Baroda BNP Paribas Business Conglomerates Fund holds 46 instruments (96.53% equity), led by Larsen & Toubro Limited (7.59%), Mahindra & Mahindra Limited (7.36%) and Reliance Industries Limited (6.89%), as of its 31 July 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 31 July 2026. The fund holds 46 instruments with an equity allocation of 96.53%. 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 46.26% of its portfolio, more diversified than the Thematic category average of 50.4%. Consumer Discretionary is its largest sector exposure at 24.18% of net assets, spread across 11 sectors in total. Since its 30 June 2026 disclosure, the fund added 2 new positions and exited 1 position, with UltraTech Cement Limited seeing the largest move (+1.54pp to 3.53%).
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 |
|---|---|---|
| UltraTech Cement Limited | 1.99% → 3.53% | ▲ +1.54 |
| Mahindra & Mahindra Limited | 6.69% → 7.36% | ▲ +0.67 |
| Bajaj Finance Limited | 4.79% → 5.41% | ▲ +0.62 |
| Bajaj Auto Limited | 2.65% → 3.12% | ▲ +0.47 |
| TVS Motor Company Limited | 1.89% → 2.34% | ▲ +0.45 |
| Tata Consultancy Services Limited | 2.49% → 2.88% | ▲ +0.39 |
| Titan Company Limited | 3.6% → 3.96% | ▲ +0.36 |
| Firstsource Solutions Limited | 1.06% → 1.39% | ▲ +0.33 |
| Tech Mahindra Limited | 1.91% → 2.23% | ▲ +0.32 |
| LTM Limited | 1.16% → 1.42% | ▲ +0.26 |
| Stock | Weight | Change |
|---|---|---|
| Larsen & Toubro Limited | 9.04% → 7.59% | ▼ -1.45 |
| State Bank of India | 2.66% → 1.55% | ▼ -1.11 |
| Reliance Industries Limited | 7.85% → 6.89% | ▼ -0.96 |
| Adani Ports and Special Economic Zone Limited | 2.96% → 2.3% | ▼ -0.66 |
| Adani Enterprises Limited | 1.57% → 1.18% | ▼ -0.39 |
| Tata Power Company Limited | 2.89% → 2.58% | ▼ -0.31 |
| IndusInd Bank Limited | 2.14% → 1.83% | ▼ -0.31 |
| Hindustan Zinc Limited | 2.69% → 2.43% | ▼ -0.26 |
| JSW Dulux Limited | 2.07% → 1.87% | ▼ -0.2 |
| CG Power and Industrial Solutions Limited | 1.3% → 1.17% | ▼ -0.13 |
% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).
| # | Holding | Sector | % to NAV |
|---|---|---|---|
| 1 | Larsen & Toubro Limited | Industrials | 7.59% |
| 2 | Mahindra & Mahindra Limited | Consumer Discretionary | 7.36% |
| 3 | Reliance Industries Limited | Energy | 6.89% |
| 4 | Bajaj Finance Limited | Financial Services | 5.41% |
| 5 | Titan Company Limited | Consumer Discretionary | 3.96% |
| 6 | UltraTech Cement Limited | Materials | 3.53% |
| 7 | Bajaj Auto Limited | Consumer Discretionary | 3.12% |
| 8 | Tata Consultancy Services Limited | Information Technology | 2.88% |
| 9 | Torrent Pharmaceuticals Limited | Healthcare | 2.77% |
| 10 | JSW Steel Limited | Materials | 2.75% |
| 11 | Tata Capital Limited | Financial Services | 2.67% |
| 12 | Tata Power Company Limited | Utilities | 2.58% |
| 13 | Hindustan Zinc Limited | Materials | 2.43% |
| 14 | TVS Motor Company Limited | Consumer Discretionary | 2.34% |
| 15 | Adani Ports and Special Economic Zone Limited | Services | 2.3% |
| 16 | 6.79% Central Government Securitiesbond | — | 2.26% |
| 17 | Tech Mahindra Limited | Information Technology | 2.23% |
| 18 | ITC Limited | Consumer Staples | 1.9% |
| 19 | JSW Dulux Limited | Consumer Discretionary | 1.87% |
| 20 | IndusInd Bank Limited | Financial Services | 1.83% |
| 21 | The Indian Hotels Company Limited | Consumer Discretionary | 1.7% |
| 22 | Zydus Lifesciences Limited | Healthcare | 1.68% |
| 23 | State Bank of India | Financial Services | 1.55% |
| 24 | Coromandel International Limited | Materials | 1.54% |
| 25 | Tata Motors Limited | Industrials | 1.54% |
| 26 | Cholamandalam Investment and Finance Company Limited | Financial Services | 1.5% |
| 27 | LTM Limited | Information Technology | 1.42% |
| 28 | LG Electronics India Limited | Consumer Discretionary | 1.41% |
| 29 | Firstsource Solutions Limited | Industrials | 1.39% |
| 30 | Bajaj Finserv Limited | Financial Services | 1.37% |
| 31 | ETERNAL LIMITED | Consumer Discretionary | 1.35% |
| 32 | Clearing Corporation of India Ltdother | — | 1.3% |
| 33 | L&T Finance Limited | Financial Services | 1.26% |
| 34 | Oil India Limited | Energy | 1.24% |
| 35 | Gillette India Limited | Consumer Staples | 1.24% |
| 36 | Adani Enterprises Limited | Materials | 1.18% |
| 37 | CG Power and Industrial Solutions Limited | Industrials | 1.17% |
| 38 | Sanofi Consumer Healthcare India Limited | Healthcare | 1.12% |
| 39 | Sun Pharmaceutical Industries Limited | Healthcare | 1.12% |
| 40 | The India Cements Limited | Materials | 1.08% |
| 41 | Jubilant Foodworks Limited | Consumer Discretionary | 1.07% |
| 42 | PB Fintech Limited | Financial Services | 1% |
| 43 | Tata Elxsi Limited | Information Technology | 0.9% |
| 44 | Bharti Airtel Limited | Telecommunication | 0.74% |
| 45 | Zydus Wellness Limited | Consumer Staples | 0.55% |
| 46 | Net Receivables / (Payables)other | — | -0.09% |
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 31 July 2026. Data is for information only, not investment advice. Holdings may have changed since the disclosure date.