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BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option

Focused Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
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Stocks Held
27
Apr 2026
Equity Holdings
₹608.06 Cr
Equity only, excl. debt & cash
Top 5 Weight
29.8%
Moderate
Top 10 Weight
50.3%
Moderate
Changes
32
5 new · 5 exits
Top Sector
Banks
23.6% of portfolio
📋 What Happened This Month BARODA BNP PARIBAS Focused Fund made 5 new additions and exited 5 stocks this month. The biggest new buy was Coal India Limited (Consumable Fuels) at 4.41% weight. Vishal Mega Mart Limited was the biggest exit (Retailing), which was held at 3.09%. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 3.18% of the portfolio. Bajaj Finance Limited was trimmed the most, now at 1.07%. Bharti Airtel Limited remains the top holding with Banks the dominant sector at 23.6%. ↓ 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 22.3% 23.1% +0.7%
Telecom - Services 7.0% 9.0% +2.0%
Power 2.9% 7.9% +5.1%
Automobiles 7.5% 6.8% -0.7%
IT - Software 3.4% 6.4% +3.0%
Electrical Equipment 5.3% 5.6% +0.3%
Pharmaceuticals & Biotechnology 3.9% 4.9% +1.0%
Retailing 3.1% 4.6% +1.6%
Capital Markets 3.6% 4.4% +0.8%
Chemicals & Petrochemicals 3.1% 4.1% +1.0%
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%
🟢
Biggest New Buy
Coal India Limited
4.41% weight · Consumable Fuels
🔴
Biggest Exit
Vishal Mega Mart Limited
3.09% was held · Retailing
Biggest Add
One 97 Communications Limited
+0.76% · now 3.18%
Biggest Trim
Bajaj Finance Limited
-2.29% · now 1.07%
🤝 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
Mphasis Limited 32 funds
Mphasis Limited
Mirae Asset Nifty IT ETF
ICICI Prudential Focused Equity Fund - Direct Plan - Growth
ICICI Prudential Active Momentum Fund - Direct Plan - Growth + more
Coal India Limited 31 funds
Coal India Limited
Bandhan Nifty 500 Value 50 Index Fund
Mirae Asset Nifty 500 Value 50 ETF
ICICI Prudential Nifty200 Quality 30 Index Fund - Direct Plan - Growth + more
Union Bank of India 30 funds
Union Bank of India
Mirae Asset Nifty PSU Bank ETF
ICICI Prudential Nifty Bank ETF
Mirae Asset Nifty 200 Alpha 30 ETF + more
Karur Vysya Bank Limited 19 funds
Karur Vysya Bank Limited
Invesco India Financial Services Fund
HSBC Aggressive Hybrid Fund
Mirae Asset Banking and Financial Services Fund + more
👋 Other funds also exited
LG Electronics India Ltd 22 funds
LG Electronics India Ltd
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH
JM Large & Mid Cap Fund (Direct) - Growth Option
Kotak Consumption Fund - Direct plan - Growth Option + more
Hyundai Motor India Ltd 20 funds
Hyundai Motor India Ltd
Baroda BNP Paribas Flexi Cap 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
Inventurus Knowledge Solutions Limited 10 funds
Inventurus Knowledge Solutions Limited
Union ELSS Tax Saver Fund - Direct Plan - Growth Option
HDFC Business Cycle Fund - Growth Option - Direct Plan
PGIM India Flexi Cap Fund - Direct Plan - Growth Option + more
Vishal Mega Mart Limited 7 funds
Vishal Mega Mart Limited
Baroda BNP Paribas Flexi Cap 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

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 5 New Entries 🔴 5 Exits ↑ 9 Increased ↓ 13 Decreased
#StockSectorWeight (Apr 2026)
1
Coal India Limited
₹28.89 Cr
Consumable Fuels 4.41%
2
Titan Company Limited
₹26.31 Cr
Consumer Durables 4.01%
3
Karur Vysya Bank Limited
₹13.21 Cr
Banks 2.02%
4
Mphasis Limited
₹12.52 Cr
IT - Software 1.91%
5
Union Bank of India
₹7.47 Cr
Banks 1.14%
#StockSectorLast Weight (Mar 2026)
1
Vishal Mega Mart Limited
₹18.43 Cr
Retailing 3.09%
2
Hyundai Motor India Ltd
₹15.11 Cr
Automobiles 2.54%
3
LG Electronics India Ltd
₹11.42 Cr
Consumer Durables 1.92%
4
Max Healthcare Institute Limited
₹9.62 Cr
Healthcare Services 1.62%
5
Inventurus Knowledge Solutions Limited
₹6.33 Cr
IT - Services 1.06%
#StockSectorMar 2026Apr 2026Change
1
One 97 Communications Limited
₹20.83 Cr
Financial Technology (Fintech) 2.42% 3.18% +0.76%
2
Bharat Electronics Limited
₹23.72 Cr
Aerospace & Defense 3.03% 3.62% +0.59%
3
Multi Commodity Exchange of India Limited
₹32.69 Cr
Capital Markets 4.41% 4.99% +0.58%
4
IndusInd Bank Limited
₹34.35 Cr
Banks 4.74% 5.24% +0.50%
5
NHPC Limited
₹29.12 Cr
Power 3.96% 4.44% +0.48%
6
Persistent Systems Limited
₹19.20 Cr
IT - Software 2.46% 2.93% +0.47%
7
Bharti Airtel Limited
₹61.32 Cr
Telecom - Services 8.98% 9.36% +0.38%
8
Larsen & Toubro Limited
₹20.07 Cr
Construction 2.94% 3.06% +0.12%
9
Navin Fluorine International Limited
₹27.28 Cr
Chemicals & Petrochemicals 4.14% 4.16% +0.02%
#StockSectorMar 2026Apr 2026Change
1
Bajaj Finance Limited
₹7.03 Cr
Finance 3.36% 1.07% -2.29%
2
HDFC Bank Limited
₹19.29 Cr
Banks 5.22% 2.94% -2.28%
3
Bharat Heavy Electricals Limited
₹25.55 Cr
Electrical Equipment 5.57% 3.90% -1.67%
4
Sun Pharmaceutical Industries Limited
₹21.70 Cr
Pharmaceuticals & Biotechnology 4.87% 3.31% -1.56%
5
Canara Bank
₹14.81 Cr
Banks 2.90% 2.26% -0.64%
6
Eternal Limited
₹6.18 Cr
Retailing 1.54% 0.94% -0.60%
7
Mahindra & Mahindra Limited
₹26.33 Cr
Automobiles 4.22% 4.02% -0.20%
8
Tech Mahindra Limited
₹24.68 Cr
IT - Software 3.89% 3.77% -0.12%
9
Britannia Industries Limited
₹14.32 Cr
Food Products 2.28% 2.18% -0.10%
10
Power Grid Corporation of India Limited
₹25.47 Cr
Power 3.98% 3.89% -0.09%

Full Portfolio

27 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹61.32 Cr
Telecom - Services
9.36%
2
₹38.05 Cr
Banks
5.81%
3
₹34.35 Cr
Banks
5.24%
4
₹32.69 Cr
Capital Markets
4.99%
5
₹29.12 Cr
Power
4.44%
6
₹28.89 Cr
Consumable Fuels
4.41%
7
₹27.28 Cr
Chemicals & Petrochemicals
4.16%
8
₹26.33 Cr
Automobiles
4.02%
9
₹26.31 Cr
Consumer Durables
4.01%
10
₹25.55 Cr
Electrical Equipment
3.90%
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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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