← Bajaj Finserv Mutual Fund

BAJAJ FINSERV CONSUMPTION FUND - DIRECT - GROWTH

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
54
Aug 2026
Equity Holdings
₹594.03 Cr
Equity only, excl. debt & cash
AAUM
₹601.71 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
27.8%
Moderate
Top 10 Weight
41.0%
Moderate
Changes
60
8 new · 7 exits
Top Sector
Consumer Durables
23.1% of portfolio
Launch Date
08 Nov 2024
2 years old

AAUM (Average Assets Under Management) of ₹601.71 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 CONSUMPTION FUND made 8 new additions and exited 7 stocks this month. The biggest new buy was Dhoot Transmission Ltd (Automobile and Auto Components) at 2.12% weight. Godrej Consumer Products Limited was the biggest exit (Personal Products), which was held at 2.27%. Among existing holdings, Mahindra & Mahindra Limited saw the biggest increase — now at 4.99% of the portfolio. Maruti Suzuki India Limited was trimmed the most, now at 0.97%. Eternal Limited remains the top holding with Consumer Durables the dominant sector at 23.1%. ↓ 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
Consumer Durables 28.5% 26.6% -2.0%
Automobiles 14.3% 15.2% +0.9%
Retailing 11.2% 11.0% -0.2%
Food Products 7.5% 6.5% -0.9%
Telecom - Services 5.3% 5.6% +0.2%
Auto Components 3.7% 5.1% +1.4%
Diversified FMCG 4.4% 4.3% -0.2%
Textiles & Apparels 3.0% 2.9% 0.0%
Pharmaceuticals & Biotechnology 1.7% 2.9% +1.1%
Entertainment 2.0% 2.5% +0.5%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Consumer Durables 26.6% 23.1% -3.5%
Retailing 11.0% 13.9% +2.9%
Automobiles 15.2% 13.5% -1.7%
Food Products 6.5% 6.4% -0.1%
Auto Components 5.1% 5.4% +0.4%
Telecom - Services 5.6% 5.2% -0.4%
Diversified FMCG 4.3% 4.0% -0.3%
Pharmaceuticals & Biotechnology 2.9% 3.2% +0.3%
Entertainment 2.5% 2.7% +0.2%
Textiles & Apparels 2.9% 2.4% -0.5%
🟢
Biggest New Buy
Dhoot Transmission Ltd
2.12% weight · Automobile and Auto Components
🔴
Biggest Exit
Godrej Consumer Products Limited
2.27% was held · Personal Products
Biggest Add
Mahindra & Mahindra Limited
+1.85% · now 4.99%
Biggest Trim
Maruti Suzuki India Limited
-2.61% · now 0.97%
🤝 Other funds also bought this month
Dhoot Transmission Ltd 67 funds
Dhoot Transmission Ltd
SBI Automotive Opportunities Fund - Direct Plan - Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Invesco India Consumption Fund + more
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
Tata Motors Ltd 22 funds
Tata Motors Ltd
Mirae Asset BSE Select IPO ETF
Mirae Asset Nifty Next 50 ETF
Invesco India Manufacturing Fund - Direct Plan - Growth + more
United Spirits Limited 20 funds
United Spirits Limited
JM Aggressive Hybrid Fund
Mirae Asset Nifty Next 50 ETF
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH + more
DLF Limited 18 funds
DLF Limited
quant Quantamental Fund
quant Large Cap Fund - Growth Option - Direct Plan
Mirae Asset Nifty Next 50 ETF + more
Balrampur Chini Mills Limited 12 funds
Balrampur Chini Mills Limited
BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH
Bank of India Aggressive Hybrid Fund
BANK OF INDIA Conservative Hybrid Fund Fund-Direct Plan-Growth + more
👋 Other funds also exited
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
Godrej Consumer Products Limited 25 funds
Godrej Consumer Products Limited
Motilal Oswal Contra Fund
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
CANARA ROBECO CONSUMPTION FUND + more
Fortis Healthcare Limited 23 funds
Fortis Healthcare Limited
ITI Focused Equity Fund
Mirae Asset Healthcare Fund Direct Growth
ITI Pharma and Healthcare Fund - Direct Plan - Growth Option + more
Blue Star Limited 20 funds
Blue Star Limited
