Sector Allocation of the of JM Focused Fund

Here is the most recent list of holdings in sectors in the JM Focused Fund's portfolio as of 31 Oct 2025. The fund's AUM is 310.83 crores, of which equity holdings constitute 98.89%.

Name of the SectorHolding Percentage
Financial Services 31.06%
Financial 17.23%
Automobile 11.50%
Consumer Discretionary 11.22%
Consumer Durables 9.50%
Automobile and Auto Components 9.46%
Consumer Services 8.89%
Capital Goods 8.72%
Materials 7.91%
Information Technology 6.93%
Technology 6.17%
Healthcare 5.93%
Construction 5.01%
Consumer Staples 4.92%
Telecommunication 4.05%
Chemicals 3.98%
Insurance 3.71%
Energy 2.95%
Oil, Gas & Consumable Fuels 2.85%
Services 2.81%
Realty 2.55%
Fast Moving Consumer Goods 2.31%
Others 1.66%
N/A 1.11%
Others -72.43%