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Baroda BNP Paribas MULTI CAP FUND - Direct Plan - Growth Option

Multi Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
75
Jul 2026
Equity Holdings
₹3,379.29 Cr
Equity only, excl. debt & cash
AAUM
₹3,035.29 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
12.7%
Diversified
Top 10 Weight
24.1%
Diversified
Changes
73
12 new · 2 exits
Top Sector
Banks
15.4% of portfolio
Launch Date
14 Aug 2003
10+ year track record

AAUM (Average Assets Under Management) of ₹3,035.29 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 MULTI CAP FUND made 12 new additions and exited 2 stocks this month. The biggest new buy was Torrent Pharmaceuticals Limited (Pharmaceuticals & Biotechnology) at 2.47% weight. JB Chemicals & Pharmaceuticals Limited was the biggest exit (Pharmaceuticals & Biotechnology), which was held at 2.23%. Among existing holdings, ICICI Bank Limited saw the biggest increase — now at 1.99% of the portfolio. IndusInd Bank Limited was trimmed the most, now at 1.34%. Navin Fluorine International Limited remains the top holding with Banks the dominant sector at 15.4%. ↓ 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
Banks 14.6% 17.4% +2.8%
Capital Markets 6.9% 7.7% +0.8%
Pharmaceuticals & Biotechnology 5.6% 6.5% +0.9%
Chemicals & Petrochemicals 5.5% 6.3% +0.9%
Automobiles 5.4% 5.9% +0.4%
IT - Software 7.4% 5.6% -1.8%
Consumer Durables 5.8% 5.5% -0.3%
Finance 4.3% 5.0% +0.6%
Electrical Equipment 5.0% 4.3% -0.7%
Petroleum Products 4.0% 3.9% -0.1%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 17.4% 15.4% -2.1%
Capital Markets 7.7% 7.2% -0.5%
Automobiles 5.9% 6.4% +0.6%
Pharmaceuticals & Biotechnology 6.5% 6.4% -0.1%
IT - Software 5.6% 6.1% +0.5%
Chemicals & Petrochemicals 6.3% 6.0% -0.3%
Consumer Durables 5.5% 5.5% +0.0%
Finance 5.0% 5.0% +0.1%
Electrical Equipment 4.3% 3.4% -0.9%
Retailing 0.0% 3.2% +3.2%
🟢
Biggest New Buy
Torrent Pharmaceuticals Limited
2.47% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
JB Chemicals & Pharmaceuticals Limited
2.23% was held · Pharmaceuticals & Biotechnology
Biggest Add
ICICI Bank Limited
+0.45% · now 1.99%
Biggest Trim
IndusInd Bank Limited
-1.50% · now 1.34%
🤝 Other funds also bought this month
Torrent Pharmaceuticals Limited 78 funds
Torrent Pharmaceuticals Limited
ADITYA BIRLA SUN LIFE PHARMA & HEALTHCARE FUND
WhiteOak Capital Pharma and Healthcare Fund
Kotak Healthcare Fund - Direct Plan - Growth Option + more
Eternal Limited 32 funds
Eternal Limited
WhiteOak Capital Consumption Opportunities Fund Direct Plan Growth
Mirae Asset Nifty Top 20 Equal Weight ETF
Motilal Oswal Asset Management Company Limited + more
Hindustan Unilever Limited 24 funds
Hindustan Unilever Limited
Nippon India MNC Fund
Mirae Asset Nifty Top 20 Equal Weight ETF
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
Info Edge (India) Limited 21 funds
Info Edge (India) Limited
LIC MF Mid Cap Fund-Direct Plan-Growth
LIC MF Aggressive Hybrid Fund-Direct Plan-Growth
LIC MF Balanced Advantage Fund-Direct Plan-Growth + more
Container Corporation of India Limited 18 funds
Container Corporation of India Limited
Motilal Oswal Contra Fund
Nippon India Active Momentum Fund-Direct Plan - Growth Option
THE WEALTH COMPANY FLEXI CAP FUND + more
Marico Limited 18 funds
Marico Limited
Edel Nifty Alpha Low Volatility 30 Index Fund
DSP Nifty Midcap 150 Qlty 50 Index Fund
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth + more
👋 Other funds also exited
JB Chemicals & Pharmaceuticals Limited 160 funds
JB Chemicals & Pharmaceuticals Limited
Groww Nifty Smallcap250 ETF
WhiteOak Capital Pharma and Heathcare Fund Direct Plan Growth
Mirae Asset Healthcare Fund Direct Growth + more
Smartworks Coworking Spaces Ltd. 3 funds
Smartworks Coworking Spaces Ltd.
Baroda BNP Paribas Large and Mid Cap Fund- Direct Plan -Growth Option
Edelweiss Recently Listed IPO Fund Direct Plan Growth
Mirae Asset Nifty Total Market Index Fund

