← Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Manufacturing Fund - Direct Plan - Growth Option

Equity Data as of Apr 2026 Comparing Mar 2026 → Apr 2026
Share: WhatsApp X
Stocks Held
45
Apr 2026
Equity Holdings
₹823.81 Cr
Equity only, excl. debt & cash
Top 5 Weight
27.5%
Moderate
Top 10 Weight
42.6%
Moderate
Changes
44
6 new · 1 exits
Top Sector
Electrical Equipment
15.0% of portfolio
📋 What Happened This Month Baroda BNP Paribas Manufacturing Fund made 6 new additions and exited 1 stock this month. The biggest new buy was Siemens Energy India Limited (Electrical Equipment) at 1.03% weight. Dr. Reddy's Laboratories Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 1.12%. Among existing holdings, Hitachi Energy India Limited saw the biggest increase — now at 7.85% of the portfolio. Vedanta Limited was trimmed the most, now at 1.88%. Hitachi Energy India Limited remains the top holding with Electrical Equipment the dominant sector at 15.0%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Feb 2026 Mar 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 14.7% 15.4% +0.7%
Electrical Equipment 11.5% 11.7% +0.2%
Automobiles 13.9% 11.6% -2.3%
Auto Components 9.2% 8.8% -0.5%
Petroleum Products 8.1% 5.8% -2.3%
Chemicals & Petrochemicals 5.5% 5.6% +0.2%
Agricultural, Commercial & Construction Vehicles 6.0% 5.3% -0.7%
Diversified Metals 4.9% 5.0% +0.1%
Non - Ferrous Metals 4.0% 4.7% +0.7%
Ferrous Metals 2.5% 2.5% 0.0%
Mar 2026 Apr 2026
Sector Prev Curr Delta
Electrical Equipment 11.7% 15.0% +3.3%
Pharmaceuticals & Biotechnology 15.4% 14.2% -1.2%
Automobiles 11.6% 11.0% -0.6%
Auto Components 8.8% 9.0% +0.2%
Petroleum Products 5.8% 5.6% -0.2%
Chemicals & Petrochemicals 5.6% 5.5% -0.1%
Agricultural, Commercial & Construction Vehicles 5.3% 5.1% -0.2%
Non - Ferrous Metals 4.7% 4.6% -0.1%
Power 1.8% 3.6% +1.8%
Aerospace & Defense 1.6% 2.6% +1.0%
🟢
Biggest New Buy
Siemens Energy India Limited
1.03% weight · Electrical Equipment
🔴
Biggest Exit
Dr. Reddy's Laboratories Limited
1.12% was held · Pharmaceuticals & Biotechnology
Biggest Add
Hitachi Energy India Limited
+1.07% · now 7.85%
Biggest Trim
Vedanta Limited
-3.10% · now 1.88%
🤝 Other funds also bought this month
Talwandi Sabo Power Limited 183 funds
Talwandi Sabo Power Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Vedanta Aluminium Metal Limited 183 funds
Vedanta Aluminium Metal Limited
Nippon India ETF Nifty Next 50 Junior BeES
Aditya Birla Sun Life Nifty Next 50 Index Fund-Direct Growth
Aditya Birla Sunlife Nifty Next 50 ETF + more
Vedanta Iron And Steel Limited 183 funds
Vedanta Iron And Steel Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Malco Energy Limited 176 funds
Malco Energy Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Siemens Energy India Limited 30 funds
Siemens Energy India Limited
ICICI Prudential Manufacturing Fund
Mirae Asset BSE Select IPO ETF
ICICI Prudential Active Momentum Fund - Direct Plan - Growth + more
Aequs Limited 6 funds
Aequs Limited
Baroda BNP Paribas Business Cycle Fund - Direct Plan - Growth
ICICI Prudential Innovation Fund - Direct Plan - Growth
Axis Nifty India Defence Index Fund + more
👋 Other funds also exited
Dr. Reddy's Laboratories Limited 25 funds
Dr. Reddy's Laboratories Limited
JM Value Fund (Direct) - Growth Option
ICICI Prudential Exports & Services Fund - Direct Plan - Growth
quant Aggressive Hybrid Fund-Growth Option-Direct Plan + more

What Changed?

