Baroda BNP Paribas India Consumption Fund

Baroda BNP Paribas Mutual FundThematicPortfolio as of 31 July 2026

Baroda BNP Paribas India Consumption Fund holds 41 instruments (98.65% equity), led by Titan Company Limited (7.66%), Bharti Airtel Limited (7.41%) and Mahindra & Mahindra Limited (6.97%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
41
Equity Allocation
98.65%
AMC
Baroda BNP Paribas Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of Baroda BNP Paribas India Consumption Fund, managed by Baroda BNP Paribas Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 41 instruments with an equity allocation of 98.65%. Percentages are of net assets (% to NAV). Click any stock to see every other mutual fund that also holds it.

Portfolio Analysis

Baroda BNP Paribas India Consumption Fund's top 10 holdings account for 53.03% of its portfolio, more concentrated than the Thematic category average of 50.4%. Consumer Discretionary is its largest sector exposure at 58% of net assets, spread across 7 sectors in total. Since its 30 June 2026 disclosure, the fund added 0 new positions and exited 1 position, with ETERNAL LIMITED seeing the largest move (+2.71pp to 4.96%).

Top 10 Equity Holdings

What Changed: June 2026 → July 2026

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.

1 exit10 increased10 reduced

Biggest Weight Increases

StockWeightChange
ETERNAL LIMITED2.25% → 4.96%▲ +2.71
Hindustan Unilever Limited1.05% → 2.49%▲ +1.44
Asian Paints Limited1.4% → 2.44%▲ +1.04
TVS Motor Company Limited4.04% → 4.86%▲ +0.82
Mahindra & Mahindra Limited6.3% → 6.97%▲ +0.67
Titan Company Limited7.17% → 7.66%▲ +0.49
Eicher Motors Limited5.01% → 5.35%▲ +0.34
Bajaj Auto Limited2.41% → 2.75%▲ +0.34
Bharti Airtel Limited7.21% → 7.41%▲ +0.2
Radico Khaitan Limited2.37% → 2.52%▲ +0.15

Biggest Weight Reductions

StockWeightChange
ITC Limited3.45% → 2.74%▼ -0.71
Trent Limited3.48% → 2.99%▼ -0.49
Ola Electric Mobility Limited1.22% → 0.78%▼ -0.44
Orkla India Limited1.08% → 0.66%▼ -0.42
Polycab India Limited2.11% → 1.79%▼ -0.32
Tata Motors Passenger Vehicles Limited1.74% → 1.46%▼ -0.28
The Phoenix Mills Limited3.31% → 3.1%▼ -0.21
InterGlobe Aviation Limited2.85% → 2.65%▼ -0.2
Maruti Suzuki India Limited6.62% → 6.45%▼ -0.17
Varun Beverages Limited1.08% → 0.91%▼ -0.17

Top Holdings — Weight Trend

% to NAV of the fund's current top holdings over its last 6 monthly disclosures (Feb – Jul 2026).

Feb: 5.95%, Mar: 6.07%, Apr: 6.18%, May: 6.78%, Jun: 7.17%, Jul: 7.66%
7.66%
Feb: 7.75%, Mar: 8.22%, Apr: 7.98%, May: 7.93%, Jun: 7.21%, Jul: 7.41%
7.41%
Feb: 7.76%, Mar: 5.96%, Apr: 5.73%, May: 6.27%, Jun: 6.3%, Jul: 6.97%
6.97%
Feb: 6.77%, Mar: 6.27%, Apr: 6.22%, May: 6.29%, Jun: 6.62%, Jul: 6.45%
6.45%
Feb: 5.23%, Mar: 4.81%, Apr: 4.76%, May: 5.19%, Jun: 5.01%, Jul: 5.35%
5.35%

Full Portfolio (41 holdings)

#HoldingSector% to NAV
1Titan Company LimitedConsumer Discretionary7.66%
2Bharti Airtel LimitedTelecommunication7.41%
3Mahindra & Mahindra LimitedConsumer Discretionary6.97%
4Maruti Suzuki India LimitedConsumer Discretionary6.45%
5Eicher Motors LimitedConsumer Discretionary5.35%
6ETERNAL LIMITEDConsumer Discretionary4.96%
7TVS Motor Company LimitedConsumer Discretionary4.86%
8Nestle India LimitedConsumer Staples3.28%
9The Phoenix Mills LimitedReal Estate3.1%
10Trent LimitedConsumer Discretionary2.99%
11Marico LimitedConsumer Staples2.88%
12Bajaj Auto LimitedConsumer Discretionary2.75%
13ITC LimitedConsumer Staples2.74%
14InterGlobe Aviation LimitedServices2.65%
15Radico Khaitan LimitedConsumer Staples2.52%
16Hindustan Unilever LimitedConsumer Staples2.49%
17Apollo Hospitals Enterprise LimitedHealthcare2.45%
18Asian Paints LimitedConsumer Discretionary2.44%
19FSN E-Commerce Ventures LimitedConsumer Discretionary2.28%
20TATA CONSUMER PRODUCTS LIMITEDConsumer Staples2.22%
21Lenskart Solutions LimitedConsumer Discretionary2.11%
22Britannia Industries LimitedConsumer Staples1.85%
23Polycab India LimitedIndustrials1.79%
24Leela Palaces Hotels & Resorts LimitedConsumer Discretionary1.69%
25Tata Motors Passenger Vehicles LimitedConsumer Discretionary1.46%
26Narayana Hrudayalaya Ltd.Healthcare1.39%
27Clearing Corporation of India Ltdother1.29%
28Indus Towers LimitedTelecommunication1.16%
29Zydus Wellness LimitedConsumer Staples1.09%
30JSW Dulux LimitedConsumer Discretionary1.06%
31Waterways Leisure Tourism LimitedConsumer Discretionary1.02%
32Vishal Mega Mart LimitedConsumer Discretionary0.95%
33Varun Beverages LimitedConsumer Staples0.91%
34Sona BLW Precision Forgings LimitedConsumer Discretionary0.79%
35Ola Electric Mobility LimitedConsumer Discretionary0.78%
36Dixon Technologies (India) LimitedConsumer Discretionary0.72%
37Crompton Greaves Consumer Electricals LimitedConsumer Discretionary0.71%
38Orkla India LimitedConsumer Staples0.66%
39Kwality Wall's (India) LimitedConsumer Staples0.06%
40TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Share)bond0.04%
41Net Receivables / (Payables)other0.02%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, Titan Company Limited is 7.66% of Baroda BNP Paribas India Consumption Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Bharti Airtel Limited is 7.41% of Baroda BNP Paribas India Consumption Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Mahindra & Mahindra Limited is 6.97% of Baroda BNP Paribas India Consumption Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Maruti Suzuki India Limited is 6.45% of Baroda BNP Paribas India Consumption Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, Eicher Motors Limited is 5.35% of Baroda BNP Paribas India Consumption Fund's net assets — its number 5 holding.

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.