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JM Aggressive Hybrid Fund

JM Financial Mutual Fund Aggressive Hybrid Fund As of 2026-06-30
Holdings
79
Well diversified
Top 10 weight
27%
Concentration
Strategy data
N/A
Not reported
Equity
79%
Asset allocation

Portfolio

35Sectors 0Large positions 11.1%Top: Banks 1.4%Cash

Market-cap allocation

Large cap45%
Mid cap16%
Small cap9%

Asset allocation

Equity79%
Debt20%
Cash1%

Top holdings

2.5%
2.3%

AI Smart summary

Portfolio read

  • 79% equity, 20% debt, 1% cash.
  • 79 disclosed positions across 35 classified equity sectors.
  • Largest equity sector is Banks at 11.1% of the portfolio.
  • Top 10 positions account for 27%, indicating relatively distributed position weights.

Watchpoints

  • No threshold-based concentration or allocation warning was triggered by the available portfolio data.

Auto-generated from fund metrics. Educational only - not investment advice.

Peer comparison

Other funds in Aggressive Hybrid Fund.

ICICI Prudential Equity & Debt Fund244 holdings · 37% top 10
UTI Aggressive Hybrid Fund141 holdings · 31% top 10
HDFC Hybrid Equity Fund136 holdings · 36% top 10
Canara Robeco Equity Hybrid Fund130 holdings · 32% top 10

Sector exposure

Full industry / sector breakdown aggregated from the fund's holdings.

Banks11.1%
Power2.6%
Realty2.2%
Other 21 sectors25.2%