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BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option

Focused Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
28
May 2026
Equity Holdings
₹614.69 Cr
Equity only, excl. debt & cash
Top 5 Weight
29.9%
Moderate
Top 10 Weight
50.9%
Moderate
Changes
32
5 new · 4 exits
Top Sector
Banks
22.8% of portfolio
📋 What Happened This Month BARODA BNP PARIBAS Focused Fund made 5 new additions and exited 4 stocks this month. The biggest new buy was State Bank of India (Banks) at 4.10% weight. Canara Bank was the biggest exit (Banks), which was held at 2.26%. Among existing holdings, Larsen & Toubro Limited saw the biggest increase — now at 3.78% of the portfolio. Sun Pharmaceutical Industries Limited was trimmed the most, now at 1.39%. Bharti Airtel Limited remains the top holding with Banks the dominant sector at 22.8%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Mar 2026 Apr 2026
Sector Prev Curr Delta
Banks 23.1% 23.6% +0.6%
Telecom - Services 9.0% 9.4% +0.4%
IT - Software 6.4% 8.6% +2.3%
Power 7.9% 8.3% +0.4%
Capital Markets 4.4% 5.0% +0.6%
Consumable Fuels 0.0% 4.4% +4.4%
Chemicals & Petrochemicals 4.1% 4.2% +0.0%
Automobiles 6.8% 4.0% -2.7%
Consumer Durables 1.9% 4.0% +2.1%
Electrical Equipment 5.6% 3.9% -1.7%
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%
🟢
Biggest New Buy
State Bank of India
4.10% weight · Banks
🔴
Biggest Exit
Canara Bank
2.26% was held · Banks
Biggest Add
Larsen & Toubro Limited
+0.72% · now 3.78%
Biggest Trim
Sun Pharmaceutical Industries Limited
-1.92% · now 1.39%
🤝 Other funds also bought this month
State Bank of India 46 funds
State Bank of India
SBI BSE PSU BANK INDEX FUND- Direct Plan- Growth
ICICI Prudential Nifty50 Value 20 Index Fund - Direct Plan - Growth
Motilal Oswal Nifty Bank Index Fund + more
SBI Life Insurance Company Limited 28 funds
SBI Life Insurance Company Limited
ICICI Prudential Banking & Financial Services Fund
HDFC NIFTY200 MOMENTUM 30 INDEX FUND
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth + more
Eicher Motors Limited 23 funds
Eicher Motors Limited
ICICI Prudential Nifty Auto Index Fund - Direct Plan - Growth
ICICI Prudential Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth
HDFC NIFTY200 MOMENTUM 30 INDEX FUND + more
Polycab India Limited 20 funds
Polycab India Limited
Bandhan Multi-Factor Fund - Direct Plan - Growth
SBI Quant Fund- Direct Plan- Growth
SAMCO FLEXICAP FUND + more
Ola Electric Mobility Ltd 10 funds
Ola Electric Mobility Ltd
Baroda BNP Paribas Innovation Fund Direct plan - Growth Option
BARODA BNP PARIBAS India Consumption Fund - Direct Plan - Growth Option
Baroda BNP Paribas Large and Mid Cap Fund- Direct Plan -Growth Option + more
👋 Other funds also exited
Canara Bank 23 funds
Canara Bank
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option
Samco Large Cap Fund
Baroda BNP Paribas Flexi Cap Fund - Direct Plan - Growth Option + more
Eternal Limited 20 funds
Eternal Limited
BARODA BNP PARIBAS ELSS Tax Saver Fund - Direct Plan - Growth Option
THE WEALTH COMPANY SMALL CAP FUND
