Upgrade the plan to view this fund.NJ Balanced Advantage Fund
NJ Mutual FundIncreased in 7 of 10 comparable transitions
Current holding: 520.61K shares3 consecutive increasesEntered May 2026
LoadingLoadingInstitutional ownership
BAJFINANCEFinancial ServicesCredit Services
More tracked funds increased than reduced their positions in the latest disclosure.
Latest disclosure: August 2026 · Compared with July 2026
Actively managed funds only: held by 160 · 22 increased · 37 reduced · 3 new · 11 exited, of 171 comparable. Index and arbitrage funds move with index flows and hedged spreads.
93 funds that held Bajaj Finance in one of these months have no usable disclosure for the other, usually because the August 2026 filing is not in yet. They are left out of the comparison, not counted as unchanged.
July 2026 → August 2026. Which mutual funds changed their disclosed position in this stock?
Direction comes from the disclosed share quantity, adjusted for splits and bonuses, never from portfolio weight: weight also moves with the price. A change under 0.5% of the existing holding counts as stable. Largest share changes first; new positions by size, exits by the size of the position closed.
Mutual funds showing persistent accumulation or reduction in this stock.
19 funds show persistent accumulation20 persistent reduction180 mixed or stableAug 2025 – Aug 2026 · 12 monthly transitions
Upgrade the plan to view this fund.NJ Balanced Advantage Fund
NJ Mutual FundIncreased in 7 of 10 comparable transitions
Current holding: 520.61K shares3 consecutive increasesEntered May 2026
Upgrade the plan to view this fund.NJ Flexi Cap Fund
NJ Mutual FundIncreased in 6 of 8 comparable transitions
Current holding: 376.00K shares5 consecutive increasesEntered May 2026
Upgrade the plan to view this fund.Sundaram Aggressive Hybrid Fund
Sundaram Mutual FundIncreased in 6 of 10 comparable transitions
Current holding: none3 consecutive increasesExited Jul 2026
Increased in 6 of 12 comparable transitions
Current holding: 5.62M shares5 consecutive increases
Upgrade the plan to view this fund.Sundaram Dynamic Asset Allocation Fund
Sundaram Mutual FundIncreased in 6 of 12 comparable transitions
Current holding: 112.50K shares3 consecutive increases
Upgrade the plan to view this fund.Parag Parikh Large Cap Fund
Parag Parikh Mutual FundIncreased in 5 of 5 comparable transitions
Current holding: 170.08K shares5 consecutive increases
Upgrade the plan to view this fund.Axis Retirement Fund - Aggressive Plan
Axis Mutual FundReduced in 7 of 12 comparable transitions
Current holding: 123.73K shares5 consecutive reductions
Axis Retirement Fund - Dynamic Plan
Axis Mutual FundReduced in 7 of 12 comparable transitions
Current holding: 50.40K shares5 consecutive reductions
Upgrade the plan to view this fund.Axis Children’s Fund
Axis Mutual FundReduced in 7 of 12 comparable transitions
Current holding: 154.12K shares5 consecutive reductions
Upgrade the plan to view this fund.Sundaram Equity Savings Fund
Sundaram Mutual FundReduced in 7 of 12 comparable transitions
Current holding: 131.25K shares5 consecutive reductions
Reduced in 7 of 12 comparable transitions
Current holding: 10.58M shares3 consecutive reductions
Upgrade the plan to view this fund.ADITYA BIRLA SUN LIFE QUANT FUND
Aditya Birla Sun Life Mutual FundReduced in 6 of 7 comparable transitions
Current holding: none3 consecutive reductions
The same conviction engine as each fund page, run per fund on this stock: a transition counts only when the fund disclosed on both sides and its share quantity moved at least 0.5% of the existing holding. Missing months and corporate actions without a usable ratio break the sequence instead of being bridged. Funds rank by how many comparable transitions moved in the signal's direction, then consistency, then the longest streak, so steady building outranks one large jump. Bars show each fund's disclosed share quantity scaled to its own first holding in the range; hover for real quantities. 301 actively managed funds analysed; 202 index, ETF and arbitrage funds are excluded because index flows and hedged spreads move holdings without a view on the stock.
Last 1 Year. Is institutional ownership in this stock expanding or contracting over time?
Among funds that disclosed every month, tracked mutual-fund holdings decreased by 23.2% between Aug 2025 and Aug 2026, while the number of fund holders fell from 147 to 122.
A constant panel of the 167 funds that held this stock at some point and filed a usable disclosure in every month of the window, so changes are not driven by which funds happened to file. Share counts are in each month's disclosed quantity. Months without comparable filings are left as gaps rather than filled in.
Is the latest ownership change broad across funds or concentrated among only a few institutions?
July 2026 → August 2026 · 317 comparable fund portfolios
93 funds held the stock in only one of the two filings on record and are excluded from the denominator rather than counted as stable.
