← Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Business Cycle Fund - Direct Plan - Growth

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
53
Aug 2026
Equity Holdings
₹546.58 Cr
Equity only, excl. debt & cash
AAUM
₹553.09 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
24.3%
Diversified
Top 10 Weight
38.1%
Diversified
Changes
58
3 new · 6 exits
Top Sector
Banks
18.4% of portfolio
Launch Date
24 Aug 2021
5 years old

AAUM (Average Assets Under Management) of ₹553.09 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Baroda BNP Paribas Business Cycle Fund made 3 new additions and exited 6 stocks this month. The biggest new buy was Waterways Leisure Tourism Limited (Leisure Services) at 2.20% weight. Waterways Leisure Tourism Limited was the biggest exit (Miscellaneous), which was held at 1.77%. Among existing holdings, Divi's Laboratories Limited saw the biggest increase — now at 2.97% of the portfolio. HDFC Bank Limited was trimmed the most, now at 4.23%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 18.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 19.1% 18.9% -0.2%
Electrical Equipment 9.7% 9.2% -0.5%
IT - Software 6.1% 8.1% +2.0%
Pharmaceuticals & Biotechnology 7.0% 7.8% +0.8%
Automobiles 5.0% 5.7% +0.7%
Petroleum Products 4.8% 5.2% +0.4%
Construction 4.3% 4.1% -0.2%
Auto Components 4.0% 3.9% -0.1%
Consumer Durables 3.3% 3.3% -0.1%
Aerospace & Defense 2.5% 2.5% 0.0%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 18.9% 18.4% -0.5%
Electrical Equipment 9.2% 8.1% -1.2%
Pharmaceuticals & Biotechnology 7.8% 7.9% +0.2%
IT - Software 8.1% 7.7% -0.5%
Automobiles 5.7% 5.5% -0.1%
Petroleum Products 5.2% 4.9% -0.2%
Construction 4.1% 4.1% +0.0%
Auto Components 3.9% 4.0% +0.1%
Leisure Services 1.2% 3.5% +2.4%
Consumer Durables 3.3% 3.5% +0.2%
🟢
Biggest New Buy
Waterways Leisure Tourism Limited
2.20% weight · Leisure Services
🔴
Biggest Exit
Waterways Leisure Tourism Limited
1.77% was held · Miscellaneous
Biggest Add
Divi's Laboratories Limited
+0.40% · now 2.97%
Biggest Trim
HDFC Bank Limited
-0.31% · now 4.23%
🤝 Other funds also bought this month
Symbiotec Pharmalab Limited 40 funds
Symbiotec Pharmalab Limited
BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option
Edelweiss Large Cap Fund - Direct Plan-Growth option
TRUSTMF Large & Mid Cap Fund + more
SKF INDIA INDUSTRIAL LTD 5 funds
SKF INDIA INDUSTRIAL LTD
Mirae Asset Multicap Fund - Direct Plan - Growth
JM Small Cap Fund (Direct) - Growth Option
Baroda BNP Paribas Flexi Cap Fund - Direct Plan - Growth Option + more
Waterways Leisure Tourism Limited 2 funds
Waterways Leisure Tourism Limited
Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth option
BARODA BNP PARIBAS India Consumption Fund - Direct Plan - Growth Option
👋 Other funds also exited
ABB India Limited 31 funds
ABB India Limited
Kotak Energy Opportunities Fund-Direct-Growth
Kotak Nifty MNC ETF
Kotak Nifty 200 Momentum 30 ETF + more
Colgate Palmolive (India) Limited 20 funds
Colgate Palmolive (India) Limited
Kotak Nifty200 Quality 30 ETF
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH
Kotak Nifty MNC ETF + more
Sagility Limited 15 funds
Sagility Limited
Kotak Technology Fund - Direct Plan - Growth Option
Mirae Asset Small Cap Fund - Direct Plan - Growth
Kotak Business Cycle - Direct Plan - Growth + more
Tata Elxsi Limited 9 funds
Tata Elxsi Limited
Kotak Nifty200 Quality 30 ETF
KOTAK NIFTY 200 QUALITY 30 INDEX FUND - DIRECT PLAN - GROWTH
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF + more
Fractal Analytics Ltd 2 funds
Fractal Analytics Ltd
Sundaram Balanced Advantage Fund ( Formerly Known as Principal Balanced Advantage Fund) - Direct Plan - Growth Option
Sundaram Mid Cap Fund Direct Plan - Growth
Waterways Leisure Tourism Limited 2 funds
Waterways Leisure Tourism Limited
Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth option
BARODA BNP PARIBAS India Consumption Fund - Direct Plan - Growth Option

