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JM Large & Mid Cap Fund

JM Financial Mutual FundLarge & Mid Cap FundActiveAs of 2026-07-31
Holdings
66
Broad portfolio
Top 10 weight
25%
Concentration
Strategy
Active
Portfolio style
Equity
99%
Asset allocation

Portfolio

33Sectors0Large positions11.2%Top: Banks0.0%Cash

Market-cap allocation

Large cap41%
Mid cap44%
Small cap14%

Asset allocation

Equity99%

Top holdings

Coforge LimitedEQUITY2.3%
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Portfolio insights

Portfolio read

  • 99% equity.
  • Large-cap exposure is 41%.
  • Largest equity sector is Banks at 11.2%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Large & Mid Cap Fund.

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Sector exposure

Showing top sectors from the current portfolio.

Banks11.2%
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