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BARODA BNP PARIBAS India Consumption Fund - Direct Plan - Growth Option

Equity Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
39
Jun 2026
Equity Holdings
₹1,366.19 Cr
Equity only, excl. debt & cash
Top 5 Weight
32.3%
Moderate
Top 10 Weight
49.8%
Moderate
Changes
44
5 new · 6 exits
Top Sector
Automobiles
27.3% of portfolio
📋 What Happened This Month BARODA BNP PARIBAS India Consumption Fund made 5 new additions and exited 6 stocks this month. The biggest new buy was InterGlobe Aviation Limited (Transport Services) at 2.85% weight. Hero MotoCorp Limited was the biggest exit (Automobiles), which was held at 1.77%. Among existing holdings, Trent Limited saw the biggest increase — now at 3.48% of the portfolio. Hindustan Unilever Limited was trimmed the most, now at 1.05%. Bharti Airtel Limited remains the top holding with Automobiles the dominant sector at 27.3%. ↓ 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
Automobiles 22.6% 29.0% +6.4%
Retailing 11.9% 12.0% +0.0%
Consumer Durables 12.3% 9.7% -2.6%
Telecom - Services 9.2% 9.3% +0.1%
Food Products 10.2% 8.9% -1.3%
Diversified FMCG 7.5% 6.5% -1.0%
Agricultural Food & other Products 4.8% 5.1% +0.4%
Beverages 4.4% 4.3% -0.1%
Realty 3.0% 3.1% +0.1%
Healthcare Services 1.4% 2.5% +1.1%
May 2026 Jun 2026
Sector Prev Curr Delta
Automobiles 29.0% 27.3% -1.6%
Retailing 12.0% 13.8% +1.9%
Consumer Durables 9.7% 11.2% +1.5%
Telecom - Services 9.3% 8.4% -0.9%
Food Products 8.9% 7.3% -1.6%
Agricultural Food & other Products 5.1% 5.1% +0.0%
Diversified FMCG 6.5% 4.5% -2.0%
Healthcare Services 2.5% 3.9% +1.4%
Beverages 4.3% 3.5% -0.8%
Realty 3.1% 3.3% +0.2%
🟢
Biggest New Buy
InterGlobe Aviation Limited
2.85% weight · Transport Services
🔴
Biggest Exit
Hero MotoCorp Limited
1.77% was held · Automobiles
Biggest Add
Trent Limited
+1.46% · now 3.48%
Biggest Trim
Hindustan Unilever Limited
-1.91% · now 1.05%
🤝 Other funds also bought this month
InterGlobe Aviation Limited 42 funds
InterGlobe Aviation Limited
Motilal Oswal Active Momentum Fund- Direct-Growth
Invesco India Consumption Fund
Motilal Oswal Special Opportunities Fund - Direct - Growth + more
Sona BLW Precision Forgings Limited 14 funds
Sona BLW Precision Forgings Limited
Groww Nifty EV & New Age Automotive ETF FOF
DSP Nifty500 Flexicap Quality 30 Index Fund - Direct - Growth
DSP Nifty500 Flexicap Quality 30 ETF + more
Asian Paints Limited 11 funds
Asian Paints Limited
KOTAK NIFTY ALPHA LOW VOLATILITY 30 INDEX FUND
SBI Quant Fund- Direct Plan- Growth
Nippon India Active Momentum Fund-Direct Plan - Growth Option + more
Crompton Greaves Consumer Electricals Limited 10 funds
Crompton Greaves Consumer Electricals Limited
DSP Nifty500 Flexicap Quality 30 ETF
DSP Nifty500 Flexicap Quality 30 Index Fund - Direct - Growth
DSP Nifty Smallcap250 Quality 50 Index Fund - Direct - Growth + more
Waterways Leisure Tourism Limited 2 funds
Waterways Leisure Tourism Limited
Baroda BNP Paribas Business Cycle Fund - Direct Plan - Growth
Baroda BNP Paribas Small Cap Fund - Direct Plan - Growth option
👋 Other funds also exited
Hero MotoCorp Limited 53 funds
Hero MotoCorp Limited
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Direct Plan - Growth
SBI Nifty Midcap 150 Momentum 50 ETF
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan + more
LG Electronics India Ltd 12 funds
LG Electronics India Ltd
Mirae Asset BSE Select IPO ETF
ITI Value Fund - Direct Plan - Growth Option
Union Multi Asset Allocation Fund- Direct Plan - Growth Option + more
United Spirits Limited 10 funds
United Spirits Limited
Choice Nifty Next 50 Index Fund
Mahindra Manulife Consumption Fund - Direct Plan -Growth
Aditya Birla Sun Life Special Opportunities Fund-Direct-Growth + more
Gillette India Limited 8 funds
Gillette India Limited
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
WhiteOak Capital ESG Best-In-Class Strategy Fund Direct Plan Growth
Edelweiss Nifty500 Multicap Momentum Quality 50 ETF - Growth + more
Procter & Gamble Hygiene and Health Care Limited 6 funds
Procter & Gamble Hygiene and Health Care Limited
UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth
DSP Nifty Midcap 150 Quality 50 ETF + more
Mrs. Bectors Food Specialities Limited 2 funds
Mrs. Bectors Food Specialities Limited
Invesco India ESG Integration Strategy Fund (An open ended equity scheme investing in companies following Environmental, Social and Governance (ESG) theme following integration strategy)
Aditya Birla Sun Life Multi-Cap Fund-Direct Growth

