Which mutual funds hold Bajaj Finserv Limited?

107 mutual funds hold Bajaj Finserv Limited as of Jul 2026. The highest weight is 5.59% held by Sundaram Financial Services Opportunities Fund Direct Plan - Growth. Data from official AMFI monthly portfolio disclosures.

What sector is Bajaj Finserv Limited in?

Bajaj Finserv Limited is in the Finance sector and is categorised as by SEBI.

What is the SEBI market cap category of Bajaj Finserv Limited?

As per SEBI and AMFI classification (Jan-Jun 2026), Bajaj Finserv Limited is a Large Cap stock ranked #27 with an average market cap of ₹2.96 L Cr.

Finance

Bajaj Finserv Limited

ISIN: INE918I01026 · Data as of Jul 2026

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Active Funds Holding

107

vs Last Month

-4 funds

Total Value

₹14,789.64 Cr

Avg Weight

1.44%

New Entries

Exits

Top Holder

Sundaram Financial Services Opportunities Fund Direct Plan - Growth 5.59%

ℹ️ Index funds and ETFs are excluded. Only actively managed funds reflect genuine fund manager decisions.

Large Cap Rank #27

₹2.21 L Cr

Avg Mkt Cap · Jan-Jun 2023 (3yr ago)

→

₹2.96 L Cr

Avg Mkt Cap · Jan-Jun 2026 (latest)

+34.1%

3yr change

SEBI · AMFI Market Cap List

📋 What Changed This Month Bajaj Finserv Limited is currently held by 107 active mutual funds with total exposure of ₹14,789.64 Cr. This month 9 funds entered and 13 funds exited. Sundaram Financial Services Opportunities Fund Direct Plan - Growth has the highest allocation at 5.59%. ↓ Scroll down for full fund list and monthly changes.

Trend

How Has Fund Coverage Changed — Last 5 Months?

Month	Funds	AUM (Cr)	AMCs	Status
Jul 2026 REFERENCE	107	₹14,790	49 / 49	✅ Complete
Jun 2026	111	₹13,325	49 / 49	✅ Complete
May 2026	113	₹14,415	49 / 49	✅ Complete
Apr 2026	113	₹13,749	49 / 49	✅ Complete
Mar 2026	111	₹9,565	48 / 49

📌 Portfolio changes below are based on Jul 2026 data — the most complete month with 49 AMCs we cover uploaded.

This Month

What Changed in the Portfolio — Jul 2026?

Note: Index funds and ETFs are excluded from this analysis. Their holdings change due to index rebalancing, not active fund manager decisions, and do not reflect genuine conviction buys or exits.

▲ New Entries (9)

SBI Resurgent India Opportunities Scheme 4.28%

SBI Long Term Advantage Fund - Series VI - Direct Plan - Growth 2.74%

Sundaram Multi Asset Allocation Fund Direct Plan Growth 1.58%

HDFC Multi-Asset Allocation Fund 1.23%

SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth 0.99%

ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth 0.54%

ZERODHA LIFE CYCLE FUND 2041 0.34%

Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70 30 Index Fund 0.3%

▼ Exits (13)

Axis Quant Fund - Direct Plan - Growth 3.2%

HDFC Multi-Asset Active FOF - Growth Option -Direct Plan 1.1%

Aditya Birla Sun Life Banking and Financial Services Fund - Direct Plan - Growth 0.97%

Navi ELSS Tax Saver Fund- Direct Plan- Growth Option 0.94%

HDFC Banking & Financial Services Fund 0.74%

HDFC Dividend Yield Fund 0.47%

Mirae Asset Arbitrage Fund 0.46%

JioBlackRock Sector Rotation Fund - Direct Plan - Growth Option 0.45%

↑ Increased (89)

Sundaram Financial Services Opportunities Fund Direct Plan - Growth +0.8%

Franklin India Large Cap Fund- Direct - Growth +1.61%

Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option +1.62%

Bandhan Innovation Fund - Direct Plan - Growth +0.38%

Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option +0.5%

Nippon India Banking & Financial Services Fund - Direct Plan Growth Plan - Growth Option +0.41%

HDFC Large Cap Fund - Growth Option - Direct Plan +0.32%

WhiteOak Capital Banking & Financial Services Fund - Direct Growth +0.41%

↓ Decreased (8)

ICICI Prudential Equity Minimum Variance Fund - Direct Plan - Growth -1%

SBI FOCUSED FUND - DIRECT PLAN -GROWTH -1.42%

UTI Banking and Financial Services Fund - Direct Plan - Growth Option -1%

Tata Flexi Cap Fund-Direct Plan-Growth -1.11%

Tata Balanced Advantage Fund-Direct Plan-Growth -1.64%

BARODA BNP PARIBAS LARGE CAP Fund - Direct Plan - Growth Option -0.01%

SBI Retirement Benefit Fund - Conservative Hybrid Plan - Direct Plan - Growth -0.02%

ICICI Prudential Large Cap Fund -0.06%

By Category

Which Fund Categories Hold This Stock?

