON | 4.08% | +0.43 pp | Automobiles | Increased |
| Eicher Motors Ltd EICHERMOT | 3.94% | +0.01 pp | Automobiles | Increased |
| Eternal Ltd ETERNAL | 3.92% | +0.26 pp | Retail | Increased |
| Titan Company Ltd TITAN | 3.83% | +0.12 pp | Consumer Goods | Increased |
| Shriram Finance Ltd SHRIRAMFIN | 3.79% | +0.17 pp | Financial Services | Increased |
| Billionbrains Garage Ventures Ltd GROWW | 3.57% | +0.58 pp | Capital Markets | Increased |
| CEAT Ltd CEATLTD | 3.56% | -0.06 pp | Automobiles | Decreased |
| Premier Energies Ltd PREMIERENE | 3.54% | -0.17 pp | Capital Goods | Decreased |
| Honasa Consumer Ltd HONASA | 3.45% | +0.18 pp | Consumer Goods | Increased |
| Interglobe Aviation Ltd INDIGO | 3.42% | 0.00 pp | Aviation | Unchanged |
| OneSource Specialty Pharma Ltd ONESOURCE | 3.25% | -0.26 pp | Healthcare | Decreased |
| Adani Ports & Special Economic Zone Ltd ADANIPORTS | 3.21% | -0.55 pp | Transport | Decreased |
| HDFC Bank Ltd HDFCBANK | 3.12% | -0.37 pp | Banks | Decreased |
| Nippon Life India Asset Management Ltd NAM-INDIA | 3.02% | -0.01 pp | Capital Markets | Decreased |
| Gravita India Ltd GRAVITA | 2.73% | +0.25 pp | Metals & Mining | Increased |
| Indian Hotels Co Ltd INDHOTEL | 2.65% | -0.04 pp | Leisure Services | Decreased |
| JSW Energy Ltd JSWENERGY | 2.31% | +0.78 pp | Power | Increased |
| Linde India Ltd LINDEINDIA | 2.28% | -0.16 pp | Chemicals | Decreased |
| Tata Motors Passenger Vehicles Ltd TMPV | 2.22% | -0.25 pp | Automobiles | Decreased |
| Hindustan Aeronautics Ltd HAL | 2.21% | -0.20 pp | Aerospace & Defense | Decreased |