← Baroda BNP Paribas Mutual Fund

BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option

Focused Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
28
Aug 2026
Equity Holdings
₹622.49 Cr
Equity only, excl. debt & cash
AAUM
₹637.74 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
26.9%
Moderate
Top 10 Weight
48.3%
Moderate
Changes
29
5 new · 2 exits
Top Sector
Banks
21.8% of portfolio
Launch Date
15 Sep 2017
9 years old

AAUM (Average Assets Under Management) of ₹637.74 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 Focused Fund made 5 new additions and exited 2 stocks this month. The biggest new buy was Life Insurance Corporation Of India (Insurance) at 2.57% weight. SBI Life Insurance Company Limited was the biggest exit (Insurance), which was held at 2.89%. Among existing holdings, ICICI Bank Limited saw the biggest increase — now at 3.77% of the portfolio. Axis Bank Limited was trimmed the most, now at 4.08%. State Bank of India 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 24.4% 22.1% -2.3%
Power 10.7% 10.3% -0.4%
Automobiles 7.5% 8.3% +0.8%
Construction 6.1% 5.5% -0.6%
Consumer Durables 4.8% 5.4% +0.6%
Telecom - Services 5.0% 5.2% +0.2%
Industrial Products 5.0% 4.6% -0.5%
Chemicals & Petrochemicals 4.6% 4.2% -0.4%
Financial Technology (Fintech) 3.4% 3.9% +0.6%
Pharmaceuticals & Biotechnology 3.6% 3.8% +0.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 22.1% 21.8% -0.3%
Power 10.3% 9.5% -0.8%
Automobiles 8.3% 8.1% -0.2%
Financial Technology (Fintech) 3.9% 6.5% +2.6%
Consumer Durables 5.4% 5.6% +0.2%
Construction 5.5% 5.5% +0.1%
Pharmaceuticals & Biotechnology 3.8% 5.3% +1.5%
Telecom - Services 5.2% 4.7% -0.5%
Chemicals & Petrochemicals 4.2% 4.4% +0.2%
Industrial Products 4.6% 4.4% -0.2%
🟢
Biggest New Buy
Life Insurance Corporation Of India
2.57% weight · Insurance
🔴
Biggest Exit
SBI Life Insurance Company Limited
2.89% was held · Insurance
Biggest Add
ICICI Bank Limited
+0.99% · now 3.77%
Biggest Trim
Axis Bank Limited
-1.02% · now 4.08%
🤝 Other funds also bought this month
Life Insurance Corporation Of India 90 funds
Life Insurance Corporation Of India
quant PSU Fund - Growth Option - Direct Plan
quant BFSI Fund - Growth Option - Direct Plan
ICICI Prudential BSE Insurance ETF + more
Symbiotec Pharmalab Limited 40 funds
Symbiotec Pharmalab Limited
Edelweiss Large Cap Fund - Direct Plan-Growth option
TRUSTMF Large & Mid Cap Fund
HDFC Pharma and Healthcare Fund - Growth Option - Direct Plan + more
PB Fintech Limited 37 funds
PB Fintech Limited
Mirae Asset BSE Select IPO ETF
Nippon India Active Momentum Fund-Direct Plan - Growth Option
Bandhan Multi-Factor Fund - Direct Plan - Growth + more
Hitachi Energy India Limited 16 funds
Hitachi Energy India Limited
Mirae Asset BSE Midcap 150 Momentum 30 ETF
Axis Nifty Energy Index Fund
Axis Nifty Energy ETF + more
Fractal Analytics Ltd 5 funds
Fractal Analytics Ltd
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option
Sundaram Dynamic Asset Allocation Fund
Aditya Birla Sun Life Large & Mid Cap Fund - Growth - Direct Plan + more
