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JM Midcap Fund (Jan to Mar 2025)

Nav 1: 19.4039

Date : 19-May-2025

Average AUM : 45938.95

Stock Name Sector Value Mn % of Total Holdings More Details
Oil IndiaOil exploration & production174.50.00%
Tata TechnologiesComputers - software & consulting309.40.00%
Bharat ForgeCastings & forgings212.21.49%
Ipca LaboratoriesPharmaceuticals112.50.79%
JK CementCement & cement products437.53.07%
Schaeffler IndiaAuto components & equipments122.10.86%
Glenmark PharmaceuticalsPharmaceuticals2741.92%
Cummins IndiaCompressors, pumps & diesel engines377.22.65%
Titagarh WagonsRailway wagons1651.14%
Sundram FastenersAuto components & equipments28.70.00%
Devyani InternationalRestaurants179.11.26%
VoltasHousehold appliances376.10.00%
Honeywell Automation IndiaIndustrial products283.30.00%
BioconPharmaceuticals208.20.00%
CG Power and Industrial SolutionsHeavy electrical equipment1860.00%
Amber Enterprises IndiaHousehold appliances166.61.17%
ABB Power Products and Systems IndiaHeavy electrical equipment1270.00%
JSW InfrastructureEngineering, designing, construction406.50.00%
Timken IndiaAbrasives & bearings239.10.00%
Fortis HealthcareHospital276.11.94%
Linde IndiaIndustrial gases207.60.00%
Rural Electrification CorporationFinancial institution209.20.00%
ArvindGarments & apparels240.81.69%
Sona BLW Precision ForgingsAuto components & equipments156.10.00%
Aurobindo PharmaPharmaceuticals154.81.09%
Magma FincorpNon banking financial company (nbfc)233.40.00%
Bank of MaharashtraPublic sector bank210.91.48%
Max Healthcare InstituteHospital209.61.47%
Housing & Urban Development CorporationFinancial institution304.40.00%
Ahluwalia Contracts (India)Civil construction172.30.00%
Suzlon EnergyHeavy electrical equipment154.11.08%
Thomas Cook (india)Tour, travel related services24.90.00%
Hindustan Petroleum CorporationRefineries & marketing425.80.00%
Sterling and Wilson SolarCivil construction213.30.00%
EscortsTractors209.20.00%
Blue StarHousehold appliances207.11.45%
Exide IndustriesAuto components & equipments217.30.00%
Godrej PropertiesResidential, commercial projects237.70.00%
Deepak Fertilisers & Petrochemicals CorpCommodity chemicals240.60.00%
Vodafone IdeaTelecom - cellular & fixed line services191.60.00%
Max Financial ServicesLife insurance82.60.00%
PB FintechFinancial technology (fintech)216.21.52%
Sumitomo Chemical IndiaPesticides & agrochemicals256.61.80%
Exicom Tele-SystemsOther electrical equipment47.80.00%
Tejas NetworksTelecom - equipment & accessories118.90.00%
Jyothy LaboratoriesHousehold products209.10.00%
Berger Paints IndiaPaints3950.00%
Aadhar Housing FinanceHousing finance company228.71.60%
Hero Motocorp2/3 wheelers142.30.00%
HegElectrodes & refractories1860.00%
MukandSteel13.50.00%
Phoenix MillsResidential, commercial projects127.50.00%
Aarti IndustriesSpecialty chemicals186.50.00%
DelhiveryLogistics solution provider122.30.00%
Orchid PharmaPharmaceuticals93.80.00%
Patel EngineeringCivil construction67.20.00%
Gulf Oil Lubircants IndiaLubricants61.20.00%
Bharat Heavy ElectricalsHeavy electrical equipment178.11.25%
ThermaxHeavy electrical equipment69.80.49%
Bharat BijleeOther electrical equipment97.30.00%
LIC Housing FinanceHousing finance company197.40.00%
SBI Cards and Payment ServicesNon banking financial company (nbfc)286.92.01%
VedantaDiversified metals1650.00%
Commercial Engineers & Body Builders CoEngineering, designing, construction131.70.00%
Alkem LaboratoriesPharmaceuticals231.30.00%
BSEExchange and data platform292.82.05%
Pi IndustriesPesticides & agrochemicals264.30.00%
Ola Electric Mobility2/3 wheelers79.80.00%
