JM Small Cap Fund

JM Small Cap Fund

Portfolio as of Jun 2025
Small-Cap
Stocks added for the first time:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
IDFC First BankPrivate Sector Bank0.245Jun 20251.050
PNB Housing FinanceHousing Finance Company0.026Jun 20251.020
Northern Arc Capital LtdNon Banking Financial Company (NBFC)0.182Jun 20250.920
SubrosOther Industrial Products0.105Jun 20250.890
Jyoti CNC AutomationIndustrial Products0.029Jun 20250.890
City Union BankPrivate Sector Bank0.027Jun 20250.570
360 One WamStockbroking & Allied0.148Jun 20250.570
ZF Commercial Vehicle Control Systems IndiaAuto Components & Equipments0.016Jun 20250.530
CRISILOther Financial Services0.124Jun 20250.450
Indegene LtdHealthcare Research- Analytics & Technology0.399Jun 20250.430
SKF IndiaAbrasives & Bearings0.211Jun 20250.400
Stocks exited in Jun 2025:
Name
Industry
Ownership (%)
Portfolio (%)
MoM Change (%)
MphasisComputers - Software & Consulting0.0000.000-100
Tube Investments of IndiaAuto Components & Equipments0.0000.000-100
RateGain Travel Technologies Ltd.Computers - Software & Consulting0.0000.000-100
Global HealthHospital0.0000.000-100
Akums Drugs and Pharmaceuticals LtdPharmaceuticals0.0000.000-100
Stocks where the stakes increased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
Shaily Engineering PlasticsPlastic Products - Industrial0.105May 20251.080295.43
Suzlon EnergyHeavy Electrical Equipment0.131Jul 20240.970241.15
EmamiPersonal Care0.337Feb 20250.66078.56
Dixon Technologies (India)Consumer Electronics0.095Jan 20250.67061.45
Multi Commodity Exchange of IndiaExchange and Data Platform0.054May 20253.28055.56
Oracle Financial Services SoftwareSoftware Products0.018May 20251.88033.33
Mahindra & Mahindra Financial ServicesNon Banking Financial Company (NBFC)0.813Jan 20242.43023.52
Venus Pipes & TubesIron & Steel Products0.350May 20251.33018.98
Mankind PharmaPharmaceuticals0.133Dec 20240.99016.76
BSEPesticides & Agrochemicals0.230May 20242.10015.68
Computer Age Management ServicesDepositories- Clearing Houses and Other Intermediaries0.117Jun 20243.38015.33
Sona BLW Precision ForgingsAuto Components & Equipments0.268Aug 20220.6509.75
LupinPharmaceuticals0.332Jan 20232.2807.77
Deepak NitriteSpecialty Chemicals0.451Apr 20240.9604.95
Polycab IndiaCables - Electricals0.163Aug 20211.2704.35
Nykaa - FSN E-Commerce Ventures Ltd.E-Retail/ E-Commerce0.168Apr 20250.7904.02
Jindal Steel & PowerIron & Steel0.233Nov 20201.7502.85
Jubilant FoodWorksRestaurants0.439Mar 20201.6001.98
Federal BankPrivate Sector Bank0.778Dec 20183.2501.55
LIC Housing FinanceHousing Finance Company0.470Sep 20241.2601.37
L&T Technology ServicesIT Enabled Services0.266Apr 20250.9901.1
Torrent PowerIntegrated Power Utilities0.196Mar 20231.1601.07
Stocks where the stakes decreased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
Century Plyboards (India)Plywood Boards/ Laminates0.013Feb 20250.290-70.08
Bharat Heavy ElectricalsHeavy Electrical Equipment0.046Dec 20230.350-56.13
Sundaram FinanceNon Banking Financial Company (NBFC)0.013Feb 20251.040-47.62
Sarda Energy & MineralsIron & Steel0.019Sep 20240.400-46.6
Union Bank of IndiaPublic Sector Bank0.079Aug 20230.770-42.46
VoltasHousehold Appliances0.085Feb 20200.290-34.39
TrentSpeciality Retail0.026Dec 20060.460-33.06
Bayer CropsciencePesticides & Agrochemicals0.029Jul 20241.080-30.42
Alkem LaboratoriesPharmaceuticals0.231Apr 20231.060-28.89
Kalpataru Power TransmissionCivil Construction0.052Jun 20241.480-23.99
Neuland LaboratoriesPharmaceuticals0.059Oct 20241.200-21.37
Thanga Mayil JewelleryGems- Jewellery And Watches0.126Aug 20240.980-20.92
Avalon TechnologiesOther Electrical Equipment0.203Oct 20241.510-15.45
Equitas Small Finance BankOther Bank0.098Jan 20250.990-13.1
BirlasoftComputers - Software & Consulting0.079Jun 20241.250-8.56
Indo Count IndustriesOther Textile Products0.109Jul 20240.880-8.1
Power Mech ProjectsCivil Construction0.189Jun 20242.720-7.49
Supreme IndustriesPlastic Products - Industrial0.292Apr 20241.250-6.56
Oberoi RealtyResidential- Commercial Projects0.179Jan 20221.000-5.65
Firstsource SolutionsBusiness Process Outsourcing (BPO)/ Knowledge Process Outsourcing (KPO)0.056Jun 20241.960-5.14
AstralPlastic Products - Industrial0.308Oct 20210.990-4.51
