← Baroda BNP Paribas Mutual Fund

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

Equity Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
40
May 2026
Equity Holdings
₹1,313.51 Cr
Equity only, excl. debt & cash
Top 5 Weight
32.5%
Moderate
Top 10 Weight
49.4%
Moderate
Changes
48
8 new · 10 exits
Top Sector
Automobiles
29.0% of portfolio
📋 What Happened This Month BARODA BNP PARIBAS India Consumption Fund made 8 new additions and exited 10 stocks this month. The biggest new buy was Bajaj Auto Limited (Automobiles) at 2.27% weight. Godrej Consumer Products Limited was the biggest exit (Personal Products), which was held at 2.43%. Among existing holdings, Titan Company Limited saw the biggest increase — now at 6.78% of the portfolio. LG Electronics India Ltd was trimmed the most, now at 1.10%. Bharti Airtel Limited remains the top holding with Automobiles the dominant sector at 29.0%. ↓ 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
Automobiles 23.3% 22.6% -0.7%
Consumer Durables 12.2% 12.3% +0.1%
Retailing 11.5% 11.9% +0.4%
Food Products 8.9% 10.2% +1.3%
Telecom - Services 9.6% 9.2% -0.4%
Diversified FMCG 7.5% 7.5% +0.0%
Personal Products 5.6% 5.6% 0.0%
Agricultural Food & other Products 4.0% 4.8% +0.8%
Beverages 2.9% 4.4% +1.4%
Realty 2.8% 3.0% +0.2%
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%
🟢
Biggest New Buy
Bajaj Auto Limited
2.27% weight · Automobiles
🔴
Biggest Exit
Godrej Consumer Products Limited
2.43% was held · Personal Products
Biggest Add
Titan Company Limited
+0.60% · now 6.78%
Biggest Trim
LG Electronics India Ltd
-1.37% · now 1.10%
🤝 Other funds also bought this month
Lenskart Solutions Limited 40 funds
Lenskart Solutions Limited
LIC MF Focused Fund-Direct Plan-Growth
TRUSTMF MID CAP FUND -DIRECT -GROWTH
LIC MF Manufacturing Fund-Direct Plan-Growth + more
Bajaj Auto Limited 34 funds
Bajaj Auto Limited
ICICI Prudential Nifty Auto Index Fund - Direct Plan - Growth
Bandhan Multi-Factor Fund - Direct Plan - Growth
Bajaj Finserv Balanced Advantage Fund-Direct Plan-Growth + more
Dixon Technologies (India) Limited 32 funds
Dixon Technologies (India) Limited
Motilal Oswal BSE Quality Index Fund
Helios Flexi Cap Fund - Direct Plan - Growth Option
Helios Mid Cap Fund - Direct Plan - Growth Option + more
Tata Motors Passenger Vehicles Limited 30 funds
Tata Motors Passenger Vehicles Limited
Motilal Oswal BSE Enhanced Value Index Fund
ICICI Prudential Nifty Auto Index Fund - Direct Plan - Growth
SBI Nifty 200 Value 30 ETF + more
Apollo Hospitals Enterprise Limited 25 funds
Apollo Hospitals Enterprise Limited
Bandhan Nifty100 Low Volatility 30 Index Fund
Mirae Asset Nifty 100 Low Volatility 30 ETF
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH + 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
👋 Other funds also exited
Godrej Consumer Products Limited 18 funds
Godrej Consumer Products Limited
Aditya Birla Sun Life Business Cycle Fund-Direct Growth
Union Consumption Fund - Direct Plan - Growth Option
HSBC Large Cap Fund - Direct Growth + more
Jubilant Foodworks Limited 18 funds
Jubilant Foodworks Limited
Sundaram Business Cycle Fund Direct Plan Growth
Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth
BAJAJ FINSERV CONSUMPTION FUND - DIRECT - GROWTH + more
Havells India Limited 12 funds
Havells India Limited
BAJAJ FINSERV LARGE CAP FUND - DIRECT PLAN - GROWTH
Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth
BAJAJ FINSERV ELSS TAX SAVER FUND - DIRECT - GROWTH + more
Swiggy Limited 11 funds
Swiggy Limited
Baroda BNP Paribas Innovation Fund Direct plan - Growth Option
ITI Balanced Advantage Fund - Direct Plan - Growth Option
Invesco India Flexi Cap Fund - Direct Plan - Growth + more
PB Fintech Limited 10 funds
PB Fintech Limited
