← Bajaj Finserv Mutual Fund

Bajaj Finserv Banking and Financial Services Fund - Direct - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
36
Aug 2026
Equity Holdings
₹482.02 Cr
Equity only, excl. debt & cash
AAUM
₹425.66 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
43.8%
High concentration
Top 10 Weight
61.1%
High concentration
Changes
38
2 new · 3 exits
Top Sector
Banks
50.9% 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 2 new additions and exited 3 stocks this month. The biggest new buy was One 97 Communications Limited (Financial Technology (Fintech)) at 1.19% weight. Manappuram Finance Limited was the biggest exit (Finance), which was held at 2.48%. Among existing holdings, State Bank of India saw the biggest increase — now at 8.01% of the portfolio. The Federal Bank Limited was trimmed the most, now at 3.11%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 50.9%. ↓ 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 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%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 51.8% 50.9% -0.9%
Finance 26.2% 23.6% -2.6%
Capital Markets 10.7% 11.7% +1.1%
Insurance 7.5% 8.2% +0.7%
Financial Technology (Fintech) 0.8% 2.1% +1.4%
🟢
Biggest New Buy
One 97 Communications Limited
1.19% weight · Financial Technology (Fintech)
🔴
Biggest Exit
Manappuram Finance Limited
2.48% was held · Finance
Biggest Add
State Bank of India
+0.77% · now 8.01%
Biggest Trim
The Federal Bank Limited
-0.99% · now 3.11%
🤝 Other funds also bought this month
One 97 Communications Limited 56 funds
One 97 Communications Limited
Mirae Asset BSE Select IPO ETF
Mirae Asset BSE Midcap 150 Momentum 30 ETF
JM Aggressive Hybrid Fund + more
KFin Technologies Limited 24 funds
KFin Technologies Limited
Invesco India Focused Fund
Motilal Oswal Services Fund - Direct Plan - Growth
Motilal Oswal Contra Fund + more
👋 Other funds also exited
Cholamandalam Investment and Finance Company Ltd 34 funds
Cholamandalam Investment and Finance Company Ltd
Kotak Nifty Financial Services Ex-Bank Index Fund - Direct Plan - Growth option
Kotak Aggressive Hybrid Fund - Direct Plan -Growth
Kotak Nifty Next 50 ETF + more
Canara Bank 17 funds
Canara Bank
Kotak Nifty PSU Bank ETF
Kotak Nifty Bank ETF
Kotak Nifty200 Value 30 Index Fund - Direct - Growth + more
Manappuram Finance Limited 13 funds
Manappuram Finance Limited
quant BFSI Fund - Growth Option - Direct Plan
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
ITI Banking and Financial Services Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries 🔴 3 Exits ↑ 22 Increased ↓ 11 Decreased
#StockSectorWeight (Aug 2026)
1
One 97 Communications Limited
₹5.93 Cr
Financial Technology (Fintech) 1.19%
2
KFin Technologies Limited
₹1.34 Cr
Capital Markets 0.27%
#StockSectorLast Weight (Jul 2026)
1
Manappuram Finance Limited
₹12.47 Cr
Finance 2.48%
2
Canara Bank
₹7.34 Cr
Banks 1.46%
3
Cholamandalam Investment and Finance Company Ltd
₹1.86 Cr
Finance 0.37%
#StockSectorJul 2026Aug 2026Change
1
State Bank of India
₹40.00 Cr
Banks 7.24% 8.01% +0.77%
2
Repco Home Finance Limited
₹10.09 Cr
Finance 1.47% 2.02% +0.55%
3
SBI Funds Management Limited
₹15.27 Cr
Capital Markets 2.56% 3.06% +0.50%
4
Niva Bupa Health Insurance Company Limited
₹11.67 Cr
Insurance 1.84% 2.34% +0.50%
5
Sundaram Finance Limited
₹12.68 Cr
Finance 2.14% 2.54% +0.40%
6
BSE Limited
₹7.38 Cr
Capital Markets 1.11% 1.48% +0.37%
7
Prudent Corporate Advisory Services Limited
₹13.90 Cr
Capital Markets 2.48% 2.78% +0.30%
8
Housing & Urban Development Corporation Limited
₹10.42 Cr
Finance 1.80% 2.09% +0.29%
9
Max Financial Services Limited
₹6.62 Cr
Insurance 1.04% 1.33% +0.29%
10
Axis Bank Limited
₹23.44 Cr
Banks 4.41% 4.69% +0.28%
#StockSectorJul 2026Aug 2026Change
1
The Federal Bank Limited
₹15.53 Cr
Banks 4.10% 3.11% -0.99%
2
Angel One Limited
₹5.92 Cr
Capital Markets 1.85% 1.19% -0.66%
3
Jio Financial Services Limited
₹10.83 Cr
Finance 2.80% 2.17% -0.63%
4
Bajaj Finance Limited
₹26.08 Cr
Finance 5.60% 5.22% -0.38%
5
Shriram Finance Limited
₹18.00 Cr
Finance 3.84% 3.60% -0.24%
6
SBI Life Insurance Company Limited
₹8.95 Cr
Insurance 1.92% 1.79% -0.13%
7
Kotak Mahindra Bank Limited
₹23.80 Cr
Banks 4.86% 4.76% -0.10%
8
Medi Assist Healthcare Services Ltd
₹2.78 Cr
Insurance 0.60% 0.56% -0.04%
9
Ujjivan Small Finance Bank Limited
₹4.99 Cr
Banks 1.03% 1.00% -0.03%
10
Five Star Business Finance Limited
₹7.34 Cr
Finance 1.49% 1.47% -0.02%

What Stocks Does This Fund Hold?

36 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹65.06 Cr
Banks
13.03%
2
₹64.00 Cr
Banks
12.82%
3
₹40.00 Cr
Banks
8.01%
4
₹26.08 Cr
Finance
5.22%
5
₹23.80 Cr
Banks
4.76%
6
₹23.44 Cr
Banks
4.69%
7
₹18.00 Cr
Finance
3.60%
8
₹15.53 Cr
Banks
3.11%
9
₹15.27 Cr
Capital Markets
3.06%
10
₹13.90 Cr
Capital Markets
2.78%
🏆 Top stocks held by Equity funds
See which stocks all active Equity 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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