ACCCement & Cement Products0.386Jul 20241.110-4.29
ICRARatings0.280Jun 20242.420-3.54
Godfrey Phillips IndiaCigarettes & Tobacco Products0.091Jun 20245.570-3.07
TD Power SystemsHeavy Electrical Equipment0.168May 20251.760-2.93
Engineers IndiaCivil Construction0.170Apr 20253.090-2.22
Garware Hi-Tech FilmsPlastic Products - Industrial0.370Dec 20244.540-1.78
Coromandel InternationalFertilizers0.584Nov 20103.350-1.11
Stocks where stakes remained the same:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
Cummins IndiaCompressors- Pumps & Diesel Engines0.462Dec 20173.420
Camlin Fine SciencesSpecialty Chemicals0.409Jan 20253.290
Jana Small Finance BankOther Bank0.431Jun 20243.110
Amber Enterprises IndiaHousehold Appliances0.100Jun 20243.040
Motilal Oswal Financial ServicesStockbroking & Allied0.043Apr 20252.950
CreditAccess GrameenMicrofinance Institutions0.108Feb 20252.860
Kalyan Jewellers IndiaGems- Jewellery And Watches0.565Mar 20212.610
Restaurant Brands AsiaRestaurants0.401Jun 20242.600
Navin Fluorine InternationalSpecialty Chemicals0.080Jan 20252.530
Fortis HealthcareHospital0.513Dec 20212.400
Persistent SystemsComputers - Software & Consulting0.309Apr 20222.290
GE T & D IndiaHeavy Electrical Equipment0.445Sep 20242.170
Hindustan Petroleum CorporationRefineries & Marketing0.280Oct 20212.100
MaricoEdible Oil0.273Jun 20242.030
Indian BankPublic Sector Bank0.292Jul 20232.020
Allied Blenders and Distillers LtdBreweries & Distilleries0.124Jun 20242.010
JK CementCement & Cement Products0.487Jan 20241.850
Titagarh WagonsRailway Wagons0.107May 20251.840
Dhanuka AgritechPesticides & Agrochemicals0.179Jun 20241.820
Bharat ElectronicsAerospace & Defense0.073Jul 20201.760
PolicyBazaar - PB Fintech Ltd.Financial Technology (Fintech)0.261Mar 20231.710
Phoenix MillsResidential- Commercial Projects0.411Jan 20251.700
Indus TowersTelecom - Infrastructure0.188Jun 20241.670
DelhiveryLogistics Solution Provider0.707Aug 20231.620
Newgen Software TechnologiesComputers - Software & Consulting0.072Jun 20241.610
Max Healthcare InstituteHospital0.161Aug 20231.550
United BreweriesBreweries & Distilleries0.365Jul 20221.460
Apollo TyresTyres & Rubber Products0.649Jan 20241.460
Railtel Corporation of IndiaOther Telecom Services0.079May 20251.460
PG ELECTROPLAST LTD.Consumer Electronics0.050Jun 20241.400
Sundaram ClaytonInvestment Company0.758Feb 20121.350
Chalet HotelsHotels & Resorts0.832Jan 20231.340
Strides Pharma SciencePharmaceuticals0.118Oct 20241.300
Patel EngineeringCivil Construction0.288Jun 20241.300
AU Small Finance BankOther Bank0.263Oct 20201.270
Deepak Fertilisers & Petrochemicals CorporatiCommodity Chemicals0.039Jun 20241.140
Dr Lal PathLabsHealthcare Service Provider0.613May 20241.130
Kirloskar BrothersCompressors- Pumps & Diesel Engines0.045Jun 20241.130
Five-Star Business FinanceNon Banking Financial Company (NBFC)0.036Jun 20241.130
Zuari IndustriesSugar0.977Jul 20241.110
Prestige Estates ProjectsResidential- Commercial Projects0.192Mar 20241.090
TVS Motor Company2/3 Wheelers0.097Mar 20221.060
Max Financial ServicesLife Insurance0.227Jun 20161.010
Hi-Tech PipesIron & Steel Products0.361Oct 20241.000
Crompton Greaves Consumer ElectricalsHousehold Appliances0.538Feb 20250.970
Minda IndustriesAuto Components & Equipments0.195Jul 20210.960
Devyani InternationalRestaurants0.596Feb 20240.960
ICICI Prudential Life Insurance CompanyLife Insurance0.127Jul 20240.950
Bharti Hexacom LtdTelecom - Cellular & Fixed line services0.114Apr 20240.890
Zydus LifesciencesPharmaceuticals0.112Nov 20220.870
APL Apollo TubesIron & Steel Products0.208Jul 20220.860
Shyam Metalics and EnergyIron & Steel Products0.027Apr 20250.860
PI IndustriesPesticides & Agrochemicals0.167Jul 20200.820
Schaeffler IndiaAuto Components & Equipments0.160Aug 20090.820
Optiemus InfracomTelecom - Equipment & Accessories0.113Jan 20250.820
BHARAT BIJLEE LTD.-$Other Electrical Equipment0.161Jul 20240.770
Grindwell NortonAbrasives & Bearings0.396Dec 20140.630
Gujarat State PetronetGas Transmission/Marketing0.413Jun 20210.620
Indian Hotels CompanyHotels & Resorts0.042Jun 20240.360
Ola Electric Mobility Ltd2/3 Wheelers0.224Aug 20240.340
Gujarat GasLPG/CNG/PNG/LNG Supplier0.045May 20240.120
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