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Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth

Balanced Advantage Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
61
Jul 2026
Equity Holdings
₹1,108.79 Cr
Equity only, excl. debt & cash
AAUM
₹1,224.79 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
24.9%
Diversified
Top 10 Weight
39.4%
Diversified
Changes
68
9 new · 8 exits
Top Sector
Banks
18.7% 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 9 new additions and exited 8 stocks this month. The biggest new buy was SBI Funds Management Limited (Capital Markets) at 0.89% weight. NTPC Limited was the biggest exit (Power), which was held at 1.38%. Among existing holdings, Infosys Limited saw the biggest increase — now at 1.57% of the portfolio. HDFC Bank Limited was trimmed the most, now at 5.27%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 18.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 20.3% 21.0% +0.7%
Pharmaceuticals & Biotechnology 9.5% 9.3% -0.3%
Telecom - Services 5.9% 5.9% +0.0%
Finance 2.7% 5.8% +3.1%
Automobiles 5.7% 5.2% -0.4%
Petroleum Products 5.0% 4.9% -0.1%
Diversified FMCG 4.3% 4.2% -0.1%
Ferrous Metals 4.3% 3.9% -0.5%
Cement & Cement Products 3.1% 3.2% +0.1%
Power 2.8% 2.8% +0.0%
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%
🟢
Biggest New Buy
SBI Funds Management Limited
0.89% weight · Capital Markets
🔴
Biggest Exit
NTPC Limited
1.38% was held · Power
Biggest Add
Infosys Limited
+1.08% · now 1.57%
Biggest Trim
HDFC Bank Limited
-2.35% · now 5.27%
🤝 Other funds also bought this month
SBI Funds Management Limited 89 funds
SBI Funds Management Limited
Helios Financial Services Fund - Direct Plan - Growth Option
quant BFSI Fund - Growth Option - Direct Plan
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth + more
GE Vernova T&D India Limited 31 funds
GE Vernova T&D India Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
SAMCO ELSS TAX SAVER FUND + more
Hitachi Energy India Limited 23 funds
Hitachi Energy India Limited
Motilal Oswal BSE Midcap 150 Momentum 30 Index Fund
Motilal Oswal Nifty Midcap 150 Momentum 50 ETF
SAMCO FLEXICAP FUND + more
Thermax Limited 21 funds
Thermax Limited
Sundaram Large and Midcap Fund Direct Plan - Growth
LIC MF Aggressive Hybrid Fund-Direct Plan-Growth
Samco Multi Cap Fund + more
HDFC Life Insurance Company Limited 15 funds
HDFC Life Insurance Company Limited
Edel BSE Capital Markets & Insurance ETF
ICICI Prudential Balanced Hybrid Fund
Axis Nifty50 Equal Weight Index Fund + more
Oberoi Realty Limited 15 funds
Oberoi Realty Limited
BANK OF INDIA Mid Cap Tax Fund Series 1 Direct Plan Growth
ITI Business Cycle Fund- Direct Plan- Growth
Axis BSE India Sector Leaders Index Fund + more
👋 Other funds also exited
InterGlobe Aviation Limited 55 funds
InterGlobe Aviation Limited
Invesco India Large & Mid Cap Fund - Direct Plan - Growth
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option
Invesco India Consumption Fund - Direct Plan - Growth + more
NTPC Limited 55 funds
NTPC Limited
Groww BSE Power ETF FOF
Groww Nifty PSE ETF FOF
Mirae Asset Nifty Energy ETF + more
Malco Energy Limited 38 funds
Malco Energy Limited
Kotak MNC Fund-Direct Plan-Growth
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth
BAJAJ FINSERV MULTI CAP FUND - DIRECT - GROWTH + more
Dixon Technologies (India) Limited 36 funds
Dixon Technologies (India) Limited
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth
Invesco India - Invesco Pan European Equity Fund of Fund - Direct Plan - Growth Option
BANK OF INDIA Manufacturing & Infrastructure Fund-Direct Plan-Growth + more
