Baroda BNP Paribas Innovation Fund

Baroda BNP Paribas Mutual FundThematicPortfolio as of 31 July 2026

Baroda BNP Paribas Innovation Fund holds 50 instruments (95.88% equity), led by One 97 Communications Limited (4.58%), Linde India Limited (4.17%) and Divi's Laboratories Limited (3.6%), as of its 31 July 2026 SEBI-mandated monthly disclosure.

Holdings
50
Equity Allocation
95.88%
AMC
Baroda BNP Paribas Mutual Fund
Category
Thematic

This page shows the complete disclosed portfolio of Baroda BNP Paribas Innovation Fund, managed by Baroda BNP Paribas Mutual Fund, based on its monthly portfolio disclosure dated 31 July 2026. The fund holds 50 instruments with an equity allocation of 95.88%. 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 Innovation Fund's top 10 holdings account for 34.61% of its portfolio, more diversified than the Thematic category average of 50.4%. Financial Services is its largest sector exposure at 22.61% of net assets, spread across 9 sectors in total. Since its 30 June 2026 disclosure, the fund added 1 new position and exited 1 position, with Multi Commodity Exchange of India Limited seeing the largest move (-1.13pp to 2.71%).

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 new entry1 exit10 increased10 reduced

Biggest Weight Increases

StockWeightChange
One 97 Communications Limited3.93% → 4.58%▲ +0.65
Divi's Laboratories Limited2.97% → 3.6%▲ +0.63
TVS Motor Company Limited2.79% → 3.3%▲ +0.51
PB Fintech Limited1.19% → 1.69%▲ +0.5
Amagi Media Labs Limited2.69% → 3.09%▲ +0.4
ETERNAL LIMITED2.54% → 2.87%▲ +0.33
AstraZeneca Pharma India Limited0.56% → 0.82%▲ +0.26
Persistent Systems Limited0.98% → 1.24%▲ +0.26
Lenskart Solutions Limited2.61% → 2.82%▲ +0.21
SAGILITY LIMITED1.89% → 2.07%▲ +0.18

Biggest Weight Reductions

StockWeightChange
Multi Commodity Exchange of India Limited3.84% → 2.71%▼ -1.13
Ujjivan Small Finance Bank Limited1.86% → 1.3%▼ -0.56
Acutaas Chemicals Limited3.98% → 3.47%▼ -0.51
Linde India Limited4.56% → 4.17%▼ -0.39
Hitachi Energy India Limited3.54% → 3.24%▼ -0.3
Pine Labs Limited2.21% → 1.94%▼ -0.27
GE Vernova T&D India Limited1.9% → 1.64%▼ -0.26
Glenmark Pharmaceuticals Limited2.49% → 2.25%▼ -0.24
Polycab India Limited2.47% → 2.24%▼ -0.23
Delhivery Limited2.13% → 1.94%▼ -0.19

Top Holdings — Weight Trend

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

Feb: 3.87%, Mar: 3.75%, Apr: 3.84%, May: 3.91%, Jun: 3.93%, Jul: 4.58%
4.58%
Feb: 4.49%, Mar: 4.85%, Apr: 4.65%, May: 4.56%, Jun: 4.56%, Jul: 4.17%
4.17%
Feb: 2.61%, Mar: 2.69%, Apr: 2.64%, May: 3.05%, Jun: 2.97%, Jul: 3.6%
3.6%
Feb: 2.71%, Mar: 3.56%, Apr: 3.24%, May: 3.89%, Jun: 3.98%, Jul: 3.47%
3.47%
Feb: 3.19%, Mar: 3.08%, Apr: 2.87%, May: 2.74%, Jun: 2.79%, Jul: 3.3%
3.3%

Full Portfolio (50 holdings)

#HoldingSector% to NAV
1One 97 Communications LimitedFinancial Services4.58%
2Linde India LimitedMaterials4.17%
3Divi's Laboratories LimitedHealthcare3.6%
4Acutaas Chemicals LimitedHealthcare3.47%
5TVS Motor Company LimitedConsumer Discretionary3.3%
6Navin Fluorine International LimitedMaterials3.3%
7Hitachi Energy India LimitedIndustrials3.24%
8Amagi Media Labs LimitedInformation Technology3.09%
9Bajaj Finance LimitedFinancial Services2.99%
10ETERNAL LIMITEDConsumer Discretionary2.87%
11Lenskart Solutions LimitedConsumer Discretionary2.82%
12FSN E-Commerce Ventures LimitedConsumer Discretionary2.76%
13Bosch LimitedConsumer Discretionary2.76%
14Multi Commodity Exchange of India LimitedFinancial Services2.71%
15Clearing Corporation of India Ltdother2.57%
16Cummins India LimitedIndustrials2.47%
17Lupin LimitedHealthcare2.43%
183M India LimitedDiversified2.42%
19Mahindra & Mahindra LimitedConsumer Discretionary2.39%
20Bharat Electronics LimitedIndustrials2.39%
21Glenmark Pharmaceuticals LimitedHealthcare2.25%
22Polycab India LimitedIndustrials2.24%
23Bharti Airtel LimitedTelecommunication2.21%
24SAGILITY LIMITEDInformation Technology2.07%
25Pine Labs LimitedFinancial Services1.94%
26Delhivery LimitedServices1.94%
27Max Financial Services LimitedFinancial Services1.94%
28BSE LimitedFinancial Services1.83%
29Billionbrains Garage Ventures LimitedFinancial Services1.76%
30PB Fintech LimitedFinancial Services1.69%
31GE Vernova T&D India LimitedIndustrials1.64%
32Travel Food Services LimitedConsumer Discretionary1.63%
33Ujjivan Small Finance Bank LimitedFinancial Services1.3%
34Concord Biotech LimitedHealthcare1.27%
35Persistent Systems LimitedInformation Technology1.24%
36Fractal Analytics LimitedInformation Technology1.23%
37360 ONE WAM LIMITEDFinancial Services1.14%
38Ola Electric Mobility LimitedConsumer Discretionary1.14%
39Infosys LimitedInformation Technology1.11%
40182 Days Treasury Billstbill1.11%
41Amber Enterprises India LimitedConsumer Discretionary1.04%
42Physicswallah LimitedConsumer Discretionary1.01%
43Jtekt India LimitedConsumer Discretionary0.88%
44Aequs LimitedIndustrials0.84%
45AstraZeneca Pharma India LimitedHealthcare0.82%
46Kfin Technologies LimitedFinancial Services0.73%
47Fine Organic Industries LimitedMaterials0.63%
48Atul LimitedMaterials0.6%
49Net Receivables / (Payables)other0.38%
50TVS Motor Company Ltd 6.00% (Cumulative Non-Convertible Redeemable Preference Share)bond0.06%

Frequently Asked Questions

Yes. As of its 31 July 2026 disclosure, One 97 Communications Limited is 4.58% of Baroda BNP Paribas Innovation Fund's net assets — its number 1 holding.
Yes. As of its 31 July 2026 disclosure, Linde India Limited is 4.17% of Baroda BNP Paribas Innovation Fund's net assets — its number 2 holding.
Yes. As of its 31 July 2026 disclosure, Divi's Laboratories Limited is 3.6% of Baroda BNP Paribas Innovation Fund's net assets — its number 3 holding.
Yes. As of its 31 July 2026 disclosure, Acutaas Chemicals Limited is 3.47% of Baroda BNP Paribas Innovation Fund's net assets — its number 4 holding.
Yes. As of its 31 July 2026 disclosure, TVS Motor Company Limited is 3.3% of Baroda BNP Paribas Innovation 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.