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JM Focused Fund

JM Financial Mutual Fund Focused Fund As of 2026-06-30
Holdings
30
Concentrated
Top 10 weight
44%
Concentration
Strategy data
N/A
Not reported
Equity
99%
Asset allocation

Portfolio

21Sectors 1Large positions 13.6%Top: Banks 1.2%Cash

Market-cap allocation

Large cap53%
Mid cap27%
Small cap19%

Asset allocation

Equity99%
Cash1%

Top holdings

4.2%

AI Smart summary

Portfolio read

  • 99% equity, 1% cash.
  • 30 disclosed positions across 21 classified equity sectors.
  • Largest equity sector is Banks at 13.6% of the portfolio.

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 Focused Fund.

ICICI Prudential Focused Equity Fund35 holdings · 50% top 10
Aditya Birla Sun Life Focused Fund34 holdings · 44% top 10
HDFC Focused Fund33 holdings · 59% top 10
Nippon India Focused Fund33 holdings · 52% top 10
Canara Robeco Focused Fund32 holdings · 50% top 10
DSP Focused Fund32 holdings · 55% top 10

Sector exposure

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

Banks13.6%
Other 7 sectors19.0%