📊 AMC Portfolio · RightAdvise

Bajaj Finserv Mutual Fund — Portfolio, Holdings & Monthly Changes

Complete fund-by-fund holdings, monthly portfolio changes, conviction stocks and sector shifts. Data as of Jul 2026. Data sourced from monthly portfolio disclosures submitted by each AMC to AMFI, as mandated by SEBI.

₹30,626.6 Cr
Avg AUM — Jan–Mar 2026 · -4.6%
11
Active Funds
5
Index / ETF Funds
233
Unique Stocks
16
Fresh Entries
22
Complete Exits
✓ Copied!
🏆 Conviction 🟢 Fresh Entries 🔴 Complete Exits 📈 Adding 📉 Reducing 📋 Active Funds (11) 📊 Index/ETF (5)

Bajaj Finserv Mutual Fund is one of India's registered mutual fund houses. Like most AMCs, it may run schemes across multiple categories — equity, debt, hybrid, international, or others. This page tracks only the equity segment: 11 actively managed equity funds and 5 passive index funds and ETFs, based on official AMFI portfolio disclosures as mandated by SEBI. Other scheme types, if any, are not covered here.

Within the active equity funds, stocks held across five or more funds simultaneously indicate high conviction — a shared view among multiple fund managers within Bajaj Finserv Mutual Fund. As of Jul 2026, ICICI Bank Limited is the most widely held stock, present in 8 active funds. The dominant sector exposure is Banks, followed by Pharmaceuticals & Biotechnology.

This page compares portfolio holdings month on month to surface active decisions. Between Jun 2026 and Jul 2026, Bajaj Finserv Mutual Fund's active equity funds made 16 fresh stock entries and fully exited 22 stocks. Only active fund changes are tracked here — index and ETF changes are benchmark-driven and not shown.

High Conviction

Which Stocks Are Held in 5 or More Funds?

Stocks held across multiple Bajaj Finserv Mutual Fund funds simultaneously.

#StockSectorNo. of FundsCombined ValueHeld By
1
ICICI Bank Limited
Banks
Banks 8 funds ₹1,028.6 Cr Equity, Large Cap, ELSS, Multi Asset, Balanced Advantage, Flexi Cap, Mid Cap, Multi Cap
2
HDFC Bank Limited
Banks
Banks 8 funds ₹861.6 Cr Equity, Multi Asset, ELSS, Large Cap, Balanced Advantage, Flexi Cap, Mid Cap, Multi Cap
3
Divi's Laboratories Limited
Pharmaceuticals & Biotechnology
Pharmaceuticals & Biotechnology 7 funds ₹517.8 Cr Equity, Large Cap, Mid Cap, Balanced Advantage, ELSS, Flexi Cap, Multi Asset
4
The Federal Bank Limited
Banks
Banks 7 funds ₹484.1 Cr Equity, Mid Cap, Multi Cap, Flexi Cap, Small Cap, Balanced Advantage, Multi Asset
5
State Bank of India
Banks
Banks 7 funds ₹451.6 Cr Equity, ELSS, Large Cap, Multi Asset, Mid Cap, Balanced Advantage, Flexi Cap
6
Vedanta Aluminium Metal Limited
Metals & Minerals Trading
Metals & Minerals Trading 7 funds ₹319.9 Cr Large Cap, Multi Cap, ELSS, Mid Cap, Flexi Cap, Multi Asset, Balanced Advantage
7
Eternal Limited
Retailing
Retailing 7 funds ₹251.7 Cr Equity, ELSS, Large Cap, Multi Cap, Balanced Advantage, Flexi Cap, Mid Cap
8
GlaxoSmithKline Pharmaceuticals Limited
Pharmaceuticals & Biotechnology
Pharmaceuticals & Biotechnology 7 funds ₹214.6 Cr Multi Cap, Balanced Advantage, ELSS, Equity, Multi Asset, Flexi Cap, Mid Cap
9
Zydus Wellness Limited
Food Products
Food Products 7 funds ₹183.9 Cr ELSS, Small Cap, Multi Cap, Equity, Mid Cap, Balanced Advantage
10
Reliance Industries Limited
Petroleum Products
Petroleum Products 6 funds ₹559.5 Cr ELSS, Large Cap, Balanced Advantage, Flexi Cap, Mid Cap, Multi Asset
Portfolio Changes — Active Funds Only

Which Stocks Did This AMC Buy or Exit This Month?

