As of 30 September 2026, 8 Indian mutual funds hold JM Financial Limited (Financial Services), led by Motilal Oswal Small Cap Fund at 1.72% of its net assets, per the AMCs' SEBI-mandated monthly disclosures.
As of 30 September 2026, 8 Indian mutual fund schemes disclose a holding in JM Financial Limited (Financial Services). The table below lists every fund holding this stock along with its weight as a percentage of the fund's net assets (% to NAV), sorted from the highest conviction position downward.
Across the 8 funds holding JM Financial Limited, the average position size is 0.94% of net assets. The highest-conviction holder is Motilal Oswal Small Cap Fund (Equity), at 1.72%. Equity funds account for 6 of the 8 holders, with the rest spread across 1 other category. Over the last month, 1 fund initiated a new position and 1 fund exited, with the largest weight change at ICICI Prudential Infrastructure Fund (-0.22pp to 0.74%).
How funds changed their JM Financial Limited position between their two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.
| Fund | Weight | Change |
|---|---|---|
| Taurus Banking & Financial Services Fund | 1.61% → 1.72% | ▲ +0.11 |
| Fund | Weight | Change |
|---|---|---|
| ICICI Prudential Infrastructure Fund | 0.96% → 0.74% | ▼ -0.22 |
| # | Fund | AMC | Category | % to NAV |
|---|---|---|---|---|
| 1 | Motilal Oswal Small Cap Fund | Motilal Oswal Mutual Fund | Equity | 1.72% |
| 2 | Taurus Banking & Financial Services Fund | Taurus Mutual Fund | Thematic | 1.72% |
| 3 | ICICI Prudential Dividend Yield Fund | ICICI Prudential Mutual Fund | Equity | 1.12% |
| 4 | ICICI Prudential Dividend Yield Equity Fund | ICICI Prudential Mutual Fund | Equity | 0.99% |
| 5 | ICICI Prudential Infrastructure Fund | ICICI Prudential Mutual Fund | Thematic | 0.74% |
| 6 | quant Small Cap Fund | quant Mutual Fund | Equity | 0.61% |
| 7 | JioBlackRock Flexi Cap Fund | Jio BlackRock Mutual Fund | Equity | 0.56% |
| 8 | Bandhan Small Cap Fund | Bandhan Mutual Fund | Equity | 0.07% |
Want to interpret these weights? Read How to Read a Mutual Fund's Monthly Portfolio Disclosure, or look up terms like % to NAV and conviction in the glossary.
Source: SEBI-mandated monthly portfolio disclosures by Indian AMCs. Percentages are of each fund's net assets on its latest disclosure date. For information only, not investment advice.