← Baroda BNP Paribas Mutual Fund

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

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
32
Jul 2026
Equity Holdings
₹619.44 Cr
Equity only, excl. debt & cash
AAUM
₹685.58 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
33.3%
Moderate
Top 10 Weight
53.8%
Moderate
Changes
32
0 new · 1 exits
Top Sector
Power
24.4% 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 exited 1 stock from its portfolio this month. Castrol India Limited was the biggest exit (Petroleum Products), which was held at 0.21%. Among existing holdings, Reliance Industries Limited saw the biggest increase — now at 8.62% of the portfolio. Coal India Limited was trimmed the most, now at 6.58%. Reliance Industries Limited remains the top holding with Power the dominant sector at 24.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Power 26.5% 24.1% -2.4%
Electrical Equipment 17.1% 16.2% -0.9%
Petroleum Products 12.8% 14.7% +1.9%
Oil 9.8% 9.6% -0.3%
Consumable Fuels 8.8% 8.8% 0.0%
Industrial Products 7.1% 7.8% +0.7%
Gas 4.9% 7.2% +2.4%
Construction 3.5% 4.2% +0.7%
Chemicals & Petrochemicals 2.2% 2.3% +0.1%
Cement & Cement Products 2.3% 1.1% -1.3%
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%
🔴
Biggest Exit
Castrol India Limited
0.21% was held · Petroleum Products
Biggest Add
Reliance Industries Limited
+0.92% · now 8.62%
Biggest Trim
Coal India Limited
-2.24% · now 6.58%
👋 Other funds also exited
Castrol India Limited 12 funds
Castrol India Limited
Groww Nifty Smallcap250 ETF
Mirae Asset BSE 500 Dividend Leaders 50 ETF
Navi Nifty Smallcap 250 Momentum quality index fund- Direct Plan + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🔴 1 Exit ↑ 22 Increased ↓ 9 Decreased
#StockSectorLast Weight (Jun 2026)
1
Castrol India Limited
₹1.38 Cr
Petroleum Products 0.21%
#StockSectorJun 2026Jul 2026Change
1
Reliance Industries Limited
₹55.58 Cr
Petroleum Products 7.70% 8.62% +0.92%
2
Oil & Natural Gas Corporation Limited
₹43.66 Cr
Oil 6.29% 6.77% +0.48%
3
Oil India Limited
₹24.08 Cr
Oil 3.26% 3.73% +0.47%
4
Petronet LNG Limited
₹13.34 Cr
Gas 1.67% 2.07% +0.40%
5
Siemens Energy India Limited
₹14.05 Cr
Electrical Equipment 1.84% 2.18% +0.34%
6
GAIL (India) Limited
₹19.96 Cr
Gas 2.84% 3.09% +0.25%
7
Hindustan Petroleum Corporation Limited
₹16.56 Cr
Petroleum Products 2.35% 2.57% +0.22%
8
Power Grid Corporation of India Limited
₹31.27 Cr
Power 4.68% 4.85% +0.17%
9
ABB India Limited
₹14.57 Cr
Electrical Equipment 2.09% 2.26% +0.17%
10
Bharat Petroleum Corporation Limited
₹12.79 Cr
Petroleum Products 1.81% 1.98% +0.17%
#StockSectorJun 2026Jul 2026Change
1
Coal India Limited
₹42.45 Cr
Consumable Fuels 8.82% 6.58% -2.24%
2
Indraprastha Gas Limited
₹6.84 Cr
Gas 2.21% 1.06% -1.15%
3
GE Vernova T&D India Limited
₹15.13 Cr
Electrical Equipment 2.57% 2.35% -0.22%
4
Hitachi Energy India Limited
₹24.13 Cr
Electrical Equipment 3.90% 3.74% -0.16%
5
NLC India Limited
₹20.85 Cr
Power 3.35% 3.23% -0.12%
6
KSB Limited
₹8.56 Cr
Industrial Products 1.43% 1.33% -0.10%
7
Linde India Limited
₹14.16 Cr
Chemicals & Petrochemicals 2.28% 2.20% -0.08%
8
KEI Industries Limited
₹13.33 Cr
Industrial Products 2.15% 2.07% -0.08%
9
Larsen & Toubro Limited
₹26.59 Cr
Construction 4.16% 4.12% -0.04%

What Stocks Does This Fund Hold?

32 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹55.58 Cr
Petroleum Products
8.62%
2
₹43.66 Cr
Oil
6.77%
3
₹42.45 Cr
Consumable Fuels
6.58%
4
₹41.67 Cr
Power
6.46%
5
₹31.27 Cr
Power
4.85%
6
₹27.78 Cr
Electrical Equipment
4.31%
7
₹27.60 Cr
Industrial Products
4.28%
8
₹26.59 Cr
Construction
4.12%
9
₹25.98 Cr
Power
4.03%
10
₹24.13 Cr
Electrical Equipment
3.74%
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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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