ITI Bharat Consumption Fund - Direct Plan - Growth
HSBC Aggressive Hybrid Fund
Union Midcap Fund - Direct Plan - Growth Option + more
Havells India Limited 13 funds
Havells India Limited
Motilal Oswal Quant Fund - Direct - Growth
ICICI Prudential Quant Fund Direct Plan Growth
Mirae Asset Nifty India New Age Consumption ETF + more
Whirlpool of India Limited 8 funds
Whirlpool of India Limited
Mirae Asset Great Consumer Fund
HDFC Multi-Asset Allocation Fund
IB52-Groww Nifty Smallcap 250 ETF + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 8 New Entries 🔴 7 Exits ↑ 27 Increased ↓ 18 Decreased
#StockSectorWeight (Aug 2026)
1
Dhoot Transmission Ltd
₹12.95 Cr
Automobile and Auto Components 2.12%
2
DLF Limited
₹7.81 Cr
Realty 1.28%
3
EID Parry India Limited
₹6.24 Cr
Food Products 1.02%
4
United Spirits Limited
₹5.96 Cr
Beverages 0.98%
5
Tata Motors Ltd
₹5.94 Cr
Agricultural, Commercial & Construction Vehicles 0.97%
6
Balrampur Chini Mills Limited
₹5.31 Cr
Agricultural Food & other Products 0.87%
7
CarTrade Tech Limited
₹4.65 Cr
Retailing 0.76%
8
One 97 Communications Limited
₹3.54 Cr
Financial Technology (Fintech) 0.58%
#StockSectorLast Weight (Jul 2026)
1
Godrej Consumer Products Limited
₹14.06 Cr
Personal Products 2.27%
2
Blue Star Limited
₹10.63 Cr
Consumer Durables 1.72%
3
Whirlpool of India Limited
₹9.89 Cr
Consumer Durables 1.60%
4
Tata Motors Passenger Vehicles Limited
₹8.20 Cr
Automobiles 1.32%
5
Orkla India Ltd
₹5.30 Cr
Food Products 0.85%
6
Havells India Limited
₹3.26 Cr
Consumer Durables 0.53%
7
Fortis Healthcare Limited
₹3.19 Cr
Healthcare Services 0.52%
#StockSectorJul 2026Aug 2026Change
1
Mahindra & Mahindra Limited
₹30.52 Cr
Automobiles 3.14% 4.99% +1.85%
2
Eternal Limited
₹54.77 Cr
Retailing 7.20% 8.96% +1.76%
3
Thangamayil Jewellery Limited
₹12.92 Cr
Consumer Durables 1.47% 2.11% +0.64%
4
Lenskart Solutions Limited
₹9.58 Cr
Retailing 1.10% 1.57% +0.47%
5
Indigo Paints Limited
₹9.06 Cr
Consumer Durables 1.17% 1.48% +0.31%
6
Bajaj Auto Limited
₹28.97 Cr
Automobiles 4.44% 4.74% +0.30%
7
Samvardhana Motherson International Limited
₹13.30 Cr
Auto Components 1.90% 2.18% +0.28%
8
Devyani International Limited
₹7.43 Cr
Leisure Services 0.99% 1.22% +0.23%
9
PVR INOX Limited
₹16.37 Cr
Entertainment 2.47% 2.68% +0.21%
10
Senores Pharmaceuticals Ltd
₹11.32 Cr
Pharmaceuticals & Biotechnology 1.66% 1.85% +0.19%
#StockSectorJul 2026Aug 2026Change
1
Maruti Suzuki India Limited
₹5.94 Cr
Automobiles 3.58% 0.97% -2.61%
2
Asian Paints Limited
₹13.52 Cr
Consumer Durables 2.78% 2.21% -0.57%
3
Page Industries Limited
₹2.96 Cr
Textiles & Apparels 1.04% 0.48% -0.56%
4
Bharti Airtel Limited
₹31.65 Cr
Telecom - Services 5.56% 5.18% -0.38%
5
Zydus Wellness Limited
₹24.12 Cr
Food Products 4.24% 3.95% -0.29%
6
Metro Brands Limited
₹11.92 Cr
Consumer Durables 2.17% 1.95% -0.22%
7
ITC Limited
₹10.65 Cr
Diversified FMCG 1.89% 1.74% -0.15%
8
Hindustan Unilever Limited
₹13.77 Cr
Diversified FMCG 2.37% 2.25% -0.12%
9
Ganesha Ecosphere Limited
₹4.15 Cr
Textiles & Apparels 0.78% 0.68% -0.10%
10
Trent Limited
₹15.76 Cr
Retailing 2.66% 2.58% -0.08%

What Stocks Does This Fund Hold?

54 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹54.77 Cr
Retailing
8.96%
2
₹31.65 Cr
Telecom - Services
5.18%
3
₹30.52 Cr
Automobiles
4.99%
4
₹28.97 Cr
Automobiles
4.74%
5
₹24.12 Cr
Food Products
3.95%
6
₹16.93 Cr
Automobiles
2.77%
7
₹16.44 Cr
Consumer Durables
2.69%
8
₹16.37 Cr
Entertainment
2.68%
9
₹15.76 Cr
Retailing
2.58%
10
₹15.00 Cr
Consumer Durables
2.45%
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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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