👋 Other funds also exited
SBI Life Insurance Company Limited 24 funds
SBI Life Insurance Company Limited
Mirae Asset Banking and Financial Services Fund
THE WEALTH COMPANY FLEXI CAP FUND
Mirae Asset ELSS Tax Saver Fund - Direct Plan - Growth + more
Coal India Limited 20 funds
Coal India Limited
SAMCO FLEXICAP FUND
DSP Multicap Fund - Direct - Growth
Motilal Oswal Quant Fund - Direct - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 5 New Entries 🔴 2 Exits ↑ 11 Increased ↓ 11 Decreased
#StockSectorWeight (Aug 2026)
1
Life Insurance Corporation Of India
₹16.93 Cr
Insurance 2.57%
2
PB Fintech Limited
₹11.81 Cr
Financial Technology (Fintech) 1.79%
3
Symbiotec Pharmalab Limited
₹10.11 Cr
Pharmaceuticals & Biotechnology 1.53%
4
Hitachi Energy India Limited
₹7.60 Cr
Electrical Equipment 1.15%
5
Fractal Analytics Ltd
₹4.20 Cr
IT - Software 0.64%
#StockSectorLast Weight (Jul 2026)
1
SBI Life Insurance Company Limited
₹18.82 Cr
Insurance 2.89%
2
Coal India Limited
₹16.77 Cr
Consumable Fuels 2.58%
#StockSectorJul 2026Aug 2026Change
1
ICICI Bank Limited
₹24.86 Cr
Banks 2.78% 3.77% +0.99%
2
One 97 Communications Limited
₹30.91 Cr
Financial Technology (Fintech) 3.90% 4.68% +0.78%
3
HDFC Bank Limited
₹12.76 Cr
Banks 1.55% 1.93% +0.38%
4
Bharat Heavy Electricals Limited
₹21.11 Cr
Electrical Equipment 2.98% 3.20% +0.22%
5
Navin Fluorine International Limited
₹28.89 Cr
Chemicals & Petrochemicals 4.19% 4.38% +0.19%
6
Titan Company Limited
₹36.74 Cr
Consumer Durables 5.40% 5.57% +0.17%
7
Bharat Electronics Limited
₹22.38 Cr
Aerospace & Defense 3.22% 3.39% +0.17%
8
Shriram Finance Limited
₹20.98 Cr
Finance 3.04% 3.18% +0.14%
9
State Bank of India
₹42.40 Cr
Banks 6.32% 6.42% +0.10%
10
Larsen & Toubro Limited
₹36.40 Cr
Construction 5.45% 5.52% +0.07%
#StockSectorJul 2026Aug 2026Change
1
Axis Bank Limited
₹26.91 Cr
Banks 5.10% 4.08% -1.02%
2
IndusInd Bank Limited
₹22.87 Cr
Banks 4.20% 3.47% -0.73%
3
Bharti Airtel Limited
₹30.98 Cr
Telecom - Services 5.18% 4.69% -0.49%
4
NLC India Limited
₹16.85 Cr
Power 2.89% 2.55% -0.34%
5
Power Grid Corporation of India Limited
₹18.98 Cr
Power 3.15% 2.88% -0.27%
6
Mahindra & Mahindra Limited
₹29.54 Cr
Automobiles 4.70% 4.48% -0.22%
7
Polycab India Limited
₹28.90 Cr
Industrial Products 4.55% 4.38% -0.17%
8
NHPC Limited
₹26.85 Cr
Power 4.24% 4.07% -0.17%
9
Britannia Industries Limited
₹14.18 Cr
Food Products 2.25% 2.15% -0.10%
10
Sun Pharmaceutical Industries Limited
₹24.81 Cr
Pharmaceuticals & Biotechnology 3.83% 3.76% -0.07%

What Stocks Does This Fund Hold?

28 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹42.40 Cr
Banks
6.42%
2
₹36.74 Cr
Consumer Durables
5.57%
3
₹36.40 Cr
Construction
5.52%
4
₹30.98 Cr
Telecom - Services
4.69%
5
₹30.91 Cr
Financial Technology (Fintech)
4.68%
6
₹29.54 Cr
Automobiles
4.48%
7
₹28.89 Cr
Chemicals & Petrochemicals
4.38%
8
₹28.90 Cr
Industrial Products
4.38%
9
₹26.91 Cr
Banks
4.08%
10
₹26.85 Cr
Power
4.07%
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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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