← Bajaj Finserv Mutual Fund

Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth

Balanced Advantage Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
Share: WhatsApp X
Stocks Held
57
Aug 2026
Equity Holdings
₹1,099.20 Cr
Equity only, excl. debt & cash
AAUM
₹1,224.79 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
25.6%
Moderate
Top 10 Weight
40.0%
Moderate
Changes
62
5 new · 9 exits
Top Sector
Banks
20.2% of portfolio
Launch Date
24 Nov 2023
3 years old

AAUM (Average Assets Under Management) of ₹1,224.79 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Bajaj Finserv Balanced Advantage Fund made 5 new additions and exited 9 stocks this month. The biggest new buy was Hindalco Industries Limited (Non - Ferrous Metals) at 0.52% weight. Tata Motors Passenger Vehicles Limited was the biggest exit (Automobiles), which was held at 1.01%. Among existing holdings, HDFC Bank Limited saw the biggest increase — now at 6.58% of the portfolio. Bharat Electronics Limited was trimmed the most, now at 0.48%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 20.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 21.0% 18.7% -2.3%
Pharmaceuticals & Biotechnology 9.3% 10.5% +1.2%
Finance 5.8% 7.5% +1.7%
Telecom - Services 5.9% 5.4% -0.5%
Automobiles 5.2% 5.3% +0.0%
Diversified FMCG 4.2% 4.6% +0.4%
Petroleum Products 4.9% 4.3% -0.6%
Ferrous Metals 3.9% 3.8% 0.0%
IT - Software 1.8% 3.1% +1.3%
Cement & Cement Products 3.2% 2.8% -0.4%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 18.7% 20.2% +1.5%
Pharmaceuticals & Biotechnology 10.5% 10.6% +0.1%
Finance 7.5% 7.2% -0.2%
Telecom - Services 5.4% 5.1% -0.3%
Ferrous Metals 3.8% 4.3% +0.5%
Diversified FMCG 4.6% 4.2% -0.4%
Petroleum Products 4.3% 4.2% -0.1%
Automobiles 5.3% 3.6% -1.7%
Cement & Cement Products 2.8% 3.1% +0.3%
IT - Software 3.1% 3.0% -0.1%
🟢
Biggest New Buy
Hindalco Industries Limited
0.52% weight · Non - Ferrous Metals
🔴
Biggest Exit
Tata Motors Passenger Vehicles Limited
1.01% was held · Automobiles
Biggest Add
HDFC Bank Limited
+1.31% · now 6.58%
Biggest Trim
Bharat Electronics Limited
-1.03% · now 0.48%
🤝 Other funds also bought this month
One 97 Communications Limited 59 funds
One 97 Communications Limited
Mirae Asset BSE Select IPO ETF
Mirae Asset BSE Midcap 150 Momentum 30 ETF
JM Aggressive Hybrid Fund + more
Hindalco Industries Limited 41 funds
Hindalco Industries Limited
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF
Bandhan Nifty Alpha Low Volatility 30 Index Fund + more
Hindustan Copper Limited 29 funds
Hindustan Copper Limited
THE WEALTH COMPANY FLEXI CAP FUND
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF + more
Grasim Industries Limited 27 funds
Grasim Industries Limited
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF
Bandhan Nifty Alpha Low Volatility 30 Index Fund + more
Thangamayil Jewellery Limited 5 funds
Thangamayil Jewellery Limited
WCBA-THE WEALTH COMPANY BALANCED ADVT FUND
SBI Multicap Fund- Direct Plan- Growth option
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH + more
👋 Other funds also exited
Kotak Mahindra Bank Limited 37 funds
Kotak Mahindra Bank Limited
quant Focused Fund - Growth Option-Direct Plan
ITI Banking and Financial Services Fund - Direct Plan - Growth Option
Mirae Asset Nifty Top 20 Equal Weight ETF + more
Tata Motors Passenger Vehicles Limited 26 funds
Tata Motors Passenger Vehicles Limited
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth
LIC MF Large Cap Fund-Direct Plan-Growth + more
Torrent Pharmaceuticals Limited 20 funds
Torrent Pharmaceuticals Limited
Mirae Asset Healthcare Fund Direct Growth
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option
WhiteOak Capital Quality Equity Fund Direct Plan Growth + more
Thermax Limited 17 funds
Thermax Limited
Motilal Oswal Manufacturing Fund - Direct Plan- Growth
Motilal Oswal Infrastructure Fund-Direct-Growth
