JM Mid Cap Fund Direct-Growth
JM
Detailed equity portfolio holdings for JM Mid Cap Fund Direct-Growth, showing each stock's allocation percentage, monthly changes in weight, sector breakdown, and whether the fund has been increasing or decreasing its position.
71 holdings· 99.07% 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 |
|---|---|---|---|---|
| One 97 Communications Ltd PAYTM | 3.53% | +0.63 pp | Financial Services | Increased |
| Avalon Technologies Ltd AVALON | 3.05% | +0.29 pp | Capital Goods | Increased |
| Godfrey Phillips India Ltd GODFRYPHLP | 2.90% | -0.27 pp | Consumer Goods | Decreased |
| IDFC First Bank Ltd IDFCFIRSTB | 2.88% | -0.10 pp | Banks | Decreased |
| Bank of Maharashtra MAHABANK | 2.79% | -0.04 pp | Banks | Decreased |
| Marico Ltd MARICO | 2.74% | -0.32 pp | FMCG | Decreased |
| Coforge Ltd COFORGE | 2.55% | +0.23 pp | Information Technology | Increased |
| Tube Investments of India Ltd TIINDIA | 2.52% | -0.24 pp | Automobiles | Decreased |
| Bharat Forge Ltd BHARATFORG | 2.50% | -1.06 pp | Automobiles | Decreased |
| Ashok Leyland Ltd ASHOKLEY | 2.48% | +0.46 pp | Automobiles | Increased |
| Glenmark Pharmaceuticals Ltd GLENMARK | 2.44% | 0.00 pp | Healthcare | Unchanged |
| Motilal Oswal Financial Services Ltd MOTILALOFS | 2.29% | +0.32 pp | Capital Markets | Increased |
| Multi Commodity Exchange of India Ltd MCX | 2.25% | +1.21 pp | Capital Markets | Increased |
| Acutaas Chemicals Ltd ACUTAAS | 2.13% | -0.27 pp | Healthcare | Decreased |
| Sona BLW Precision Forgings Ltd SONACOMS | 2.03% | +0.01 pp | Automobiles | Increased |
| Poonawalla Fincorp Ltd POONAWALLA | 1.92% | -0.10 pp | Financial Services | Decreased |
| Aurobindo Pharma Ltd AUROPHARMA | 1.82% | +0.06 pp | Healthcare | Increased |
| Mphasis Ltd MPHASIS | 1.80% | +0.30 pp | Information Technology | Increased |
| Endurance Technologies Ltd ENDURANCE | 1.77% | +0.73 pp | Automobiles | Increased |
| J K Cements Ltd JKCEMENT | 1.75% | -0.20 pp | Construction | Decreased |
| 360 ONE WAM Ltd 360ONE | 1.73% | +0.32 pp | Capital Markets | Increased |
| Syrma SGS Technology Ltd SYRMA | 1.69% | 0.00 pp | Capital Goods | Unchanged |
| SRF Ltd SRF | 1.60% | -0.63 pp | Chemicals | Decreased |
| Dixon Technologies (India) Ltd DIXON | 1.59% | -0.39 pp | Consumer Goods | Decreased |
| Bharat Heavy Electricals Ltd BHEL | 1.53% | +0.05 pp | Capital Goods | Increased |
| AU Small Finance Bank Ltd AUBANK | 1.48% | -0.02 pp | Banks | Decreased |
| Arvind Ltd ARVIND | 1.47% | -0.51 pp | Textiles | Decreased |
| Prestige Estates Projects Ltd PRESTIGE | 1.44% | -0.06 pp | Realty | Decreased |
| Billionbrains Garage Ventures Ltd GROWW | 1.41% | +0.06 pp | Capital Markets | Increased |
| Wework India Management Ltd WEWORK | 1.38% | -0.19 pp | Commercial Services | Decreased |
| Lenskart Solutions Ltd LENSKART | 1.36% | +0.15 pp | Retail | Increased |
| Thermax Ltd THERMAX | 1.34% | -0.16 pp | Capital Goods | Decreased |
| Mankind Pharma Ltd MANKIND | 1.34% | +0.38 pp | Healthcare | Increased |
| Radico Khaitan Ltd RADICO | 1.32% | -0.02 pp | Beverages | Decreased |
