Jm Aggressive Hybrid Fund Half Yearly Bonus Option Principal Units - Portfolio Analysis
- Hybrid
- Aggressive
- Status: Closed
Portfolio Overview
As of October 31, 2025
Asset Allocation
Equity: 77.79%Others: 22.21%
Market Cap
Large Cap: 34.45%Small Cap: 24.85%Equity: 6.46%Mid Cap: 12.04%
Number of stocks
78
Top 10 Holdings
66.03% of portfolio
Market Cap of Equity
Large Cap
34.4454%
Small Cap
24.8474%
Equity
6.4597%
Mid Cap
12.0357%
Companies Allocation of Equity
HDFC Bank Ltd8.47%
Ujjivan Small Finance Bank Ltd Ordinary Shares7.56%
Bharti Airtel Ltd7.32%
Bajaj Finance Ltd7.03%
Multi Commodity Exchange of India Ltd6.95%
Larsen & Toubro Ltd6.72%
Waaree Energies Ltd6.47%
One97 Communications Ltd5.43%
ICICI Bank Ltd5.12%
Maruti Suzuki India Ltd4.96%
Sector Allocation of Equity
Financial Services23.52%
Communication Services3.66%
Industrials12.68%
Technology13.93%
Consumer Cyclical11.76%
Basic Materials6.28%
Healthcare3.62%
Consumer Defensive2.35%
SIP Amount
Monthly SIP Date
Fund Suspended: Currently this fund is not available for Investments.
Jm Aggressive Hybrid Fund Half Yearly Bonus Option Principal Units
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In mutual funds, "market cap allocation" means how assets of the fund are divided among various market capitalizations, which are based on the total market value of the outstanding shares of stock of a company. Market capitalization falls into three major categories: Large-cap, Mid-cap, Small-cap funds.