← Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Innovation Fund Direct plan - Growth Option

Equity Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
46
Jul 2026
Equity Holdings
₹857.47 Cr
Equity only, excl. debt & cash
AAUM
₹860.78 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.1%
Diversified
Top 10 Weight
34.6%
Diversified
Changes
47
1 new · 1 exits
Top Sector
Pharmaceuticals & Biotechnology
13.8% of portfolio
Launch Date
14 Feb 2024
2 years old

AAUM (Average Assets Under Management) of ₹860.78 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 Innovation Fund Direct plan made 1 new addition and exited 1 stock this month. The biggest new buy was 360 One WAM Limited (Capital Markets) at 1.14% weight. Prudent Corporate Advisory Services Limited was the biggest exit (Capital Markets), which was held at 0.31%. Among existing holdings, One 97 Communications Limited saw the biggest increase — now at 4.58% of the portfolio. Multi Commodity Exchange of India Limited was trimmed the most, now at 2.71%. One 97 Communications Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 13.8%. ↓ 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 12.7% 13.6% +0.9%
Chemicals & Petrochemicals 8.2% 9.2% +1.0%
Capital Markets 8.7% 8.7% +0.1%
Retailing 7.4% 7.7% +0.4%
Financial Technology (Fintech) 6.7% 7.3% +0.6%
Automobiles 6.1% 6.3% +0.2%
Electrical Equipment 6.4% 5.4% -1.0%
Industrial Products 4.9% 5.0% +0.2%
IT - Services 4.1% 4.6% +0.5%
Auto Components 3.7% 3.6% -0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 13.6% 13.8% +0.2%
Chemicals & Petrochemicals 9.2% 8.7% -0.5%
Retailing 7.7% 8.5% +0.7%
Financial Technology (Fintech) 7.3% 8.2% +0.9%
Capital Markets 8.7% 8.2% -0.6%
Automobiles 6.3% 6.8% +0.5%
IT - Services 4.6% 5.2% +0.6%
Electrical Equipment 5.4% 4.9% -0.6%
Industrial Products 5.0% 4.7% -0.3%
Auto Components 3.6% 3.6% +0.1%
🟢
Biggest New Buy
360 One WAM Limited
1.14% weight · Capital Markets
🔴
Biggest Exit
Prudent Corporate Advisory Services Limited
0.31% was held · Capital Markets
Biggest Add
One 97 Communications Limited
+0.65% · now 4.58%
Biggest Trim
Multi Commodity Exchange of India Limited
-1.13% · now 2.71%
🤝 Other funds also bought this month
360 One WAM Limited 31 funds
360 One WAM Limited
Edel BSE Capital Markets & Insurance ETF
DSP Nifty Midcap 150 Qlty 50 Index Fund
Canara Robeco Focused Fund - Direct Plan - Growth Option + more
👋 Other funds also exited
Prudent Corporate Advisory Services Limited 4 funds
Prudent Corporate Advisory Services Limited
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option
Sundaram Aggressive Hybrid Fund (Formerly Known as Principal Hybrid Equity Fund)- Direct Plan - Growth Option
Sundaram Equity Savings Fund + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry 🔴 1 Exit ↑ 21 Increased ↓ 24 Decreased
#StockSectorWeight (Jul 2026)
1
360 One WAM Limited
₹10.22 Cr
Capital Markets 1.14%
#StockSectorLast Weight (Jun 2026)
1
Prudent Corporate Advisory Services Limited
₹2.76 Cr
Capital Markets 0.31%
#StockSectorJun 2026Jul 2026Change
1
One 97 Communications Limited
₹40.96 Cr
Financial Technology (Fintech) 3.93% 4.58% +0.65%
2
Divi's Laboratories Limited
₹32.22 Cr
Pharmaceuticals & Biotechnology 2.97% 3.60% +0.63%
3
TVS Motor Company Limited
₹29.54 Cr
Automobiles 2.79% 3.30% +0.51%
4
PB Fintech Limited
₹15.15 Cr
Financial Technology (Fintech) 1.19% 1.69% +0.50%
5
AMAGI MEDIA LABS LTD
₹27.65 Cr
IT - Services 2.69% 3.09% +0.40%
6
Eternal Limited
₹25.71 Cr
Retailing 2.54% 2.87% +0.33%
7
Persistent Systems Limited
₹11.10 Cr
IT - Software 0.98% 1.24% +0.26%
8
AstraZeneca Pharma India Limited
₹7.29 Cr
Pharmaceuticals & Biotechnology 0.56% 0.82% +0.26%
9
Lenskart Solutions Limited
₹25.26 Cr
Retailing 2.61% 2.82% +0.21%
10
Sagility Limited
₹18.51 Cr
IT - Services 1.89% 2.07% +0.18%
#StockSectorJun 2026Jul 2026Change
1
Multi Commodity Exchange of India Limited
₹24.23 Cr
Capital Markets 3.84% 2.71% -1.13%
2
Ujjivan Small Finance Bank Limited
₹11.62 Cr
Banks 1.86% 1.30% -0.56%
3
Acutaas Chemicals Ltd
₹31.05 Cr
Pharmaceuticals & Biotechnology 3.98% 3.47% -0.51%
4
Linde India Limited
₹37.28 Cr
Chemicals & Petrochemicals 4.56% 4.17% -0.39%
5
Hitachi Energy India Limited
₹28.96 Cr
Electrical Equipment 3.54% 3.24% -0.30%
6
Pine Labs Limited
₹17.37 Cr
Financial Technology (Fintech) 2.21% 1.94% -0.27%
7
GE Vernova T&D India Limited
₹14.70 Cr
Electrical Equipment 1.90% 1.64% -0.26%
8
Glenmark Pharmaceuticals Limited
₹20.11 Cr
Pharmaceuticals & Biotechnology 2.49% 2.25% -0.24%
9
Polycab India Limited
₹20.03 Cr
Industrial Products 2.47% 2.24% -0.23%
10
Delhivery Limited
₹17.35 Cr
Transport Services 2.13% 1.94% -0.19%

What Stocks Does This Fund Hold?

46 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹40.96 Cr
Financial Technology (Fintech)
4.58%
2
₹37.28 Cr
Chemicals & Petrochemicals
4.17%
3
₹32.22 Cr
Pharmaceuticals & Biotechnology
3.60%
4
₹31.05 Cr
Pharmaceuticals & Biotechnology
3.47%
5
₹29.54 Cr
Automobiles
3.30%
6
₹29.51 Cr
Chemicals & Petrochemicals
3.30%
7
₹28.96 Cr
Electrical Equipment
3.24%
8
₹27.65 Cr
IT - Services
3.09%
9
₹26.70 Cr
Finance
2.99%
10
₹25.71 Cr
Retailing
2.87%
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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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