← Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Manufacturing Fund - Direct Plan - Growth Option

Equity Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
45
Aug 2026
Equity Holdings
₹819.15 Cr
Equity only, excl. debt & cash
AAUM
₹868.85 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
29.3%
Moderate
Top 10 Weight
44.9%
Moderate
Changes
45
2 new · 0 exits
Top Sector
Pharmaceuticals & Biotechnology
17.2% of portfolio
Launch Date
10 Jun 2024
2 years old

AAUM (Average Assets Under Management) of ₹868.85 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 Manufacturing Fund added 2 new stocks to its portfolio this month. The biggest new buy was SKF INDIA INDUSTRIAL LTD (Industrial Products) at 0.35% weight. Among existing holdings, Divi's Laboratories Limited saw the biggest increase — now at 7.68% of the portfolio. Siemens Energy India Limited was trimmed the most, now at 0.57%. Divi's Laboratories Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 17.2%. ↓ 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
Pharmaceuticals & Biotechnology 15.4% 16.5% +1.1%
Electrical Equipment 15.2% 14.5% -0.7%
Automobiles 11.2% 12.7% +1.6%
Auto Components 9.1% 9.0% -0.1%
Chemicals & Petrochemicals 6.0% 5.8% -0.2%
Non - Ferrous Metals 5.7% 5.7% +0.0%
Petroleum Products 5.2% 5.3% +0.1%
Agricultural, Commercial & Construction Vehicles 4.9% 4.0% -0.9%
Metals & Minerals Trading 3.2% 3.3% +0.1%
Aerospace & Defense 3.1% 3.0% -0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 16.5% 17.2% +0.7%
Electrical Equipment 14.5% 14.2% -0.3%
Automobiles 12.7% 12.6% -0.1%
Auto Components 9.0% 9.2% +0.2%
Non - Ferrous Metals 5.7% 6.1% +0.3%
Chemicals & Petrochemicals 5.8% 5.8% +0.0%
Petroleum Products 5.3% 5.2% -0.2%
Agricultural, Commercial & Construction Vehicles 4.0% 3.9% -0.1%
Aerospace & Defense 3.0% 3.2% +0.2%
Metals & Minerals Trading 3.3% 3.1% -0.2%
🟢
Biggest New Buy
SKF INDIA INDUSTRIAL LTD
0.35% weight · Industrial Products
Biggest Add
Divi's Laboratories Limited
+0.87% · now 7.68%
Biggest Trim
Siemens Energy India Limited
-0.69% · now 0.57%
🤝 Other funds also bought this month
Symbiotec Pharmalab Limited 40 funds
Symbiotec Pharmalab Limited
BARODA BNP PARIBAS Focused Fund - Direct Plan - Growth Option
Edelweiss Large Cap Fund - Direct Plan-Growth option
TRUSTMF Large & Mid Cap Fund + more
SKF INDIA INDUSTRIAL LTD 5 funds
SKF INDIA INDUSTRIAL LTD
Mirae Asset Multicap Fund - Direct Plan - Growth
Baroda BNP Paribas Business Cycle Fund - Direct Plan - Growth
JM Small Cap Fund (Direct) - Growth Option + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 2 New Entries ↑ 21 Increased ↓ 22 Decreased
#StockSectorWeight (Aug 2026)
1
SKF INDIA INDUSTRIAL LTD
₹2.98 Cr
Industrial Products 0.35%
2
Symbiotec Pharmalab Limited
₹10.30 L
Pharmaceuticals & Biotechnology 0.01%
#StockSectorJul 2026Aug 2026Change
1
Divi's Laboratories Limited
₹65.32 Cr
Pharmaceuticals & Biotechnology 6.81% 7.68% +0.87%
2
Bharat Heavy Electricals Limited
₹47.81 Cr
Electrical Equipment 5.19% 5.62% +0.43%
3
Bosch Limited
₹20.25 Cr
Auto Components 1.97% 2.38% +0.41%
4
Hyundai Motor India Ltd
₹6.62 Cr
Automobiles 0.46% 0.78% +0.32%
5
Hindustan Zinc Limited
₹25.83 Cr
Non - Ferrous Metals 2.76% 3.04% +0.28%
6
IPCA Laboratories Limited
₹16.00 Cr
Pharmaceuticals & Biotechnology 1.67% 1.88% +0.21%
7
Tata Motors Ltd
₹15.26 Cr
Agricultural, Commercial & Construction Vehicles 1.67% 1.80% +0.13%
8
Navin Fluorine International Limited
₹17.35 Cr
Chemicals & Petrochemicals 1.93% 2.04% +0.11%
9
Bharat Electronics Limited
₹14.92 Cr
Aerospace & Defense 1.65% 1.75% +0.10%
10
ZF Commercial Vehicle Control Systems India Limited
₹19.16 Cr
Auto Components 2.16% 2.25% +0.09%
#StockSectorJul 2026Aug 2026Change
1
Siemens Energy India Limited
₹4.84 Cr
Electrical Equipment 1.26% 0.57% -0.69%
2
LG Electronics India Ltd
₹8.49 Cr
Consumer Durables 1.41% 1.00% -0.41%
3
AstraZeneca Pharma India Limited
₹16.27 Cr
Pharmaceuticals & Biotechnology 2.24% 1.91% -0.33%
4
JSW Steel Limited
₹20.92 Cr
Ferrous Metals 2.70% 2.46% -0.24%
5
NLC India Limited
₹14.44 Cr
Power 1.90% 1.70% -0.20%
6
JSW Cement Limited
₹6.93 Cr
Cement & Cement Products 0.99% 0.82% -0.17%
7
Maruti Suzuki India Limited
₹24.38 Cr
Automobiles 3.03% 2.87% -0.16%
8
Jtekt India Limited
₹10.38 Cr
Auto Components 1.38% 1.22% -0.16%
9
Reliance Industries Limited
₹43.93 Cr
Petroleum Products 5.32% 5.17% -0.15%
10
Vedanta Aluminium Metal Limited
₹26.63 Cr
Metals & Minerals Trading 3.28% 3.13% -0.15%

What Stocks Does This Fund Hold?

45 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹65.32 Cr
Pharmaceuticals & Biotechnology
7.68%
2
₹50.64 Cr
Electrical Equipment
5.96%
3
₹47.81 Cr
Electrical Equipment
5.62%
4
₹43.93 Cr
Petroleum Products
5.17%
5
₹41.09 Cr
Pharmaceuticals & Biotechnology
4.83%
6
₹28.06 Cr
Automobiles
3.30%
7
₹26.92 Cr
Automobiles
3.17%
8
₹26.63 Cr
Metals & Minerals Trading
3.13%
9
₹25.83 Cr
Non - Ferrous Metals
3.04%
10
₹25.56 Cr
Non - Ferrous Metals
3.01%
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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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