Bajaj Finserv AMC Rebalances: Exits from DLF, Aditya Birla Capital, Adds Titan & Vedanta

In January, Bajaj Finserv AMC’s (BFAMC) flexi-cap and large-cap funds experienced modest shifts in assets under management (AUM) and portfolio composition. 

BFAMC Flexi Cap Fund

BFAMC Flexi Cap Fund recorded an AUM of ₹6,316 crore, marking a monthly increase of ₹52 crore.

Major Exits

During the month, the fund trimmed positions in stocks such as Hindustan Copper, V-Mart Retail, Neogen Chemicals, Allied Blenders & Distillers, Grindwell Norton, Vinati Organics, Aditya Birla Capital, Yes Bank, Biocon, Hitachi Energy, GE Vernova T&D, FSN E-Commerce Ventures, InterGlobe Aviation, and DLF.

Significant New Additions

Conversely, new investments were made in Federal Bank, Hindustan Unilever, IDFC First Bank, JK Tyre, Kotak Mahindra Bank, Piramal Pharma, Rubicon Research, Titan, and Vesuvius.

Top Portfolio Changes

• Increases: Indus Towers (2.84%, +1.05%), Eicher Motors (2.40%, +0.60%), Asian Paints (2.41%, +0.48%), Divi’s Laboratories (3.57%, +0.36%), Infosys (3.76%, +0.33%)
• Reductions: SBI (3.45%, −0.74%), MCX (1.78%, −0.46%), Bajaj Finserv (2.37%, −0.34%), HDFC Bank (6.09%, −0.15%), Ujjivan Small Finance Bank (1.95%, −0.07%)

BFAMC Large Cap Fund Experiences AUM Decline

The BFAMC Large Cap Fund, meanwhile, saw its AUM decline by ₹108.50 crore to ₹1,558.63 crore in January.

Exits

Aditya Birla Capital, Bharat Electronics, InterGlobe Aviation, Tata Steel, and DLF were removed from the portfolio.

New Additions

The fund added Ashok Leyland, Vedanta, Shriram Finance, and Titan.

Top Portfolio Changes

• Increases: United Spirits (3.56%, +1.02%), Divi’s Laboratories (4.61%, +0.76%), Indus Towers (3.16%, +0.69%), IndusInd Bank (3.21%, +0.53%), Infosys (5.25%, +0.42%)
• Reductions: SBI (6.00%, −1.07%), ICICI Bank (4.22%, −0.30%), M&M (3.84%, −0.05%)

Also Read: SIP Calculator: What a ₹5,000 SIP Can Do for Your Retirement?

Conclusion

These portfolio adjustments highlight BFAMC’s active rebalancing strategy, as fund managers continually tweak holdings to align with evolving market trends and stock performance.

Disclaimer: This blog has been written exclusively for educational purposes. The securities mentioned are only examples and not recommendations. This does not constitute a personal recommendation/investment advice. It does not aim to influence any individual or entity to make investment decisions. Recipients should conduct their own research and assessments to form an independent opinion about investment decisions.

Mutual fund investments in the securities market are subject to market risks, read all the related documents carefully before investing