Category	Funds	Avg Weight
Equity	46	1.71%
Balanced Advantage	11	0.63%
Multi Asset	11	0.72%
Large Cap	10	2%
Flexi Cap	7	1.15%
Mid Cap	5	1.49%
Aggressive Hybrid	4	1.44%
ELSS	4	1.56%
Multi Cap	4	0.78%
Value/Contra	3	1.34%
Focused	2	3.2%

All Holdings

Which 107 Active Funds Hold Bajaj Finserv Limited?

Filter:

Fund ↕	Category ↕	Weight ↕	Value ↕	Change ↕
Sundaram Financial Services Opportunities Fund Direct Plan - Growth Sundaram Mutual Fund	Equity	5.59%	₹93.82 Cr	+0.8%
Franklin India Large Cap Fund- Direct - Growth Franklin Templeton Mutual Fund	Large Cap	4.49%	₹336.00 Cr	+1.61%
SBI Resurgent India Opportunities Scheme SBI Mutual Fund	Equity	4.28%	₹30.44 Cr	NEW
Bandhan Innovation Fund - Direct Plan - Growth Bandhan Mutual Fund	Equity	4.07%	₹107.53 Cr	+0.38%
Nippon India Focused Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Focused	4.04%	₹344.71 Cr	+0.5%
Nippon India Banking & Financial Services Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Equity	3.33%	₹258.87 Cr	+0.41%
HDFC Large Cap Fund - Growth Option - Direct Plan HDFC Mutual Fund	Large Cap	3.32%	₹1,333.54 Cr	+0.32%
WhiteOak Capital Banking & Financial Services Fund - Direct Growth WhiteOak Capital Mutual Fund	Equity	3.25%	₹21.19 Cr	+0.41%
ICICI Prudential Large & Mid Cap Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Mid Cap	3.25%	₹1,062.12 Cr	+0.24%
BANDHAN Flexi Cap Fund-Direct Plan-Growth Bandhan Mutual Fund	Flexi Cap	3.16%	₹239.43 Cr	+0.04%
BANDHAN Large Cap Fund-Direct Plan-Growth Bandhan Mutual Fund	Large Cap	2.98%	₹63.82 Cr	+0.31%
Nippon India Innovation Fund-Direct Plan-Growth Option Nippon India Mutual Fund	Equity	2.93%	₹87.18 Cr	+0.31%
ICICI Prudential Equity Minimum Variance Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Equity	2.86%	₹81.16 Cr	-1%
Sundaram Services Fund Direct Plan - Growth Sundaram Mutual Fund	Equity	2.79%	₹143.31 Cr	+0.34%
Mahindra Manulife Large Cap Fund - Direct Plan -Growth Mahindra Manulife Mutual Fund	Large Cap	2.77%	₹19.68 Cr	+0.3%
SBI Long Term Advantage Fund - Series VI - Direct Plan - Growth SBI Mutual Fund	Equity	2.74%	₹7.10 Cr	NEW
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option Sundaram Mutual Fund	Balanced Advantage	2.65%	₹44.53 Cr	+1.62%
ICICI Prudential Multi-Asset Fund ICICI Prudential Mutual Fund	Equity	2.63%	₹2,279.44 Cr	+0.21%
SBI Innovative Opportunities Fund - Direct Plan - Growth SBI Mutual Fund	Equity	2.54%	₹131.89 Cr	+0.29%
ICICI Prudential Banking & Financial Services Fund ICICI Prudential Mutual Fund	Equity	2.5%	₹280.67 Cr	+0.33%
ICICI Prudential Quality Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Equity	2.44%	₹52.72 Cr	+0.38%
SBI FOCUSED FUND - DIRECT PLAN -GROWTH SBI Mutual Fund	Focused	2.35%	₹1,174.65 Cr	-1.42%
Mahindra Manulife Aggressive Hybrid Fund - Direct Plan -Growth Mahindra Manulife Mutual Fund	Aggressive Hybrid	2.23%	₹58.64 Cr	+0.13%
BANDHAN ELSS Tax Saver Fund - Direct Plan - Growth Bandhan Mutual Fund	ELSS	2.1%	₹147.11 Cr	+0.23%
Bandhan Aggressive Hybrid Fund-Direct Plan Growth Bandhan Mutual Fund	Aggressive Hybrid	2.08%	₹50.07 Cr	+0.19%
