← Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Energy Opportunities Fund - Direct Plan - Growth Option

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
34
Aug 2026
Equity Holdings
₹592.32 Cr
Equity only, excl. debt & cash
AAUM
₹685.58 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
30.5%
Moderate
Top 10 Weight
51.0%
Moderate
Changes
34
2 new · 0 exits
Top Sector
Power
23.7% of portfolio
Launch Date
21 Jan 2025
1 years old

AAUM (Average Assets Under Management) of ₹685.58 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 Energy Opportunities Fund added 2 new stocks to its portfolio this month. The biggest new buy was Adani Power Limited (Power) at 0.47% weight. Among existing holdings, Bharat Heavy Electricals Limited saw the biggest increase — now at 4.82% of the portfolio. Coal India Limited was trimmed the most, now at 4.07%. Reliance Industries Limited remains the top holding with Power the dominant sector at 23.7%. ↓ 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
Power 24.1% 24.4% +0.3%
Electrical Equipment 16.2% 16.6% +0.4%
Petroleum Products 14.7% 16.1% +1.4%
Oil 9.6% 10.5% +1.0%
Industrial Products 7.8% 7.7% -0.1%
Gas 7.2% 6.7% -0.5%
Consumable Fuels 8.8% 6.6% -2.2%
Construction 4.2% 4.1% 0.0%
Chemicals & Petrochemicals 2.3% 2.2% -0.1%
Cement & Cement Products 1.1% 1.2% +0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Power 24.4% 23.7% -0.7%
Petroleum Products 16.1% 17.4% +1.4%
Electrical Equipment 16.6% 16.7% +0.2%
Oil 10.5% 10.1% -0.4%
Industrial Products 7.7% 7.8% +0.1%
Gas 6.7% 7.0% +0.2%
Construction 4.1% 4.4% +0.2%
Consumable Fuels 6.6% 4.1% -2.5%
Chemicals & Petrochemicals 2.2% 2.1% -0.1%
Cement & Cement Products 1.2% 1.1% -0.1%
🟢
Biggest New Buy
Adani Power Limited
0.47% weight · Power
Biggest Add
Bharat Heavy Electricals Limited
+0.51% · now 4.82%
Biggest Trim
Coal India Limited
-2.51% · now 4.07%
🤝 Other funds also bought this month
Adani Power Limited 16 funds
Adani Power Limited
quant Quantamental Fund
Mirae Asset Nifty Next 50 ETF
Axis Nifty Energy Index Fund + more
Castrol India Limited 12 funds
Castrol India Limited
Motilal Oswal Nifty Oil & Gas ETF
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
JioBlackRock Flexi Cap Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries ↑ 19 Increased ↓ 13 Decreased
#StockSectorWeight (Aug 2026)
1
Adani Power Limited
₹2.97 Cr
Power 0.47%
2
Castrol India Limited
₹1.48 Cr
Petroleum Products 0.24%
#StockSectorJul 2026Aug 2026Change
1
Bharat Heavy Electricals Limited
₹30.21 Cr
Electrical Equipment 4.31% 4.82% +0.51%
2
Gulf Oil Lubricants India Limited
₹3.93 Cr
Petroleum Products 0.17% 0.63% +0.46%
3
Hindustan Petroleum Corporation Limited
₹18.65 Cr
Petroleum Products 2.57% 2.97% +0.40%
4
KEI Industries Limited
₹15.31 Cr
Industrial Products 2.07% 2.44% +0.37%
5
Oil India Limited
₹25.37 Cr
Oil 3.73% 4.04% +0.31%
6
Hitachi Energy India Limited
₹25.32 Cr
Electrical Equipment 3.74% 4.04% +0.30%
7
Larsen & Toubro Limited
₹27.30 Cr
Construction 4.12% 4.35% +0.23%
8
Petronet LNG Limited
₹14.28 Cr
Gas 2.07% 2.28% +0.21%
9
ABB India Limited
₹15.28 Cr
Electrical Equipment 2.26% 2.44% +0.18%
10
Siemens Limited
₹12.09 Cr
Electrical Equipment 1.75% 1.93% +0.18%
#StockSectorJul 2026Aug 2026Change
1
Coal India Limited
₹25.51 Cr
Consumable Fuels 6.58% 4.07% -2.51%
2
Siemens Energy India Limited
₹6.46 Cr
Electrical Equipment 2.18% 1.03% -1.15%
3
Oil & Natural Gas Corporation Limited
₹38.25 Cr
Oil 6.77% 6.10% -0.67%
4
Clean Max Enviro Energy Solutions Limited #
₹12.47 Cr
Power 2.30% 1.99% -0.31%
5
NLC India Limited
₹18.72 Cr
Power 3.23% 2.98% -0.25%
6
Power Grid Corporation of India Limited
₹28.99 Cr
Power 4.85% 4.62% -0.23%
7
Tata Power Company Limited
₹20.82 Cr
Power 3.54% 3.32% -0.22%
8
Cummins India Limited
₹25.53 Cr
Industrial Products 4.28% 4.07% -0.21%
9
NTPC Limited
₹39.29 Cr
Power 6.46% 6.26% -0.20%
10
Linde India Limited
₹13.41 Cr
Chemicals & Petrochemicals 2.20% 2.14% -0.06%

What Stocks Does This Fund Hold?

34 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹54.27 Cr
Petroleum Products
8.65%
2
₹39.29 Cr
Power
6.26%
3
₹38.25 Cr
Oil
6.10%
4
₹30.21 Cr
Electrical Equipment
4.82%
5
₹28.99 Cr
Power
4.62%
6
₹27.30 Cr
Construction
4.35%
7
₹25.53 Cr
Industrial Products
4.07%
8
₹25.51 Cr
Consumable Fuels
4.07%
9
₹25.32 Cr
Power
4.04%
10
₹25.32 Cr
Electrical Equipment
4.04%
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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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