NBCC (India)Civil construction125.50.00%
Jubilant FoodworksRestaurants349.72.45%
GO Digit General InsuranceGeneral insurance89.30.00%
Tata ElxsiComputers - software & consulting153.40.00%
Burger King IndiaRestaurants550.00%
Federal BankPrivate sector bank95.90.00%
Persistent SystemsComputers - software & consulting268.50.00%
Kalyan Jewellers IndiaGems, jewellery and watches306.50.00%
Cholamandalam Financial HoldingsInvestment company232.90.00%
Ami OrganicsPharmaceuticals172.31.21%
MOILIndustrial minerals126.40.00%
Tube Investments Of IndiaAuto components & equipments340.62.39%
CoforgeComputers - software & consulting377.12.64%
Indian BankPublic sector bank206.41.45%
TVS HoldingsAuto components & equipments160.80.00%
HEGElectrodes & refractories165.80.00%
Bayer CropsciencePesticides & agrochemicals140.60.00%
Strides Pharma SciencePharmaceuticals177.20.00%
Hi-Tech PipesCommodities88.60.00%
Avalon TechnologiesOther electrical equipment361.62.54%
Motilal Oswal Financial ServicesStockbroking & allied449.33.15%
CreditAccess GrameenMicrofinance institutions89.80.00%
Polyplex CorporationPackaging27.10.00%
SRFSpecialty chemicals176.40.00%
Tech MahindraComputers - software & consulting166.60.00%
Senco GoldGems, jewellery and watches45.70.00%
Onesource Specialty PharmaPharmaceuticals257.51.81%
MaricoPersonal care343.92.41%
Apollo Hospitals EnterprisesHospital2831.98%
Colgate - Palmolive (India)Personal care234.10.00%
Jana Small Finance BankBanks196.61.38%
MphasisComputers - software & consulting394.70.00%
Godfrey Phillips IndiaCigarettes & tobacco products660.44.63%
Garware Hi-Tech FilmsPlastic products - industrial148.81.04%
J S W EnergyPower generation217.10.00%
HDFC Asset Management CoAsset management company276.61.94%
KPIT TechnologiesComputers - software & consulting2131.49%
GlaxoSmithKline PharmaceuticalsPharmaceuticals1441.01%
Computer Age Management ServicesDepositories, clearing houses and other intermediaries136.70.00%
Jindal Steel & PowerIron & steel products151.31.07%
SwiggyE-retail/ e-commerce253.81.78%
Suven PharmaceuticalsPharmaceuticals163.81.15%
Steel Authority Of IndiaIron & steel products113.70.00%
Dixon Technologies (India)Consumer electronics244.81.72%
Hindustan AeronauticsAerospace & defense255.80.00%
IDFC First BankPrivate sector bank146.51.03%
Sundaram FinanceNon banking financial company (nbfc)141.20.99%
Kaynes Technology IndiaIndustrial products239.11.68%
Waaree EnergiesOther electrical equipment349.52.45%
Prestige Estates ProjectsResidential, commercial projects211.41.48%
GE T&D IndiaHeavy electrical equipment177.61.25%
One 97 CommunicationsFinancial technology (fintech)261.71.84%
Elecon Engineering CoIndustrial products31.40.00%
Triveni TurbineHeavy electrical equipment26.10.00%
Schloss BangaloreHotels & resorts8.20.00%
Oracle Financial Services SoftwareSoftware products218.11.53%
Au Small Finance BankOther bank175.51.23%
360 ONE WAMOther financial services174.11.22%
Indus TowersTelecom - infrastructure99.80.00%
Jyoti CNC AutomationIndustrial products109.50.77%
APL Apollo TubesIron & steel products96.10.00%
HDB Financial ServicesNon banking financial company (nbfc)101.40.71%
Titagarh Rail SystemsRailway wagons2401.68%
Tinna Rubber and InfrastructureSpecialty chemicals148.51.04%
National Securities DepositoryDepositories, clearing houses and other intermediaries1511.06%
Chambal Fertilizers & ChemicalsFertilizers58.20.41%
India CementsCement & cement products85.60.60%
Syrma SGS TechnologyIndustrial products252.91.77%
Jindal SteelIron & steel products170.21.19%
Cartrade TechE-retail/ e-commerce149.51.05%
E2E NetworksIt enabled services104.60.73%
Blue Jet HealthcarePharmaceuticals88.10.62%