quant Multi Asset Allocation Fund-GROWTH OPTION-Direct Plan
Bandhan Nifty Midcap 150 Index Fund-Direct Plan-Growth
BARODA BNP PARIBAS ELSS Tax Saver Fund - Direct Plan - Growth Option + more
United Breweries Limited 10 funds
United Breweries Limited
BAJAJ FINSERV CONSUMPTION FUND - DIRECT - GROWTH
Bajaj Finserv Flexi Cap Fund-Direct Plan-Growth
Bajaj Finserv Large and Mid Cap Fund- Direct Plan- Growth + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 8 New Entries 🔴 10 Exits ↑ 17 Increased ↓ 13 Decreased
#StockSectorWeight (May 2026)
1
Bajaj Auto Limited
₹31.38 Cr
Automobiles 2.27%
2
Lenskart Solutions Limited
₹28.81 Cr
Retailing 2.08%
3
Polycab India Limited
₹28.43 Cr
Industrial Products 2.06%
4
Tata Motors Passenger Vehicles Limited
₹27.57 Cr
Automobiles 1.99%
5
Apollo Hospitals Enterprise Limited
₹24.53 Cr
Healthcare Services 1.77%
6
Ola Electric Mobility Ltd
₹16.38 Cr
Automobiles 1.18%
7
Narayana Hrudayalaya Limited
₹9.47 Cr
Healthcare Services 0.68%
8
Dixon Technologies (India) Limited
₹8.64 Cr
Consumer Durables 0.62%
#StockSectorLast Weight (Apr 2026)
1
Godrej Consumer Products Limited
₹34.47 Cr
Personal Products 2.43%
2
Metro Brands Limited
₹21.77 Cr
Consumer Durables 1.53%
3
Swiggy Limited
₹21.62 Cr
Retailing 1.52%
4
Dabur India Limited
₹19.87 Cr
Personal Products 1.40%
5
Max Healthcare Institute Limited
₹19.86 Cr
Healthcare Services 1.40%
6
Jubilant Foodworks Limited
₹17.23 Cr
Leisure Services 1.21%
7
PB Fintech Limited
₹16.66 Cr
Financial Technology (Fintech) 1.17%
8
Havells India Limited
₹14.27 Cr
Consumer Durables 1.01%
9
TBO Tek Limited
₹6.90 Cr
Leisure Services 0.49%
10
United Breweries Limited
₹3.50 Cr
Beverages 0.25%
#StockSectorApr 2026May 2026Change
1
Titan Company Limited
₹93.72 Cr
Consumer Durables 6.18% 6.78% +0.60%
2
FSN E-Commerce Ventures Limited
₹26.23 Cr
Retailing 1.31% 1.90% +0.59%
3
Mahindra & Mahindra Limited
₹86.80 Cr
Automobiles 5.73% 6.27% +0.54%
4
Eicher Motors Limited
₹71.77 Cr
Automobiles 4.76% 5.19% +0.43%
5
Marico Limited
₹39.77 Cr
Agricultural Food & other Products 2.64% 2.87% +0.23%
6
Orkla India Ltd
₹15.35 Cr
Food Products 0.95% 1.11% +0.16%
7
Indus Towers Limited
₹19.23 Cr
Telecom - Services 1.26% 1.39% +0.13%
8
Tata Consumer Products Limited
₹31.23 Cr
Agricultural Food & other Products 2.14% 2.26% +0.12%
9
Radico Khaitan Limited
₹29.91 Cr
Beverages 2.05% 2.16% +0.11%
10
Akzo Nobel India Limited
₹16.61 Cr
Consumer Durables 1.10% 1.20% +0.10%
#StockSectorApr 2026May 2026Change
1
LG Electronics India Ltd
₹15.24 Cr
Consumer Durables 2.47% 1.10% -1.37%
2
Mrs. Bectors Food Specialities Limited
₹6.44 Cr
Food Products 1.73% 0.47% -1.26%
3
Eternal Limited
₹30.07 Cr
Retailing 3.13% 2.17% -0.96%
4
Hindustan Unilever Limited
₹40.90 Cr
Diversified FMCG 3.73% 2.96% -0.77%
5
Procter & Gamble Hygiene and Health Care Limited
₹8.91 Cr
Personal Products 0.93% 0.64% -0.29%
6
Avenue Supermarts Limited
₹36.49 Cr
Retailing 2.91% 2.64% -0.27%
7
ITC Limited
₹48.77 Cr
Diversified FMCG 3.77% 3.53% -0.24%
8
Britannia Industries Limited
₹39.03 Cr
Food Products 3.03% 2.82% -0.21%
9
TVS Motor Company Limited
₹55.37 Cr
Automobiles 4.06% 4.00% -0.06%
10
Bharti Airtel Limited
₹109.74 Cr
Telecom - Services 7.98% 7.93% -0.05%

What Stocks Does This Fund Hold?

40 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹109.74 Cr
Telecom - Services
7.93%
2
₹93.72 Cr
Consumer Durables
6.78%
3
₹87.03 Cr
Automobiles
6.29%
4
₹86.80 Cr
Automobiles
6.27%
5
₹71.77 Cr
Automobiles
5.19%
6
₹55.37 Cr
Automobiles
4.00%
7
₹48.77 Cr
Diversified FMCG
3.53%
8
₹46.20 Cr
Food Products
3.34%
9
₹42.51 Cr
Realty
3.07%
10
₹40.90 Cr
Diversified FMCG
2.96%
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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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