Jun 2026 Jul 2026

Index/ETF funds excluded — they track benchmarks mechanically and do not reflect active stock selection.

#StockSectorFundsAvg WeightValue
1
Sumitomo Chemical India Limited
Fertilizers & Agrochemicals
NEW 6 funds 0.39% ₹47.7 Cr
2
Onesource Specialty Pharma Limited
Pharmaceuticals & Biotechnology
NEW 5 funds 0.69% ₹84.2 Cr
3
SBI Funds Management Limited
Capital Markets
NEW 4 funds 1.95% ₹61.7 Cr
4
Canara Bank
Banks
NEW 3 funds 1.15% ₹38.5 Cr
5
EID Parry India Limited
Food Products
NEW 3 funds 0.88% ₹31.7 Cr
6
PG Electroplast Limited
Consumer Durables
NEW 2 funds 1.89% ₹67.4 Cr
7
Swiggy Limited
Retailing
NEW 2 funds 0.76% ₹13.0 Cr
8
DCB Bank Limited
Banks
NEW 2 funds 0.58% ₹14.5 Cr
9
Oberoi Realty Limited
Realty
NEW 2 funds 0.43% ₹37.0 Cr
10
Hitachi Energy India Limited
Electrical Equipment
NEW 2 funds 0.26% ₹9.7 Cr
#StockSectorFundsWas WeightValue
1
Bandhan Bank Limited
Banks
EXITED 4 funds 1.01% ₹15.6 Cr
2
InterGlobe Aviation Limited
Transport Services
EXITED 4 funds 0.98% ₹89.5 Cr
3
Malco Energy Limited
Power
EXITED 4 funds 0.10% ₹4.6 Cr
4
IndusInd Bank Limited
Banks
EXITED 2 funds 0.81% ₹24.8 Cr
5
ABB India Limited
Electrical Equipment
EXITED 1 fund 2.85% ₹45.8 Cr
6
NTPC Limited
Power
EXITED 1 fund 1.38% ₹17.1 Cr
7
Bajaj Consumer Care Limited
Personal Products
EXITED 1 fund 1.30% ₹7.9 Cr
8
Abbott India Limited
Pharmaceuticals & Biotechnology
EXITED 1 fund 1.25% ₹4.4 Cr
9
Bank of Baroda
Banks
EXITED 1 fund 1.19% ₹5.5 Cr
10
MedPlus Health Services Limited
Retailing
EXITED 1 fund 1.18% ₹4.2 Cr
#StockSectorFundsJun 2026Jul 2026ChangeValue
1
Bajaj Finance Limited
Finance
Finance 5 2.05% 3.71% +1.66% ₹429.4 Cr
2
Tech Mahindra Limited
IT - Software
IT - Software 2 0.44% 1.63% +1.19% ₹137.1 Cr
3
SBI Life Insurance Company Limited
Insurance
Insurance 4 0.21% 1.29% +1.08% ₹63.1 Cr
4
Exide Industries Limited
Auto Components
Auto Components 5 0.34% 1.28% +0.94% ₹190.5 Cr
5
Orient Electric Limited
Consumer Durables
Consumer Durables 1 0.87% 1.71% +0.84% ₹10.6 Cr
6
Navin Fluorine International Limited
Chemicals & Petrochemicals
Chemicals & Petrochemicals 1 1.20% 2.01% +0.81% ₹7.6 Cr
7
Jio Financial Services Limited
Finance
Finance 3 1.35% 2.14% +0.79% ₹70.0 Cr
8
The Indian Hotels Company Limited
Leisure Services
Leisure Services 1 0.88% 1.63% +0.75% ₹27.2 Cr
9
CRISIL Limited
Finance
Finance 3 0.51% 1.21% +0.70% ₹53.2 Cr
10
TVS Motor Company Limited
Automobiles
Automobiles 3 1.52% 2.21% +0.69% ₹81.4 Cr
#StockSectorFundsJun 2026Jul 2026ChangeValue
1
HDFC Bank Limited
Banks
Banks 8 7.38% 6.01% -1.37% ₹861.6 Cr
2
Axis Bank Limited
Banks
Banks 5 3.24% 2.08% -1.16% ₹207.5 Cr
3
Thangamayil Jewellery Limited
Consumer Durables
Consumer Durables 2 2.00% 0.92% -1.08% ₹17.9 Cr
4
LG Electronics India Ltd
Consumer Durables
Consumer Durables 1 2.92% 1.92% -1.00% ₹32.1 Cr
5
Sterlite Technologies Limited
Telecom - Equipment & Accessories
Telecom - Equipment & Accessories 2 1.96% 0.98% -0.98% ₹36.5 Cr
6
Thermax Limited
Electrical Equipment
Electrical Equipment 3 2.45% 1.47% -0.98% ₹231.2 Cr
7
Orkla India Ltd
Food Products
Food Products 1 1.79% 0.85% -0.94% ₹5.3 Cr
8
Premier Energies Limited
Electrical Equipment
Electrical Equipment 2 1.10% 0.28% -0.82% ₹33.9 Cr
9
JK Cement Limited
Cement & Cement Products
Cement & Cement Products 1 1.86% 1.14% -0.72% ₹17.2 Cr
10
Gabriel India Limited
Auto Components
Auto Components 4 1.38% 0.80% -0.58% ₹48.4 Cr
Sector Exposure

