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JM Focused Direct Plan-Growth Portfolio Analysis
Portfolio Summary
| Number of stocks | 28 |
| Top 10 Stocks (%) | 45.74 % |
| Top 5 Stocks (%) | 24.440000000000005 % |
| Top 3 Stocks (%) | 15.100000000000001 % |
Portfolio Aggregates
Large Cap Stocks (%) 60.69
69.45 %
This fund
Vs
60.69 %
Category
Mid Cap Stocks (%)
18.36%
This fund
Vs
19.15%
Category
Small Cap Stocks (%)
12.2%
This fund
Vs
20.16%
Category
Tiny Cap Stocks (%)
0.0%
This fund
Vs
0.0%
Category
Historical Trend in Sector Stocks Holding
- %
- #
| Sector Allocation | May 25 | Mar 25 | Dec 24 | Nov 24 | Oct 24 | Sep 24 | Aug 24 | Jul 24 | Jun 24 | May 24 | Apr 24 | Mar 24 | Feb 24 | Jan 24 | Dec 23 | Nov 23 | Oct 23 | Sep 23 | Aug 23 | Jul 23 | Jun 23 | ||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Financial | 26.2 % | 73.07 Crs | 25.880000000000003 % | 63.84 Crs | 18.84 % | 42.65 Crs | 24.729999999999997 % | 52.41 Crs | 23.569999999999997 % | 46.29 Crs | 21.200000000000003 % | 37.59 Crs | 7.04 % | 11.6 Crs | 10.82 % | 15.9 Crs | 17.76 % | 23.5 Crs | 17.45 % | 19.49 Crs | 19.650000000000002 % | 19.23 Crs | 24.1 % | 21.43 Crs | 18.95 % | 16.01 Crs | 18.660000000000004 % | 16.29 Crs | 18.76 % | 15.01 Crs | 15.04 % | 9.59 Crs | 14.1 % | 7.85 Crs | 13.39 % | 7.39 Crs | 17.23 % | 8.92 Crs | 19.290000000000003 % | 9.8 Crs | 28.049999999999997 % | 13.5 Crs | |
| Services | 14.639999999999999 % | 40.82 Crs | 22.430000000000003 % | 55.31 Crs | 15.969999999999999 % | 36.15 Crs | 13.21 % | 28.01 Crs | 12.48 % | 24.49 Crs | 15.18 % | 26.9 Crs | 19.15 % | 31.57 Crs | 18.77 % | 27.57 Crs | 19.57 % | 25.92 Crs | 18.68 % | 20.89 Crs | 14.23 % | 13.92 Crs | 10.129999999999999 % | 9.01 Crs | 10.86 % | 9.18 Crs | 8.42 % | 7.34 Crs | 8.85 % | 7.07 Crs | 12.540000000000001 % | 7.99 Crs | 10.16 % | 5.65 Crs | 10.03 % | 5.53 Crs | 11.290000000000001 % | 5.85 Crs | 12.219999999999999 % | 6.21 Crs | 10.17 % | 4.89 Crs | |
| Automobile | 9.65 % | 26.91 Crs | 8.2 % | 20.2 Crs | 3.17 % | 7.18 Crs | 3.07 % | 6.49 Crs | 2.49 % | 4.88 Crs | 2.98 % | 5.28 Crs | 6.59 % | 10.87 Crs | 6.85 % | 10.06 Crs | 6.470000000000001 % | 8.55 Crs | 7.640000000000001 % | 8.53 Crs | 7.95 % | 7.77 Crs | 11.82 % | 10.51 Crs | 12.370000000000001 % | 10.45 Crs | 12.01 % | 10.48 Crs | 12.04 % | 9.62 Crs | 12.33 % | 7.86 Crs | 13.64 % | 7.59 Crs | 13.73 % | 7.58 Crs | 11.5 % | 5.96 Crs | 11.54 % | 5.86 Crs | 8.32 % | 4 Crs | |
