JM Small Cap Fund

JM Small Cap Fund

Portfolio as of May 2025
Small-Cap
Stocks added for the first time:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
TD Power SystemsHeavy Electrical Equipment0.178May 20252.010
Titagarh WagonsRailway Wagons0.111May 20251.840
Multi Commodity Exchange of IndiaExchange and Data Platform0.035May 20251.650
Railtel Corporation of IndiaOther Telecom Services0.081May 20251.440
Oracle Financial Services SoftwareSoftware Products0.014May 20251.410
Venus Pipes & TubesIron & Steel Products0.305May 20251.230
Shaily Engineering PlasticsPlastic Products - Industrial0.027May 20250.350
Stocks exited in May 2025:
Name
Industry
Ownership (%)
Portfolio (%)
MoM Change (%)
Kajaria CeramicsCeramics0.0000.000-100
Blue StarHousehold Appliances0.0000.000-100
BLS International ServicesTour, Travel Related Services0.0000.000-100
Time TechnoplastPlastic Products - Industrial0.0000.000-100
Mrs Bectors Food SpecialitiesPackaged Foods0.0000.000-100
Orchid PharmaPharmaceuticals0.0000.000-100
Aadhar Housing Finance LtdHousing Finance Company0.0000.000-100
Stocks where the stakes increased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
Engineers IndiaCivil Construction0.178Apr 20253.19053.85
Garware Hi-Tech FilmsPlastic Products - Industrial0.362Dec 20245.48037.67
Hi-Tech PipesIron & Steel Products0.370Oct 20240.99036.31
Nykaa - FSN E-Commerce Ventures Ltd.E-Retail/ E-Commerce0.164Apr 20250.77034.22
ICRARatings0.293Jun 20242.64034.09
Dhanuka AgritechPesticides & Agrochemicals0.177Jun 20241.83034
Dixon Technologies (India)Consumer Electronics0.059Jan 20250.42026
Firstsource SolutionsBusiness Process Outsourcing (BPO)/ Knowledge Process Outsourcing (KPO)0.061Jun 20242.17023.41
Motilal Oswal Financial ServicesStockbroking & Allied0.043Apr 20252.91023.13
EmamiPersonal Care0.190Feb 20250.39020.48
BirlasoftComputers - Software & Consulting0.087Jun 20241.34019.94
Amber Enterprises IndiaHousehold Appliances0.101Jun 20243.08017.11
Phoenix MillsResidential- Commercial Projects0.390Jan 20251.74016.64
Allied Blenders and Distillers LtdBreweries & Distilleries0.127Jun 20241.98011.26
CreditAccess GrameenMicrofinance Institutions0.113Feb 20252.87011.02
Devyani InternationalRestaurants0.607Feb 20240.99010.5
Camlin Fine SciencesSpecialty Chemicals0.426Jan 20252.5809.58
ACCCement & Cement Products0.412Jul 20241.1808.96
Computer Age Management ServicesDepositories- Clearing Houses and Other Intermediaries0.106Jun 20242.8708.3
Jubilant FoodWorksRestaurants0.435Mar 20201.5307.17
LIC Housing FinanceHousing Finance Company0.470Sep 20241.2506.48
Bharti Hexacom LtdTelecom - Cellular & Fixed line services0.117Apr 20240.8705.28
Crompton Greaves Consumer ElectricalsHousehold Appliances0.546Feb 20251.0105.22
L&T Technology ServicesIT Enabled Services0.268Apr 20251.0105.21
Power Mech ProjectsCivil Construction0.211Jun 20242.8804.7
Patel EngineeringCivil Construction0.286Jun 20241.3504.32
Mankind PharmaPharmaceuticals0.113Dec 20240.9304.27
LupinPharmaceuticals0.307Jan 20232.2203.82
Zuari IndustriesSugar0.995Jul 20241.1603.49
Mahindra & Mahindra Financial ServicesNon Banking Financial Company (NBFC)0.673Jan 20241.9803.17
Hindustan Petroleum CorporationRefineries & Marketing0.289Oct 20212.0502.39
Cummins IndiaCompressors- Pumps & Diesel Engines0.465Dec 20173.4201.57
Jana Small Finance BankOther Bank0.441Jun 20243.1101.09
Alkem LaboratoriesPharmaceuticals0.324Apr 20231.6001.06
Stocks where the stakes decreased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
Global HealthHospital0.000Sep 20240.020-98.69
RateGain Travel Technologies Ltd.Computers - Software & Consulting0.071Jan 20250.510-59.08
MphasisComputers - Software & Consulting0.059Mar 20240.230-38.1
Tube Investments of IndiaAuto Components & Equipments0.079Jul 20210.380-34.68
Equitas Small Finance BankOther Bank0.114Jan 20251.150-33.36
Neuland LaboratoriesPharmaceuticals0.075Oct 20241.540-29.27
Bayer CropsciencePesticides & Agrochemicals0.042Jul 20241.490-23.72
Navin Fluorine InternationalSpecialty Chemicals0.081Jan 20252.370-23.08
Sundaram FinanceNon Banking Financial Company (NBFC)0.026Feb 20252.080-21.5
Kirloskar BrothersCompressors- Pumps & Diesel Engines0.046Jun 20240.920-19.21