Which Sectors Does This AMC Favour Most?

Average sector allocation across all active funds. Index/ETF excluded.

Banks
19.9%
9 funds
Pharmaceuticals & Biotechnology
14.7%
10 funds
Consumer Durables
8.3%
9 funds
Finance
7.6%
9 funds
Auto Components
6.2%
9 funds
Automobiles
5.4%
8 funds
Healthcare Services
5.1%
5 funds
Telecom - Services
5.0%
5 funds
Active Funds

What Are the Active Equity Funds Under This AMC?

Click any fund to see full portfolio analysis, NAV history, drawdown and rolling returns.

Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth Bajaj Finserv Banking and Financial Services Fund - Direct - Growth BAJAJ FINSERV CONSUMPTION FUND - DIRECT - GROWTH BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth BAJAJ FINSERV HEALTHCARE FUND - DIRECT - GROWTH Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH Bajaj Finserv Multi Asset Allocation Fund - Direct Growth BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH
Passive Funds

Which Index Funds and ETFs Does This AMC Offer?

These funds passively track a benchmark index and do not reflect active fund manager decisions. Portfolio analysis above covers active funds only.

Bajaj Finserv BSE Top 10 Banks ETF Bajaj Finserv Nifty 50 ETF Bajaj Finserv Nifty 50 Index Fund - Direct - Growth Bajaj Finserv Nifty Bank ETF Bajaj Finserv Nifty Next 50 Index Fund - Direct - Growth
Stock Search

Which Funds Hold a Specific Stock?

Search any stock to see which Bajaj Finserv Mutual Fund active funds hold it.

Frequently Asked Questions

Frequently Asked Questions About Bajaj Finserv Mutual Fund

How many equity funds does Bajaj Finserv Mutual Fund have?

Bajaj Finserv Mutual Fund manages 11 active equity mutual fund schemes across SEBI categories including Large Cap, Mid Cap, Small Cap, Flexi Cap, ELSS and others. Portfolio holdings are updated monthly from official AMFI disclosures.

What stocks does Bajaj Finserv Mutual Fund hold across its funds?

You can search any stock in the search box above to see which Bajaj Finserv Mutual Fund funds hold it and at what portfolio weight. The top stocks held across 5 or more funds are shown in the Holdings section above.

Which stocks did Bajaj Finserv Mutual Fund buy or sell recently?

The Monthly Portfolio Changes section on this page shows stocks that Bajaj Finserv Mutual Fund funds newly entered or exited in the most recent month compared to the previous month — reflecting the latest investment decisions by fund managers.

How often does Bajaj Finserv Mutual Fund disclose its portfolio?

SEBI requires all AMCs including Bajaj Finserv Mutual Fund to disclose their complete portfolio within 10 days of each month end. RightAdvise updates this data monthly from official AMFI portfolio disclosures.

⚠️ Disclaimer: Data sourced from monthly portfolio disclosures submitted by each AMC to AMFI as per SEBI regulations. This is for educational purposes only and does not constitute investment advice. RightAdvise is NOT SEBI registered. Consult a SEBI-registered advisor before investing. Equity Holdings Value shown per fund is calculated from stock holdings only and excludes cash, CBLO, debt instruments, derivatives and net receivables/payables. Actual total fund AUM will be higher. For exact fund AUM refer to the respective AMC website.