Skip to content
WealthTicker

JM Financial Limited

Held by 51 mutual fund schemes, ₹488.68Cr between them.

The largest single position is Quant Small Cap Fund (quant), which holds 0.5% of its portfolio in JM Financial Limited — ₹186.77Cr, or 38.2% of all the mutual fund money in this stock.

The five largest holders account for 91% of it, across 51 schemes in total.

29 of the 51 largest holdings sit in index funds, the most of any category here.

Schemes holding
51
MF money
₹488.68Cr
Largest weight
1.5%
P/E
10.2

Funds holding JM Financial Limited

51

Largest rupee position first. One row per scheme — a fund’s Direct and Regular plans hold the same portfolio, so the Direct plan stands for both.

FundCategoryWeightPositionFund size
Quant Small Cap FundSmall Cap Fund0.53%₹186.77Cr₹35,054Cr
Motilal Oswal Small Cap FundSmall Cap Fund1.50%₹118.24Cr₹7,883Cr
ICICI Prudential Dividend Yield FundDividend Yield Fund0.95%₹63.09Cr₹6,660Cr
ICICI Prudential Infrastructure FundSectoral/ Thematic0.65%₹55.84Cr₹8,541Cr
Bandhan Small Cap FundSmall Cap Fund0.06%₹19.68Cr₹32,794Cr
JioBlackRock Flexi Cap FundFlexi Cap Fund0.56%₹18.14Cr₹3,250Cr
Nippon India Nifty Smallcap 250 Index FundIndex Funds0.20%₹6.93Cr₹3,463Cr
HDFC Nifty Smallcap 250 ETFOther ETFs0.20%₹5.34Cr₹2,670Cr
SBI Nifty Smallcap 250 Index FundIndex Funds0.20%₹3.52Cr₹1,759Cr
Motilal Oswal Nifty Smallcap 250 Index FundIndex Funds0.20%₹2.54Cr₹1,271Cr
ICICI Prudential Nifty Smallcap 250 Index FundIndex Funds0.20%₹1.53Cr₹774.95Cr
HDFC Nifty Smallcap 250 Index FundIndex Funds0.20%₹1.50Cr₹752.22Cr
Nippon India Nifty 500 Equal Weight Index FundIndex Funds0.18%₹92.40L₹513.32Cr
JioBlackRock Nifty Smallcap 250 Index FundIndex Funds0.22%₹89.08L₹399.28Cr
Motilal Oswal Nifty 500 Index FundIndex Funds0.02%₹62.28L₹3,114Cr
Edelweiss Nifty Smallcap 250 Index FundIndex Funds0.22%₹59.80L₹271.81Cr
Motilal Oswal Nifty Smallcap 250 ETFOther ETFs0.20%₹50.85L₹254.23Cr
Groww Nifty Smallcap 250 Index FundIndex Funds0.20%₹27.13L₹137.59Cr
HDFC NIFTY500 Multicap 50:25:25 Index FundIndex Funds0.05%₹25.47L₹509.38Cr
Bandhan Nifty Smallcap 250 Index FundIndex Funds0.20%₹20.03L₹100.16Cr
Mirae Asset Nifty Smallcap 250 ETFEquity ETF0.22%₹18.07L₹81.15Cr
Taurus Banking & Financial Services FundSectoral/ Thematic1.46%₹16.26L₹11.14Cr
Kotak Nifty SmallCap 250 Index FundIndex Funds0.20%₹15.55L₹77.77Cr
SBI Nifty 500 Index FundIndex Funds0.02%₹15.51L₹775.31Cr
ICICI Prudential BSE 500 ETFOther ETFs0.02%₹7.97L₹362.05Cr
Groww Nifty Total Market Index FundIndex Funds0.02%₹7.74L₹370.29Cr
HDFC BSE 500 Index FundIndex Funds0.02%₹6.45L₹322.63Cr
Axis Nifty 500 Index FundIndex Funds0.02%₹6.39L₹319.47Cr
Motilal Oswal Nifty 500 ETFOther ETFs0.02%₹5.96L₹297.99Cr
Mirae Asset Nifty500 Multicap 50:25:25 ETFEquity ETF0.06%₹4.89L₹87.37Cr
Mirae Asset BSE 500 Dividend Leaders 50 ETFEquity ETF0.34%₹4.86L₹14.38Cr
DSP Nifty Smallcap 250 Index FundIndex Funds0.20%₹3.29L₹16.47Cr
ICICI Prudential Nifty 500 Index FundIndex Funds0.02%₹2.19L₹100.16Cr
HDFC BSE 500 ETFOther ETFs0.02%₹2.10L₹104.77Cr
ICICI Prudential Nifty Smallcap 250 ETFOther ETFs0.20%₹1.81L₹9.12Cr
SBI Nifty Smallcap 250 ETFOther ETFs0.20%₹1.61L₹8.07Cr
DSP Nifty Smallcap 250 ETFOther ETFs0.20%₹1.54L₹7.71Cr
Angel One Nifty Total Market Index FundIndex Funds0.02%₹1.29L₹61.83Cr
Mirae Asset Nifty Total Market Index FundIndex Funds0.02%₹1.26L₹50.98Cr
Motilal Oswal BSE 1000 Index FundIndex Funds0.02%₹1.25L₹62.39Cr
Bandhan Nifty Total Market Index FundIndex Funds0.02%₹95.59K₹47.80Cr
Angel One Nifty Total Market ETFOther ETFs0.02%₹90.64K₹43.37Cr
UTI Nifty 500 Index FundIndex Funds0.02%₹70.55K₹35.28Cr
Navi Nifty Midsmallcap 400 Index FundIndex Funds0.06%₹64.60K₹10.77Cr
DSP Nifty 500 Index FundIndex Funds0.02%₹31.90K₹15.95Cr
UTI Nifty 500 Exchange Traded FundEquity ETF0.02%₹6.36K₹3.18Cr
Groww Nifty Smallcap 250 ETFOther ETFs0.20%——
Navi Nifty 500 Multicap 50:25:25 Index FundIndex Funds0.05%——
Aditya Birla Sun Life BSE Total Market Index FundIndex Funds0.02%——
Aditya Birla Sun Life BSE Total Market ETFEquity ETF0.02%——
Kotak Nifty 500 Index FundIndex Funds0.02%——

