JM Large & Mid Cap Fund
Holdings
66
Well diversified
Top 10 weight
25%
Concentration
Active share
61%
Active Stock Picker
Equity
99%
Asset allocation
Portfolio
33Sectors
0Large positions
11.2%Top: Banks
0.0%Cash
Market-cap allocation
Large cap41%
Mid cap44%
Small cap14%
Asset allocation
Equity99%
Top holdings
ICICI Bank LimitedEQUITY
3.6%Bajaj Finance LimitedEQUITY
3.0%HDFC Bank LimitedEQUITY
2.8%Bharti Airtel LimitedEQUITY
2.4%2.4%
Coforge LimitedEQUITY
2.3%2.3%
2.3%
Shriram Finance LimitedEQUITY
2.2%Radico Khaitan LimitedEQUITY
2.1%2.0%
2.0%
PERSISTENT SYSTEMS LTDEQUITY
1.9%JSW Energy LimitedEQUITY
1.9%State Bank of IndiaEQUITY
1.9%1.9%
1.9%
Marico LimitedEQUITY
1.8%BSE LtdEQUITY
1.8%UNO Minda LimitedEQUITY
1.8%1.7%
1.7%
1.7%
IDFC First Bank LimitedEQUITY
1.7%Tech Mahindra LimitedEQUITY
1.7%1.6%
1.6%
1.6%
Jindal Steel LimitedEQUITY
1.5%1.5%
1.5%
1.5%
Lupin LimitedEQUITY
1.5%Eternal LimitedEQUITY
1.4%Larsen & Toubro LimitedEQUITY
1.4%Hindustan Zinc LimitedEQUITY
1.4%Mankind Pharma LimitedEQUITY
1.4%CarTrade Tech LimitedEQUITY
1.4%1.4%
Vishal Mega Mart LimitedEQUITY
1.4%1.3%
PB Fintech LimitedEQUITY
1.3%1.3%
City Union Bank LimitedEQUITY
1.2%INDIA CEMENTS LTDEQUITY
1.2%1.2%
CCILDERIVATIVE
1.2%K.P.R. Mill LtdEQUITY
1.2%1.1%
KEI Industries LimitedEQUITY
1.1%1.1%
1.1%
1.0%
1.0%
Ashok Leyland LimitedEQUITY
1.0%0.96%
0.95%
0.95%
Premier Energies LimitedEQUITY
0.91%UltraTech Cement LimitedEQUITY
0.90%Indus Towers LimitedEQUITY
0.87%0.80%
WAAREE ENERGIES LIMITEDEQUITY
0.77%0.76%
0.15%
Net Receivable/PayableDERIVATIVE
0.03%AI Smart summary
Portfolio read
- 99% equity.
- 66 disclosed positions across 33 classified equity sectors.
- Largest equity sector is Banks at 11.2% of the portfolio.
- Top 10 positions account for 25%, 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 Large & Mid Cap Fund.
HDFC Large and Mid Cap Fund241 holdings · 20% top 10 · 43% AS
WhiteOak Capital Large & Mid Cap Fund129 holdings · 32% top 10
ICICI Prudential Large & Mid Cap Fund127 holdings · 30% top 10 · 74% AS
Axis Large & Mid Cap Fund105 holdings · 26% top 10 · 50% AS
Canara Robeco Large And Mid Cap Fund95 holdings · 37% top 10 · 62% AS
Edelweiss Large & Mid Cap Fund92 holdings · 23% top 10
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
11.2%
6.7%
5.9%
5.2%
4.8%
4.7%
4.4%
4.2%
4.2%
4.0%
3.6%
3.3%
3.3%
3.0%
Other 19 sectors30.3%
2.3%
2.3%
2.1%
2.1%
2.1%
2.0%
1.8%
1.7%
1.5%
1.5%
1.4%
1.4%
1.3%
1.3%
1.2%
1.1%
1.1%
1.0%
1.0%