outperformed on Dec 5 after the RBI move and company-level flows; note also recent corporate action news (small stake divestment in Bajaj Housing to meet public shareholding). Beginner insight: NBFCs deliver higher growth but can be sensitive to rate moves and liquidity conditions; an RBI repo cut can lower borrowing costs, supporting NBFC earnings — but funding spreads and asset quality matter. What to watch/risk: Funding costs, loan growth quality (retail vs. corporate), and any regulatory changes on public shareholding or corporate actions. Caption: Bajaj Finance: NBFC dynamics — growth potential but watch funding & asset quality.

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