JM Aggressive Hybrid Fund

JM Financial Mutual FundHybridPortfolio as of 31 July 2026

JM Aggressive Hybrid Fund holds 85 instruments (78.67% equity), led by Bajaj Finance Limited (3.54%), Bharti Airtel Limited (3.04%) and One 97 Communications Limited (3%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
85
Equity Allocation
78.67%
AMC
JM Financial Mutual Fund
Category
Hybrid

This page shows the complete disclosed portfolio of JM Aggressive Hybrid Fund, managed by JM Financial Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 85 instruments with an equity allocation of 78.67%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

JM Aggressive Hybrid Fund's top 10 holdings account for 25.78% of its portfolio, more diversified than the Hybrid category average of 28.9%. Financial Services is its largest sector exposure at 24.84% of net assets, spread across 11 sectors in total. Since its 31 May 2026 disclosure, the fund added 15 new positions and exited 7 positions, with Multi Commodity Exchange of India Limited seeing the largest move (-1.7pp to 1.79%).

Top 10 Equity Holdings

What Changed: May 2026 → July 2026

Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.

15 new entries7 exits10 increased10 reduced

Biggest Weight Increases

StockWeightChange
One 97 Communications Limited2.54% → 3%▲ +0.46
Coforge Limited2.38% → 2.84%▲ +0.46
Bajaj Finance Limited3.09% → 3.54%▲ +0.45
ETERNAL LIMITED2.17% → 2.58%▲ +0.41
PG Electroplast Limited1.48% → 1.85%▲ +0.37
United Spirits Limited1.56% → 1.83%▲ +0.27
LTM Limited0.82% → 1.08%▲ +0.26
Kotak Mahindra Bank Limited1.89% → 2.11%▲ +0.22
ICICI Bank Limited1.83% → 2.05%▲ +0.22
Five-Star Business Finance Limited0.92% → 1.11%▲ +0.19

Biggest Weight Reductions

StockWeightChange
Multi Commodity Exchange of India Limited3.49% → 1.79%▼ -1.7
NTPC Limited2.88% → 1.77%▼ -1.11
Tech Mahindra Limited2.21% → 1.47%▼ -0.74
Jubilant Foodworks Limited1.27% → 0.6%▼ -0.67
JSW Steel Limited1.85% → 1.21%▼ -0.64
Waaree Energies Limited1.25% → 0.86%▼ -0.39
Adani Ports and Special Economic Zone Limited1.81% → 1.48%▼ -0.33
Larsen & Toubro Limited2.12% → 1.81%▼ -0.31
Kaynes Technology India Limited1.37% → 1.07%▼ -0.3
HDFC Bank Limited2.15% → 1.86%▼ -0.29

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Jan – Jul 2026).

Jan: 3.52%, Feb: 3.66%, Mar: 2.89%, Apr: 3.14%, May: 3.09%, Jul: 3.54%
3.54%
Jan: 3.8%, Feb: 3.71%, Mar: 3.75%, Apr: 3.33%, May: 3.27%, Jul: 3.04%
3.04%
Jan: 2.37%, Feb: 2.35%, Mar: 2.31%, Apr: 2.46%, May: 2.54%, Jul: 3%
3%
Jan: 2.55%, Feb: 1.87%, Mar: 1.98%, Apr: 1.98%, May: 2.38%, Jul: 2.84%
2.84%
Jan: 2.18%, Feb: 2.01%, Mar: 2.11%, Apr: 2.11%, May: 2.17%, Jul: 2.58%
2.58%

Full Portfolio (85 holdings)