Comparing Mar 2026 → Apr 2026

Mar 2026 Apr 2026
🟢 6 New Entries 🔴 1 Exit ↑ 18 Increased ↓ 19 Decreased
#StockSectorWeight (Apr 2026)
1
Siemens Energy India Limited
₹9.15 Cr
Electrical Equipment 1.03%
2
Aequs Limited
₹8.96 Cr
Aerospace & Defense 1.01%
3
Vedanta Aluminium Metal Limited
₹7.41 Cr
Metals & Minerals Trading 0.84%
4
Talwandi Sabo Power Limited
₹7.41 Cr
Power 0.84%
5
Malco Energy Limited
₹7.41 Cr
Power 0.84%
6
Vedanta Iron And Steel Limited
₹7.41 Cr
Metals & Minerals Trading 0.84%
#StockSectorLast Weight (Mar 2026)
1
Dr. Reddy's Laboratories Limited
₹9.04 Cr
Pharmaceuticals & Biotechnology 1.12%
#StockSectorMar 2026Apr 2026Change
1
Hitachi Energy India Limited
₹69.45 Cr
Electrical Equipment 6.78% 7.85% +1.07%
2
Bharat Heavy Electricals Limited
₹38.06 Cr
Electrical Equipment 3.30% 4.30% +1.00%
3
Sun Pharmaceutical Industries Limited
₹34.18 Cr
Pharmaceuticals & Biotechnology 3.64% 3.86% +0.22%
4
Bosch Limited
₹14.58 Cr
Auto Components 1.45% 1.65% +0.20%
5
BEML Limited
₹10.08 Cr
Agricultural, Commercial & Construction Vehicles 0.95% 1.14% +0.19%
6
ABB India Limited
₹16.27 Cr
Electrical Equipment 1.66% 1.84% +0.18%
7
Hindustan Zinc Limited
₹8.58 Cr
Non - Ferrous Metals 0.79% 0.97% +0.18%
8
Escorts Kubota Limited
₹20.42 Cr
Agricultural, Commercial & Construction Vehicles 2.15% 2.31% +0.16%
9
Cummins India Limited
₹18.96 Cr
Industrial Products 2.01% 2.14% +0.13%
10
NLC India Limited
₹17.10 Cr
Power 1.80% 1.93% +0.13%
#StockSectorMar 2026Apr 2026Change
1
Vedanta Limited
₹16.62 Cr
Diversified Metals 4.98% 1.88% -3.10%
2
Tata Motors Ltd
₹14.76 Cr
Agricultural, Commercial & Construction Vehicles 2.21% 1.67% -0.54%
3
Kennametal India Limited
₹5.34 Cr
Industrial Manufacturing 0.92% 0.60% -0.32%
4
National Aluminium Company Limited
₹32.34 Cr
Non - Ferrous Metals 3.89% 3.66% -0.23%
5
Hero MotoCorp Limited
₹20.65 Cr
Automobiles 2.55% 2.33% -0.22%
6
IPCA Laboratories Limited
₹12.40 Cr
Pharmaceuticals & Biotechnology 1.61% 1.40% -0.21%
7
Reliance Industries Limited
₹49.22 Cr
Petroleum Products 5.75% 5.56% -0.19%
8
TVS Motor Company Limited
₹25.15 Cr
Automobiles 3.01% 2.84% -0.17%
9
Jtekt India Limited
₹11.33 Cr
Auto Components 1.45% 1.28% -0.17%
10
Mahindra & Mahindra Limited
₹27.88 Cr
Automobiles 3.31% 3.15% -0.16%

Full Portfolio

45 stocks — Apr 2026

# Stock Sector Cap Weight & Value
1
₹69.45 Cr
Electrical Equipment
7.85%
2
₹52.67 Cr
Pharmaceuticals & Biotechnology
5.95%
3
₹49.22 Cr
Petroleum Products
5.56%
4
₹38.06 Cr
Electrical Equipment
4.30%
5
₹34.18 Cr
Pharmaceuticals & Biotechnology
3.86%
6
₹32.34 Cr
Non - Ferrous Metals
3.66%
7
₹27.88 Cr
Automobiles
3.15%
8
₹25.15 Cr
Automobiles
2.84%
9
₹24.38 Cr
Chemicals & Petrochemicals
2.75%
10
₹23.97 Cr
Automobiles
2.71%
🏆 Top stocks held by Equity funds
See which stocks all active Equity fund managers are buying — ranked by total value invested
🏦 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.