Baroda BNP Paribas Business Conglomerates Fund holds 46 instruments (96.41% equity), led by Larsen & Toubro Limited (7.79%), Mahindra & Mahindra Limited (7.34%) and Bajaj Finance Limited (5.22%), as of its 30 September 2026 SEBI-mandated monthly disclosure.
This page shows the complete disclosed portfolio of Baroda BNP Paribas Business Conglomerates Fund, managed by Baroda BNP Paribas Mutual Fund, based on its monthly portfolio disclosure dated 30 September 2026. The fund holds 46 instruments with an equity allocation of 96.41%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.
Baroda BNP Paribas Business Conglomerates Fund's top 10 holdings account for 45.37% of its portfolio, more diversified than the Thematic category average of 49.2%. Consumer Discretionary is its largest sector exposure at 26.4% of net assets, spread across 11 sectors in total. Since its 31 August 2026 disclosure, the fund added 0 new positions and exited 1 position, with Reliance Industries Limited seeing the largest move (-1.21pp to 4.71%).
Equity holdings grouped by sector, % to NAV. "Other" covers debt, cash and other non-equity instruments, plus any equity holding without a classified sector.
Equity holdings compared between the fund's two latest monthly disclosures. Weights are % to NAV; weight moves can also reflect price changes, not only buying or selling.
| Stock | Weight | Change |
|---|---|---|
| Adani Ports and Special Economic Zone Limited | 1.85% → 2.33% | ▲ +0.48 |
| Tata Power Company Limited | 2.41% → 2.79% | ▲ +0.38 |
| ITC Limited | 1.78% → 2.04% | ▲ +0.26 |
| UltraTech Cement Limited | 3.49% → 3.73% | ▲ +0.24 |
| LG Electronics India Limited | 1.65% → 1.88% | ▲ +0.23 |
| JSW Steel Limited | 2.91% → 3.12% | ▲ +0.21 |
| The Indian Hotels Company Limited | 1.75% → 1.93% | ▲ +0.18 |
| Zydus Lifesciences Limited | 1.44% → 1.61% | ▲ +0.17 |
| Hindustan Zinc Limited | 2.76% → 2.93% | ▲ +0.17 |
| Adani Enterprises Limited | 1.15% → 1.3% | ▲ +0.15 |
| Stock | Weight | Change |
|---|---|---|
| Reliance Industries Limited | 5.92% → 4.71% | ▼ -1.21 |
| PB Fintech Limited | 1.2% → 0.76% | ▼ -0.44 |
| TVS Motor Company Limited | 2.42% → 2.13% | ▼ -0.29 |
| Larsen & Toubro Limited | 8.01% → 7.79% | ▼ -0.22 |
| Tata Consultancy Services Limited | 3.01% → 2.87% | ▼ -0.14 |
| JSW Dulux Limited | 2.07% → 1.97% | ▼ -0.1 |
| L&T Finance Limited | 1.34% → 1.24% | ▼ -0.1 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Apr – Sept 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | Larsen & Toubro Limited | Industrials | 7.79% |
| 2 | Mahindra & Mahindra Limited | Consumer Discretionary | 7.34% |
| 3 | Bajaj Finance Limited | Financial Services | 5.22% |
| 4 | Reliance Industries Limited | Energy | 4.71% |
| 5 | Titan Company Limited | Consumer Discretionary | 4.28% |
| 6 | UltraTech Cement Limited | Materials | 3.73% |
| 7 | Bajaj Auto Limited | Consumer Discretionary | 3.38% |
| 8 | JSW Steel Limited | Materials | 3.12% |
| 9 | Hindustan Zinc Limited | Materials | 2.93% |
| 10 | Tata Consultancy Services Limited | Information Technology | 2.87% |
| 11 | Tata Power Company Limited | Utilities | 2.79% |
| 12 | 6.79% Central Government Securitiesbond | — | 2.53% |
| 13 | Torrent Pharmaceuticals Limited | Healthcare | 2.49% |
| 14 | Tata Capital Limited | Financial Services | 2.38% |
| 15 | Tech Mahindra Limited | Information Technology | 2.37% |
| 16 | Adani Ports and Special Economic Zone Limited | Services | 2.33% |
| 17 | TVS Motor Company Limited | Consumer Discretionary | 2.13% |
| 18 | ITC Limited | Consumer Staples | 2.04% |
| 19 | JSW Dulux Limited | Consumer Discretionary | 1.97% |
| 20 | The Indian Hotels Company Limited | Consumer Discretionary | 1.93% |
| 21 | LG Electronics India Limited | Consumer Discretionary | 1.88% |
| 22 | IndusInd Bank Limited | Financial Services | 1.87% |
| 23 | Tata Motors Limited | Industrials | 1.7% |
| 24 | State Bank of India | Financial Services | 1.66% |
| 25 | ETERNAL LIMITED | Consumer Discretionary | 1.64% |
| 26 | Zydus Lifesciences Limited | Healthcare | 1.61% |
| 27 | Cholamandalam Investment and Finance Company Limited | Financial Services | 1.51% |
| 28 | LTM Limited | Information Technology | 1.51% |
| 29 | Coromandel International Limited | Materials | 1.5% |
| 30 | Firstsource Solutions Limited | Industrials | 1.35% |
| 31 | Bajaj Finserv Limited | Financial Services | 1.35% |
| 32 | CG Power and Industrial Solutions Limited | Industrials | 1.33% |
| 33 | Gillette India Limited | Consumer Staples | 1.31% |
| 34 | Adani Enterprises Limited | Materials | 1.3% |
| 35 | Clearing Corporation of India Ltdother | — | 1.29% |
| 36 | Jubilant Foodworks Limited | Consumer Discretionary | 1.28% |
| 37 | L&T Finance Limited | Financial Services | 1.24% |
| 38 | Sun Pharmaceutical Industries Limited | Healthcare | 1.18% |
| 39 | Sanofi Consumer Healthcare India Limited | Healthcare | 1.06% |
| 40 | The India Cements Limited | Materials | 0.94% |
| 41 | Tata Elxsi Limited | Information Technology | 0.86% |
| 42 | PB Fintech Limited | Financial Services | 0.76% |
| 43 | Bharti Airtel Limited | Telecommunication | 0.76% |
| 44 | ITC Hotels Limited | Consumer Discretionary | 0.57% |
| 45 | Zydus Wellness Limited | Consumer Staples | 0.44% |
| 46 | Net Receivables / (Payables)other | — | -0.23% |
New to reading these? See How to Read a Mutual Fund's Monthly Portfolio Disclosure, or check terms like % to NAV in the glossary.
Source: Baroda BNP Paribas Mutual Fund's SEBI-mandated monthly portfolio disclosure, dated 30 September 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.