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JM Small Cap Fund

JM Financial Mutual FundSmall Cap FundActiveAs of 2026-07-31
Holdings
83
Broad portfolio
Top 10 weight
30%
Concentration
Strategy
Active
Portfolio style
Equity
98%
Asset allocation

Portfolio

27Sectors1Large positions11.8%Top: Industrial Products0.0%Cash

Market-cap allocation

Mid cap3%
Small cap92%

Asset allocation

Equity98%

Top holdings

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Portfolio insights

Portfolio read

  • 98% equity.
  • Large-cap exposure is 0%.
  • Largest equity sector is Industrial Products at 11.8%.

Watchpoints

  • Review concentration alongside the fund mandate.

Generated from current fund metrics. Educational research only.

Peer comparison

Other funds in Small Cap Fund.

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Sector exposure

Showing top sectors from the current portfolio.

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