How many mutual funds hold JM Financial?

38 mutual funds and ETFs in WhoHolds' coverage hold JM Financial, spread across 13 fund houses.

Which fund holds the most JM Financial?

Motilal Oswal Innovation Opportunities Fund (Motilal Oswal MF) gives it the highest weight, at 2.51% of the fund's portfolio.

What is the total value of JM Financial held by these funds?

Together these funds hold about ₹546 Cr worth of JM Financial (ISIN-verified equity positions).

FinanceINE780C01023

JM Financial

Held by 38 funds across 13 fund houses in our coverage.

Coverage: 25 of India's largest fund houses — growing.

Held by

38 funds

Fund houses

Total value held

₹546 Cr

Highest weight

2.51%

Motilal Oswal Innovation Opportunities Fund

JM Financial: fund ownership at a glance

38 schemes from 13 fund houses in our coverage hold JM Financial, worth ₹546 Cr in total as of their latest monthly disclosures.

5 of them are actively managed. The largest active position is in Motilal Oswal Innovation Opportunities Fund (Motilal Oswal MF), at 2.51% of its portfolio, followed by Motilal Oswal Small Cap Fund (1.60%) and ICICI Prudential Dividend Yield Fund (1.05%). The other 33 are index funds and ETFs, which hold it because their index does; they account for 5% of the value held.

By value, Small Cap schemes hold the most (₹214 Cr), and Quant MF holds the most of any fund house (₹214 Cr).

Own several funds? The fund overlap tool shows how much of JM Financial and the rest of their portfolios they share.

Who holds JM Financial?

38 funds

#			MoM			Rank
1	Motilal Oswal Innovation Opportunities FundMotilal Oswal MFEquity (Diversified)₹19.90 Cr	2.51%	—	₹19.90 Cr	15.55 L	#22 of 33
2	Motilal Oswal Small Cap FundMotilal Oswal MFEquity (Diversified)₹130.40 Cr	1.60%	—	₹130.40 Cr	1.02 Cr	#26 of 61
3	ICICI Prudential Dividend Yield FundICICI Pru MFDividend Yield₹70.27 Cr	1.05%	—	₹70.27 Cr	54.91 L	#31 of 68
4	ICICI Prudential Infrastructure FundICICI Pru MFSectoral / Thematic₹81.89 Cr─	0.96%	─	₹81.89 Cr	63.98 L	#36 of 70
5	quant Small Cap FundQuant MFSmall Cap₹213.92 Cr─	0.60%	─	₹213.92 Cr	1.67 Cr	#40 of 71
6	Mirae Asset BSE 500 Dividend Leaders 50 ETFMirae Asset MFETF₹4.92 L	0.34%	—	₹4.92 L	3.8K	#42 of 50
7	ICICI Prudential Nifty Smallcap 250 Index FundICICI Pru MFIndex Fund₹1.76 Cr─	0.22%	─	₹1.76 Cr	1.38 L	#186 of 250
8	ICICI Prudential Nifty Smallcap 250 ETFICICI Pru MFETF₹2.04 L─	0.22%	─	₹2.04 L	1.6K	#186 of 250
9	Mirae Asset Nifty Smallcap 250 ETFMirae Asset MFETF₹18.26 L─	0.22%	─	₹18.26 L	14.2K	#182 of 251
10	Groww Nifty Smallcap 250 ETFGroww MFETF₹3.78 L─	0.22%	─	₹3.78 L	2.9K	#181 of 248
11	Groww Nifty Smallcap 250 Index FundGroww MFIndex Fund₹30.19 L─	0.22%	─	₹30.19 L	23.4K	#182 of 249
12	Motilal Oswal Nifty Smallcap 250 Index FundMotilal Oswal MFEquity (Diversified)₹2.89 Cr	0.22%	—	₹2.89 Cr	2.26 L	#185 of 249
13	DSP Nifty Smallcap 250 Index FundDSP MFIndex Fund₹3.87 L─	0.22%	─	₹3.87 L	3.0K	#182 of 249
14	Edelweiss Nifty Smallcap 250 Index FundEdelweiss MFEquity (Diversified)₹63.56 L	0.22%	—	₹63.56 L	49.7K	#186 of 250
15	DSP Nifty Smallcap 250 ETFDSP MFETF₹1.84 L─	0.22%	─	₹1.84 L	1.4K	#181 of 250
16	Nippon India Nifty Smallcap 250 Index FundNippon India MFIndex Fund₹7.85 Cr─	0.22%	─	₹7.85 Cr	6.14 L	#186 of 250
17	Motilal Oswal Nifty Smallcap 250 ETFMotilal Oswal MFEquity (Diversified)₹56.54 L	0.22%	—	₹56.54 L	44.2K	#185 of 249
18	SBI Nifty Smallcap 250 Index FundSBI MFIndex Fund₹3.91 Cr─	0.22%	─	₹3.91 Cr	3.03 L	#183 of 251
19	HDFC Nifty Smallcap 250 ETFHDFC MFETF₹6.04 Cr	0.22%	—	₹6.04 Cr	4.68 L	#182 of 248
20	SBI Nifty Small Cap 250 ETFSBI MFETF₹1.89 L─	0.22%	─	₹1.89 L	1.5K	#183 of 251
21	HDFC Nifty Smallcap 250 Index FundHDFC MFIndex Fund₹1.68 Cr	0.22%	—	₹1.68 Cr	1.30 L	#180 of 248
22	Kotak Nifty Smallcap 250 Index FundKotak MFIndex Fund₹18.99 L─	0.22%	─	₹18.99 L	14.8K	#186 of 250
23	Nippon India Nifty 500 Equal Weight Index FundNippon India MFIndex Fund₹1.09 Cr	0.21%	—	₹1.09 Cr	85.5K	#176 of 499
24	HDFC Nifty500 Multicap 50.25.25 Index FundHDFC MFIndex Fund₹28.60 L	0.06%	—	₹28.60 L	22.2K	#416 of 497
25	Mirae Asset Nifty500 Multicap 50:25:25 ETFMirae Asset MFETF₹4.94 L─	0.06%	─	₹4.94 L	3.8K	#419 of 499
26	HDFC BSE 500 ETFHDFC MFETF₹5.10 L	0.03%	—	₹5.10 L	4.0K	#420 of 501
27	HDFC BSE 500 Index FundHDFC MFIndex Fund₹8.16 L	0.03%	—	₹8.16 L	6.3K	#426 of 501
28	SBI Nifty 500 Index FundSBI MFIndex Fund₹19.01 L─	0.03%	─	₹19.01 L	14.7K	#429 of 499
29	DSP Nifty 500 Index FundDSP MFIndex Fund₹0.43 L─	0.03%	─	₹0.43 L	332	#426 of 499
30	ICICI Prudential BSE 500 ETFICICI Pru MFETF₹9.07 L	0.02%	—	₹9.07 L	7.1K	#431 of 501
31	Groww Nifty Total Market Index FundGroww MFIndex Fund₹8.80 L─	0.02%	─	₹8.80 L	6.8K	#477 of 752
32	Mirae Asset Nifty Total Market Index FundMirae Asset MFIndex Fund₹1.21 L	0.02%	—	₹1.21 L	937	#480 of 751
33	ICICI Prudential Nifty 500 Index FundICICI Pru MFIndex Fund₹2.57 L─	0.02%	─	₹2.57 L	2.0K	#433 of 500
34	Motilal Oswal Nifty 500 ETFMotilal Oswal MFEquity (Diversified)₹7.33 L	0.02%	—	₹7.33 L	5.7K	#432 of 499
35	Motilal Oswal Nifty 500 Index FundMotilal Oswal MFEquity (Diversified)₹78.56 L	0.02%	—	₹78.56 L	61.4K	#432 of 499
36	UTI Nifty 500 Index FundUTI MFIndex Fund₹2.70 L	0.02%	—	₹2.70 L	2.1K	#433 of 500
37	Axis Nifty 500 Index FundAxis MFIndex Fund₹7.91 L	0.02%	—	₹7.91 L	6.2K	#433 of 500
38	UTI Nifty 500 Exchange Traded FundUTI MFETF₹0.22 L	0.02%	—	₹0.22 L	174	#429 of 500

