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Baroda BNP Paribas Flexi Cap Fund - Direct Plan - Growth Option

Flexi Cap Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
42
Apr 2026
Equity Holdings
₹1,094.90 Cr
Equity only, excl. debt & cash
Top 5 Weight
18.3%
Diversified
Top 10 Weight
34.1%
Diversified
Changes
45
3 new · 4 exits
Top Sector
Banks
21.9% of portfolio
📋 What Happened This Month Baroda BNP Paribas Flexi Cap Fund made 3 new additions and exited 4 stocks this month. The biggest new buy was Titan Company Limited (Consumer Durables) at 1.46% weight. Hyundai Motor India Ltd was the biggest exit (Automobiles), which was held at 1.96%. Among existing holdings, Cummins India Limited saw the biggest increase — now at 3.51% of the portfolio. Eternal Limited was trimmed the most, now at 1.03%. HDFC Bank Limited remains the top holding with Banks the dominant sector at 21.9%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Banks 23.1% 22.8% -0.3%
IT - Software 5.7% 7.6% +1.9%
Electrical Equipment 6.2% 6.5% +0.4%
Automobiles 6.6% 6.3% -0.4%
Retailing 3.8% 4.4% +0.5%
Petroleum Products 6.2% 4.1% -2.1%
Pharmaceuticals & Biotechnology 3.6% 4.0% +0.5%
Chemicals & Petrochemicals 3.4% 3.9% +0.5%
Telecom - Services 3.1% 3.7% +0.6%
Finance 3.2% 3.4% +0.1%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 22.8% 21.9% -0.9%
IT - Software 7.6% 7.4% -0.2%
Electrical Equipment 6.5% 7.2% +0.7%
Pharmaceuticals & Biotechnology 4.0% 4.6% +0.6%
Automobiles 6.3% 4.4% -1.9%
Chemicals & Petrochemicals 3.9% 4.2% +0.3%
Petroleum Products 4.1% 4.0% -0.1%
Telecom - Services 3.7% 3.5% -0.2%
Industrial Products 2.0% 3.5% +1.5%
Non - Ferrous Metals 2.0% 3.5% +1.4%
🟢
Biggest New Buy
Titan Company Limited
1.46% weight · Consumer Durables
🔴
Biggest Exit
Hyundai Motor India Ltd
1.96% was held · Automobiles
Biggest Add
Cummins India Limited
+1.49% · now 3.51%
Biggest Trim
Eternal Limited
-1.50% · now 1.03%
🤝 Other funds also bought this month
Titan Company Limited 67 funds
Titan Company Limited
HDFC Nifty Growth Sectors 15 ETF
Mirae Asset Great Consumer Fund
HDFC Nifty India Consumption Index Fund [An open ended scheme replicating Nifty India Consumption Index (TRI)] + more
SBI Life Insurance Company Limited 57 funds
SBI Life Insurance Company Limited
ICICI Prudential Nifty Alpha Low- Volatility 30 ETF
HDFC Flexi Cap Fund - Growth Option - Direct Plan
ICICI Prudential Nifty 200 Momentum 30 ETF + more
Aurobindo Pharma Limited 30 funds
Aurobindo Pharma Limited
quant Dynamic Asset Allocation Fund
quant ESG Integration Strategy Fund
quant Quantamental Fund + more
👋 Other funds also exited
Hyundai Motor India Ltd 20 funds
Hyundai Motor India Ltd
BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option
Baroda BNP Paribas LIQUID FUND - DIRECT PLAN - GROWTH OPTION
Baroda BNP Paribas Large and Mid Cap Fund- Direct Plan -Growth Option + more
Max Healthcare Institute Limited 11 funds
Max Healthcare Institute Limited
ICICI Prudential BSE Midcap Select ETF
BAJAJ FINSERV HEALTHCARE FUND - DIRECT - GROWTH
ICICI Prudential Nifty Midcap 150 Index Fund - Direct Plan - Growth + more
Vishal Mega Mart Limited 7 funds
Vishal Mega Mart Limited
BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option
Baroda BNP Paribas MULTI CAP FUND - Direct Plan - Growth Option
UTI Nifty Midcap 150 Index Fund - Direct Plan - Growth Option + more
Poonawalla Fincorp Limited 2 funds
Poonawalla Fincorp Limited
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option
Baroda BNP Paribas MULTI CAP FUND - Direct Plan - Growth Option

