← Bajaj Finserv Mutual Fund

Bajaj Finserv Banking and Financial Services Fund - Direct - Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
37
Jul 2026
Equity Holdings
₹487.59 Cr
Equity only, excl. debt & cash
AAUM
₹425.66 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
43.1%
High concentration
Top 10 Weight
60.8%
High concentration
Changes
41
6 new · 4 exits
Top Sector
Banks
51.8% of portfolio
Launch Date
10 Nov 2025
1 years old

AAUM (Average Assets Under Management) of ₹425.66 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 Banking and Financial Services Fund made 6 new additions and exited 4 stocks this month. The biggest new buy was SBI Funds Management Limited (Capital Markets) at 2.56% weight. Bank of Baroda was the biggest exit (Banks), which was held at 1.19%. Among existing holdings, Bajaj Finance Limited saw the biggest increase — now at 5.60% of the portfolio. Axis Bank Limited was trimmed the most, now at 4.41%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 51.8%. ↓ 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 60.9% 58.4% -2.5%
Finance 18.5% 21.9% +3.3%
Capital Markets 8.6% 7.9% -0.8%
Insurance 7.3% 6.3% -1.0%
Financial Technology (Fintech) 0.5% 1.0% +0.5%
N.A. 0.8% 0.4% -0.4%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 58.4% 51.8% -6.6%
Finance 21.9% 26.2% +4.3%
Capital Markets 7.9% 10.7% +2.8%
Insurance 6.3% 7.5% +1.3%
Financial Technology (Fintech) 1.0% 0.8% -0.2%
N.A. 0.4% 0.0% -0.4%
🟢
Biggest New Buy
SBI Funds Management Limited
2.56% weight · Capital Markets
🔴
Biggest Exit
Bank of Baroda
1.19% was held · Banks
Biggest Add
Bajaj Finance Limited
+2.71% · now 5.60%
Biggest Trim
Axis Bank Limited
-2.97% · now 4.41%
🤝 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 MULTI CAP FUND - DIRECT - GROWTH + more
360 One WAM Limited 31 funds
360 One WAM Limited
Edel BSE Capital Markets & Insurance ETF
DSP Nifty Midcap 150 Qlty 50 Index Fund
Canara Robeco Focused Fund - Direct Plan - Growth Option + more
SBI Life Insurance Company Limited 27 funds
SBI Life Insurance Company Limited
Edel BSE Capital Markets & Insurance ETF
Edel Nifty Alpha Low Volatility 30 Index Fund
ICICI Prudential Balanced Hybrid Fund + more
Canara Bank 11 funds
Canara Bank
ADITYA BIRLA SUN LIFE NIFTY NEXT 50 ETF
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH
Bank of India Multi Asset Allocation Fund-Direct Plan-Growth + more
Central Depository Services (India) Limited 8 funds
Central Depository Services (India) Limited
Navi Nifty SmallCap250 Momentum Qlty 100
SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - Growth
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth + more
DCB Bank Limited 2 funds
DCB Bank Limited
BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH
ICICI Prudential Smallcap Fund - Direct Plan - Growth
👋 Other funds also exited
Bank of Baroda 47 funds
Bank of Baroda
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
SBI BSE PSU BANK ETF
Invesco India PSU Equity Fund + more
Bandhan Bank Limited 26 funds
Bandhan Bank Limited
Groww Nifty Smallcap250 ETF
Invesco India Transportation and Logistics Fund
ITI Balanced Advantage Fund - Direct Plan - Growth Option + more
Equitas Small Finance Bank Limited 5 funds
Equitas Small Finance Bank Limited
Samco Special Opportunities Fund
Mirae Asset Multicap Fund - Direct Plan - Growth
Bandhan Financial Services Fund + more
OnEMI Technology Solutions Limited 1 fund
OnEMI Technology Solutions Limited
WhiteOak Capital Digital Bharat Fund Direct Plan Growth

