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JM Low Duration Fund

JM Financial Mutual Fund Ultra Short to Short Term Fund As of 2026-06-30
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Holdings
38
Concentrated
Top 10 weight
46%
Concentration
Strategy data
N/A
Not reported
Equity
8%
Asset allocation

Portfolio

2Sectors 3Large positions 6.0%Top: ICRA AAA 3.4%Cash

Market-cap allocation

Cap allocation not available for this fund.

Asset allocation

Equity8%
Debt88%
Cash3%

Top holdings

Canara Bank 12-JAN-2027**#DEBT
7.5%
Punjab National Bank 04-MAR-2027**#DEBT
7.4%
Kotak Mahindra Bank Limited 21-DEC-2026**#DEBT
6.6%
9.1% Shriram Finance Limited 18-MAR-2027**DEBT
4.6%
8.4% Godrej Industries Ltd 27-AUG-2027**DEBT
4.6%
7.7% REC Limited 31-AUG-2026**EQUITY
3.7%
9.61% 360 ONE Prime Limited 18-JAN-2027**DEBT
3.4%
HDFC Bank Limited 05-MAR-2027**#DEBT
3.1%
Net Receivable/PayableCASH
2.6%
7.83% SIDBI 24-NOV-2028**DEBT
2.3%

AI Smart summary

Portfolio read

  • 8% equity, 88% debt, 3% cash.
  • 38 disclosed positions across 2 classified equity sectors.
  • Largest equity sector is ICRA AAA at 6.0% 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 Ultra Short to Short Term Fund.

HDFC Low Duration Fund149 holdings · 30% top 10
Nippon India Low Duration Fund90 holdings · 29% top 10
Aditya Birla Sun Life Low Duration Fund88 holdings · 35% top 10
Aditya Birla Sun Life Low Duration Fund88 holdings · 35% top 10
SBI Low Duration Fund (Erstwhile known as SBI Magnum Low Duration Fund)60 holdings · 41% top 10
Lic Mf Low Duration Fund50 holdings · 41% top 10

Sector exposure

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

ICRA AAA6.0%
CRISIL AAA2.3%