#HoldingSector% to NAV
16.36% Central Government Securitiesbond3.58%
2Bajaj Finance LimitedFinancial Services3.54%
3Bharti Airtel LimitedTelecommunication3.04%
4One 97 Communications LimitedFinancial Services3%
5Coforge LimitedInformation Technology2.84%
6ETERNAL LIMITEDConsumer Discretionary2.58%
7Reliance Industries LimitedEnergy2.47%
8Apollo Hospitals Enterprise LimitedHealthcare2.17%
9Kotak Mahindra Bank LimitedFinancial Services2.11%
10ICICI Bank LimitedFinancial Services2.05%
11Ujjivan Small Finance Bank LimitedFinancial Services1.98%
12Metropolis Healthcare LimitedHealthcare1.94%
13HDFC Bank LimitedFinancial Services1.86%
14PG Electroplast LimitedConsumer Discretionary1.85%
15United Spirits LimitedConsumer Staples1.83%
16Larsen & Toubro LimitedIndustrials1.81%
17Multi Commodity Exchange of India LimitedFinancial Services1.79%
18NTPC LimitedUtilities1.77%
19Eicher Motors LimitedConsumer Discretionary1.76%
20The India Cements LimitedMaterials1.75%
217.9% Mahindra & Mahindra Financial Serv Ltdbond1.71%
22Mahindra & Mahindra LimitedConsumer Discretionary1.59%
23RBL Bank LimitedFinancial Services1.52%
24InterGlobe Aviation LimitedServices1.49%
25Adani Ports and Special Economic Zone LimitedServices1.48%
266.94% Central Government Securitiesbond1.47%
27Tech Mahindra LimitedInformation Technology1.47%
28Axis Bank LimitedFinancial Services1.46%
29Tata Motors LimitedIndustrials1.4%
30Hindustan Aeronautics LimitedIndustrials1.39%
31Maruti Suzuki India LimitedConsumer Discretionary1.36%
32ICICI Prudential Life Insurance Company LimitedFinancial Services1.35%
33Axis Bank Limitedbond1.32%
34Adani Enterprises LimitedMaterials1.28%
35Torrent Pharmaceuticals LimitedHealthcare1.27%
36Bharat Forge LimitedConsumer Discretionary1.25%
37JSW Steel LimitedMaterials1.21%
38WeWork India Management LimitedIndustrials1.14%
39Five-Star Business Finance LimitedFinancial Services1.11%
40HDFC Bank Limitedbond1.09%
41CD - UNION BANK OF INDIAbond1.09%
42360 ONE WAM LIMITEDFinancial Services1.09%
43LTM LimitedInformation Technology1.08%
44Kaynes Technology India LimitedIndustrials1.07%
458.60% Muthoot Finance Limited 2028bond1.07%
46Motilal Oswal Financial Services LimitedFinancial Services1.04%
47Hindustan Zinc LimitedMaterials1.03%
48Adani Power LimitedUtilities1.02%
49SRF LimitedMaterials1.01%
50Marico LimitedConsumer Staples0.96%
51Canara BankFinancial Services0.94%
52BOSCH HOME COMFORT INDIA LIMITEDConsumer Discretionary0.92%
53Net Receivable/Payableother0.89%
54Waaree Energies LimitedIndustrials0.86%
55UNO Minda LimitedConsumer Discretionary0.81%
567.58% REC Limitedbond0.72%
579.61% 360 One Prime Limited 2027bond0.71%
586.68% Government of Indiabond0.71%
598.75% Piramal Finance Limited 2027bond0.71%
608.4% Muthoot Finance Limitedbond0.71%
61Shadowfax Technologies LimitedServices0.68%
627.08% Bajaj Housing Finance Limited 2030bond0.63%
63Belrise Industries LimitedConsumer Discretionary0.61%
64Jubilant Foodworks LimitedConsumer Discretionary0.6%
657.48% National Bank for Agriculture and Rural Development (MD )bond0.57%
66Punjab National Bankbond0.55%
67Diamond Power Infrastructure LimitedIndustrials0.51%
687.85% Power Finance Corporation Ltd. (MD )bond0.36%
697.55% REC Limitedbond0.36%
707.645% LIC Housing Finance Limitedbond0.36%
717.27% Indian Railway Finance Corporation Limitedbond0.36%
727.01% National Bank for Agriculture and Rural Development (MD )bond0.35%
737.4% Power Finance Corporation Limitedbond0.28%
74Bank of Barodabond0.28%
75Urban Company LimitedConsumer Discretionary0.28%
766.68% Government of India 2040bond0.28%
77S.J.S. Enterprises LimitedConsumer Discretionary0.25%
78CCILother0.22%
798.12% L&T Finance Limitedbond0.21%
807.70% LIC Housing Finance Limitedbond0.21%
81HDFC Bank Limited 2026bond0.21%
826.75% Central Government Securitiesbond0.14%
83Small Industries Development Bank of India - 7.04%bond0.14%
847.5% REC Limitedbond0.07%
85ANIRIT VENTURES LIMITEDConsumer Discretionary0%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Bajaj Finance Limited is 3.54% of JM Aggressive Hybrid Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Bharti Airtel Limited is 3.04% of JM Aggressive Hybrid Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, One 97 Communications Limited is 3% of JM Aggressive Hybrid Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Coforge Limited is 2.84% of JM Aggressive Hybrid Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, ETERNAL LIMITED is 2.58% of JM Aggressive Hybrid Fund's net assets — its number 5 holding.

New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.

Source: JM Financial Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.