How many stocks does JM Medium to Long Duration Fund hold?

As of 2026-06-30, JM Medium to Long Duration Fund discloses 9 holdings.

How concentrated is JM Medium to Long Duration Fund?

Its top 10 holdings make up about 100% of the portfolio.

What is the largest holding in JM Medium to Long Duration Fund?

6.36% GOI 16-Feb-2031 is the largest disclosed holding at 29.8% of the portfolio.

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JM Medium to Long Duration Fund

JM Financial Mutual Fund As of 2026-06-30

Compare Run analysis

Holdings

Concentrated

Top 10 weight

100%

Concentration

Active share

Style

Equity

Asset allocation

Portfolio

-Sectors 6High-conviction bets -Top sector wt. 0.0%Cash

Market-cap allocation

Cap allocation not available for this fund.

Asset allocation

Equity8%

Debt84%

Top holdings

6.36% GOI 16-Feb-2031DEBT

29.8%

6.94% GOI 11-May-2036DEBT

26.1%

6.75% GOI 23-Dec-2029DEBT

13.5%

7.55% REC Limited 11-MAY-2030**DEBT

8.4%

7.08% Bajaj Housing Finance Ltd 12-JUN-2030**EQUITY

8.2%

7.48% NABARD 15-SEP-2028DEBT

6.7%

CCILCASH_EQUIVALENT

4.8%

Net Receivable/PayableCASH_EQUIVALENT

2.3%

Corporate Debt Market Development Fund - Class A2 UnitsMUTUAL_FUND

0.3%

AI Smart summary

Pros

Balanced across the metrics we track.

Cons

Compact 9-stock portfolio - higher single-stock impact.
High top-10 concentration (100%).

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.

SOVEREIGN69.4%

CRISIL AAA23.2%