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JM Large Cap Fund

JM Financial Mutual Fund As of 2026-06-30
Holdings
51
Well diversified
Top 10 weight
38%
Concentration
Active share
-
Style
Equity
97%
Asset allocation

Portfolio

-Sectors 2High-conviction bets -Top sector wt. 0.0%Cash

Market-cap allocation

Large cap83%
Mid cap11%
Small cap0%

Asset allocation

Equity97%

Top holdings

AI Smart summary

Pros

  • Well-diversified across 51 holdings.
  • Low top-10 concentration (38%).
  • Large-cap tilt (83%) - relatively stable.

Cons

  • No major structural red flags.

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

Peer comparison

Other funds in this category.

No peers found in this category.

Sector exposure

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

Banks21.9%
Automobiles7.4%
Finance6.4%
IT - Software5.6%
Pharmaceuticals & Biotechnology5.4%
Telecom - Services4.0%
Retailing3.8%
Power3.5%
Construction3.3%
Petroleum Products3.2%
Industrial Products2.8%
Healthcare Services2.5%
Transport Infrastructure2.5%
Non - Ferrous Metals2.4%