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Funds/Baroda BNP Paribas ELSS Tax Saver Fund

Baroda BNP Paribas ELSS Tax Saver Fund

Baroda BNP Paribas Mutual Fund·ELSS - Tax Saver Fund·vs Nifty 500 TRI

The fund maintains a defensive yet selective posture with heavy concentration in financial stocks—banks alone represent over a fifth of the portfolio—signaling conviction in stability over growth. The deliberate overweight to infrastructure and electrical equipment names like Hitachi Energy and BHEL suggests positioning for India's capex cycle and energy transition, though this conviction appears moderately tempered given the modest 51-stock portfolio still leaves meaningful cash. The exit of LG Electronics indicates the manager is pruning commoditized consumer electronics exposure to focus capital on structural beneficiaries of policy tailwinds and domestic demand strength.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Primary₹95.2506-0.51%+2.16%+16.85%
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
48
Top 5 Weight
23.34%
Top 10 Weight
38.42%
Max Position
5.71%
Conviction Bets
21
Gini
0.279
Large Cap
60.51%
Mid Cap
22.93%
Small Cap
9.41%
Top Sector
Banks
Sector Count
27
HHI (bps)
26,985
Active Stock Picker
Active Share
57.50%
vs peer portfolio
Weight Overlap
41.29%
with avg peer
Cosine Similarity
0.719
portfolio angle
Peer Count
37
funds in category

Active Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.

Holdings: 5251+0 added1 removed20 weight shifts ≥ 0.1%
StockWeight
No new entries this month
#Holding% to NAV
1
HDFC Bank Limited
INE040A01034
5.71%
2
Clearing Corporation of India Ltd
nan
5.03%
3
ICICI Bank Limited
INE090A01021
4.70%
4
Reliance Industries Limited
INE002A01018
4.55%
5
State Bank of India
INE062A01020
3.35%
6
Hitachi Energy India Limited
INE07Y701011
3.32%
7
Bharat Heavy Electricals Limited
INE257A01026
3.26%
8
Bharti Airtel Limited
INE397D01024
3.08%
9
Larsen & Toubro Limited
INE018A01030
2.72%
10
Cummins India Limited
INE298A01020
2.70%
11
Hindalco Industries Limited
INE038A01020
2.57%
12
Navin Fluorine International Limited
INE048G01026
2.44%
13
Titan Company Limited
INE280A01028
2.40%
14
TVS Motor Company Limited
INE494B01023
2.38%
15
Linde India Limited
INE473A01011
2.33%
16
Radico Khaitan Limited
INE944F01028
2.32%
17
Sagility Limited
INE0W2G01015
2.25%
18
Tech Mahindra Limited
INE669C01036
2.23%
19
Eternal Limited
INE758T01015
2.20%
20
Infosys Limited
INE009A01021
2.12%
Banks21.2%
Electrical Equipment6.6%
IT - Software6.6%
Automobiles5.8%
Chemicals & Petrochemicals4.8%
Petroleum Products4.5%
Finance4.0%
Retailing3.6%
Pharmaceuticals & Biotechnology3.3%
Telecom - Services3.1%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does Baroda BNP Paribas ELSS Tax Saver Fund hold?

Baroda BNP Paribas ELSS Tax Saver Fund holds 48 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 23.34% of NAV.

What is the largest holding in Baroda BNP Paribas ELSS Tax Saver Fund?

The largest position in Baroda BNP Paribas ELSS Tax Saver Fund is HDFC Bank Limited, accounting for 5.71% of NAV in the Banks sector.

Is Baroda BNP Paribas ELSS Tax Saver Fund a concentrated or diversified fund?

With a Gini coefficient of 0.279, Baroda BNP Paribas ELSS Tax Saver Fund is well-diversified. The HHI concentration index is 26,985 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 23.34% of the portfolio.

What is the market cap allocation of Baroda BNP Paribas ELSS Tax Saver Fund?

Based on SEBI's AMFI classification, Baroda BNP Paribas ELSS Tax Saver Fund's equity portfolio is split as: Large Cap: 60.51%, Mid Cap: 22.93%, Small Cap: 9.41%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does Baroda BNP Paribas ELSS Tax Saver Fund invest in most?

Baroda BNP Paribas ELSS Tax Saver Fund has the highest allocation to Banks (21.24%), Electrical Equipment (6.58%), IT - Software (6.57%). The fund is invested across 27 sectors in total.

How actively managed is Baroda BNP Paribas ELSS Tax Saver Fund compared to other ELSS - Tax Saver Fund funds?

Baroda BNP Paribas ELSS Tax Saver Fund has an Active Share of 57.50%, classifying it as "Active Stock Picker" among 37 ELSS - Tax Saver Fund peers. This indicates a moderate level of differentiation from category peers.

What changed in Baroda BNP Paribas ELSS Tax Saver Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, Baroda BNP Paribas ELSS Tax Saver Fund exited 1 stock (including LG Electronics India Ltd). Total holding count decreased from 52 to 51 stocks.