What JM Value Fund bought and sold in September 2026
This compares the fund's portfolio at the end of September 2026 with the month before. Both come from the monthly portfolio statement of JM Financial Mutual Fund.
JM Value Fund Stocks Bought and Sold
All changes are between August 2026 and September 2026
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| Redington Limited | Reduced | −9.7% | 4.70% |
|---|---|---|---|
| ICICI Bank Limited | Reduced | −3.1% | 3.78% |
| Shriram Finance Limited | Reduced | −10.0% | 3.40% |
| Infosys Limited | Reduced | −15.4% | 2.43% |
| Jana Small Finance Bank Ltd | Reduced | −1.2% | 2.55% |
| Tech Mahindra Limited | Reduced | −4.8% | 2.52% |
| Godfrey Phillips India Limited | Reduced | −4.9% | 2.14% |
| Pine Labs Limited | Added | +11.4% | 2.09% |
| Life Insurance Corporation Of India | Reduced | −5.1% | 1.88% |
| Aptus Value Housing Finance India Ltd | Reduced | −1.7% | 1.69% |
| Motilal Oswal Financial Services Limited | Reduced | −3.7% | 1.66% |
| Creditaccess Grameen Limited | Reduced | −2.8% | 1.63% |
| Carraro India Ltd | Reduced | −9.7% | 1.53% |
| EPL Limited | New | New | 1.52% |
| Housing and Urban Development Corp. Ltd. | Reduced | −1.6% | 1.35% |
| SML Mahindra Ltd | Reduced | −5.9% | 1.35% |
| Spandana Sphoorty Financial Limited | Added | +103.4% | 1.33% |
| PVR INOX LIMITED | Added | +4.4% | 1.24% |
| NTPC Limited | Reduced | −50.0% | 0.62% |
| Hindustan Aeronautics Limited | Reduced | −15.0% | 1.02% |
| Jindal Saw Ltd | Added | +3.3% | 1.10% |
| APAR INDUSTRIES LTD | Reduced | −6.0% | 1.05% |
| Bharat Bijlee Ltd. | Reduced | −7.0% | 0.80% |
| Hero Motors Limited | New | New | 0.93% |
| GARDEN REACH SHIPBUILDERS & ENGINEER LTD | Sold out | −100% | was 0.91% |
| Suraksha Diagnostic Limited | Reduced | −4.0% | 0.88% |
| Hindustan Petroleum Corporation Limited | Reduced | −29.4% | 0.54% |
| Tata Motors Passenger Vehicles Limited | Sold out | −100% | was 0.76% |
| WEST COAST PAPER MILLS LTD | Added | +121.2% | 0.72% |
| Asset Reconstruction Company (India)Ltd | New | New | 0.67% |
| Whirlpool of India Limited | Reduced | −15.4% | 0.63% |
| TD Power Systems Limited | Reduced | −20.0% | 0.48% |
| POWER MECH PROJECTS LIMITED | Added | +9.2% | 0.57% |
| Lumino Industries Limited | Added | +32.8% | 0.53% |
| Canara Bank | Reduced | −35.1% | 0.28% |
| Spandana Sphoorty Financial Limited - Partly Paid | Sold out | −100% | was 0.37% |
| Varmora Granito Limited | New | New | 0.24% |
| PNC INFRATECH LIMITED | Sold out | −100% | was 0.12% |
No stocks in this group for September 2026.
A change is counted by the number of shares the fund holds, not by price. A stock can become a smaller part of the fund in a month when the fund bought more of it, if its price fell. Debt papers are left out.
Frequently Asked Questions
Which new stocks did JM Value Fund buy in September 2026?
It bought 4 new stocks: EPL Limited (1.52%), Hero Motors Limited (0.93%), Asset Reconstruction Company (India)Ltd (0.67%) and Varmora Granito Limited (0.24%). Each figure is the stock's share of the fund at the end of September 2026.
Which stocks did JM Value Fund sell completely in September 2026?
It sold all its shares in GARDEN REACH SHIPBUILDERS & ENGINEER LTD (0.91%), Tata Motors Passenger Vehicles Limited (0.76%), Spandana Sphoorty Financial Limited - Partly Paid (0.37%) and PNC INFRATECH LIMITED (0.12%). Each figure is the stock's share of the fund at the end of August 2026.
Which stocks did JM Value Fund buy more of in September 2026?
The largest increases in shares held were WEST COAST PAPER MILLS LTD (+121.2%), Spandana Sphoorty Financial Limited (+103.4%), Lumino Industries Limited (+32.8%), Pine Labs Limited (+11.4%) and POWER MECH PROJECTS LIMITED (+9.2%). It added to 2 more.
Which stocks did JM Value Fund sell part of in September 2026?
The largest cuts in shares held were NTPC Limited (−50.0%), Canara Bank (−35.1%), Hindustan Petroleum Corporation Limited (−29.4%), TD Power Systems Limited (−20.0%) and Infosys Limited (−15.4%). It reduced 18 more.
How are these changes worked out?
WealthGamma compares the number of shares JM Value Fund held on 30-09-2026 with 31-08-2026. Both figures come from the monthly portfolio statement of JM Financial Mutual Fund. A change in share price alone does not count as buying or selling.
See NAV, expense ratio and full holdings of JM Value Fund
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.