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

Flexi Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
51
Aug 2026
Equity Holdings
₹1,234.16 Cr
Equity only, excl. debt & cash
AAUM
₹1,199.95 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
17.6%
Diversified
Top 10 Weight
31.3%
Diversified
Changes
50
3 new · 0 exits
Top Sector
Banks
21.8% of portfolio
Launch Date
25 Jul 2022
4 years old

AAUM (Average Assets Under Management) of ₹1,199.95 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 Flexi Cap Fund added 3 new stocks to its portfolio this month. The biggest new buy was Tenneco Clean Air India Limited (Auto Components) at 0.96% weight. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 3.98% of the portfolio. SBI Life Insurance Company Limited was trimmed the most, now at 0.99%. The Federal Bank Limited remains the top holding with Banks the dominant sector at 21.8%. ↓ 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 22.3% 22.0% -0.3%
Pharmaceuticals & Biotechnology 6.9% 6.9% +0.0%
IT - Software 5.3% 6.2% +0.9%
Electrical Equipment 6.3% 5.6% -0.7%
Petroleum Products 4.5% 5.0% +0.5%
Automobiles 4.5% 4.9% +0.4%
Chemicals & Petrochemicals 4.7% 4.5% -0.2%
Industrial Products 4.5% 4.0% -0.5%
IT - Services 3.5% 3.9% +0.4%
Power 4.0% 3.7% -0.3%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 22.0% 21.8% -0.2%
Pharmaceuticals & Biotechnology 6.9% 6.8% -0.1%
IT - Software 6.2% 6.1% 0.0%
Electrical Equipment 5.6% 5.9% +0.3%
Automobiles 4.9% 4.8% -0.1%
Petroleum Products 5.0% 4.8% -0.2%
Chemicals & Petrochemicals 4.5% 4.6% +0.1%
Industrial Products 4.0% 4.3% +0.4%
Financial Technology (Fintech) 3.1% 4.0% +0.8%
IT - Services 3.9% 3.6% -0.3%
🟢
Biggest New Buy
Tenneco Clean Air India Limited
0.96% weight · Auto Components
Biggest Add
One 97 Communications Limited
+0.84% · now 3.98%
Biggest Trim
SBI Life Insurance Company Limited
-1.24% · now 0.99%
🤝 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
Tenneco Clean Air India Limited 38 funds
Tenneco Clean Air India Limited
LIC MF Focused Fund-Direct Plan-Growth
Invesco India Manufacturing Fund - Direct Plan - Growth
Groww Multicap Fund - Direct - Growth + more
SKF INDIA INDUSTRIAL LTD 5 funds
SKF INDIA INDUSTRIAL LTD
Mirae Asset Multicap Fund - Direct Plan - Growth
Baroda BNP Paribas Business Cycle Fund - Direct Plan - Growth
JM Small Cap Fund (Direct) - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 3 New Entries ↑ 24 Increased ↓ 23 Decreased
#StockSectorWeight (Aug 2026)
1
Tenneco Clean Air India Limited
₹12.18 Cr
Auto Components 0.96%
2
SKF INDIA INDUSTRIAL LTD
₹7.46 Cr
Industrial Products 0.59%
3
Symbiotec Pharmalab Limited
₹9.31 L
Pharmaceuticals & Biotechnology 0.01%
#StockSectorJul 2026Aug 2026Change
1
One 97 Communications Limited
₹50.66 Cr
Financial Technology (Fintech) 3.14% 3.98% +0.84%
2
Bharat Heavy Electricals Limited
₹37.85 Cr
Electrical Equipment 2.75% 2.98% +0.23%
3
Container Corporation of India Limited
₹11.52 Cr
Transport Services 0.70% 0.91% +0.21%
4
Shriram Finance Limited
₹34.96 Cr
Finance 2.61% 2.75% +0.14%
5
Sagility Limited
₹19.90 Cr
IT - Services 1.45% 1.57% +0.12%
6
Axis Bank Limited
₹29.25 Cr
Banks 2.19% 2.30% +0.11%
7
City Union Bank Limited
₹14.44 Cr
Banks 1.03% 1.14% +0.11%
8
Titan Company Limited
₹32.15 Cr
Consumer Durables 2.43% 2.53% +0.10%
9
Kotak Mahindra Bank Limited
₹21.14 Cr
Banks 1.56% 1.66% +0.10%
10
Aurobindo Pharma Limited
₹17.17 Cr
Pharmaceuticals & Biotechnology 1.25% 1.35% +0.10%
#StockSectorJul 2026Aug 2026Change
1
SBI Life Insurance Company Limited
₹12.53 Cr
Insurance 2.23% 0.99% -1.24%
2
AMAGI MEDIA LABS LTD
₹25.54 Cr
IT - Services 2.43% 2.01% -0.42%
3
IndusInd Bank Limited
₹36.60 Cr
Banks 3.25% 2.88% -0.37%
4
Lupin Limited
₹27.36 Cr
Pharmaceuticals & Biotechnology 2.39% 2.15% -0.24%
5
NLC India Limited
₹24.07 Cr
Power 2.12% 1.89% -0.23%
6
Bharti Airtel Limited
₹27.18 Cr
Telecom - Services 2.34% 2.14% -0.20%
7
HDFC Bank Limited
₹35.10 Cr
Banks 2.93% 2.76% -0.17%
8
Cummins India Limited
₹22.97 Cr
Industrial Products 1.97% 1.81% -0.16%
9
Hindalco Industries Limited
₹27.42 Cr
Non - Ferrous Metals 2.31% 2.16% -0.15%
10
Blue Star Limited
₹11.86 Cr
Consumer Durables 1.08% 0.93% -0.15%

What Stocks Does This Fund Hold?

51 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹51.36 Cr
Banks
4.04%
2
₹50.66 Cr
Financial Technology (Fintech)
3.98%
3
₹43.68 Cr
Construction
3.44%
4
₹40.23 Cr
Petroleum Products
3.16%
5
₹37.85 Cr
Electrical Equipment
2.98%
6
₹36.60 Cr
Banks
2.88%
7
₹35.10 Cr
Banks
2.76%
8
₹34.96 Cr
Finance
2.75%
9
₹34.31 Cr
Beverages
2.70%
10
₹32.72 Cr
Banks
2.57%
🏆 Top stocks held by Flexi Cap funds
See which stocks all active Flexi Cap fund managers are buying — ranked by total value invested
🏦 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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