| Consumer Discretionary | 8.54 % | 23.82 Crs | 7.4 % | 18.26 Crs | 10.89 % | 24.66 Crs | 6.92 % | 14.66 Crs | 7.47 % | 14.66 Crs | 7.68 % | 13.61 Crs | 6.199999999999999 % | 10.21 Crs | 5.92 % | 8.69 Crs | 3.14 % | 4.16 Crs | 5.8100000000000005 % | 6.49 Crs | 6.02 % | 5.88 Crs | 5.73 % | 5.09 Crs | 5.91 % | 4.98 Crs | 6.21 % | 5.42 Crs | 5.23 % | 4.18 Crs | 8.85 % | 5.64 Crs | 9.65 % | 5.37 Crs | 9.25 % | 5.1 Crs | 11.219999999999999 % | 5.81 Crs | 10.31 % | 5.24 Crs | 10.75 % | 5.17 Crs | |
| Healthcare | 6.1 % | 17.01 Crs | 6.91 % | 17.03 Crs | 7.869999999999999 % | 17.82 Crs | 7.65 % | 16.19 Crs | 8.76 % | 17.19 Crs | 5.720000000000001 % | 10.15 Crs | 6.59 % | 10.86 Crs | 2.71 % | 3.98 Crs | 2.45 % | 3.24 Crs | 2.56 % | 2.85 Crs | 3.14 % | 3.07 Crs | 5.65 % | 5.02 Crs | 3.99 % | 3.37 Crs | 5.029999999999999 % | 4.38 Crs | 2.6 % | 2.07 Crs | 3.01 % | 1.92 Crs | 2.81 % | 1.56 Crs | 3.08 % | 1.7 Crs | 3.15 % | 1.63 Crs | 2.88 % | 1.46 Crs | 3.47 % | 1.66 Crs | |
| Capital Goods | 6.05 % | 16.88 Crs | 2.91 % | 7.17 Crs | 9.9 % | 22.4 Crs | 10.510000000000002 % | 22.27 Crs | 8.549999999999999 % | 16.79 Crs | 9.370000000000001 % | 16.62 Crs | 12.299999999999999 % | 20.25 Crs | 12.03 % | 17.68 Crs | 15.240000000000002 % | 20.17 Crs | 14.77 % | 16.5 Crs | 20.659999999999997 % | 20.21 Crs | 18.259999999999998 % | 16.23 Crs | 15.749999999999998 % | 13.31 Crs | 13.5 % | 11.79 Crs | 11.8 % | 9.44 Crs | 6.92 % | 4.41 Crs | 6.35 % | 3.53 Crs | 5.27 % | 2.91 Crs | 5.62 % | 2.91 Crs | 4.96 % | 2.52 Crs | 5.32 % | 2.56 Crs | |
| Construction | 5.07 % | 14.15 Crs | 2.78 % | 6.84 Crs | 2.33 % | 5.26 Crs | 2.57 % | 5.44 Crs | 3.6 % | 7.06 Crs | 2.8 % | 4.96 Crs | 3.03 % | 5 Crs | 3.5 % | 5.15 Crs | 3.62 % | 4.79 Crs | 3.94 % | 4.4 Crs | 5.58 % | 5.46 Crs | 7.199999999999999 % | 6.4 Crs | 10.860000000000001 % | 9.17 Crs | 8.56 % | 7.46 Crs | 8.639999999999999 % | 6.9 Crs | 10.25 % | 6.54 Crs | 10.08 % | 5.61 Crs | 10.09 % | 5.57 Crs | 11.59 % | 6 Crs | 12.12 % | 6.16 Crs | 11.67 % | 5.61 Crs | |
| Technology | 5.05 % | 14.08 Crs | 5.85 % | 14.42 Crs | 9.13 % | 20.66 Crs | 8.08 % | 17.12 Crs | 8.83 % | 17.33 Crs | 9.040000000000001 % | 16.04 Crs | 6.84 % | 11.27 Crs | 5.859999999999999 % | 8.61 Crs | 5.4 % | 7.14 Crs | 3.22 % | 3.6 Crs | 3.72 % | 3.63 Crs | 7.800000000000001 % | 6.94 Crs | 8.879999999999999 % | 7.5 Crs | 7.16 % | 6.25 Crs | 5.91 % | 4.72 Crs | 6.470000000000001 % | 4.12 Crs | 6.93 % | 3.85 Crs | 6.9799999999999995 % | 3.85 Crs | 6.17 % | 3.19 Crs | 5.890000000000001 % | 2.99 Crs | 7.34 % | 3.53 Crs | |