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 12 New Entries 🔴 2 Exits ↑ 17 Increased ↓ 42 Decreased
#StockSectorWeight (Jul 2026)
1
Torrent Pharmaceuticals Limited
₹84.91 Cr
Pharmaceuticals & Biotechnology 2.47%
2
Info Edge (India) Limited
₹57.63 Cr
Retailing 1.68%
3
Eternal Limited
₹36.29 Cr
Retailing 1.06%
4
Hindustan Unilever Limited
₹30.99 Cr
Diversified FMCG 0.90%
5
Schaeffler India Limited
₹28.55 Cr
Auto Components 0.83%
6
Siemens Energy India Limited
₹26.48 Cr
Electrical Equipment 0.77%
7
Container Corporation of India Limited
₹23.65 Cr
Transport Services 0.69%
8
JK Cement Limited
₹22.37 Cr
Cement & Cement Products 0.65%
9
Marico Limited
₹21.77 Cr
Agricultural Food & other Products 0.63%
10
Oil India Limited
₹20.64 Cr
Oil 0.60%
#StockSectorLast Weight (Jun 2026)
1
JB Chemicals & Pharmaceuticals Limited
₹74.62 Cr
Pharmaceuticals & Biotechnology 2.23%
2
Smartworks Coworking Spaces Ltd.
₹2.92 Cr
Commercial Services & Supplies 0.09%
#StockSectorJun 2026Jul 2026Change
1
ICICI Bank Limited
₹68.18 Cr
Banks 1.54% 1.99% +0.45%
2
TVS Motor Company Limited
₹86.26 Cr
Automobiles 2.07% 2.51% +0.44%
3
Persistent Systems Limited
₹66.59 Cr
IT - Software 1.55% 1.94% +0.39%
4
Karur Vysya Bank Limited
₹85.61 Cr
Banks 2.22% 2.49% +0.27%
5
Dr. Lal Path Labs Limited
₹69.25 Cr
Healthcare Services 1.79% 2.02% +0.23%
6
Tech Mahindra Limited
₹61.66 Cr
IT - Software 1.57% 1.80% +0.23%
7
One 97 Communications Limited
₹56.44 Cr
Financial Technology (Fintech) 1.44% 1.64% +0.20%
8
Mahindra & Mahindra Limited
₹84.96 Cr
Automobiles 2.30% 2.48% +0.18%
9
Titan Company Limited
₹82.88 Cr
Consumer Durables 2.24% 2.41% +0.17%
10
Radico Khaitan Limited
₹87.27 Cr
Beverages 2.38% 2.54% +0.16%
#StockSectorJun 2026Jul 2026Change
1
IndusInd Bank Limited
₹46.07 Cr
Banks 2.84% 1.34% -1.50%
2
Hitachi Energy India Limited
₹19.31 Cr
Electrical Equipment 1.78% 0.56% -1.22%
3
Hindustan Petroleum Corporation Limited
₹35.08 Cr
Petroleum Products 1.95% 1.02% -0.93%
4
Larsen & Toubro Limited
₹51.21 Cr
Construction 2.36% 1.49% -0.87%
5
Axis Bank Limited
₹46.11 Cr
Banks 2.12% 1.34% -0.78%
6
SBI Life Insurance Company Limited
₹48.93 Cr
Insurance 2.11% 1.43% -0.68%
7
NMDC Limited
₹21.26 Cr
Minerals & Mining 1.28% 0.62% -0.66%
8
The Jammu & Kashmir Bank Limited
₹27.94 Cr
Banks 1.39% 0.81% -0.58%
9
Bharat Heavy Electricals Limited
₹70.45 Cr
Electrical Equipment 2.52% 2.05% -0.47%
10
Cummins India Limited
₹60.71 Cr
Industrial Products 2.20% 1.77% -0.43%

What Stocks Does This Fund Hold?

75 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹91.78 Cr
Chemicals & Petrochemicals
2.67%
2
₹87.27 Cr
Beverages
2.54%
3
₹86.26 Cr
Automobiles
2.51%
4
₹85.61 Cr
Banks
2.49%
5
₹84.96 Cr
Automobiles
2.48%
6
₹84.91 Cr
Pharmaceuticals & Biotechnology
2.47%
7
₹82.88 Cr
Consumer Durables
2.41%
8
₹77.06 Cr
Banks
2.25%
9
₹75.89 Cr
Finance
2.21%
10
₹70.45 Cr
Electrical Equipment
2.05%
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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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