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Funds/Baroda BNP Paribas Mid Cap Fund

Baroda BNP Paribas Mid Cap Fund

Baroda BNP Paribas Mutual Fund·Mid Cap Fund·vs Nifty Midcap 150 TRI

The fund is strategically positioned for India's infrastructure and energy transition, with a pronounced tilt toward electrical equipment stocks like Vernova and Hitachi Energy that stand to benefit from grid modernization. Banking and fintech holdings provide defensive ballast, though the concentrated top-10 weighting at 30% suggests conviction in select large-cap midcaps rather than broad diversification. The addition of Marico and JSW Energy signals the manager is selectively hunting for secular growth stories in consumer staples and renewable capacity.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Direct Growth₹129.8989
Regular Growth₹107.8544+2.63%+10.13%+20.67%
Direct IDCW₹71.8087
Regular IDCW₹56.1412
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
68
Top 5 Weight
18.36%
Top 10 Weight
30.17%
Max Position
5.18%
Conviction Bets
10
Gini
0.269
Large Cap
6.52%
Mid Cap
67.76%
Small Cap
18.18%
Top Sector
Electrical Equipment
Sector Count
32
HHI (bps)
19,236
Active Stock Picker
Active Share
61.53%
vs peer portfolio
Weight Overlap
36.87%
with avg peer
Cosine Similarity
0.585
portfolio angle
Peer Count
30
funds in category

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

Holdings: 6769+2 added0 removed27 weight shifts ≥ 0.1%
StockWeight
Marico Limited1.07%
JSW Energy Limited0.94%
#Holding% to NAV
1
Clearing Corporation of India Ltd
nan
5.18%
2
GE Vernova T&D India Limited
INE200A01026
4.21%
3
Hitachi Energy India Limited
INE07Y701011
3.29%
4
Bharat Heavy Electricals Limited
INE257A01026
2.95%
5
Navin Fluorine International Limited
INE048G01026
2.73%
6
Indian Bank
INE562A01011
2.64%
7
BSE Limited
INE118H01025
2.56%
8
The Federal Bank Limited
INE171A01029
2.40%
9
PB Fintech Limited
INE417T01026
2.20%
10
National Aluminium Company Limited
INE139A01034
2.01%
11
The Phoenix Mills Limited
INE211B01039
1.99%
12
IPCA Laboratories Limited
INE571A01038
1.92%
13
Hindustan Petroleum Corporation Limited
INE094A01015
1.88%
14
Acutaas Chemicals Limited
INE00FF01025
1.85%
15
Sagility Limited
INE0W2G01015
1.81%
16
Fortis Healthcare Limited
INE061F01013
1.74%
17
Schaeffler India Limited
INE513A01022
1.64%
18
Escorts Kubota Limited
INE042A01014
1.63%
19
Nippon Life India Asset Management Limited
INE298J01013
1.61%
20
Sundaram Finance Limited
INE660A01013
1.61%
Electrical Equipment10.4%
Banks9.1%
Auto Components8.4%
Pharmaceuticals & Biotechnology7.7%
Capital Markets6.6%
Financial Technology (Fintech)4.1%
Chemicals & Petrochemicals4.1%
Retailing3.8%
Healthcare Services3.8%
Agricultural, Commercial & Construction Vehicles3.0%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does Baroda BNP Paribas Mid Cap Fund hold?

Baroda BNP Paribas Mid Cap Fund holds 68 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 18.36% of NAV.

What is the largest holding in Baroda BNP Paribas Mid Cap Fund?

The largest position in Baroda BNP Paribas Mid Cap Fund is Clearing Corporation of India Ltd, accounting for 5.18% of NAV.

Is Baroda BNP Paribas Mid Cap Fund a concentrated or diversified fund?

With a Gini coefficient of 0.269, Baroda BNP Paribas Mid Cap Fund is well-diversified. The HHI concentration index is 19,236 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 18.36% of the portfolio.

What is the market cap allocation of Baroda BNP Paribas Mid Cap Fund?

Based on SEBI's AMFI classification, Baroda BNP Paribas Mid Cap Fund's equity portfolio is split as: Large Cap: 6.52%, Mid Cap: 67.76%, Small Cap: 18.18%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does Baroda BNP Paribas Mid Cap Fund invest in most?

Baroda BNP Paribas Mid Cap Fund has the highest allocation to Electrical Equipment (10.45%), Banks (9.05%), Auto Components (8.38%). The fund is invested across 32 sectors in total.

How actively managed is Baroda BNP Paribas Mid Cap Fund compared to other Mid Cap Fund funds?

Baroda BNP Paribas Mid Cap Fund has an Active Share of 61.53%, classifying it as "Active Stock Picker" among 30 Mid Cap Fund peers. This indicates a moderate level of differentiation from category peers.

What changed in Baroda BNP Paribas Mid Cap Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, Baroda BNP Paribas Mid Cap Fund added 2 new stocks (including Marico Limited). Total holding count increased from 67 to 69 stocks.