UTI Banking and Financial Services Fund - Direct Plan - Growth Option UTI Mutual Fund	Equity	2.06%	₹29.62 Cr	-1%
Bajaj Finserv Banking and Financial Services Fund - Direct - Growth Bajaj Finserv Mutual Fund	Equity	2.02%	₹10.14 Cr	+0.1%
DSP Dynamic Asset Allocation Fund - Direct Plan - Growth DSP Mutual Fund	Equity	2.01%	₹76.43 Cr	+0.96%
Axis Innovation Fund - Direct Plan - Growth Option Axis Mutual Fund	Equity	2%	₹25.18 Cr	+0.16%
360 ONE QUANT FUND DIRECT GROWTH 360 ONE Mutual Fund	Equity	1.95%	₹17.02 Cr	+0.16%
the Quantum ESG Best In Class Strategy Fund Quantum Mutual Fund	Equity	1.83%	₹1.76 Cr	+0.05%
ICICI Prudential Exports and Services Fund ICICI Prudential Mutual Fund	Equity	1.74%	₹25.83 Cr	+0.12%
JioBlackRock Flexi Cap Fund - Direct Plan - Growth Option JioBlackRock Mutual Fund	Flexi Cap	1.71%	₹55.88 Cr	+0.18%
LIC MF ELSS Tax Saver-Direct Plan-Growth Lic Mutual Fund	ELSS	1.64%	₹16.86 Cr	+0.18%
Tata Business Cycle Fund-Direct Plan-Growth Tata Mutual Fund	Equity	1.62%	₹42.61 Cr	+0.22%
SBI Retirement Benefit Fund - Aggressive Plan - Direct Plan - Growth SBI Mutual Fund	Equity	1.61%	₹50.73 Cr	+0.18%
Bandhan Value Fund - Direct Plan - Growth Bandhan Mutual Fund	Value/Contra	1.61%	₹162.13 Cr	+0.19%
JioBlackRock Large Cap Fund JioBlackRock Mutual Fund	Large Cap	1.6%	₹72.34 L	+0.08%
ICICI Prudential Value Fund ICICI Prudential Mutual Fund	Value/Contra	1.6%	₹976.11 Cr	+0.04%
Sundaram Multi Asset Allocation Fund Direct Plan Growth Sundaram Mutual Fund	Multi Asset	1.58%	₹52.48 Cr	NEW
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth Bajaj Finserv Mutual Fund	Mid Cap	1.56%	₹38.21 Cr	+0.17%
Tata India Innovation Fund- Direct Growth Tata Mutual Fund	Equity	1.48%	₹20.29 Cr	+0.2%
Aditya Birla Sun Life Flexi Cap Fund - Growth - Direct Plan Aditya Birla Sun Life Mutual Fund	Flexi Cap	1.45%	₹408.74 Cr	+0.11%
Aditya Birla Sun Life Balanced Advantage Fund - Direct Plan - Growth Option Aditya Birla Sun Life Mutual Fund	Balanced Advantage	1.43%	₹140.10 Cr	+0.76%
Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth Aditya Birla Sun Life Mutual Fund	Equity	1.42%	₹17.98 Cr	+0.07%
Baroda BNP Paribas Business Conglomerates Fund Direct Growth Option Baroda BNP Paribas Mutual Fund	Equity	1.37%	₹9.13 Cr	+0.16%
SBI Retirement Benefit Fund - Aggressive Hybrid Plan - Direct Plan - Growth SBI Mutual Fund	Aggressive Hybrid	1.36%	₹22.12 Cr	+0.16%
Aditya Birla Sun Life Large Cap Fund - Growth - Direct Plan Aditya Birla Sun Life Mutual Fund	Large Cap	1.36%	₹407.39 Cr	+0.13%
Aditya Birla Sun Life Consumption Fund - Growth - Direct Plan Aditya Birla Sun Life Mutual Fund	Equity	1.35%	₹82.91 Cr	+0.14%
Sundaram Multi-Factor Fund - Direct - Growth Sundaram Mutual Fund	Equity	1.33%	₹11.95 Cr	+0.17%
BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH Bajaj Finserv Mutual Fund	ELSS	1.32%	₹1.18 Cr	+0.14%
Bandhan Multi Asset Allocation Fund - Direct Plan - Growth Bandhan Mutual Fund	Multi Asset	1.29%	₹46.67 Cr	+0.12%
SBI Conservative Hybrid Fund - Direct Plan - Growth SBI Mutual Fund	Equity	1.29%	₹131.89 Cr	+0.15%
