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Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth

Flexi Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
72
Aug 2026
Equity Holdings
₹8,413.62 Cr
Equity only, excl. debt & cash
AAUM
₹7,076.99 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.4%
Diversified
Top 10 Weight
32.7%
Diversified
Changes
79
8 new · 8 exits
Top Sector
Banks
18.3% of portfolio
Launch Date
24 Jul 2023
3 years old

AAUM (Average Assets Under Management) of ₹7,076.99 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 Flexi Cap Fund made 8 new additions and exited 8 stocks this month. The biggest new buy was Hindustan Copper Limited (Non - Ferrous Metals) at 0.93% weight. Tata Motors Passenger Vehicles Limited was the biggest exit (Automobiles), which was held at 1.91%. Among existing holdings, RBL Bank Limited saw the biggest increase — now at 1.45% of the portfolio. Page Industries Limited was trimmed the most, now at 1.85%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 18.3%. ↓ 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 18.6% 17.1% -1.5%
Pharmaceuticals & Biotechnology 10.2% 11.2% +1.0%
Consumer Durables 9.4% 9.8% +0.4%
Auto Components 5.7% 7.4% +1.7%
Industrial Products 6.8% 6.6% -0.1%
Automobiles 5.5% 5.1% -0.4%
Textiles & Apparels 5.2% 4.7% -0.5%
Petroleum Products 3.7% 3.6% -0.1%
Electrical Equipment 4.1% 3.1% -1.1%
Finance 2.5% 3.0% +0.5%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 17.1% 18.3% +1.2%
Pharmaceuticals & Biotechnology 11.2% 11.7% +0.5%
Consumer Durables 9.8% 9.3% -0.5%
Auto Components 7.4% 7.9% +0.5%
Industrial Products 6.6% 6.2% -0.4%
Textiles & Apparels 4.7% 4.6% -0.2%
Petroleum Products 3.6% 3.3% -0.3%
Automobiles 5.1% 3.2% -1.9%
Finance 3.0% 3.2% +0.2%
IT - Software 2.3% 2.8% +0.5%
🟢
Biggest New Buy
Hindustan Copper Limited
0.93% weight · Non - Ferrous Metals
🔴
Biggest Exit
Tata Motors Passenger Vehicles Limited
1.91% was held · Automobiles
Biggest Add
RBL Bank Limited
+1.00% · now 1.45%
Biggest Trim
Page Industries Limited
-0.40% · now 1.85%
🤝 Other funds also bought this month
Mahindra & Mahindra Limited 48 funds
Mahindra & Mahindra Limited
Invesco India Manufacturing Fund - Direct Plan - Growth
Mirae Asset BSE India Defence ETF
BANDHAN BSE Sensex ETF + more
JSW Steel Limited 33 funds
JSW Steel Limited
Bandhan Multi-Factor Fund - Direct Plan - Growth
Bandhan Nifty Alpha Low Volatility 30 Index Fund
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth + 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
Muthoot Finance Limited 24 funds
Muthoot Finance Limited
SBI Aggressive Hybrid Fund
Motilal Oswal Multi Cap Fund-Direct Plan Growth
Motilal Oswal Financial Services Fund- Direct Growth + more
United Spirits Limited 19 funds
United Spirits Limited
JM Aggressive Hybrid Fund
Mirae Asset Nifty Next 50 ETF
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH + more
Pondy Oxides & Chemicals Ltd 4 funds
Pondy Oxides & Chemicals Ltd
BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH
ICICI Prudential ESG Exclusionary Strategy Fund - Direct Plan - Growth
BAJAJ FINSERV SMALL CAP FUND - DIRECT - GROWTH + more
👋 Other funds also exited
Godrej Consumer Products Limited 40 funds
Godrej Consumer Products Limited
Motilal Oswal Contra Fund
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
CANARA ROBECO CONSUMPTION FUND + more
Tata Motors Passenger Vehicles Limited 35 funds
Tata Motors Passenger Vehicles Limited
Kotak Nifty200 Value 30 Index Fund - Direct - Growth
Kotak Nifty 50 Value 20 ETF - Payout of Income Distribution cum capital withdrawal option
ICICI Prudential Focused Equity Fund - Direct Plan - Growth + more
Eicher Motors Limited 30 funds
Eicher Motors Limited
HDFC Nifty Growth Sectors 15 ETF
Mirae Asset Great Consumer Fund
Mirae Asset Nifty India New Age Consumption ETF + more
