JM Small Cap Fund

JM Small Cap Fund

Portfolio as of Sep 2025
Small-Cap
Stocks added for the first time:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
Cartrade TechE-Retail/ E-Commerce0.045Sep 20250.720
Berger Paints IndiaPaints0.011Oct 20250.050
EscortsTractors0.005Oct 20250.020
Stocks exited in Sep 2025:
Name
Industry
Ownership (%)
Portfolio (%)
MoM Change (%)
ICICI Prudential Life Insurance CompanyLife Insurance0.0000.000-100
ACCCement & Cement Products0.0000.000-100
Bayer CropsciencePesticides & Agrochemicals0.0000.000-100
Crompton Greaves Consumer ElectricalsHousehold Appliances0.0000.000-100
Ola Electric Mobility Ltd2/3 Wheelers0.0000.000-100
Stocks where the stakes increased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
PNB Housing FinanceHousing Finance Company0.050Jun 20251.54085.71
Syrma SGS TechnologyIndustrial Products0.050Aug 20251.01067.99
Navin Fluorine InternationalSpecialty Chemicals0.031Jan 20251.00058.11
Dalmia BharatCement & Cement Products0.209Jul 20250.62044.03
BHARAT BIJLEE LTD.-$Other Electrical Equipment0.239Jul 20241.16042.16
Gland PharmaPharmaceuticals0.237Jul 20250.58041.97
Dixon Technologies (India)Consumer Electronics0.122Jan 20250.86027.86
Ramco Cements LimitedCement & Cement Products0.025Jul 20250.81027.66
PolicyBazaar - PB Fintech Ltd.Financial Technology (Fintech)0.320Mar 20231.98021.95
Metropolis HealthcareHealthcare Service Provider0.062Aug 20250.89014.4
CreditAccess GrameenMicrofinance Institutions0.134Feb 20253.9909.89
Newgen Software TechnologiesComputers - Software & Consulting0.081Jun 20241.4009.52
Zensar TechnologiesComputers - Software & Consulting0.043Jul 20251.0208.97
Camlin Fine SciencesSpecialty Chemicals0.321Jan 20251.6208.1
Indegene LtdHealthcare Research- Analytics & Technology0.489Jun 20250.4807.92
CRISILOther Financial Services0.216Jun 20250.5907.22
L&T Technology ServicesIT Enabled Services0.332Apr 20251.0905.92
Krishna Institute of Medical Sciences LtdHospital0.048Jul 20251.8305.53
Colgate-Palmolive (India)Personal Care0.246Aug 20251.1405.24
AU Small Finance BankOther Bank0.285Oct 20201.4104.15
Suzlon EnergyHeavy Electrical Equipment0.175Jul 20241.0702.96
360 One WamStockbroking & Allied0.317Jun 20251.0502.84
Motilal Oswal Financial ServicesStockbroking & Allied0.249Jun 20251.1002.75
Jubilant FoodWorksRestaurants0.618Mar 20201.8502.7
Kalyan Jewellers IndiaGems- Jewellery And Watches0.539Mar 20212.1402.48
Sona BLW Precision ForgingsAuto Components & Equipments0.503Aug 20221.1202.03
Dr Lal PathLabsHealthcare Service Provider0.620May 20241.2301.28
United BreweriesBreweries & Distilleries0.385Jul 20221.3801.04
IDFC First BankPrivate Sector Bank0.518Jun 20252.3500.98
ZF Commercial Vehicle Control Systems IndiaAuto Components & Equipments0.680Mar 20221.2200.36
Torrent PowerIntegrated Power Utilities0.205Mar 20231.0300.24
Stocks where the stakes decreased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
Deepak Fertilisers & Petrochemicals CorporatiCommodity Chemicals0.003Jun 20240.090-88.47
Zydus LifesciencesPharmaceuticals0.043Nov 20220.320-48.3
LupinPharmaceuticals0.240Jan 20231.630-30.12
Power Mech ProjectsCivil Construction0.133Jun 20241.560-29.05
Persistent SystemsComputers - Software & Consulting0.247Apr 20221.730-19.09
Engineers IndiaCivil Construction0.086Apr 20251.280-12.64
Apollo TyresTyres & Rubber Products0.523Jan 20241.260-10.46
Strides Pharma SciencePharmaceuticals0.108Oct 20241.120-10.23
Fortis HealthcareHospital0.476Dec 20212.780-5.25
Indian BankPublic Sector Bank0.255Jul 20232.230-4.54
Federal BankPrivate Sector Bank0.482Dec 20182.120-3.88
Max Healthcare InstituteHospital0.155Aug 20231.300-3.22
Indo Count IndustriesOther Textile Products0.111Jul 20240.820-3.08
Dhanuka AgritechPesticides & Agrochemicals0.108Jun 20241.030-2.99
ICRARatings0.280Jun 20242.340-1.17
Stocks where stakes remained the same:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
Godfrey Phillips IndiaCigarettes & Tobacco Products0.091Jun 20246.600
Cummins IndiaCompressors- Pumps & Diesel Engines0.460Dec 20174.180
Garware Hi-Tech FilmsPlastic Products - Industrial0.377Dec 20243.530
Jana Small Finance BankOther Bank0.433Jun 20243.040