Ownership history

18 funds disclosed holding this in Sep 2026 · +16 vs Apr 2024

Funds holding, month over month

By fund type

Share of value held, split by fund category

38funds

Small Cap39%
Equity (Diversified)28%
Sectoral / Thematic15%
Dividend Yield13%
Index Fund3%
ETF1%

By fund house

Which AMCs hold it, by value

Quant MF₹214 Cr1
Motilal Oswal MF₹155 Cr6
ICICI Pru MF₹154 Cr6
Nippon India MF₹9 Cr2
HDFC MF₹8 Cr5
SBI MF₹4 Cr3
Edelweiss MF₹1 Cr1
Groww MF₹0 Cr3
Mirae Asset MF₹0 Cr4
Kotak MF₹0 Cr1
Axis MF₹0 Cr1
DSP MF₹0 Cr3
UTI MF₹0 Cr2

Shareholding

FY27 Q1

Promoter: 57.0%
FII / FPI: 16.9%
DII: 5.5%
Public: 20.5%

Quarterly shareholding via Screener.in · DII includes domestic mutual funds

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JM Financial holdings — FAQ

How many mutual funds hold JM Financial?: 38 mutual funds and ETFs in WhoHolds' coverage hold JM Financial, spread across 13 fund houses.
Which fund holds the most JM Financial?: Motilal Oswal Innovation Opportunities Fund (Motilal Oswal MF) gives it the highest weight, at 2.51% of the fund's portfolio.
What is the total value of JM Financial held by these funds?: Together these funds hold about ₹546 Cr worth of JM Financial (ISIN-verified equity positions).
As of when is this JM Financial holdings data?: Portfolios as on Motilal Oswal MF Aug 2026 · ICICI Pru MF Aug 2026 · Quant MF Aug 2026 · Mirae Asset MF Sep 2026 · Groww MF Sep 2026 · DSP MF Sep 2026 · Edelweiss MF Aug 2026 · Nippon India MF Aug 2026 · SBI MF Sep 2026 · HDFC MF Sep 2026 · Kotak MF Aug 2026 · UTI MF Aug 2026 · Axis MF Aug 2026, taken from each AMC's public monthly portfolio disclosure. This is information only, not investment advice.

Portfolios as on: Motilal Oswal MF Aug 2026 · ICICI Pru MF Aug 2026 · Quant MF Aug 2026 · Mirae Asset MF Sep 2026 · Groww MF Sep 2026 · DSP MF Sep 2026 · Edelweiss MF Aug 2026 · Nippon India MF Aug 2026 · SBI MF Sep 2026 · HDFC MF Sep 2026 · Kotak MF Aug 2026 · UTI MF Aug 2026 · Axis MF Aug 2026. ISIN-verified equity positions from public AMC disclosures. Not investment advice.
Weight = the position as a % of that fund's portfolio. MoM = change vs the previous month's disclosure. Values in ₹: L = Lakh (1,00,000), Cr = Crore (1,00,00,000).