Each month compares funds that filed both that month and the month before. The number of comparable funds changes with filing coverage, so the share view is the fairer month-to-month comparison.
Which mutual funds increased or reduced their exposure to this stock over the selected period?
Feb 2026 → Aug 2026: 131 → 122 actively managed holders (-9) among funds filing at both ends
Select a fund in the diagram to inspect its position.
Every ribbon joins one fund to Bajaj Finance; none joins two funds. The diagram shows that some holders reduced this stock while others increased it between Feb 2026 → Aug 2026, not that shares or money passed from one fund to another. Ribbon width is each fund's absolute change in disclosed shares, adjusted for splits and bonuses. Only funds that filed at both ends of the range are compared. The largest moves are drawn; smaller ones are grouped. 179 index, ETF and arbitrage funds are left out, as in Capital Rotation.
Which mutual funds held the largest disclosed positions in August 2026? The largest owner is not necessarily the strongest accumulator.
| Fund | Holding quantity | Disclosed valueas reported by the fund | Latest changevs Jul 2026 | Fund portfolio weight | Conviction trendLast 1 Year |
|---|---|---|---|---|---|
| Upgrade the plan to view this fund.SBI Nifty 50 ETFIndexSBI Mutual Fund | 51.99M | ₹5,495 cr | +0.5% | 2.57% | Accumulating |
| SBI Focused FundSBI Mutual Fund | 41.00M | ₹4,334 cr | +1.6% | 8.46% | Mixed |
| Upgrade the plan to view this fund.SBI BSE Sensex ETFIndexSBI Mutual Fund | 35.79M | ₹3,811 cr | +1.0% | 3.12% | Accumulating |
| SBI Aggressive Hybrid FundSBI Mutual Fund | 23.00M | ₹2,431 cr | Stable | 2.74% | Mixed |
| Upgrade the plan to view this fund.UTI Nifty 50 ETFIndexUTI Mutual Fund | 17.82M | ₹1,884 cr | +1.4% | 2.57% | Accumulating |
| Upgrade the plan to view this fund.UTI BSE Sensex ETFIndexUTI Mutual Fund | 16.76M | ₹1,784 cr | +1.6% | 3.12% | Accumulating |
| Upgrade the plan to view this fund.NIPPON INDIA ETF NIFTY 50 BEESIndexNippon India Mutual Fund | 16.31M | ₹1,724 cr | +2.1% | 2.57% | Accumulating |
| Axis Large Cap FundAxis Mutual Fund | 14.44M | ₹1,527 cr | −6.2% | 4.87% | Reducing |
| UTI - Flexi Cap Fund.UTI Mutual Fund | 12.96M | ₹1,370 cr | −1.7% | 5.67% | Reducing |
| Upgrade the plan to view this fund.Kotak Arbitrage FundArbitrageKotak Mahindra Mutual Fund | 12.90M | ₹1,363 cr | +74.3% | 1.80% | Accumulating |
| Kotak Flexicap FundKotak Mahindra Mutual Fund | 11.00M | ₹1,163 cr | Stable | 2.06% | Stable |
| Upgrade the plan to view this fund.ICICI Prudential Nifty 50 ETFIndexICICI Prudential Mutual Fund | 10.82M | ₹1,144 cr | +2.5% | 2.57% | Accumulating |
| Axis ELSS Tax Saver FundAxis Mutual Fund | 10.58M | ₹1,118 cr | −9.8% | 3.42% | Reducing |
| Upgrade the plan to view this fund.ICICI Prudential BSE Sensex ETFIndexICICI Prudential Mutual Fund | 9.59M | ₹1,021 cr | +2.9% | 3.12% | Accumulating |
| SBI ELSS Tax Saver FundSBI Mutual Fund | 8.64M | ₹913 cr | Stable | 2.88% | Mixed |
Holding quantity is the fund's disclosed share count; value is the market value the fund reported for that line. Latest change uses the share quantity, not weight. Conviction trend is the fund's Institutional Conviction signal for this stock over the last 1 year.
How have important mutual-fund holders behaved across reporting periods?
