← Baroda BNP Paribas Mutual Fund

Baroda BNP Paribas Value Fund - Direct Plan - Growth option

Value/Contra Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
51
Aug 2026
Equity Holdings
₹934.76 Cr
Equity only, excl. debt & cash
AAUM
₹1,035.91 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
23.8%
Diversified
Top 10 Weight
39.2%
Diversified
Changes
51
3 new · 1 exits
Top Sector
Banks
17.4% of portfolio
Launch Date
17 May 2023
3 years old

AAUM (Average Assets Under Management) of ₹1,035.91 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 Value Fund made 3 new additions and exited 1 stock this month. The biggest new buy was Brigade Enterprises Limited (Realty) at 0.83% weight. SJVN Limited was the biggest exit (Power), which was held at 0.83%. Among existing holdings, Tenneco Clean Air India Limited saw the biggest increase — now at 1.70% of the portfolio. Reliance Industries Limited was trimmed the most, now at 5.14%. ICICI Bank Limited remains the top holding with Banks the dominant sector at 17.4%. ↓ 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
Banks 19.5% 17.1% -2.4%
Pharmaceuticals & Biotechnology 12.0% 13.0% +1.0%
Electrical Equipment 9.7% 9.0% -0.8%
IT - Software 7.5% 8.8% +1.3%
Petroleum Products 6.5% 6.8% +0.4%
Power 6.5% 6.1% -0.4%
Automobiles 5.3% 5.8% +0.5%
Construction 4.2% 4.0% -0.2%
Non - Ferrous Metals 3.3% 3.4% +0.1%
Cement & Cement Products 3.0% 3.2% +0.2%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Banks 17.1% 17.4% +0.3%
Pharmaceuticals & Biotechnology 13.0% 12.9% -0.1%
Electrical Equipment 9.0% 8.3% -0.7%
IT - Software 8.8% 7.1% -1.7%
Petroleum Products 6.8% 5.1% -1.7%
Automobiles 5.8% 5.1% -0.7%
Power 6.1% 5.1% -1.0%
Construction 4.0% 3.9% -0.2%
Non - Ferrous Metals 3.4% 3.9% +0.4%
Auto Components 3.0% 3.3% +0.3%
🟢
Biggest New Buy
Brigade Enterprises Limited
0.83% weight · Realty
🔴
Biggest Exit
SJVN Limited
0.83% was held · Power
Biggest Add
Tenneco Clean Air India Limited
+0.51% · now 1.70%
Biggest Trim
Reliance Industries Limited
-1.70% · now 5.14%
🤝 Other funds also bought this month
Life Insurance Corporation Of India 87 funds
Life Insurance Corporation Of India
quant PSU Fund - Growth Option - Direct Plan
quant BFSI Fund - Growth Option - Direct Plan
ICICI Prudential BSE Insurance ETF + more
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
Brigade Enterprises Limited 13 funds
Brigade Enterprises Limited
Abakkus Large & Mid cap Fund
SBI ESG Exclusionary Strategy Fund - Direct Plan -Growth
HDFC Infrastructure Fund - Growth Option - Direct Plan + more
👋 Other funds also exited
SJVN Limited 6 funds
SJVN Limited
Kotak BSE PSU Index Fund - Direct Plan - Growth
Mirae Asset Nifty Midcap 150 ETF
Kotak Nifty Midcap 150 ETF + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 3 New Entries 🔴 1 Exit ↑ 22 Increased ↓ 25 Decreased
#StockSectorWeight (Aug 2026)
1
Brigade Enterprises Limited
₹8.20 Cr
Realty 0.83%
2
Life Insurance Corporation Of India
₹6.43 Cr
Insurance 0.65%
3
Symbiotec Pharmalab Limited
₹27.78 L
Pharmaceuticals & Biotechnology 0.03%
#StockSectorLast Weight (Jul 2026)
1
SJVN Limited
₹8.40 Cr
Power 0.83%
#StockSectorJul 2026Aug 2026Change
1
Tenneco Clean Air India Limited
₹16.89 Cr
Auto Components 1.19% 1.70% +0.51%
2
Multi Commodity Exchange of India Limited
₹15.30 Cr
Capital Markets 1.19% 1.54% +0.35%
3
Trent Limited
₹11.52 Cr
Retailing 0.89% 1.16% +0.27%
4
Hindustan Zinc Limited
₹22.51 Cr
Non - Ferrous Metals 2.01% 2.27% +0.26%
5
Divi's Laboratories Limited
₹37.87 Cr
Pharmaceuticals & Biotechnology 3.58% 3.81% +0.23%
6
LG Electronics India Ltd
₹12.99 Cr
Consumer Durables 1.12% 1.31% +0.19%
7
ICICI Bank Limited
₹52.34 Cr
Banks 5.10% 5.27% +0.17%
8
Bharat Electronics Limited
₹18.65 Cr
Aerospace & Defense 1.72% 1.88% +0.16%
9
National Aluminium Company Limited
₹15.79 Cr
Non - Ferrous Metals 1.43% 1.59% +0.16%
10
Tata Motors Ltd
₹14.84 Cr
Agricultural, Commercial & Construction Vehicles 1.36% 1.49% +0.13%
#StockSectorJul 2026Aug 2026Change
1
Reliance Industries Limited
₹51.08 Cr
Petroleum Products 6.84% 5.14% -1.70%
2
Tata Consultancy Services Limited
₹10.80 Cr
IT - Software 2.10% 1.09% -1.01%
3
Birlasoft Limited
₹1.07 Cr
IT - Software 0.89% 0.11% -0.78%
4
Hero MotoCorp Limited
₹16.35 Cr
Automobiles 2.39% 1.65% -0.74%
5
GE Vernova T&D India Limited
₹37.78 Cr
Electrical Equipment 4.26% 3.81% -0.45%
6
Zydus Lifesciences Limited
₹17.42 Cr
Pharmaceuticals & Biotechnology 2.00% 1.75% -0.25%
7
Bharat Heavy Electricals Limited
₹44.27 Cr
Electrical Equipment 4.70% 4.46% -0.24%
8
UltraTech Cement Limited
₹16.03 Cr
Cement & Cement Products 1.80% 1.61% -0.19%
9
HDFC Bank Limited
₹49.77 Cr
Banks 5.18% 5.01% -0.17%
10
Jtekt India Limited
₹15.36 Cr
Auto Components 1.71% 1.55% -0.16%

What Stocks Does This Fund Hold?

51 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹52.34 Cr
Banks
5.27%
2
₹51.08 Cr
Petroleum Products
5.14%
3
₹49.77 Cr
Banks
5.01%
4
₹44.27 Cr
Electrical Equipment
4.46%
5
₹38.43 Cr
Construction
3.87%
6
₹37.78 Cr
Electrical Equipment
3.81%
7
₹37.87 Cr
Pharmaceuticals & Biotechnology
3.81%
8
₹26.79 Cr
Pharmaceuticals & Biotechnology
2.70%
9
₹25.58 Cr
Pharmaceuticals & Biotechnology
2.58%
10
₹25.51 Cr
IT - Software
2.57%
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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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