Bajaj Finance AMC January Portfolio Reshuffle: 23 Exits and 13 New Entries Across Funds
Bajaj Finance AMC executed major portfolio changes in January with 23 exits and 13 new entries across its funds. The flexi cap fund's AUM grew to ₹6,316.00 crore (+₹52.00 crore) while the large cap fund declined to ₹1,558.63 crore (-₹108.50 crore). Key additions included Titan, Federal Bank, and Hindustan Unilever, while exits featured InterGlobe Aviation, DLF, and Yes Bank. The changes reflect active fund management strategies responding to market conditions.
*this image is generated using AI for illustrative purposes only.
Bajaj Finance Asset Management Company (BFAMC) executed substantial portfolio changes across its flexi cap and large cap funds during January, with a total of 23 stock exits and 13 new entries reflecting active fund management strategies.
Flexi Cap Fund Performance and Changes
The BFAMC Flexi Cap Fund demonstrated positive momentum with its assets under management reaching ₹6,316.00 crore, representing an increase of ₹52.00 crore during January. The fund underwent significant portfolio restructuring with 18 stock exits and 9 strategic additions.
| Fund Metrics: | January Performance |
|---|---|
| AUM: | ₹6,316.00 crore |
| Monthly Change: | +₹52.00 crore |
| Stock Exits: | 18 companies |
| New Additions: | 9 companies |
The fund exited positions in 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. New additions included Federal Bank, Hindustan Unilever, IDFC First Bank, JK Tyre, Kotak Mahindra Bank, Piramal Pharma, Rubicon Research, Titan, and Vesuvius.
Portfolio Composition Shifts in Flexi Cap Fund
Significant changes occurred in the fund's holding percentages, with several stocks experiencing notable increases and decreases in portfolio weightage.
| Top Increases: | Current Weight | Change |
|---|---|---|
| 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% |
| Top Decreases: | Current Weight | Change |
|---|---|---|
| SBI: | 3.45% | -0.74% |
| MCX: | 1.78% | -0.46% |
| Bajaj Finance: | 2.37% | -0.34% |
| HDFC Bank: | 6.09% | -0.15% |
| Ujjivan Small Finance Bank: | 1.95% | -0.07% |
Large Cap Fund Developments
The BFAMC Large Cap Fund experienced a contrasting performance with its AUM declining to ₹1,558.63 crore, down ₹108.50 crore during January. The fund made 5 strategic exits while adding 4 new positions to its portfolio.
| Fund Performance: | January Results |
|---|---|
| AUM: | ₹1,558.63 crore |
| Monthly Change: | -₹108.50 crore |
| Stock Exits: | 5 companies |
| New Entries: | 4 companies |
The large cap fund exited positions in Aditya Birla Capital, Bharat Electronics, InterGlobe Aviation, Tata Steel, and DLF. New additions comprised Ashok Leyland, Vedanta, Shriram Finance, and Titan.
Large Cap Fund Portfolio Adjustments
The large cap fund's portfolio composition showed substantial shifts, with United Spirits leading the increases and SBI experiencing the largest reduction in weightage.
| Significant Increases: | Weight | Change |
|---|---|---|
| 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% |
| Notable Decreases: | Weight | Change |
|---|---|---|
| SBI: | 6.00% | -1.07% |
| ICICI Bank: | 4.22% | -0.30% |
| M&M: | 3.84% | -0.05% |
These portfolio movements reflect BFAMC's ongoing rebalancing strategies as fund managers actively adjust holdings in response to market trends and individual stock performance evaluations.
Historical Stock Returns for Bajaj Finance
| 1 Day | 5 Days | 1 Month | 6 Months | 1 Year | 5 Years |
|---|---|---|---|---|---|
| +0.70% | -0.33% | -6.44% | -1.02% | +27.46% | +89.61% |
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