| Fund | Mar | Apr | May | Jun | Jul | Aug |
|---|---|---|---|---|---|---|
| SBI Focused FundLargest active holder | ||||||
| SBI Aggressive Hybrid FundLargest active holder | ||||||
| Axis Large Cap FundLargest active holder | ||||||
| UTI - Flexi Cap Fund.Largest active holder | ||||||
| Kotak Flexicap FundLargest active holder | ||||||
| Upgrade the plan to view this fund.NJ Balanced Advantage FundPersistent accumulator | ||||||
| Upgrade the plan to view this fund.NJ Flexi Cap FundPersistent accumulator | ||||||
| Upgrade the plan to view this fund.Sundaram Aggressive Hybrid FundPersistent accumulator | ||||||
| Upgrade the plan to view this fund.Axis Retirement Fund - Aggressive PlanPersistent reducer | ||||||
| Axis Retirement Fund - Dynamic PlanPersistent reducer | ||||||
| Upgrade the plan to view this fund.Axis Children’s FundPersistent reducer | ||||||
| Upgrade the plan to view this fund.TATA BANKING & FINANCIAL SERVICES FUNDRecent new holder | ||||||
| Upgrade the plan to view this fund.MAHINDRA MANULIFE LARGE & MID CAP FUNDRecent new holder | ||||||
| Sundaram Multi-Factor FundRecent new holder |
Featured funds: the largest actively managed holders, the strongest persistent accumulators and reducers, and the largest recent new holders. More funds, including index funds, are listed by their largest disclosed position in the year. Shading deepens with the size of the move, up to 25%. A change under 0.5% of the existing holding counts as stable; a month without a filing is never treated as unchanged.
Funds that opened or fully closed a position between July 2026 and August 2026.
Upgrade the plan to view this fund.TATA BANKING & FINANCIAL SERVICES FUNDTata Mutual Fund
906.00K sharesNew position · 2.90% of fund portfolio
August 2026
Upgrade the plan to view this fund.MAHINDRA MANULIFE LARGE & MID CAP FUNDMahindra Manulife Mutual Fund
310.00K sharesNew position · 1.12% of fund portfolio
August 2026
Sundaram Multi-Factor FundSundaram Mutual Fund
61.32K sharesNew position · 0.74% of fund portfolio
August 2026
Upgrade the plan to view this fund.Helios Arbitrage FundArbitrageHelios Mutual Fund
9.00K sharesNew position · 0.71% of fund portfolio
August 2026
Upgrade the plan to view this fund.Edelweiss BSE LargeMid 60 40 Stable Dividend 50 ETFIndexEdelweiss Mutual Fund
6.21K sharesNew position · 3.32% of fund portfolio
August 2026
Upgrade the plan to view this fund.The Wealth Company Arbitrage FundArbitrageThe Wealth Company Mutual Fund
5.25K sharesNew position · 0.37% of fund portfolio
August 2026
New holders are ranked by the size of the position opened and exits by the size of the position closed, so small residual lines do not lead the list. Only funds that filed in both months are included. Holding history counts consecutive monthly filings with a position, within the months Stake Trace tracks.
How much of the tracked mutual-fund position sits with the largest holders?
Mutual-fund ownership became more concentrated among the largest tracked holders.
Share of the total disclosed shares held by tracked mutual funds that filed in each month. Index funds are included, as they are real holders. Filing coverage differs between months, which affects both figures.
More tracked funds increased than reduced their positions in the latest disclosure: 102 of 317 comparable fund portfolios increased their disclosed holdings while 60 reduced them.
Among actively managed funds alone, 22 increased and 37 reduced their positions, out of 171 comparable.
NJ Balanced Advantage Fund shows one of the strongest persistent accumulation patterns among tracked holders, increasing its disclosed position in 7 of 10 comparable transitions over the last year.
Axis Retirement Fund - Aggressive Plan shows the strongest persistent reduction, lowering its disclosed position in 7 of 12 comparable transitions.
6 funds initiated new positions in the latest disclosure, while 14 fully exited.
Among funds that disclosed every month, tracked mutual-fund holdings decreased by 23.2% between Aug 2025 and Aug 2026, while the number of fund holders fell from 147 to 122.
Mutual-fund ownership became more concentrated among the largest tracked holders.
Written from the figures on this page by fixed rules. It describes disclosed holdings only: it is not investment advice, a rating or a forecast, and it does not explain why any fund acted.
Query the same filings from an agent through the Stake Trace MCP.
ownership_shift({ stock: "BAJFINANCE", from_period: "2026-07", to_period: "2026-08" })Returns the same comparison across all mutual funds: share-count changes, increases, reductions, entries and exits, adjusted for corporate actions. Add fund to read one scheme.
Query the same filings from an agent through the Stake Trace MCP.
institutional_conviction({ stock: "BAJFINANCE", periods: 12 })Returns the stock-level persistence pattern across the trailing periods: how many funds increased, reduced, entered or exited in each transition. The per-fund ranking above uses the same conviction rules.
Named investors and institutions in exchange-reported bulk and block deals. A separate ownership class from the mutual-fund holdings above.
No bulk or block deals in the last 12 months. The most recent deals are shown.
Bulk and block deals are single trades the exchanges publish with the counterparty's name. Both sides of a block deal are often listed; a deal does not show the investor's total holding.
Disclosed trades and pledges by promoters, directors and designated persons, by filing date.
From exchange insider-trading disclosures (SEBI PIT), by intimation date. 24 of the 30 most recent filings are by promoter or promoter-group entities. Identical duplicate filings are listed once. These are disclosed transactions, not a reading of intent.