| Cartrade Tech Ltd CARTRADE | 1.25% | +0.06 pp | Retail | Increased |
| E2E Networks Ltd E2E | 1.25% | +0.09 pp | Information Technology | Increased |
| Garware Hi Tech Films Ltd GRWRHITECH | 1.25% | -0.37 pp | Industrial Products | Decreased |
| OneSource Specialty Pharma Ltd ONESOURCE | 1.21% | -0.14 pp | Healthcare | Decreased |
| Piramal Finance Ltd PIRAMALFIN | 1.20% | +1.20 pp | Financial Services | New |
| Sumitomo Chemical India Ltd SUMICHEM | 1.16% | -0.04 pp | Chemicals | Decreased |
| PB Fintech Ltd POLICYBZR | 1.16% | +0.12 pp | Financial Services | Increased |
| Apar Industries Ltd APARINDS | 1.15% | +0.17 pp | Capital Goods | Increased |
| Waaree Energies Ltd WAAREEENER | 1.14% | -0.13 pp | Capital Goods | Decreased |
| FSN E-Commerce Ventures Ltd NYKAA | 1.03% | +0.18 pp | Retail | Increased |
| Hero MotoCorp Ltd HEROMOTOCO | 1.00% | -0.04 pp | Automobiles | Decreased |
| Hitachi Energy India Ltd POWERINDIA | 0.98% | 0.00 pp | Capital Goods | Unchanged |
| Alkem Laboratories Ltd ALKEM | 0.98% | -0.13 pp | Healthcare | Decreased |
| Titagarh Rail Systems Ltd TITAGARH | 0.97% | -0.12 pp | Capital Goods | Decreased |
| Indian Hotels Co Ltd INDHOTEL | 0.92% | -0.05 pp | Leisure Services | Decreased |
| Mahindra & Mahindra Financial Services Ltd M&MFIN | 0.90% | -0.08 pp | Financial Services | Decreased |
| Jana Small Finance Bank Ltd JSFB | 0.87% | -0.20 pp | Banks | Decreased |
| Exide Industries Ltd EXIDEIND | 0.86% | -0.01 pp | Automobiles | Decreased |
| Aditya Infotech Ltd CPPLUS | 0.81% | +0.15 pp | Capital Goods | Increased |
| National Aluminium Company Ltd NATIONALUM | 0.79% | +0.03 pp | Metals & Mining | Increased |
| Hindustan Petroleum Corporation Ltd HINDPETRO | 0.74% | -0.09 pp | Petroleum Products | Decreased |
| Apollo Tyres Ltd APOLLOTYRE | 0.73% | +0.05 pp | Automobiles | Increased |
| BSE Ltd BSE | 0.72% | -0.54 pp | Capital Markets | Decreased |
| Tinna Rubber & Infrastructure Ltd TINNARUBR | 0.70% | -0.22 pp | Industrial Products | Decreased |
| ACME Solar Holdings Ltd ACMESOLAR | 0.64% | +0.64 pp | Power | New |
| Jyoti CNC Automation Ltd JYOTICNC | 0.62% | +0.09 pp | Capital Goods | Increased |
| Housing & Urban Development Corporation Ltd HUDCO | 0.61% | -0.08 pp | Financial Services | Decreased |
| Linde India Ltd LINDEINDIA | 0.61% | -0.07 pp | Chemicals | Decreased |
| Navin Fluorine International Ltd NAVINFLUOR | 0.58% | +0.05 pp | Chemicals | Increased |
| Horizon Industrial Parks Ltd HORIZONIND | 0.58% | +0.58 pp | Consumer Discretionary | New |
| Cohance Lifesciences Ltd COHANCE | 0.50% | +0.01 pp | Healthcare | Increased |
| Leap India Ltd LEAPIND | 0.47% | +0.47 pp | Services | New |
| JSW Infrastructure Ltd JSWINFRA | 0.45% | +0.05 pp | Transport | Increased |
| Swiggy Ltd SWIGGY | 0.41% | -0.03 pp | Retail | Decreased |
| Coromandel International Ltd COROMANDEL | 0.40% | -0.06 pp | Chemicals | Decreased |
| Delhivery Ltd DELHIVERY | 0.37% | -0.23 pp | Logistics & Cargo | Decreased |
| Gaja Alternative Asset Management Ltd GAJA | 0.24% | +0.24 pp | Financial Services | New |