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 5 New Entries 🔴 6 Exits ↑ 20 Increased ↓ 13 Decreased
#StockSectorWeight (Jun 2026)
1
InterGlobe Aviation Limited
₹40.26 Cr
Transport Services 2.85%
2
Asian Paints Limited
₹19.77 Cr
Consumer Durables 1.40%
3
Waterways Leisure Tourism Limited
₹14.75 Cr
Miscellaneous 1.04%
4
Crompton Greaves Consumer Electricals Limited
₹10.99 Cr
Consumer Durables 0.78%
5
Sona BLW Precision Forgings Limited
₹9.30 Cr
Auto Components 0.66%
#StockSectorLast Weight (May 2026)
1
Hero MotoCorp Limited
₹24.52 Cr
Automobiles 1.77%
2
LG Electronics India Ltd
₹15.24 Cr
Consumer Durables 1.10%
3
United Spirits Limited
₹12.19 Cr
Beverages 0.88%
4
Gillette India Limited
₹12.02 Cr
Personal Products 0.87%
5
Procter & Gamble Hygiene and Health Care Limited
₹8.91 Cr
Personal Products 0.64%
6
Mrs. Bectors Food Specialities Limited
₹6.44 Cr
Food Products 0.47%
#StockSectorMay 2026Jun 2026Change
1
Trent Limited
₹49.24 Cr
Retailing 2.02% 3.48% +1.46%
2
Narayana Hrudayalaya Limited
₹19.72 Cr
Healthcare Services 0.68% 1.40% +0.72%
3
Apollo Hospitals Enterprise Limited
₹34.73 Cr
Healthcare Services 1.77% 2.46% +0.69%
4
Leela Palaces Hotels & Resorts Limited
₹23.77 Cr
Leisure Services 1.14% 1.68% +0.54%
5
Titan Company Limited
₹101.29 Cr
Consumer Durables 6.78% 7.17% +0.39%
6
Maruti Suzuki India Limited
₹93.58 Cr
Automobiles 6.29% 6.62% +0.33%
7
FSN E-Commerce Ventures Limited
₹31.09 Cr
Retailing 1.90% 2.20% +0.30%
8
The Phoenix Mills Limited
₹46.77 Cr
Realty 3.07% 3.31% +0.24%
9
Radico Khaitan Limited
₹33.54 Cr
Beverages 2.16% 2.37% +0.21%
10
Avenue Supermarts Limited
₹39.43 Cr
Retailing 2.64% 2.79% +0.15%
#StockSectorMay 2026Jun 2026Change
1
Hindustan Unilever Limited
₹14.83 Cr
Diversified FMCG 2.96% 1.05% -1.91%
2
Britannia Industries Limited
₹25.73 Cr
Food Products 2.82% 1.82% -1.00%
3
Bharti Airtel Limited
₹101.86 Cr
Telecom - Services 7.93% 7.21% -0.72%
4
Tata Motors Passenger Vehicles Limited
₹24.65 Cr
Automobiles 1.99% 1.74% -0.25%
5
Eicher Motors Limited
₹70.74 Cr
Automobiles 5.19% 5.01% -0.18%
6
Indus Towers Limited
₹17.04 Cr
Telecom - Services 1.39% 1.21% -0.18%
7
Varun Beverages Limited
₹15.23 Cr
Beverages 1.22% 1.08% -0.14%
8
Nestle India Limited
₹45.67 Cr
Food Products 3.34% 3.23% -0.11%
9
ITC Limited
₹48.78 Cr
Diversified FMCG 3.53% 3.45% -0.08%
10
Lenskart Solutions Limited
₹28.32 Cr
Retailing 2.08% 2.00% -0.08%

What Stocks Does This Fund Hold?

39 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹101.86 Cr
Telecom - Services
7.21%
2
₹101.29 Cr
Consumer Durables
7.17%
3
₹93.58 Cr
Automobiles
6.62%
4
₹89.00 Cr
Automobiles
6.30%
5
₹70.74 Cr
Automobiles
5.01%
6
₹57.10 Cr
Automobiles
4.04%
7
₹49.24 Cr
Retailing
3.48%
8
₹48.78 Cr
Diversified FMCG
3.45%
9
₹46.77 Cr
Realty
3.31%
10
₹45.67 Cr
Food Products
3.23%
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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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