THE WEALTH COMPANY BALANCED ADVANTAGE FUND + more
ICICI Bank Limited 14 funds
ICICI Bank Limited
ICICI Prudential Value Fund (erstwhile Value Discovery Fund) - Direct Plan - Growth
Tata Nifty Next 50 Index Fund - Direct Plan Growth Option
360 ONE ELSS Tax Saver Nifty 50 Index Fund + more
Bajaj Finance Limited 13 funds
Bajaj Finance Limited
Bandhan Nifty 500 Momentum 50 Index Fund Direct Plan-Growth
UNION EQUITY SAVINGS FUND
DSP Large Cap Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 5 New Entries 🔴 4 Exits ↑ 12 Increased ↓ 11 Decreased
#StockSectorWeight (May 2026)
1
State Bank of India
₹26.52 Cr
Banks 4.10%
2
SBI Life Insurance Company Limited
₹18.30 Cr
Insurance 2.83%
3
Polycab India Limited
₹14.22 Cr
Industrial Products 2.20%
4
Eicher Motors Limited
₹7.18 Cr
Automobiles 1.11%
5
Ola Electric Mobility Ltd
₹6.66 Cr
Automobiles 1.03%
#StockSectorLast Weight (Apr 2026)
1
Canara Bank
₹14.81 Cr
Banks 2.26%
2
ICICI Bank Limited
₹9.48 Cr
Banks 1.45%
3
Bajaj Finance Limited
₹7.03 Cr
Finance 1.07%
4
Eternal Limited
₹6.18 Cr
Retailing 0.94%
#StockSectorApr 2026May 2026Change
1
Larsen & Toubro Limited
₹24.46 Cr
Construction 3.06% 3.78% +0.72%
2
Titan Company Limited
₹28.52 Cr
Consumer Durables 4.01% 4.41% +0.40%
3
Navin Fluorine International Limited
₹28.52 Cr
Chemicals & Petrochemicals 4.16% 4.40% +0.24%
4
Bharat Electronics Limited
₹24.65 Cr
Aerospace & Defense 3.62% 3.81% +0.19%
5
Axis Bank Limited
₹38.60 Cr
Banks 5.81% 5.96% +0.15%
6
One 97 Communications Limited
₹21.27 Cr
Financial Technology (Fintech) 3.18% 3.29% +0.11%
7
Tech Mahindra Limited
₹24.86 Cr
IT - Software 3.77% 3.84% +0.07%
8
IndusInd Bank Limited
₹34.29 Cr
Banks 5.24% 5.30% +0.06%
9
Kotak Mahindra Bank Limited
₹18.25 Cr
Banks 2.78% 2.82% +0.04%
10
Multi Commodity Exchange of India Limited
₹32.50 Cr
Capital Markets 4.99% 5.02% +0.03%
#StockSectorApr 2026May 2026Change
1
Sun Pharmaceutical Industries Limited
₹9.00 Cr
Pharmaceuticals & Biotechnology 3.31% 1.39% -1.92%
2
HDFC Bank Limited
₹9.31 Cr
Banks 2.94% 1.44% -1.50%
3
Persistent Systems Limited
₹15.58 Cr
IT - Software 2.93% 2.41% -0.52%
4
Bharat Heavy Electricals Limited
₹22.32 Cr
Electrical Equipment 3.90% 3.45% -0.45%
5
Power Grid Corporation of India Limited
₹23.24 Cr
Power 3.89% 3.59% -0.30%
6
Bharti Airtel Limited
₹59.44 Cr
Telecom - Services 9.36% 9.18% -0.18%
7
NHPC Limited
₹27.60 Cr
Power 4.44% 4.26% -0.18%
8
Coal India Limited
₹27.47 Cr
Consumable Fuels 4.41% 4.24% -0.17%
9
Britannia Industries Limited
₹13.01 Cr
Food Products 2.18% 2.01% -0.17%
10
Mahindra & Mahindra Limited
₹25.89 Cr
Automobiles 4.02% 4.00% -0.02%

What Stocks Does This Fund Hold?

28 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹59.44 Cr
Telecom - Services
9.18%
2
₹38.60 Cr
Banks
5.96%
3
₹34.29 Cr
Banks
5.30%
4
₹32.50 Cr
Capital Markets
5.02%
5
₹28.52 Cr
Consumer Durables
4.41%
6
₹28.52 Cr
Chemicals & Petrochemicals
4.40%
7
₹27.60 Cr
Power
4.26%
8
₹27.47 Cr
Consumable Fuels
4.24%
9
₹26.52 Cr
Banks
4.10%
10
₹25.89 Cr
Automobiles
4.00%
🏆 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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