TrentSpeciality Retail0.040Dec 20060.650-18.85
Deepak Fertilisers & Petrochemicals CorporatiCommodity Chemicals0.040Jun 20241.050-15
Bharat Heavy ElectricalsHeavy Electrical Equipment0.111Dec 20230.810-13.69
BHARAT BIJLEE LTD.-$Other Electrical Equipment0.168Jul 20240.780-13.65
PG ELECTROPLAST LTD.Consumer Electronics0.050Jun 20241.520-12.34
Akums Drugs and Pharmaceuticals LtdPharmaceuticals0.083Jul 20241.030-10.34
Five-Star Business FinanceNon Banking Financial Company (NBFC)0.038Jun 20241.100-8.23
Strides Pharma SciencePharmaceuticals0.120Oct 20241.240-6.75
Union Bank of IndiaPublic Sector Bank0.147Aug 20231.330-6.59
ICICI Prudential Life Insurance CompanyLife Insurance0.128Jul 20240.990-5.13
Grindwell NortonAbrasives & Bearings0.424Dec 20140.680-5.06
Oberoi RealtyResidential- Commercial Projects0.196Jan 20221.010-3.84
Century Plyboards (India)Plywood Boards/ Laminates0.044Feb 20251.040-3.33
AU Small Finance BankOther Bank0.267Oct 20201.120-1.63
Indian BankPublic Sector Bank0.299Jul 20232.010-1.48
Coromandel InternationalFertilizers0.588Nov 20103.210-0.88
Apollo TyresTyres & Rubber Products0.655Jan 20241.580-0.19
Stocks where stakes remained the same:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
Godfrey Phillips IndiaCigarettes & Tobacco Products0.094Jun 20245.900
Federal BankPrivate Sector Bank0.783Dec 20183.150
Kalyan Jewellers IndiaGems- Jewellery And Watches0.583Mar 20212.730
Restaurant Brands AsiaRestaurants0.413Jun 20242.710
Fortis HealthcareHospital0.514Dec 20212.220
Persistent SystemsComputers - Software & Consulting0.311Apr 20222.210
GE T & D IndiaHeavy Electrical Equipment0.461Sep 20242.140
MaricoEdible Oil0.278Jun 20242.090
Avalon TechnologiesOther Electrical Equipment0.245Oct 20241.930
Kalpataru Power TransmissionCivil Construction0.071Jun 20241.910
BSEPesticides & Agrochemicals0.207May 20241.820
Newgen Software TechnologiesComputers - Software & Consulting0.074Jun 20241.800
Jindal Steel & PowerIron & Steel0.227Nov 20201.780
PolicyBazaar - PB Fintech Ltd.Financial Technology (Fintech)0.262Mar 20231.720
JK CementCement & Cement Products0.498Jan 20241.710
Bharat ElectronicsAerospace & Defense0.073Jul 20201.670
Indus TowersTelecom - Infrastructure0.192Jun 20241.580
DelhiveryLogistics Solution Provider0.728Aug 20231.570
United BreweriesBreweries & Distilleries0.363Jul 20221.540
Sundaram ClaytonInvestment Company0.781Feb 20121.520
Max Healthcare InstituteHospital0.160Aug 20231.420
Chalet HotelsHotels & Resorts0.853Jan 20231.390
Thanga Mayil JewelleryGems- Jewellery And Watches0.163Aug 20241.350
Supreme IndustriesPlastic Products - Industrial0.307Apr 20241.310
Polycab IndiaCables - Electricals0.158Aug 20211.160
Dr Lal PathLabsHealthcare Service Provider0.617May 20241.160
Torrent PowerIntegrated Power Utilities0.198Mar 20231.110
AstralPlastic Products - Industrial0.329Oct 20211.070
TVS Motor Company2/3 Wheelers0.098Mar 20221.050
ZF Commercial Vehicle Control Systems IndiaAuto Components & Equipments0.493Mar 20221.010
Prestige Estates ProjectsResidential- Commercial Projects0.195Mar 20241.000
Indo Count IndustriesOther Textile Products0.125Jul 20241.000
Deepak NitriteSpecialty Chemicals0.434Apr 20240.970
Max Financial ServicesLife Insurance0.227Jun 20160.950
APL Apollo TubesIron & Steel Products0.228Jul 20220.930
Minda IndustriesAuto Components & Equipments0.194Jul 20210.910
Schaeffler IndiaAuto Components & Equipments0.165Aug 20090.880
Shyam Metalics and EnergyIron & Steel Products0.027Apr 20250.880
Zydus LifesciencesPharmaceuticals0.112Nov 20220.850
Optiemus InfracomTelecom - Equipment & Accessories0.114Jan 20250.850
PI IndustriesPesticides & Agrochemicals0.168Jul 20200.790
Sarda Energy & MineralsIron & Steel0.037Sep 20240.790
Sona BLW Precision ForgingsAuto Components & Equipments0.255Aug 20220.700
Gujarat State PetronetGas Transmission/Marketing0.425Jun 20210.640
VoltasHousehold Appliances0.132Feb 20200.450
Ola Electric Mobility Ltd2/3 Wheelers0.231Aug 20240.420
Indian Hotels CompanyHotels & Resorts0.042Jun 20240.380
Suzlon EnergyHeavy Electrical Equipment0.040Jul 20240.310
Gujarat GasLPG/CNG/PNG/LNG Supplier0.047May 20240.120
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