Bajaj Finserv Flexi Cap

Bajaj Finserv Flexi Cap

Portfolio as of Oct 2025
Flexi Cap
Stocks added for the first time:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
Angel OneStockbroking & Allied0.193Oct 20250.720
Hindustan CopperCopper0.082Oct 20250.450
Awfis Space Solutions LtdDiversified Commercial Services0.558Oct 20250.400
E2E NetworksPesticides & Agrochemicals0.178Oct 20250.180
Stocks exited in Oct 2025:
Name
Industry
Ownership (%)
Portfolio (%)
MoM Change (%)
Tata Consultancy ServicesComputers - Software & Consulting0.0000.000-100
HDFC Life Insurance CompanyLife Insurance0.0000.000-100
Tech MahindraComputers - Software & Consulting0.0000.000-100
Alkem LaboratoriesPharmaceuticals0.0000.000-100
PolicyBazaar - PB Fintech Ltd.Financial Technology (Fintech)0.0000.000-100
CRISILOther Financial Services0.0000.000-100
Dr Lal PathLabsHealthcare Service Provider0.0000.000-100
Hindustan AeronauticsAerospace & Defense0.0000.000-100
Stocks where the stakes increased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
Interglobe AviationAirline0.066Aug 20252.390168.13
Century Textile and IndustriesPaper & Paper Products0.158Sep 20250.550140.02
Reliance IndustriesRefineries & Marketing0.011Aug 20233.730109.26
360 One WamStockbroking & Allied0.288May 20252.10067.19
Apollo Hospitals EnterpriseHospital0.103Aug 20251.89063.35
Ujjivan Small Finance BankOther Bank1.070Apr 20251.78063.25
ICICI BankPrivate Sector Bank0.020Aug 20233.11063.07
MTAR TechnologiesAerospace & Defense1.475Sep 20251.92062.16
Go Digit General Insurance LtdGeneral Insurance0.179Jan 20250.98056.16
PNB Housing FinanceHousing Finance Company0.285Dec 20241.14048.46
DLFResidential- Commercial Projects0.073May 20252.27043.49
Orient RefractoriesElectrodes & Refractories0.210Mar 20250.34042.23
Yes BankPrivate Sector Bank0.118Aug 20251.39038.55
JIO Financial ServicesInvestment Company0.074Nov 20242.38030.98
BioconPharmaceuticals0.060Sep 20250.50026.67
HEG LTD.Electrodes & Refractories0.707Aug 20241.34024.76
ZomatoE-Retail/ E-Commerce0.044Sep 20232.25023.6
InfosysComputers - Software & Consulting0.033Oct 20243.40023.48
GlaxoSmithKline PharmaceuticalsPharmaceuticals0.161Feb 20251.18019.23
Grindwell NortonAbrasives & Bearings0.112Feb 20250.35016.88
KPR MillOther Textile Products0.241Sep 20241.46015.33
Divi's LaboratoriesPharmaceuticals0.118Mar 20243.49010.59
PONDY OXIDES & CHEMICALS LTD.Diversified Metals1.137Dec 20240.78010.06
Sun Pharmaceutical IndustriesPharmaceuticals0.028Mar 20251.8808.7
Neuland LaboratoriesPharmaceuticals0.722Jan 20242.5307.82
SobhaResidential- Commercial Projects0.721Mar 20252.0706.48
Aditya Birla CapitalInvestment Company0.158Sep 20242.2204.46
State Bank of IndiaPublic Sector Bank0.028Mar 20243.9903.93
Minda IndustriesAuto Components & Equipments0.109Aug 20231.2903.51
Sanofi Consumer Healthcare India LtdPharmaceuticals0.460Jun 20240.8500.32
Stocks where the stakes decreased:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
MoM Change (%)
Hindustan UnileverDiversified FMCG0.003Sep 20230.250-86.74
AtulSpecialty Chemicals0.034May 20250.090-79.58
Jubilant FoodWorksRestaurants0.037Aug 20230.240-73.71
Britannia IndustriesPackaged Foods0.019Sep 20240.440-53.39
Nykaa - FSN E-Commerce Ventures Ltd.E-Retail/ E-Commerce0.020Aug 20230.230-51.98
GE T & D IndiaHeavy Electrical Equipment0.080Sep 20231.030-45.9
Cummins IndiaCompressors- Pumps & Diesel Engines0.065Feb 20251.290-41.69
Radico KhaitanBreweries & Distilleries0.176Sep 20241.230-35.68
Multi Commodity Exchange of IndiaExchange and Data Platform0.291Apr 20242.280-24.77
Can Fin HomesHousing Finance Company0.291Aug 20240.560-21.43
Havells IndiaConsumer Electronics0.045Aug 20230.700-16.48
Shaily Engineering PlasticsPlastic Products - Industrial0.258Dec 20240.450-16.19
Hitachi Energy IndiaHeavy Electrical Equipment0.035Sep 20230.460-13.68
Allied Blenders and Distillers LtdBreweries & Distilleries0.274May 20250.840-3.16
V-Mart RetailDiversified Retail0.536Sep 20240.580-1.39
Eicher Motors2/3 Wheelers0.040Aug 20251.270-0.88
Affle (India)IT Enabled Services0.260Sep 20241.170-0.62
Stocks where stakes remained the same:
Name
Industry
Ownership (%)
First Bought
Portfolio (%)
HDFC BankPrivate Sector Bank0.024Jan 20245.980
Godrej Consumer ProductsPersonal Care0.106Jul 20251.990
Kajaria CeramicsCeramics0.598Dec 20231.920
Mahindra & MahindraPassenger Cars & Utility Vehicles0.024Aug 20231.720
Amber Enterprises IndiaHousehold Appliances0.341Mar 20251.590
Asian PaintsPaints0.020Aug 20250.790
Ramco Cements LimitedCement & Cement Products0.189Jul 20250.770
Schneider Electric InfrastructureHeavy Electrical Equipment0.205Apr 20240.680
Landmark CarsAuto -Dealer1.461Feb 20240.640
Gillette IndiaPersonal Care0.112Nov 20230.540
Cera SanitarywareSanitary Ware0.396Aug 20230.530
Larsen & Toubro InfotechComputers - Software & Consulting0.018Jun 20250.490
Metro BrandsFootwear0.090Feb 20240.460
CG Power & Industrial SolutionsHeavy Electrical Equipment0.022Sep 20250.430
Va Tech WabagWater Supply & Management0.279Feb 20240.410
KSB LtdCompressors- Pumps & Diesel Engines0.176Mar 20240.400
Vinati OrganicsSpecialty Chemicals0.119Jul 20240.340
Neogen ChemicalsSpecialty Chemicals0.501Sep 20240.320
Safari Industries (India)Plastic Products - Consumer0.149Aug 20230.260
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