WhiteOak Capital Large Cap Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Large Cap	1.24%	₹15.58 Cr	+0.11%
ICICI Prudential Infrastructure Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Equity	1.24%	₹105.89 Cr	+0.15%
Baroda BNP Paribas Business Cycle Fund - Direct Plan - Growth Baroda BNP Paribas Mutual Fund	Equity	1.23%	₹6.94 Cr	+0.14%
HDFC Multi-Asset Allocation Fund HDFC Mutual Fund	Equity	1.23%	₹73.66 Cr	NEW
ICICI Prudential India Opportunities Fund ICICI Prudential Mutual Fund	Equity	1.23%	₹469.59 Cr	+0.12%
WhiteOak Capital ELSS Tax Saver Fund Direct Plan Growth WhiteOak Capital Mutual Fund	ELSS	1.19%	₹5.87 Cr	+0.1%
BANDHAN MULTI CAP FUND - GROWTH - DIRECT PLAN Bandhan Mutual Fund	Multi Cap	1.16%	₹35.51 Cr	+0.12%
SBI MULTI ASSET ALLOCATION FUND - DIRECT PLAN - GROWTH SBI Mutual Fund	Multi Asset	1.12%	₹227.39 Cr	+0.12%
BARODA BNP PARIBAS LARGE CAP Fund - Direct Plan - Growth Option Baroda BNP Paribas Mutual Fund	Large Cap	1.11%	₹29.22 Cr	-0.01%
Axis Business Cycles Fund - Direct Plan - Growth Axis Mutual Fund	Equity	1.07%	₹22.67 Cr	+0.12%
SBI Equity Minimum Variance Fund - Direct Plan - Growth SBI Mutual Fund	Equity	1.07%	₹2.29 Cr	+0.08%
Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan Aditya Birla Sun Life Mutual Fund	Mid Cap	1.05%	₹61.36 Cr	+0.12%
SBI LARGE & MIDCAP FUND -DIRECT PLAN -Growth SBI Mutual Fund	Mid Cap	0.99%	₹417.99 Cr	NEW
WhiteOak Capital Quality Equity Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Equity	0.89%	₹5.60 Cr	+0.1%
Parag Parikh Large Cap Fund - Direct Plan - Growth Parag Parikh Mutual Fund	Large Cap	0.85%	₹7.11 Cr	+0.09%
Axis Value Fund - Direct Plan - Growth Axis Mutual Fund	Value/Contra	0.8%	₹14.17 Cr	+0.15%
Bandhan Financial Services Fund Bandhan Mutual Fund	Equity	0.79%	₹8.75 Cr	+0.26%
ITI Multi Cap Fund - Direct Plan - Growth Option ITI Mutual Fund	Multi Cap	0.79%	₹11.61 Cr	+0.19%
Tata Flexi Cap Fund-Direct Plan-Growth Tata Mutual Fund	Flexi Cap	0.77%	₹28.41 Cr	-1.11%
Nippon India Multi Asset Allocation Fund - Direct Plan - Growth Option Nippon India Mutual Fund	Multi Asset	0.76%	₹127.83 Cr	+0.06%
WhiteOak Capital Flexi Cap Fund Direct Plan-Growth WhiteOak Capital Mutual Fund	Flexi Cap	0.75%	₹68.78 Cr	+0.05%
Aditya Birla Sun Life Multi Asset Allocation Fund-Direct Growth Aditya Birla Sun Life Mutual Fund	Multi Asset	0.62%	₹45.17 Cr	+0.05%
SBI Retirement Benefit Fund - Conservative Hybrid Plan - Direct Plan - Growth SBI Mutual Fund	Equity	0.62%	₹1.59 Cr	-0.02%
Whiteoak Capital Large & Mid Cap Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Mid Cap	0.61%	₹14.97 Cr	+0.05%
WhiteOak Capital Multi Cap Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Multi Cap	0.61%	₹25.12 Cr	+0.04%
quant Multi Asset Allocation Fund-GROWTH OPTION-Direct Plan Quant Mutual Fund	Multi Asset	0.59%	₹37.39 Cr	+0.04%
Tata Multi Asset Allocation Fund-Direct Plan-Growth Tata Mutual Fund	Multi Asset	0.57%	₹29.83 Cr	+0.06%
WhiteOak Capital Balanced Advantage Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Balanced Advantage	0.57%	₹12.87 Cr	+0.06%
