← Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Health and Wellness Fund Direct Growth

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
30
Jul 2026
Equity Holdings
₹501.87 Cr
Equity only, excl. debt & cash
AAUM
₹538.60 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
36.2%
Moderate
Top 10 Weight
58.9%
Moderate
Changes
32
1 new · 2 exits
Top Sector
Pharmaceuticals & Biotechnology
72.1% of portfolio
Launch Date
09 Jun 2025
1 years old

AAUM (Average Assets Under Management) of ₹538.60 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 Health and Wellness Fund Direct Growth made 1 new addition and exited 2 stocks this month. The biggest new buy was Manipal Health Enterprises Ltd (Healthcare Services) at 0.96% weight. JB Chemicals & Pharmaceuticals Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 4.57%. Among existing holdings, Torrent Pharmaceuticals Limited saw the biggest increase — now at 8.58% of the portfolio. Emcure Pharmaceuticals Limited was trimmed the most, now at 2.46%. Sun Pharmaceutical Industries Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 72.1%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 68.5% 72.7% +4.2%
Healthcare Services 17.5% 17.2% -0.3%
Insurance 7.3% 5.4% -1.8%
IT - Services 1.5% 1.5% 0.0%
Retailing 1.7% 1.2% -0.5%
Healthcare Equipment & Supplies 1.0% 0.0% -1.0%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 72.7% 72.1% -0.5%
Healthcare Services 17.2% 19.7% +2.5%
Insurance 5.4% 2.3% -3.2%
IT - Services 1.5% 1.4% -0.1%
Retailing 1.2% 1.1% -0.1%
🟢
Biggest New Buy
Manipal Health Enterprises Ltd
0.96% weight · Healthcare Services
🔴
Biggest Exit
JB Chemicals & Pharmaceuticals Limited
4.57% was held · Pharmaceuticals & Biotechnology
Biggest Add
Torrent Pharmaceuticals Limited
+3.15% · now 8.58%
Biggest Trim
Emcure Pharmaceuticals Limited
-1.14% · now 2.46%
🤝 Other funds also bought this month
Manipal Health Enterprises Ltd 43 funds
Manipal Health Enterprises Ltd
Motilal Oswal Active Momentum Fund- Direct-Growth
JM Multi Asset Allocation Fund
DSP Healthcare Fund - Direct Plan - Growth + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
SBI Life Insurance Company Limited 40 funds
SBI Life Insurance Company Limited
Groww Nifty 50 ETF
Edelweiss BSE Capital Markets & Insurance ETF - Growth
Mirae Asset Nifty 100 Low Volatility 30 ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry 🔴 2 Exits ↑ 18 Increased ↓ 11 Decreased
#StockSectorWeight (Jul 2026)
1
Manipal Health Enterprises Ltd
₹5.00 Cr
Healthcare Services 0.96%
#StockSectorLast Weight (Jun 2026)
1
JB Chemicals & Pharmaceuticals Limited
₹25.25 Cr
Pharmaceuticals & Biotechnology 4.57%
2
SBI Life Insurance Company Limited
₹17.66 Cr
Insurance 3.19%
#StockSectorJun 2026Jul 2026Change
1
Torrent Pharmaceuticals Limited
₹44.57 Cr
Pharmaceuticals & Biotechnology 5.43% 8.58% +3.15%
2
Divi's Laboratories Limited
₹34.58 Cr
Pharmaceuticals & Biotechnology 5.35% 6.66% +1.31%
3
Sun Pharmaceutical Industries Limited
₹45.83 Cr
Pharmaceuticals & Biotechnology 7.58% 8.82% +1.24%
4
Dr. Lal Path Labs Limited
₹16.19 Cr
Healthcare Services 2.53% 3.12% +0.59%
5
Apollo Hospitals Enterprise Limited
₹27.77 Cr
Healthcare Services 4.87% 5.35% +0.48%
6
Abbott India Limited
₹12.51 Cr
Pharmaceuticals & Biotechnology 2.07% 2.41% +0.34%
7
Concord Biotech Limited
₹10.66 Cr
Pharmaceuticals & Biotechnology 1.74% 2.05% +0.31%
8
Glenmark Pharmaceuticals Limited
₹17.87 Cr
Pharmaceuticals & Biotechnology 3.19% 3.44% +0.25%
9
Fortis Healthcare Limited
₹23.63 Cr
Healthcare Services 4.32% 4.55% +0.23%
10
Aurobindo Pharma Limited
₹15.80 Cr
Pharmaceuticals & Biotechnology 2.85% 3.04% +0.19%
#StockSectorJun 2026Jul 2026Change
1
Emcure Pharmaceuticals Limited
₹12.76 Cr
Pharmaceuticals & Biotechnology 3.60% 2.46% -1.14%
2
Laurus Labs Limited
₹27.24 Cr
Pharmaceuticals & Biotechnology 6.31% 5.24% -1.07%
3
Ajanta Pharma Limited
₹7.28 Cr
Pharmaceuticals & Biotechnology 1.95% 1.40% -0.55%
4
Acutaas Chemicals Ltd
₹11.19 Cr
Pharmaceuticals & Biotechnology 2.30% 2.15% -0.15%
5
Dr. Reddy's Laboratories Limited
₹5.74 Cr
Pharmaceuticals & Biotechnology 1.23% 1.11% -0.12%
6
Lupin Limited
₹33.57 Cr
Pharmaceuticals & Biotechnology 6.56% 6.46% -0.10%
7
Nephrocare Health Services Ltd
₹9.03 Cr
Healthcare Services 1.84% 1.74% -0.10%
8
Inventurus Knowledge Solutions Limited
₹7.40 Cr
IT - Services 1.52% 1.42% -0.10%
9
IPCA Laboratories Limited
₹29.71 Cr
Pharmaceuticals & Biotechnology 5.80% 5.72% -0.08%
10
MedPlus Health Services Limited
₹5.64 Cr
Retailing 1.17% 1.09% -0.08%

What Stocks Does This Fund Hold?

30 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹45.83 Cr
Pharmaceuticals & Biotechnology
8.82%
2
₹44.57 Cr
Pharmaceuticals & Biotechnology
8.58%
3
₹34.58 Cr
Pharmaceuticals & Biotechnology
6.66%
4
₹33.57 Cr
Pharmaceuticals & Biotechnology
6.46%
5
₹29.71 Cr
Pharmaceuticals & Biotechnology
5.72%
6
₹27.77 Cr
Healthcare Services
5.35%
7
₹27.24 Cr
Pharmaceuticals & Biotechnology
5.24%
8
₹23.63 Cr
Healthcare Services
4.55%
9
₹21.06 Cr
Pharmaceuticals & Biotechnology
4.05%
10
₹17.87 Cr
Pharmaceuticals & Biotechnology
3.44%
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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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