Weights come from each fund’s most recent disclosed portfolio, which SEBI requires monthly — positions can have changed since. “Position” is the weight applied to the scheme’s AUM, available for 46 of the 51 holders. Nothing here is advice, and a stock being widely held is not an argument for owning it.

Funds buying and selling JM Financial Limited

In their latest monthly disclosure, 5 funds bought and 1 sold, judged by share count.

FundMoveWeightValue
JioBlackRock Flexi Cap FundAdded0.49% → 0.56%₹1.51Cr
AlphaGrep Flexi Cap FundExited0.36% → —-₹18.46L
HDFC BSE 500 ETFAdded0.03% → 0.02%₹3.14L
DSP Nifty Smallcap 250 Index FundAdded0.22% → 0.20%₹25.84K
ICICI Prudential Nifty Smallcap 250 ETFAdded0.22% → 0.20%₹9.38K
Angel One Nifty Total Market ETFAdded0.02% → 0.02%₹8.19K

Frequently asked questions

Which mutual fund holds the most JM Financial Limited?

By rupee value, Quant Small Cap Fund from quant — ₹186.77Cr, at 0.5% of that scheme's portfolio. Weights come from each fund's most recent disclosed portfolio; SEBI requires monthly disclosure, so a fund that has traded since its last filing may hold more or less than this.

Which fund has the highest weight in JM Financial Limited?

Motilal Oswal Small Cap Fund carries the largest weight at 1.5% of its portfolio. That is a different question from the largest rupee position — a small fund can hold a much bigger share of itself in one stock than a large fund does.

How many mutual funds hold JM Financial Limited?

51 schemes, holding ₹488.68Cr between them across the 46 whose AUM is on record. One row per scheme: a fund's Direct and Regular plans hold the same portfolio, so the Direct plan stands for both rather than counting twice.

Does a fund holding JM Financial Limited make it a good investment?

No. This page reports what funds disclosed they own, not a view on the stock or on any scheme holding it. A widely held stock is a popular one, which is a fact about other people's positions rather than about future returns. Nothing here is investment advice.