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 3 New Entries 🔴 4 Exits ↑ 17 Increased ↓ 21 Decreased
#StockSectorWeight (Apr 2026)
1
Titan Company Limited
₹17.54 Cr
Consumer Durables 1.46%
2
Aurobindo Pharma Limited
₹13.90 Cr
Pharmaceuticals & Biotechnology 1.16%
3
SBI Life Insurance Company Limited
₹3.64 Cr
Insurance 0.30%
#StockSectorLast Weight (Mar 2026)
1
Hyundai Motor India Ltd
₹21.34 Cr
Automobiles 1.96%
2
Vishal Mega Mart Limited
₹20.01 Cr
Retailing 1.84%
3
Poonawalla Fincorp Limited
₹12.34 Cr
Finance 1.14%
4
Max Healthcare Institute Limited
₹12.03 Cr
Healthcare Services 1.11%
#StockSectorMar 2026Apr 2026Change
1
Cummins India Limited
₹42.13 Cr
Industrial Products 2.02% 3.51% +1.49%
2
Hindalco Industries Limited
₹41.52 Cr
Non - Ferrous Metals 2.03% 3.46% +1.43%
3
Radico Khaitan Limited
₹30.81 Cr
Beverages 2.18% 2.57% +0.39%
4
Solar Industries India Limited
₹30.88 Cr
Chemicals & Petrochemicals 2.22% 2.57% +0.35%
5
IndusInd Bank Limited
₹38.93 Cr
Banks 2.94% 3.24% +0.30%
6
Bharat Heavy Electricals Limited
₹38.77 Cr
Electrical Equipment 2.94% 3.23% +0.29%
7
NHPC Limited
₹18.72 Cr
Power 1.29% 1.56% +0.27%
8
One 97 Communications Limited
₹32.33 Cr
Financial Technology (Fintech) 2.43% 2.69% +0.26%
9
Hitachi Energy India Limited
₹26.84 Cr
Electrical Equipment 2.01% 2.24% +0.23%
10
AMAGI MEDIA LABS LTD
₹19.31 Cr
IT - Services 1.41% 1.61% +0.20%
#StockSectorMar 2026Apr 2026Change
1
Eternal Limited
₹12.35 Cr
Retailing 2.53% 1.03% -1.50%
2
HDFC Bank Limited
₹52.09 Cr
Banks 4.88% 4.34% -0.54%
3
Sun Pharmaceutical Industries Limited
₹26.22 Cr
Pharmaceuticals & Biotechnology 2.67% 2.19% -0.48%
4
Canara Bank
₹24.24 Cr
Banks 2.39% 2.02% -0.37%
5
Blue Star Limited
₹16.92 Cr
Consumer Durables 1.78% 1.41% -0.37%
6
Karur Vysya Bank Limited
₹24.95 Cr
Banks 2.26% 2.08% -0.18%
7
Infosys Limited
₹23.64 Cr
IT - Software 2.13% 1.97% -0.16%
8
Bharti Airtel Limited
₹42.45 Cr
Telecom - Services 3.69% 3.54% -0.15%
9
Reliance Industries Limited
₹40.06 Cr
Petroleum Products 3.46% 3.34% -0.12%
10
Ajanta Pharma Limited
₹14.82 Cr
Pharmaceuticals & Biotechnology 1.36% 1.24% -0.12%

Full Portfolio

42 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹52.09 Cr
Banks
4.34%
2
₹42.45 Cr
Telecom - Services
3.54%
3
₹42.13 Cr
Industrial Products
3.51%
4
₹41.61 Cr
Banks
3.47%
5
₹41.52 Cr
Non - Ferrous Metals
3.46%
6
₹40.06 Cr
Petroleum Products
3.34%
7
₹38.93 Cr
Banks
3.24%
8
₹38.77 Cr
Electrical Equipment
3.23%
9
₹36.69 Cr
Ferrous Metals
3.06%
10
₹34.88 Cr
Banks
2.91%
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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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