JM Small Cap Fund (An open ended equity scheme predominantly investing in small cap stocks.)
JM Financial Mutual Fund
Small Cap Fund Highly Differentiated As of 2026-05-31
Holdings
72
Well diversified
Top 10 weight
34%
Concentration
Active share
80%
Highly Differentiated
Equity
-
Asset allocation
Portfolio
27Sectors
14High-conviction bets
10%Top sector wt.
-Cash
Market-cap allocation
Mid cap5%
Small cap91%
Asset allocation
Asset mix not available.
Top holdings
6.0%
4.1%
3.9%
TD Power Systems LimitedEQUITY
3.3%3.1%
3.1%
3.0%
2.9%
2.5%
2.4%
2.4%
2.3%
2.2%
2.0%
2.0%
Gokaldas Exports LimitedEQUITY
1.9%1.7%
1.7%
Fusion Finance LimitedEQUITY
1.6%City Union Bank LimitedEQUITY
1.5%1.5%
1.4%
Marksans Pharma LimitedEQUITY
1.4%1.4%
Carraro India LtdEQUITY
1.4%GRAVITA INDIA LIMITEDEQUITY
1.4%Neuland Laboratories LtdEQUITY
1.3%Northern Arc Capital LtdEQUITY
1.3%1.2%
Yatra Online Ltd.EQUITY
1.2%SAGILITY INDIA LIMITEDEQUITY
1.2%1.2%
ZUARI INDUSTRIES LIMITEDEQUITY
1.2%1.2%
Ather Energy LimitedEQUITY
1.2%GE Power India LimitedEQUITY
1.1%1.1%
1.1%
1.1%
1.0%
Bharat Bijlee Ltd.EQUITY
1.0%1.0%
CarTrade Tech LimitedEQUITY
1.0%1.0%
CEAT LimitedEQUITY
1.0%1.0%
0.8%
0.8%
0.8%
0.8%
AI Smart summary
Pros
- Well-diversified across 72 holdings.
- Low top-10 concentration (34%).
Cons
- Small-cap heavy (91%) - higher volatility.
- Concentrated in Pharmaceuticals & Biotechnology - watch sector risk.
Auto-generated from fund metrics. Educational only - not investment advice.
Peer comparison
Other funds in Small Cap Fund.
Bandhan Small Cap Fund251 holdings · 72% AS
NIPPON INDIA SMALL CAP FUND249 holdings · 63% AS
ICICI Prudential Smallcap Fund142 holdings · 82% AS
Axis Small Cap Fund136 holdings · 60% AS
UTI Small Cap Fund103 holdings · 71% AS
ADITYA BIRLA SUN LIFE SMALL CAP FUND92 holdings · 73% AS
Sector exposure
Full industry / sector breakdown aggregated from the fund's holdings.
9.8%
9.3%
9.0%
8.3%
7.9%
7.4%
5.6%
4.8%
4.2%
3.9%
3.9%
3.8%
3.4%
3.1%