| Communication | 4.66 % | 12.99 Crs | 3.51 % | 8.66 Crs | 3.15 % | 7.14 Crs | 2.3 % | 4.88 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Metals & Mining | 3.46 % | 9.66 Crs | 2.38 % | 5.86 Crs | 0 % | 0 | 0 % | 0 | 2.94 % | 5.78 Crs | 0 % | 0 | 4.63 % | 7.63 Crs | 2.85 % | 4.19 Crs | 6.390000000000001 % | 8.46 Crs | 7.11 % | 7.94 Crs | 6.890000000000001 % | 6.73 Crs | 0 % | 0 | 0 % | 0 | 2.67 % | 2.32 Crs | 2.94 % | 2.34 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Energy | 3.2 % | 8.93 Crs | 2.81 % | 6.93 Crs | 2.12 % | 4.81 Crs | 2.18 % | 4.63 Crs | 2.36 % | 4.62 Crs | 5.43 % | 9.62 Crs | 3.97 % | 6.53 Crs | 7.779999999999999 % | 11.44 Crs | 6.36 % | 8.42 Crs | 6.24 % | 6.97 Crs | 2.86 % | 2.79 Crs | 4.8100000000000005 % | 4.28 Crs | 4.17 % | 3.52 Crs | 3.82 % | 3.33 Crs | 4.67 % | 3.73 Crs | 0 % | 0 | 2.61 % | 1.45 Crs | 2.7 % | 1.48 Crs | 2.95 % | 1.52 Crs | 4.69 % | 2.38 Crs | 4.95 % | 2.38 Crs | |
| Consumer Staples | 2.56 % | 7.13 Crs | 3.61 % | 8.9 Crs | 2.82 % | 6.38 Crs | 2.93 % | 6.21 Crs | 3.04 % | 5.97 Crs | 4.09 % | 7.26 Crs | 3.03 % | 5 Crs | 3.34 % | 4.91 Crs | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 3.54 % | 3.09 Crs | 4.04 % | 3.23 Crs | 4.78 % | 3.05 Crs | 5.38 % | 2.99 Crs | 5.63 % | 3.11 Crs | 4.92 % | 2.55 Crs | 3.94 % | 2 Crs | 0 % | 0 | |
| Chemicals | 2.48 % | 6.92 Crs | 2.11 % | 5.2 Crs | 4.96 % | 11.24 Crs | 8.07 % | 17.09 Crs | 5.51 % | 10.81 Crs | 5.98 % | 10.59 Crs | 6.38 % | 10.52 Crs | 6.9 % | 10.13 Crs | 2.87 % | 3.79 Crs | 2.33 % | 2.6 Crs | 2.85 % | 2.78 Crs | 0 % | 0 | 0 % | 0 | 2.62 % | 2.28 Crs | 5.3 % | 4.23 Crs | 5.16 % | 3.29 Crs | 5.289999999999999 % | 2.94 Crs | 5.65 % | 3.12 Crs | 1.1 % | 57.26 L | 0 % | 0 | 0 % | 0 |
Complete Current Stock Holdings
| Stocks | Sectors | % of holding | Value in (Cr) | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Larsen & Toubro Ltd. | Construction | 5.07% | 14.15Cr | 2.33% | 2.8% | 5.39% |
| Infosys Ltd. | Technology | 5.05% | 14.08Cr | 6.32% | 5.19% | 4.9% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 4.98% | 13.87Cr | -- | -- | -- |
| HDFC Bank Ltd. | Financial | 4.67% | 13.03Cr | 5.17% | 6.44% | 5.21% |
| ICICI Bank Ltd. | Financial | 4.67% | 13.01Cr | 5.24% | 5.96% | 5.84% |
| Bharti Airtel Ltd. | Communication | 4.66% | 12.99Cr | 3.15% | -- | -- |
