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Bajaj Finserv Multi Asset Allocation Fund - Direct Growth

Multi Asset Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
55
Jul 2026
Equity Holdings
₹1,323.84 Cr
Equity only, excl. debt & cash
AAUM
₹1,823.92 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
20.6%
Diversified
Top 10 Weight
30.1%
Diversified
Changes
60
5 new · 6 exits
Top Sector
Banks
17.6% of portfolio
Launch Date
13 May 2024
2 years old

AAUM (Average Assets Under Management) of ₹1,823.92 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 Multi Asset Allocation Fund made 5 new additions and exited 6 stocks this month. The biggest new buy was Onesource Specialty Pharma Limited (Pharmaceuticals & Biotechnology) at 0.70% weight. Axis Bank Limited was the biggest exit (Banks), which was held at 1.58%. Among existing holdings, Bajaj Finance Limited saw the biggest increase — now at 2.22% of the portfolio. HDFC Bank Limited was trimmed the most, now at 6.44%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 17.6%. ↓ 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 18.9% 19.7% +0.8%
Pharmaceuticals & Biotechnology 6.7% 7.0% +0.3%
Telecom - Services 4.3% 4.1% -0.2%
Finance 3.7% 3.9% +0.2%
Consumer Durables 3.3% 3.2% -0.1%
IT - Software 3.3% 2.9% -0.3%
Automobiles 4.0% 2.7% -1.3%
Construction 2.6% 2.6% +0.0%
Auto Components 0.3% 2.3% +2.0%
Petroleum Products 2.3% 2.2% -0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 19.7% 17.6% -2.1%
Pharmaceuticals & Biotechnology 7.0% 8.0% +1.0%
Finance 3.9% 4.7% +0.8%
Telecom - Services 4.1% 4.1% +0.0%
Auto Components 2.3% 3.7% +1.4%
IT - Software 2.9% 3.3% +0.4%
Consumer Durables 3.2% 3.1% -0.1%
Automobiles 2.7% 3.0% +0.3%
Construction 2.6% 2.4% -0.2%
Industrial Products 2.1% 2.2% +0.1%
🟢
Biggest New Buy
Onesource Specialty Pharma Limited
0.70% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Axis Bank Limited
1.58% was held · Banks
Biggest Add
Bajaj Finance Limited
+1.15% · now 2.22%
Biggest Trim
HDFC Bank Limited
-0.68% · now 6.44%
🤝 Other funds also bought this month
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
ITC Limited 20 funds
ITC Limited
HDFC Nifty50 Value 20 ETF
Mirae Asset Nifty Top 20 Equal Weight ETF
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
UNO Minda Limited 12 funds
UNO Minda Limited
Motilal Oswal Asset Management Company Limited
HDFC Nifty Auto Index Fund
DSP Mid Cap Fund + more
Onesource Specialty Pharma Limited 8 funds
Onesource Specialty Pharma Limited
JM Multi Asset Allocation Fund
WhiteOak Capital Pharma and Healthcare Fund
TRUSTMF Large & Mid Cap Fund + more
Nuvama Wealth Management Limited 4 funds
Nuvama Wealth Management Limited
Invesco India Focused Fund
Edel BSE Capital Markets & Insurance ETF
Bank of India Banking & Financial Services Fund - Direct Plan - Growth + more
👋 Other funds also exited
Axis Bank Limited 55 funds
Axis Bank Limited
Mirae Asset Nifty Financial Services ETF
Mirae Asset Nifty Bank ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option + more
Talwandi Sabo Power Limited 44 funds
Talwandi Sabo Power Limited
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth
ICICI Prudential Smallcap Fund - Direct Plan - Growth + more
UltraTech Cement Limited 39 funds
UltraTech Cement Limited
Mirae Asset Nifty India Infrastructure & Logistics ETF
HDFC NIFTY100 LOW VOLATILITY 30 ETF