Bharat Petroleum Corporation Limited 35 funds
Bharat Petroleum Corporation Limited
DSP Natural Resources and New Energy Fund - Direct Plan - Growth
Invesco India PSU Equity Fund
Groww Nifty PSE ETF FOF + more
Indus Towers Limited 35 funds
Indus Towers Limited
SBI Multicap Fund- Direct Plan- Growth option
Samco Mid Cap Fund
Motilal Oswal Nifty Midcap150 Momentum 50 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 9 New Entries 🔴 8 Exits ↑ 26 Increased ↓ 25 Decreased
#StockSectorWeight (Jul 2026)
1
SBI Funds Management Limited
₹11.30 Cr
Capital Markets 0.89%
2
HDFC Life Insurance Company Limited
₹8.42 Cr
Insurance 0.67%
3
Canara Bank
₹6.25 Cr
Banks 0.49%
4
Oberoi Realty Limited
₹6.04 Cr
Realty 0.48%
5
GE Vernova T&D India Limited
₹5.40 Cr
Electrical Equipment 0.43%
6
Zydus Wellness Limited
₹3.35 Cr
Food Products 0.27%
7
Sumitomo Chemical India Limited
₹3.32 Cr
Fertilizers & Agrochemicals 0.26%
8
Hitachi Energy India Limited
₹3.22 Cr
Electrical Equipment 0.25%
9
Thermax Limited
₹1.82 Cr
Electrical Equipment 0.14%
#StockSectorLast Weight (Jun 2026)
1
NTPC Limited
₹17.07 Cr
Power 1.38%
2
Premier Energies Limited
₹14.71 Cr
Electrical Equipment 1.19%
3
Indus Towers Limited
₹11.17 Cr
Telecom - Services 0.90%
4
InterGlobe Aviation Limited
₹8.83 Cr
Transport Services 0.71%
5
Bharat Petroleum Corporation Limited
₹6.44 Cr
Petroleum Products 0.52%
6
Dixon Technologies (India) Limited
₹5.09 Cr
Consumer Durables 0.41%
7
Vedanta Iron And Steel Limited
₹1.00 Cr
Metals & Minerals Trading 0.08%
8
Malco Energy Limited
₹91.62 L
Power 0.07%
#StockSectorJun 2026Jul 2026Change
1
Infosys Limited
₹19.77 Cr
IT - Software 0.49% 1.57% +1.08%
2
Bajaj Finance Limited
₹48.86 Cr
Finance 2.83% 3.87% +1.04%
3
GlaxoSmithKline Pharmaceuticals Limited
₹30.55 Cr
Pharmaceuticals & Biotechnology 1.83% 2.42% +0.59%
4
Bharti Airtel Limited
₹68.61 Cr
Telecom - Services 5.00% 5.43% +0.43%
5
ITC Limited
₹21.80 Cr
Diversified FMCG 1.30% 1.73% +0.43%
6
Shriram Finance Limited
₹31.72 Cr
Finance 2.14% 2.51% +0.37%
7
ICICI Bank Limited
₹76.38 Cr
Banks 5.71% 6.05% +0.34%
8
Divi's Laboratories Limited
₹41.43 Cr
Pharmaceuticals & Biotechnology 2.97% 3.28% +0.31%
9
Sun Pharmaceutical Industries Limited
₹25.88 Cr
Pharmaceuticals & Biotechnology 1.76% 2.05% +0.29%
10
Jio Financial Services Limited
₹13.51 Cr
Finance 0.81% 1.07% +0.26%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹66.52 Cr
Banks 7.62% 5.27% -2.35%
2
Axis Bank Limited
₹22.21 Cr
Banks 2.78% 1.76% -1.02%
3
Samvardhana Motherson International Limited
₹8.08 Cr
Auto Components 1.24% 0.64% -0.60%
4
Schaeffler India Limited
₹11.37 Cr
Auto Components 1.28% 0.90% -0.38%
5
UltraTech Cement Limited
₹27.55 Cr
Cement & Cement Products 2.54% 2.18% -0.36%
6
Larsen & Toubro Limited
₹28.00 Cr
Construction 2.38% 2.22% -0.16%
7
Bharat Electronics Limited
₹19.02 Cr
Aerospace & Defense 1.63% 1.51% -0.12%
8
Talwandi Sabo Power Limited
₹7.25 Cr
Power 0.68% 0.57% -0.11%
9
Hindustan Unilever Limited
₹35.69 Cr
Diversified FMCG 2.90% 2.83% -0.07%
10
ITC Hotels Limited
₹7.03 Cr
Leisure Services 0.63% 0.56% -0.07%

What Stocks Does This Fund Hold?

61 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹76.38 Cr
Banks
6.05%
2
₹68.61 Cr
Telecom - Services
5.43%
3
₹66.52 Cr
Banks
5.27%
4
₹54.44 Cr
Petroleum Products
4.31%
5
₹48.86 Cr
Finance
3.87%
6
₹42.88 Cr
Automobiles
3.39%
7
₹41.43 Cr
Pharmaceuticals & Biotechnology
3.28%
8
₹35.69 Cr
Diversified FMCG
2.83%
9
₹31.72 Cr
Finance
2.51%
10
₹30.94 Cr
Banks
2.45%
🏆 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.

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