JM Financial Limited

Held by equity mutual funds in 113 disclosed months, Jan 2013 to Sep 2026.

As of

Funds holding

1 vs Aug 2026

Value held by funds: ₹531 Cr; down ₹1.5 Cr vs Aug 2026
Largest position: 1.7%; Taurus Banking & Financial Services Fund
Moves this month: 1 in · 2 out; 5 added, 1 trimmed

JM Financial Limited (Finance) was held by 7 active equity mutual funds in September 2026, ₹531 Cr in all (down 1 fund from Aug 2026). The largest position was Taurus Banking & Financial Services Fund at 1.7% of its portfolio. During the month 1 fund entered and 2 exited. Funds have disclosed holding it since Jan 2013.

Funds holding JM Financial Limited in September 2026

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Weight is the share of that fund's portfolio; change is against the previous disclosed month.

Include funds that exited (2)

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quant Small Cap Fund
quant Mutual Fund · history in this fund
Weight in fund
0.61%
Δ weight
up <0.01 pts
Value
₹216 Cr
Δ value
up ₹1.7 Cr
Status
Added
Motilal Oswal Small Cap Fund
Motilal Oswal Mutual Fund · history in this fund
Weight in fund
1.72%
Δ weight
up 0.12 pts
Value
₹142 Cr
Δ value
up ₹12 Cr
Status
Added
ICICI Prudential Dividend Yield Fund
ICICI Prudential Mutual Fund · history in this fund
Weight in fund
1.12%
Δ weight
up 0.07 pts
Value
₹70.8 Cr
Δ value
up ₹57 L
Status
Added
ICICI Prudential Infrastructure Fund
ICICI Prudential Mutual Fund · history in this fund
Weight in fund
0.74%
Δ weight
down 0.22 pts
Value
₹60.6 Cr
Δ value
down ₹21.3 Cr
Status
Trimmed
Bandhan Small Cap Fund
Bandhan Mutual Fund · history in this fund
Weight in fund
0.07%
Δ weight
up 0.07 pts
Value
₹24 Cr
Δ value
up ₹24 Cr
Status
New
JioBlackRock Flexi Cap Fund
Jio BlackRock Mutual Fund · history in this fund
Weight in fund
0.56%
Δ weight
up 0.07 pts
Value
₹17.7 Cr
Δ value
up ₹1.6 Cr
Status
Added
Taurus Banking & Financial Services Fund
Taurus Mutual Fund · history in this fund
Weight in fund
1.72%
Δ weight
up 0.11 pts
Value
₹18 L
Δ value
up ₹0 L
Status
Added

Funds holding this company, with weight, value and change

quant Small Cap Fund quant Mutual Fund · history in this fund	Small Cap	0.61%	up <0.01 pts	₹216 Cr	up ₹1.7 Cr	1,67,14,161	Added
Motilal Oswal Small Cap Fund Motilal Oswal Mutual Fund · history in this fund	Small Cap	1.72%	up 0.12 pts	₹142 Cr	up ₹12 Cr	1,10,34,381	Added
ICICI Prudential Dividend Yield Fund ICICI Prudential Mutual Fund · history in this fund	Dividend Yield	1.12%	up 0.07 pts	₹70.8 Cr	up ₹57 L	54,90,603	Added
ICICI Prudential Infrastructure Fund ICICI Prudential Mutual Fund · history in this fund	Sectoral / Thematic	0.74%	down 0.22 pts	₹60.6 Cr	down ₹21.3 Cr	46,95,819	Trimmed
Bandhan Small Cap Fund Bandhan Mutual Fund · history in this fund	Small Cap	0.07%	up 0.07 pts	₹24 Cr	up ₹24 Cr	18,61,278	New
JioBlackRock Flexi Cap Fund Jio BlackRock Mutual Fund · history in this fund	Flexi Cap	0.56%	up 0.07 pts	₹17.7 Cr	up ₹1.6 Cr	13,73,372	Added
Taurus Banking & Financial Services Fund Taurus Mutual Fund · history in this fund	Sectoral / Thematic	1.72%	up 0.11 pts	₹18 L	up ₹0 L	13,920	Added

Who bought and sold, Aug 2026 to Sep 2026

New Funds that entered (1)

Bandhan Small Cap Fund Bandhan Mutual Fund0.1% · ₹24 Cr

Exited Funds that exited (2)

Motilal Oswal Innovation Opportunities Fund Motilal Oswal Mutual Fundwas 2.5% · ₹19.9 Cr
Alphagrep - Flexi Cap Fund AlphaGrep Mutual Fundwas 0.4% · ₹18 L

Added Biggest additions

Motilal Oswal Small Cap Fund Motilal Oswal Mutual Fundup ₹12 Cr

History

How many equity funds held the company each month, and the value they held.

Funds holding, Jan 2013 to Sep 2026.

Value held by funds, Jan 2013 to Sep 2026.