LIC MF Large & Mid Cap Fund-Direct Plan-Growth + more
Hitachi Energy India Limited 13 funds
Hitachi Energy India Limited
Mirae Asset Nifty 200 Alpha 30 ETF
ITI Multi Cap Fund - Direct Plan - Growth Option
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth + more
Hyundai Motor India Ltd 12 funds
Hyundai Motor India Ltd
Groww Largecap Fund (formerly known as Indiabulls Blue Chip Fund) - Direct Plan - Growth Option
HDFC Hybrid Equity Fund
HDFC Multi-Asset Allocation Fund + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 5 New Entries 🔴 9 Exits ↑ 22 Increased ↓ 26 Decreased
#StockSectorWeight (Aug 2026)
1
Hindalco Industries Limited
₹6.60 Cr
Non - Ferrous Metals 0.52%
2
Hindustan Copper Limited
₹6.30 Cr
Non - Ferrous Metals 0.49%
3
Grasim Industries Limited
₹6.00 Cr
Cement & Cement Products 0.47%
4
One 97 Communications Limited
₹4.29 Cr
Financial Technology (Fintech) 0.34%
5
Thangamayil Jewellery Limited
₹3.68 Cr
Consumer Durables 0.29%
#StockSectorLast Weight (Jul 2026)
1
Tata Motors Passenger Vehicles Limited
₹12.74 Cr
Automobiles 1.01%
2
Samvardhana Motherson International Limited
₹8.08 Cr
Auto Components 0.64%
3
ITC Hotels Limited
₹7.03 Cr
Leisure Services 0.56%
4
Petronet LNG Limited
₹5.90 Cr
Gas 0.47%
5
Torrent Pharmaceuticals Limited
₹4.10 Cr
Pharmaceuticals & Biotechnology 0.32%
6
Hyundai Motor India Ltd
₹3.93 Cr
Automobiles 0.31%
7
Hitachi Energy India Limited
₹3.22 Cr
Electrical Equipment 0.25%
8
Kotak Mahindra Bank Limited
₹3.12 Cr
Banks 0.25%
9
Thermax Limited
₹1.82 Cr
Electrical Equipment 0.14%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹83.97 Cr
Banks 5.27% 6.58% +1.31%
2
GlaxoSmithKline Pharmaceuticals Limited
₹35.09 Cr
Pharmaceuticals & Biotechnology 2.42% 2.75% +0.33%
3
Axis Bank Limited
₹26.06 Cr
Banks 1.76% 2.04% +0.28%
4
Max Financial Services Limited
₹9.15 Cr
Insurance 0.45% 0.72% +0.27%
5
JSW Steel Limited
₹13.77 Cr
Ferrous Metals 0.86% 1.08% +0.22%
6
Trent Limited
₹9.27 Cr
Retailing 0.51% 0.73% +0.22%
7
Zydus Wellness Limited
₹6.22 Cr
Food Products 0.27% 0.49% +0.22%
8
Divi's Laboratories Limited
₹44.45 Cr
Pharmaceuticals & Biotechnology 3.28% 3.48% +0.20%
9
Sun Pharmaceutical Industries Limited
₹28.52 Cr
Pharmaceuticals & Biotechnology 2.05% 2.23% +0.18%
10
Tata Steel Limited
₹31.64 Cr
Ferrous Metals 2.32% 2.48% +0.16%
#StockSectorJul 2026Aug 2026Change
1
Bharat Electronics Limited
₹6.08 Cr
Aerospace & Defense 1.51% 0.48% -1.03%
2
Bajaj Auto Limited
₹38.57 Cr
Automobiles 3.39% 3.02% -0.37%
3
Rubicon Research Limited
₹16.50 Cr
Pharmaceuticals & Biotechnology 1.62% 1.29% -0.33%
4
Hindustan Aeronautics Limited
₹2.92 Cr
Aerospace & Defense 0.56% 0.23% -0.33%
5
Bharti Airtel Limited
₹65.53 Cr
Telecom - Services 5.43% 5.13% -0.30%
6
Bajaj Finance Limited
₹46.65 Cr
Finance 3.87% 3.66% -0.21%
7
Hindustan Unilever Limited
₹33.42 Cr
Diversified FMCG 2.83% 2.62% -0.21%
8
ITC Limited
₹19.83 Cr
Diversified FMCG 1.73% 1.55% -0.18%
9
Shriram Finance Limited
₹29.84 Cr
Finance 2.51% 2.34% -0.17%
10
Reliance Industries Limited
₹53.16 Cr
Petroleum Products 4.31% 4.17% -0.14%

What Stocks Does This Fund Hold?

57 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹83.97 Cr
Banks
6.58%
2
₹77.37 Cr
Banks
6.06%
3
₹65.53 Cr
Telecom - Services
5.13%
4
₹53.16 Cr
Petroleum Products
4.17%
5
₹46.65 Cr
Finance
3.66%
6
₹44.45 Cr
Pharmaceuticals & Biotechnology
3.48%
7
₹38.57 Cr
Automobiles
3.02%
8
₹35.09 Cr
Pharmaceuticals & Biotechnology
2.75%
9
₹33.42 Cr
Diversified FMCG
2.62%
10
₹32.70 Cr
Banks
2.56%
🏆 Top stocks held by Balanced Advantage funds
See which stocks all active Balanced Advantage fund managers are buying — ranked by total value invested
🏦 Bajaj Finserv Mutual Fund — Portfolio & Holdings
See all funds managed by Bajaj Finserv Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

Found a discrepancy or have feedback? Contact Us — we read every message personally.