Angel One Limited 12 funds
Angel One Limited
SAMCO FLEXICAP FUND
Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
Kotak Services Fund - Direct - Growth + more
Premier Energies Limited 12 funds
Premier Energies Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Motilal Oswal Active Momentum Fund- Direct-Growth
JM Large and Midcap Fund + more
Talwandi Sabo Power Limited 11 funds
Talwandi Sabo Power Limited
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
ICICI Prudential Multicap Fund - Direct Plan - Growth
SBI MNC FUND - DIRECT PLAN -GROWTH + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 8 New Entries 🔴 8 Exits ↑ 33 Increased ↓ 30 Decreased
#StockSectorWeight (Aug 2026)
1
Hindustan Copper Limited
₹80.68 Cr
Non - Ferrous Metals 0.93%
2
United Spirits Limited
₹74.32 Cr
Beverages 0.86%
3
Muthoot Finance Limited
₹49.58 Cr
Finance 0.57%
4
Mahindra & Mahindra Limited
₹40.34 Cr
Automobiles 0.47%
5
Pondy Oxides & Chemicals Ltd
₹31.69 Cr
Diversified Metals 0.37%
6
JSW Steel Limited
₹20.92 Cr
Ferrous Metals 0.24%
7
Westlife Development Ltd
₹17.15 Cr
Leisure Services 0.20%
8
Pearl Global Industries Limited
₹2.67 Cr
Textiles & Apparels 0.03%
#StockSectorLast Weight (Jul 2026)
1
Tata Motors Passenger Vehicles Limited
₹156.39 Cr
Automobiles 1.91%
2
Godrej Consumer Products Limited
₹133.19 Cr
Personal Products 1.63%
3
Angel One Limited
₹81.96 Cr
Capital Markets 1.00%
4
Eicher Motors Limited
₹81.20 Cr
Automobiles 0.99%
5
Pondy Oxides & Chemicals Ltd
₹31.60 Cr
Diversified Metals 0.39%
6
Premier Energies Limited
₹29.22 Cr
Electrical Equipment 0.36%
7
Talwandi Sabo Power Limited
₹8.71 Cr
Power 0.11%
8
Vedanta Iron And Steel Limited
₹6.80 Cr
Metals & Minerals Trading 0.08%
#StockSectorJul 2026Aug 2026Change
1
RBL Bank Limited
₹125.78 Cr
Banks 0.45% 1.45% +1.00%
2
Multi Commodity Exchange of India Limited
₹111.43 Cr
Capital Markets 0.38% 1.29% +0.91%
3
Ather Energy Limited
₹239.85 Cr
Automobiles 2.23% 2.77% +0.54%
4
Tech Mahindra Limited
₹157.08 Cr
IT - Software 1.27% 1.81% +0.54%
5
Radico Khaitan Limited
₹53.77 Cr
Beverages 0.12% 0.62% +0.50%
6
Axis Bank Limited
₹159.98 Cr
Banks 1.36% 1.85% +0.49%
7
Exide Industries Limited
₹150.27 Cr
Auto Components 1.34% 1.74% +0.40%
8
Sterlite Technologies Limited
₹43.42 Cr
Telecom - Equipment & Accessories 0.10% 0.50% +0.40%
9
Divi's Laboratories Limited
₹293.63 Cr
Pharmaceuticals & Biotechnology 3.06% 3.39% +0.33%
10
Sumitomo Chemical India Limited
₹39.48 Cr
Fertilizers & Agrochemicals 0.13% 0.46% +0.33%
#StockSectorJul 2026Aug 2026Change
1
Page Industries Limited
₹159.75 Cr
Textiles & Apparels 2.25% 1.85% -0.40%
2
Bajaj Finance Limited
₹227.01 Cr
Finance 3.00% 2.62% -0.38%
3
Blue Star Limited
₹99.44 Cr
Consumer Durables 1.52% 1.15% -0.37%
4
HDFC Bank Limited
₹346.81 Cr
Banks 4.34% 4.01% -0.33%
5
Thermax Limited
₹161.62 Cr
Electrical Equipment 2.18% 1.87% -0.31%
6
Neuland Laboratories Limited
₹137.41 Cr
Pharmaceuticals & Biotechnology 1.88% 1.59% -0.29%
7
Reliance Industries Limited
₹284.74 Cr
Petroleum Products 3.57% 3.29% -0.28%
8
AIA Engineering Limited
₹152.84 Cr
Industrial Products 2.02% 1.77% -0.25%
9
UltraTech Cement Limited
₹198.28 Cr
Cement & Cement Products 2.52% 2.29% -0.23%
10
Sona BLW Precision Forgings Limited
₹250.32 Cr
Auto Components 3.09% 2.89% -0.20%

What Stocks Does This Fund Hold?

72 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹500.19 Cr
Banks
5.78%
2
₹346.81 Cr
Banks
4.01%
3
₹293.63 Cr
Pharmaceuticals & Biotechnology
3.39%
4
₹284.74 Cr
Petroleum Products
3.29%
5
₹250.32 Cr
Auto Components
2.89%
6
₹239.85 Cr
Automobiles
2.77%
7
₹239.48 Cr
Banks
2.77%
8
₹233.12 Cr
Textiles & Apparels
2.69%
9
₹227.01 Cr
Finance
2.62%
10
₹216.94 Cr
Auto Components
2.51%
🏆 Top stocks held by Flexi Cap funds
See which stocks all active Flexi Cap 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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