Mahindra & Mahindra Financial ServicesNon Banking Financial Company (NBFC)0.858Jan 20242.840
Coromandel InternationalFertilizers0.581Nov 20102.750
GE T & D IndiaHeavy Electrical Equipment0.461Sep 20242.710
Multi Commodity Exchange of IndiaExchange and Data Platform0.047May 20252.580
Restaurant Brands AsiaRestaurants0.413Jun 20242.540
Allied Blenders and Distillers LtdBreweries & Distilleries0.127Jun 20242.480
Hindustan Petroleum CorporationRefineries & Marketing0.289Oct 20212.210
Shaily Engineering PlasticsPlastic Products - Industrial0.160May 20252.200
TD Power SystemsHeavy Electrical Equipment0.173May 20252.180
MaricoEdible Oil0.280Jun 20241.990
Firstsource SolutionsBusiness Process Outsourcing (BPO)/ Knowledge Process Outsourcing (KPO)0.063Jun 20241.980
Jindal Steel & PowerIron & Steel0.233Nov 20201.920
Phoenix MillsResidential- Commercial Projects0.412Jan 20251.900
BSEPesticides & Agrochemicals0.244May 20241.860
Oracle Financial Services SoftwareSoftware Products0.018May 20251.840
Avalon TechnologiesOther Electrical Equipment0.195Oct 20241.800
JK CementCement & Cement Products0.483Jan 20241.750
Tinna Rubber & InfrastructureRubber0.750Jul 20251.750
Sundaram ClaytonInvestment Company0.740Feb 20121.720
DelhiveryLogistics Solution Provider0.632Aug 20231.660
Neuland LaboratoriesPharmaceuticals0.065Oct 20241.660
Bharat ElectronicsAerospace & Defense0.069Jul 20201.620
Venus Pipes & TubesIron & Steel Products0.441May 20251.620
Kalpataru Power TransmissionCivil Construction0.054Jun 20241.580
Titagarh WagonsRailway Wagons0.097May 20251.560
Northern Arc Capital LtdNon Banking Financial Company (NBFC)0.260Jun 20251.560
Polycab IndiaCables - Electricals0.175Aug 20211.530
Zuari IndustriesSugar0.995Jul 20241.470
Indus TowersTelecom - Infrastructure0.192Jun 20241.390
Chalet HotelsHotels & Resorts0.852Jan 20231.340
Railtel Corporation of IndiaOther Telecom Services0.081May 20251.330
Computer Age Management ServicesDepositories- Clearing Houses and Other Intermediaries0.048Jun 20241.240
TVS Motor Company2/3 Wheelers0.098Mar 20221.230
Hi-Tech PipesIron & Steel Products0.367Oct 20241.170
Alkem LaboratoriesPharmaceuticals0.231Apr 20231.150
SubrosOther Industrial Products0.118Jun 20251.150
LIC Housing FinanceHousing Finance Company0.482Sep 20241.140
Thanga Mayil JewelleryGems- Jewellery And Watches0.129Aug 20241.110
Five-Star Business FinanceNon Banking Financial Company (NBFC)0.050Jun 20241.080
Prestige Estates ProjectsResidential- Commercial Projects0.179Mar 20241.010
Supreme IndustriesPlastic Products - Industrial0.273Apr 20241.000
City Union BankPrivate Sector Bank0.046Jun 20251.000
Minda IndustriesAuto Components & Equipments0.183Jul 20210.990
PG ELECTROPLAST LTD.Consumer Electronics0.050Jun 20240.980
Patel EngineeringCivil Construction0.225Jun 20240.960
Shyam Metalics and EnergyIron & Steel Products0.027Apr 20250.940
Mankind PharmaPharmaceuticals0.125Dec 20240.930
Procter & Gamble Hygiene & Health CarePersonal Care0.282Aug 20250.920
Max Financial ServicesLife Insurance0.229Jun 20160.910
Deepak NitriteSpecialty Chemicals0.504Apr 20240.900
Nykaa - FSN E-Commerce Ventures Ltd.E-Retail/ E-Commerce0.165Apr 20250.880
Oberoi RealtyResidential- Commercial Projects0.177Jan 20220.870
APL Apollo TubesIron & Steel Products0.227Jul 20220.850
Devyani InternationalRestaurants0.562Feb 20240.850
Optiemus InfracomTelecom - Equipment & Accessories0.113Jan 20250.850
NHPCPower Generation0.130Jul 20250.840
Bharti Hexacom LtdTelecom - Cellular & Fixed line services0.118Apr 20240.820
Schaeffler IndiaAuto Components & Equipments0.165Aug 20090.790
Kirloskar BrothersCompressors- Pumps & Diesel Engines0.038Jun 20240.790
Equitas Small Finance BankOther Bank0.088Jan 20250.780
Jyoti CNC AutomationIndustrial Products0.028Jun 20250.750
PI IndustriesPesticides & Agrochemicals0.168Jul 20200.690
Amber Enterprises IndiaHousehold Appliances0.312Jun 20240.670
EmamiPersonal Care0.369Feb 20250.650
Gujarat State PetronetGas Transmission/Marketing0.452Jun 20210.600
Grindwell NortonAbrasives & Bearings0.391Dec 20140.550
SKF IndiaAbrasives & Bearings0.267Jun 20250.210
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