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 6 New Entries 🔴 4 Exits ↑ 13 Increased ↓ 18 Decreased
#StockSectorWeight (Jul 2026)
1
SBI Funds Management Limited
₹12.86 Cr
Capital Markets 2.56%
2
SBI Life Insurance Company Limited
₹9.68 Cr
Insurance 1.92%
3
Canara Bank
₹7.34 Cr
Banks 1.46%
4
DCB Bank Limited
₹3.48 Cr
Banks 0.69%
5
360 One WAM Limited
₹2.50 Cr
Capital Markets 0.50%
6
Central Depository Services (India) Limited
₹1.20 Cr
Capital Markets 0.24%
#StockSectorLast Weight (Jun 2026)
1
Bank of Baroda
₹5.53 Cr
Banks 1.19%
2
Bandhan Bank Limited
₹5.42 Cr
Banks 1.17%
3
OnEMI Technology Solutions Limited
₹1.91 Cr
N.A. 0.41%
4
Equitas Small Finance Bank Limited
₹50.60 L
Banks 0.11%
#StockSectorJun 2026Jul 2026Change
1
Bajaj Finance Limited
₹28.15 Cr
Finance 2.89% 5.60% +2.71%
2
Sundaram Finance Limited
₹10.77 Cr
Finance 1.14% 2.14% +1.00%
3
CRISIL Limited
₹8.32 Cr
Finance 0.68% 1.65% +0.97%
4
ICICI Bank Limited
₹64.23 Cr
Banks 12.24% 12.77% +0.53%
5
Jio Financial Services Limited
₹14.07 Cr
Finance 2.28% 2.80% +0.52%
6
Prudent Corporate Advisory Services Limited
₹12.45 Cr
Capital Markets 2.24% 2.48% +0.24%
7
Housing & Urban Development Corporation Limited
₹9.05 Cr
Finance 1.64% 1.80% +0.16%
8
Shriram Finance Limited
₹19.33 Cr
Finance 3.73% 3.84% +0.11%
9
Ujjivan Small Finance Bank Limited
₹5.18 Cr
Banks 0.92% 1.03% +0.11%
10
Bajaj Finserv Limited
₹10.14 Cr
Finance 1.92% 2.02% +0.10%
#StockSectorJun 2026Jul 2026Change
1
Axis Bank Limited
₹22.17 Cr
Banks 7.38% 4.41% -2.97%
2
HDFC Bank Limited
₹63.50 Cr
Banks 14.60% 12.62% -1.98%
3
Kotak Mahindra Bank Limited
₹24.44 Cr
Banks 5.83% 4.86% -0.97%
4
Manappuram Finance Limited
₹12.47 Cr
Finance 3.09% 2.48% -0.61%
5
State Bank of India
₹36.41 Cr
Banks 7.84% 7.24% -0.60%
6
RBL Bank Limited
₹13.10 Cr
Banks 2.98% 2.60% -0.38%
7
Angel One Limited
₹9.32 Cr
Capital Markets 2.23% 1.85% -0.38%
8
Go Digit General Insurance Limited
₹10.63 Cr
Insurance 2.48% 2.11% -0.37%
9
CreditAccess Grameen Limited
₹2.60 Cr
Finance 0.78% 0.52% -0.26%
10
Cholamandalam Investment and Finance Company Ltd
₹1.86 Cr
Finance 0.59% 0.37% -0.22%

What Stocks Does This Fund Hold?

37 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹64.23 Cr
Banks
12.77%
2
₹63.50 Cr
Banks
12.62%
3
₹36.41 Cr
Banks
7.24%
4
₹28.15 Cr
Finance
5.60%
5
₹24.44 Cr
Banks
4.86%
6
₹22.17 Cr
Banks
4.41%
7
₹20.64 Cr
Banks
4.10%
8
₹19.33 Cr
Finance
3.84%
9
₹14.07 Cr
Finance
2.80%
10
₹13.10 Cr
Banks
2.60%
🏆 Top stocks held by Equity funds
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🏦 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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