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BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option

Focused Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
26
Jun 2026
Equity Holdings
₹631.28 Cr
Equity only, excl. debt & cash
Top 5 Weight
29.0%
Moderate
Top 10 Weight
52.6%
Moderate
Changes
28
1 new · 3 exits
Top Sector
Banks
24.4% of portfolio
📋 What Happened This Month BARODA BNP PARIBAS Focused Fund made 1 new addition and exited 3 stocks this month. The biggest new buy was NLC India Limited (Power) at 2.73% weight. Tech Mahindra Limited was the biggest exit (IT - Software), which was held at 3.84%. Among existing holdings, Polycab India Limited saw the biggest increase — now at 5.00% of the portfolio. Bharti Airtel Limited was trimmed the most, now at 5.00%. State Bank of India remains the top holding with Banks 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
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 23.6% 22.8% -0.8%
Telecom - Services 9.4% 9.2% -0.2%
IT - Software 8.6% 8.2% -0.4%
Power 8.3% 7.9% -0.5%
Automobiles 4.0% 6.1% +2.1%
Capital Markets 5.0% 5.0% +0.0%
Consumer Durables 4.0% 4.4% +0.4%
Chemicals & Petrochemicals 4.2% 4.4% +0.2%
Consumable Fuels 4.4% 4.2% -0.2%
Aerospace & Defense 3.6% 3.8% +0.2%
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 22.8% 24.4% +1.6%
Power 7.9% 10.7% +2.8%
Automobiles 6.1% 7.5% +1.4%
Construction 3.8% 6.1% +2.3%
Industrial Products 2.2% 5.0% +2.8%
Telecom - Services 9.2% 5.0% -4.2%
Capital Markets 5.0% 4.8% -0.2%
Consumer Durables 4.4% 4.8% +0.4%
Chemicals & Petrochemicals 4.4% 4.6% +0.2%
Consumable Fuels 4.2% 4.1% -0.2%
🟢
Biggest New Buy
NLC India Limited
2.73% weight · Power
🔴
Biggest Exit
Tech Mahindra Limited
3.84% was held · IT - Software
Biggest Add
Polycab India Limited
+2.80% · now 5.00%
Biggest Trim
Bharti Airtel Limited
-4.18% · now 5.00%
🤝 Other funds also bought this month
NLC India Limited 24 funds
NLC India Limited
Baroda BNP Paribas Large and Mid Cap Fund- Direct Plan -Growth Option
Samco Mid Cap Fund
Union Active Momentum Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
Tech Mahindra Limited 26 funds
Tech Mahindra Limited
Mirae Asset Nifty IT ETF
quant Quantamental Fund
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy) + more
Union Bank of India 15 funds
Union Bank of India
Mirae Asset Nifty PSU Bank ETF
Mirae Asset Nifty 200 Alpha 30 ETF
Tata Nifty200 Alpha 30 Index Fund - Direct -Growth + more
Ola Electric Mobility Ltd 8 funds
Ola Electric Mobility Ltd
Mirae Asset BSE Select IPO ETF
Baroda BNP Paribas Large and Mid Cap Fund- Direct Plan -Growth Option
Baroda BNP Paribas Flexi Cap Fund - Direct Plan - Growth Option + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 1 New Entry 🔴 3 Exits ↑ 15 Increased ↓ 9 Decreased
#StockSectorWeight (Jun 2026)
1
NLC India Limited
₹17.71 Cr
Power 2.73%
#StockSectorLast Weight (May 2026)
1
Tech Mahindra Limited
₹24.86 Cr
IT - Software 3.84%
2
Union Bank of India
₹7.55 Cr
Banks 1.17%
3
Ola Electric Mobility Ltd
₹6.66 Cr
Automobiles 1.03%
#StockSectorMay 2026Jun 2026Change
1
Polycab India Limited
₹32.37 Cr
Industrial Products 2.20% 5.00% +2.80%
2
Larsen & Toubro Limited
₹39.36 Cr
Construction 3.78% 6.07% +2.29%
3
State Bank of India
₹41.08 Cr
Banks 4.10% 6.34% +2.24%
4
Sun Pharmaceutical Industries Limited
₹23.28 Cr
Pharmaceuticals & Biotechnology 1.39% 3.59% +2.20%
5
Eicher Motors Limited
₹21.22 Cr
Automobiles 1.11% 3.27% +2.16%
6
Titan Company Limited
₹30.83 Cr
Consumer Durables 4.41% 4.76% +0.35%
7
Axis Bank Limited
₹40.37 Cr
Banks 5.96% 6.23% +0.27%
8
Mahindra & Mahindra Limited
₹27.62 Cr
Automobiles 4.00% 4.26% +0.26%
9
Navin Fluorine International Limited
₹30.00 Cr
Chemicals & Petrochemicals 4.40% 4.63% +0.23%
10
NHPC Limited
₹28.47 Cr
Power 4.26% 4.39% +0.13%
#StockSectorMay 2026Jun 2026Change
1
Bharti Airtel Limited
₹32.41 Cr
Telecom - Services 9.18% 5.00% -4.18%
2
Persistent Systems Limited
₹6.49 Cr
IT - Software 2.41% 1.00% -1.41%
3
Mphasis Limited
₹6.48 Cr
IT - Software 1.93% 1.00% -0.93%
4
Bharat Heavy Electricals Limited
₹19.62 Cr
Electrical Equipment 3.45% 3.03% -0.42%
5
Multi Commodity Exchange of India Limited
₹31.21 Cr
Capital Markets 5.02% 4.82% -0.20%
6
Coal India Limited
₹26.34 Cr
Consumable Fuels 4.24% 4.07% -0.17%
7
SBI Life Insurance Company Limited
₹17.66 Cr
Insurance 2.83% 2.72% -0.11%
8
Power Grid Corporation of India Limited
₹22.90 Cr
Power 3.59% 3.53% -0.06%
9
Britannia Industries Limited
₹12.87 Cr
Food Products 2.01% 1.99% -0.02%

What Stocks Does This Fund Hold?

26 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹41.08 Cr
Banks
6.34%
2
₹40.37 Cr
Banks
6.23%
3
₹39.36 Cr
Construction
6.07%
4
₹34.66 Cr
Banks
5.35%
5
₹32.41 Cr
Telecom - Services
5.00%
6
₹32.37 Cr
Industrial Products
5.00%
7
₹31.21 Cr
Capital Markets
4.82%
8
₹30.83 Cr
Consumer Durables
4.76%
9
₹30.00 Cr
Chemicals & Petrochemicals
4.63%
10
₹28.47 Cr
Power
4.39%
🏆 Top stocks held by Focused funds
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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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