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JM Small Cap Fund

JM Financial Mutual Fund As of 2026-06-30
Holdings
77
Well diversified
Top 10 weight
31%
Concentration
Active share
-
Style
Equity
97%
Asset allocation

Portfolio

-Sectors 1High-conviction bets -Top sector wt. 0.0%Cash

Market-cap allocation

Mid cap4%
Small cap91%

Asset allocation

Equity97%

Top holdings

Net Receivable/PayableCASH_EQUIVALENT
2.5%

AI Smart summary

Pros

  • Well-diversified across 77 holdings.
  • Low top-10 concentration (31%).

Cons

  • Small-cap heavy (91%) - higher volatility.

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.

Industrial Products10.7%
Pharmaceuticals & Biotechnology8.9%
Consumer Durables8.7%
Electrical Equipment7.5%
Finance7.2%
Banks6.9%
Auto Components4.9%
Leisure Services4.8%
Textiles & Apparels4.6%
Chemicals & Petrochemicals4.0%
Construction3.6%
Healthcare Services3.4%
Industrial Manufacturing3.3%
Capital Markets3.2%