| Titan Company Ltd. | Consumer Discretionary | 4.28% | 11.94Cr | 4.11% | 3.88% | 2.89% |
| Trent Ltd. | Services | 4.27% | 11.91Cr | 3.18% | 4.32% | 3.27% |
| Amber Enterprises India Ltd. | Consumer Discretionary | 4.26% | 11.87Cr | 6.78% | 3.8% | 2.84% |
| Eicher Motors Ltd. | Automobile | 3.83% | 10.66Cr | -- | -- | -- |
| Bajaj Finance Ltd. | Financial | 3.62% | 10.09Cr | -- | -- | 2.69% |
| Tata Steel Ltd. | Metals & Mining | 3.46% | 9.66Cr | -- | -- | -- |
| Maruti Suzuki India Ltd. | Automobile | 3.31% | 9.23Cr | -- | -- | -- |
| Max Healthcare Institute Ltd. | Healthcare | 3.27% | 9.11Cr | 3.19% | -- | 2.3% |
| Waaree Energies Ltd. | Energy | 3.2% | 8.93Cr | -- | -- | -- |
| IDFC First Bank Ltd. | Financial | 3.17% | 8.83Cr | -- | -- | -- |
| Bharat Heavy Electricals Ltd. | Capital Goods | 3.07% | 8.57Cr | -- | -- | -- |
| Hindustan Aeronautics Ltd. | Capital Goods | 2.98% | 8.3Cr | -- | -- | -- |
| Eternal Ltd. | Services | 2.95% | 8.22Cr | 3.38% | 4.01% | 3.23% |
| Onesource Specialty Pharma Ltd. | Healthcare | 2.83% | 7.89Cr | -- | -- | -- |
| REC Ltd. | Financial | 2.78% | 7.76Cr | 3.94% | 2.88% | 2.03% |
| Adani Ports and Special Economic Zone Ltd. | Services | 2.72% | 7.59Cr | -- | -- | -- |
| Jubilant FoodWorks Ltd. | Services | 2.62% | 7.3Cr | -- | 3.44% | -- |
| Varun Beverages Ltd. | Consumer Staples | 2.56% | 7.13Cr | 2.82% | -- | -- |
| Ceat Ltd. | Automobile | 2.51% | 7.01Cr | -- | -- | -- |
| Deepak Fertilisers And Petrochemicals Corporation Ltd. | Chemicals | 2.48% | 6.92Cr | 2.46% | 2.81% | -- |
| Ujjivan Small Finance Bank Ltd. | Financial | 2.31% | 6.45Cr | -- | -- | -- |
| One97 Communications Ltd. | Services | 2.08% | 5.78Cr | -- | -- | -- |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Larsen & Toubro Ltd. | Construction | 14.15Cr | -- | 14.15Cr |
| Infosys Ltd. | Technology | 14.08Cr | -- | 14.08Cr |
| Cholamandalam Investment and Finance Company Ltd. | Financial | 13.87Cr | -- | 13.87Cr |
| HDFC Bank Ltd. | Financial | 13.03Cr | -- | 13.03Cr |
| ICICI Bank Ltd. | Financial | 13.01Cr | -- | 13.01Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Varun Beverages Ltd. | Consumer Staples | 7.13Cr | -- | 7.13Cr |
| Ceat Ltd. | Automobile | 7.01Cr | -- | 7.01Cr |
| Deepak Fertilisers And Petrochemicals Corporation Ltd. | Chemicals | 6.92Cr | -- | 6.92Cr |
| Ujjivan Small Finance Bank Ltd. | Financial | 6.45Cr | -- | 6.45Cr |
| One97 Communications Ltd. | Services | 5.78Cr | -- | 5.78Cr |