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JM Small Cap Fund

JM Financial Mutual Fund Small Cap Fund As of 2026-06-30
Holdings
77
Well diversified
Top 10 weight
31%
Concentration
Strategy data
N/A
Not reported
Equity
97%
Asset allocation

Portfolio

27Sectors 1Large positions 10.7%Top: Industrial Products 3.0%Cash

Market-cap allocation

Mid cap4%
Small cap91%

Asset allocation

Equity97%
Cash3%

Top holdings

AI Smart summary

Portfolio read

  • 97% equity, 3% cash.
  • 77 disclosed positions across 27 classified equity sectors.
  • Largest equity sector is Industrial Products at 10.7% of the portfolio.
  • Top 10 positions account for 31%, indicating relatively distributed position weights.

Watchpoints

  • Small-cap exposure is 91%, which may increase volatility and liquidity risk.

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

Peer comparison

Other funds in Small Cap Fund.

Nippon India Small Cap Fund251 holdings · 16% top 10
ICICI Prudential Smallcap Fund144 holdings · 21% top 10
Axis Small Cap Fund132 holdings · 23% top 10
quant Small Cap Fund110 holdings · 41% top 10
UTI Small Cap Fund107 holdings · 24% top 10
Aditya Birla Sun Life Small Cap Fund94 holdings · 25% top 10

Sector exposure

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

Banks6.9%
Other 13 sectors15.2%