Markets › Super Investors › Bajaj Finance Limited
BL
Bajaj Finance Limited
Corporate / BodyDisclosed Indian equity holdings above the 1% filing threshold.
Disclosed value
₹62,715 Cr
Today
+₹1,446 Cr +2.36%
Companies
4
As of
31 Mar 2026
Returns vs NIFTY current basket, 1 year
This portfolio -30.4% NIFTY 50 -4.4%behind NIFTY by 26.0 pts
Today’s disclosed holdings valued back over the past year vs the NIFTY 50, rebased to 0%. Not a record of actual trades.
Sector allocation
Portfolio X-ray
Top-5 weight
100%
Wtd P/E
28.2
Wtd ROE
12.1%
Holdings
4
By market cap
Large 100% Mid 0% Small 0%
Holdings · 4
| Company▾ | Stake▾ | Value▼ | Today▾ | Q/Q▾ | P/E▾ | ROE▾ |
|---|---|---|---|---|---|---|
| Bajaj Housing Finance Ltd BAJAJHFL · Financial Services | 86.70% | ₹62,556.1 Cr | +2.36% | – | 28.2 | 12% |
| One Mobikwik Systems Ltd MOBIKWIK · Financial Services | 10.14% | ₹158.6 Cr | +2.41% | – | – | -11% |
| Bajaj Auto Ltd BAJAJ-AUTO · Automobile and Auto Components | 0.00% | ₹0.2 Cr | -1.19% | – | 26.3 | 29% |
| BAJAJ HOLDINGS & INVS BAJAJHLDNG · Financial Services | 0.00% | ₹0.1 Cr | +1.23% | – | 11.7 | 14% |
Stake history by quarter (%) increased trimmed
| Company | Mar '26 | Dec '25 | Sept '25 | Jun '25 |
|---|---|---|---|---|
| Bajaj Housing Finance Ltd | 86.70 | 86.70 | 88.70 | 88.70 |
| One Mobikwik Systems Ltd | 10.14 | 10.14 | 10.14 | 10.21 |
| Bajaj Auto Ltd | 0.00 | 0.00 | 0.00 | 0.00 |
| BAJAJ HOLDINGS & INVS | 0.00 | 0.00 | 0.00 | 0.00 |
Holdings are taken exactly as filed in public shareholding disclosures, shown only once a stake crosses the 1% disclosure threshold, so this is the holder’s large positions, not every holding. Value = disclosed shares × latest market price, so it moves daily while share counts update each quarter; “Q/Q” compares with the prior filing (pp = percentage points). Names are shown as filed and folded only for capitalisation and spacing, never different spellings; a common name could, in principle, represent more than one person. For information only, not investment advice.