the Quantum Multi Asset Allocation Fund Quantum Mutual Fund	Multi Asset	0.57%	₹33.54 L	+0.05%
ICICI Prudential Multicap Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Multi Cap	0.56%	₹104.74 Cr	+0.05%
Aditya Birla Sun Life Equity Hybrid'95 Fund - Direct Plan-Growth Aditya Birla Sun Life Mutual Fund	Equity	0.56%	₹40.67 Cr	+0.05%
ICICI Prudential Balanced Advantage Fund - Direct Plan - Growth ICICI Prudential Mutual Fund	Balanced Advantage	0.54%	₹399.57 Cr	NEW
SBI Balanced Advantage Fund - Direct Plan - Growth SBI Mutual Fund	Balanced Advantage	0.51%	₹217.48 Cr	+0.05%
Edelweiss Balanced Advantage Fund -Direct Plan-Growth Option Edelweiss Mutual Fund	Balanced Advantage	0.48%	₹64.01 Cr	+0.05%
HDFC Balanced Advantage Fund - Growth Plan - Direct Plan HDFC Mutual Fund	Balanced Advantage	0.38%	₹405.82 Cr	+0.05%
SBI Retirement Benefit Fund - Conservative Plan - Direct Plan - Growth SBI Mutual Fund	Equity	0.35%	₹48.70 L	+0.06%
ZERODHA LIFE CYCLE FUND 2041 Zerodha Mutual Fund	Equity	0.34%	₹4.93 L	NEW
Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70 30 Index Fund Edelweiss Mutual Fund	Equity	0.3%	₹16.23 L	NEW
Axis Balanced Advantage Fund - Direct Plan - Growth Axis Mutual Fund	Balanced Advantage	0.3%	₹11.55 Cr	+0.2%
ZERODHA LIFE CYCLE FUND 2036 Zerodha Mutual Fund	Equity	0.28%	₹4.24 L	NEW
UTI Multi Asset Allocation Fund - Direct Plan - Growth Option UTI Mutual Fund	Multi Asset	0.27%	₹18.93 Cr	+0.03%
Axis Multi Asset Allocation Fund - Direct Plan - Growth Option Axis Mutual Fund	Multi Asset	0.26%	₹6.41 Cr	+0.02%
WhiteOak Capital Multi Asset Allocation Fund Direct Plan Growth WhiteOak Capital Mutual Fund	Multi Asset	0.25%	₹20.40 Cr	+0.02%
ICICI Prudential Large Cap Fund ICICI Prudential Mutual Fund	Large Cap	0.24%	₹195.71 Cr	-0.06%
Bandhan Business Cycle Fund - Direct Plan - Growth Bandhan Mutual Fund	Equity	0.21%	₹2.49 Cr	+0.02%
NJ Balanced Advantage Fund NJ Mutual Fund	Balanced Advantage	0.18%	₹6.09 Cr	+0.02%
DSP Flexi Cap Fund - Direct Plan - Growth DSP Mutual Fund	Flexi Cap	0.16%	₹19.78 Cr	+0.02%
Parag Parikh Dynamic Asset Allocation Fund - Direct Plan Growth Parag Parikh Mutual Fund	Equity	0.15%	₹3.96 Cr	+0.02%
Nippon India Conservative Hybrid Fund - Direct Plan Growth Plan - Growth Option Nippon India Mutual Fund	Equity	0.14%	₹1.34 Cr	+0.02%
BANDHAN Balanced Advantage Fund Direct Plan Growth Bandhan Mutual Fund	Balanced Advantage	0.07%	₹1.52 Cr	+0.01%
Axis Aggressive Hybrid Fund - Direct Plan - Growth Option Axis Mutual Fund	Aggressive Hybrid	0.07%	₹1.04 Cr	+0.01%
Parag Parikh Flexi Cap Fund - Direct Plan - Growth Parag Parikh Mutual Fund	Flexi Cap	0.03%	₹37.25 Cr	+0.01%
DSP Banking & Financial Services Fund - Direct - Growth DSP Mutual Fund	Equity	0.01%	₹22.28 L	—
Tata Balanced Advantage Fund-Direct Plan-Growth Tata Mutual Fund	Balanced Advantage	-0.17%	₹-1,527.15 L	-1.64%

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Data source: Official AMFI monthly portfolio disclosures. Updated every month. Index funds and ETFs excluded. Disclaimer: This is not investment advice. Consult a SEBI-registered advisor before investing.