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 3 New Entries 🔴 6 Exits ↑ 21 Increased ↓ 28 Decreased
#StockSectorWeight (Aug 2026)
1
Waterways Leisure Tourism Limited
₹12.61 Cr
Leisure Services 2.20%
2
SKF INDIA INDUSTRIAL LTD
₹7.46 Cr
Industrial Products 1.30%
3
Symbiotec Pharmalab Limited
₹11.29 L
Pharmaceuticals & Biotechnology 0.02%
#StockSectorLast Weight (Jul 2026)
1
Waterways Leisure Tourism Limited
₹9.99 Cr
Miscellaneous 1.77%
2
ABB India Limited
₹7.87 Cr
Electrical Equipment 1.40%
3
Sagility Limited
₹5.86 Cr
IT - Services 1.04%
4
Colgate Palmolive (India) Limited
₹5.61 Cr
Personal Products 0.99%
5
Tata Elxsi Limited
₹2.31 Cr
IT - Software 0.41%
6
Fractal Analytics Ltd
₹48.76 L
IT - Software 0.09%
#StockSectorJul 2026Aug 2026Change
1
Divi's Laboratories Limited
₹17.04 Cr
Pharmaceuticals & Biotechnology 2.57% 2.97% +0.40%
2
Bosch Limited
₹8.10 Cr
Auto Components 1.18% 1.41% +0.23%
3
Pine Labs Limited
₹7.79 Cr
Financial Technology (Fintech) 1.17% 1.36% +0.19%
4
Bharat Heavy Electricals Limited
₹15.94 Cr
Electrical Equipment 2.60% 2.78% +0.18%
5
Leela Palaces Hotels & Resorts Limited
₹7.70 Cr
Leisure Services 1.18% 1.34% +0.16%
6
Oracle Financial Services Software Limited
₹8.80 Cr
IT - Software 1.39% 1.53% +0.14%
7
LG Electronics India Ltd
₹7.03 Cr
Consumer Durables 1.09% 1.23% +0.14%
8
Eternal Limited
₹12.40 Cr
Retailing 2.03% 2.16% +0.13%
9
Kotak Mahindra Bank Limited
₹13.21 Cr
Banks 2.18% 2.30% +0.12%
10
Hindustan Zinc Limited
₹8.04 Cr
Non - Ferrous Metals 1.29% 1.40% +0.11%
#StockSectorJul 2026Aug 2026Change
1
HDFC Bank Limited
₹24.25 Cr
Banks 4.54% 4.23% -0.31%
2
The Federal Bank Limited
₹8.20 Cr
Banks 1.72% 1.43% -0.29%
3
Reliance Industries Limited
₹28.35 Cr
Petroleum Products 5.15% 4.94% -0.21%
4
Bharti Airtel Limited
₹11.42 Cr
Telecom - Services 2.20% 1.99% -0.21%
5
Torrent Pharmaceuticals Limited
₹6.08 Cr
Pharmaceuticals & Biotechnology 1.23% 1.06% -0.17%
6
Jtekt India Limited
₹5.50 Cr
Auto Components 1.10% 0.96% -0.14%
7
ITC Limited
₹5.75 Cr
Diversified FMCG 1.12% 1.00% -0.12%
8
Linde India Limited
₹8.05 Cr
Chemicals & Petrochemicals 1.51% 1.40% -0.11%
9
Varun Beverages Limited
₹5.05 Cr
Beverages 0.99% 0.88% -0.11%
10
The India Cements Limited
₹6.17 Cr
Cement & Cement Products 1.18% 1.08% -0.10%

What Stocks Does This Fund Hold?

53 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹32.72 Cr
Banks
5.70%
2
₹30.38 Cr
Electrical Equipment
5.30%
3
₹28.35 Cr
Petroleum Products
4.94%
4
₹24.25 Cr
Banks
4.23%
5
₹23.66 Cr
Construction
4.13%
6
₹18.76 Cr
Pharmaceuticals & Biotechnology
3.27%
7
₹17.04 Cr
Pharmaceuticals & Biotechnology
2.97%
8
₹15.94 Cr
Electrical Equipment
2.78%
9
₹13.83 Cr
Banks
2.41%
10
₹13.68 Cr
Automobiles
2.38%
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🏦 Baroda BNP Paribas Mutual Fund — Portfolio & Holdings
See all funds managed by Baroda BNP Paribas Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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