Mirae Asset Nifty 100 Low Volatility 30 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
Vedanta Iron And Steel Limited 33 funds
Vedanta Iron And Steel Limited
BANK OF INDIA Manufacturing & Infrastructure Fund-Direct Plan-Growth
BANK OF INDIA ELSS Tax Saver -Direct Plan- Growth
BANK OF INDIA Flexi Cap Fund Direct Plan -Growth + more
National Aluminium Company Limited 27 funds
National Aluminium Company Limited
Motilal Oswal Nifty Midcap150 Momentum 50 ETF
Mirae Asset BSE 500 Dividend Leaders 50 ETF
DSP Natural Resources and New Energy Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 5 New Entries 🔴 6 Exits ↑ 22 Increased ↓ 27 Decreased
#StockSectorWeight (Jul 2026)
1
Onesource Specialty Pharma Limited
₹13.59 Cr
Pharmaceuticals & Biotechnology 0.70%
2
SBI Life Insurance Company Limited
₹9.79 Cr
Insurance 0.50%
3
UNO Minda Limited
₹9.68 Cr
Auto Components 0.50%
4
ITC Limited
₹9.55 Cr
Diversified FMCG 0.49%
5
Nuvama Wealth Management Limited
₹4.70 Cr
Capital Markets 0.24%
#StockSectorLast Weight (Jun 2026)
1
Axis Bank Limited
₹29.61 Cr
Banks 1.58%
2
UltraTech Cement Limited
₹14.43 Cr
Cement & Cement Products 0.77%
3
National Aluminium Company Limited
₹12.18 Cr
Non - Ferrous Metals 0.65%
4
Talwandi Sabo Power Limited
₹1.74 Cr
Power 0.09%
5
Vedanta Iron And Steel Limited
₹1.53 Cr
Metals & Minerals Trading 0.08%
6
Malco Energy Limited
₹1.40 Cr
Power 0.07%
#StockSectorJun 2026Jul 2026Change
1
Bajaj Finance Limited
₹43.19 Cr
Finance 1.07% 2.22% +1.15%
2
Exide Industries Limited
₹22.02 Cr
Auto Components 0.26% 1.13% +0.87%
3
Divi's Laboratories Limited
₹37.27 Cr
Pharmaceuticals & Biotechnology 1.62% 1.92% +0.30%
4
eClerx Services Limited
₹13.32 Cr
Commercial Services & Supplies 0.43% 0.69% +0.26%
5
Graphite India Limited
₹20.81 Cr
Industrial Products 0.89% 1.07% +0.18%
6
Bajaj Auto Limited
₹16.63 Cr
Automobiles 0.70% 0.86% +0.16%
7
Ujjivan Small Finance Bank Limited
₹19.00 Cr
Banks 0.83% 0.98% +0.15%
8
Infosys Limited
₹31.08 Cr
IT - Software 1.47% 1.60% +0.13%
9
HCL Technologies Limited
₹14.07 Cr
IT - Software 0.60% 0.72% +0.12%
10
Tata Consultancy Services Limited
₹18.92 Cr
IT - Software 0.87% 0.97% +0.10%
#StockSectorJun 2026Jul 2026Change
1
HDFC Bank Limited
₹125.22 Cr
Banks 7.12% 6.44% -0.68%
2
Manappuram Finance Limited
₹14.63 Cr
Finance 1.07% 0.75% -0.32%
3
Larsen & Toubro Limited
₹46.14 Cr
Construction 2.59% 2.37% -0.22%
4
State Bank of India
₹58.56 Cr
Banks 3.12% 3.01% -0.11%
5
Angel One Limited
₹12.73 Cr
Capital Markets 0.75% 0.66% -0.09%
6
Crompton Greaves Consumer Electricals Limited
₹15.95 Cr
Consumer Durables 0.90% 0.82% -0.08%
7
Cummins India Limited
₹21.55 Cr
Industrial Products 1.18% 1.11% -0.07%
8
Indus Towers Limited
₹28.38 Cr
Telecom - Services 1.52% 1.46% -0.06%
9
Page Industries Limited
₹19.38 Cr
Textiles & Apparels 1.06% 1.00% -0.06%
10
Reliance Industries Limited
₹42.13 Cr
Petroleum Products 2.22% 2.17% -0.05%

What Stocks Does This Fund Hold?

55 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹125.22 Cr
Banks
6.44%
2
₹117.68 Cr
Banks
6.06%
3
₹58.56 Cr
Banks
3.01%
4
₹52.01 Cr
Telecom - Services
2.68%
5
₹46.14 Cr
Construction
2.37%
6
₹43.19 Cr
Finance
2.22%
7
₹42.13 Cr
Petroleum Products
2.17%
8
₹37.27 Cr
Pharmaceuticals & Biotechnology
1.92%
9
₹32.05 Cr
Ferrous Metals
1.65%
10
₹31.08 Cr
IT - Software
1.60%
🏆 Top stocks held by Multi Asset 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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