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Funds/Baroda BNP Paribas Multi Asset Fund

Baroda BNP Paribas Multi Asset Fund

Baroda BNP Paribas Mutual Fund·Multi Asset Allocation·vs Nifty 200 TRI

The fund maintains a defensive equity posture with substantial gold allocation at 14.7 percent, signaling conviction in inflation hedging amid economic uncertainty. Banking sector dominance at 14.7 percent combined with quality infrastructure plays like Hitachi Energy and L&T reflects a preference for dividend-yielding, economically sensitive businesses. Recent exits from pharma and financial sector debt suggest the manager is rotating away from sector-specific bets toward broader quality and safety, consistent with a moderating growth outlook.

Portfolio analysis · April 2026

PlanNAV1M1Y3Y CAGR5Y CAGR
Direct Growth₹16.9044
Regular Growth₹16.1318+1.27%+9.86%+16.38%
Direct IDCW₹15.0417
Regular IDCW₹14.0989
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Holdings
67
Top 5 Weight
28.40%
Top 10 Weight
44.15%
Max Position
7.97%
Conviction Bets
10
Gini
0.439
Large Cap
45.97%
Mid Cap
16.19%
Small Cap
6.39%
Top Sector
Unclassified
Sector Count
34
HHI (bps)
29,219
Active Stock Picker
Active Share
67.94%
vs peer portfolio
Weight Overlap
27.64%
with avg peer
Cosine Similarity
0.617
portfolio angle
Peer Count
32
funds in category

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

Holdings: 7068+0 added2 removed20 weight shifts ≥ 0.1%
StockWeight
No new entries this month
#Holding% to NAV
1
Nippon India ETF Gold Bees
INF204KB17I5
7.97%
2
Baroda BNP Paribas Gold ETF-RG
INF251K01SU9
6.73%
3
HDFC Bank Limited
INE040A01034
4.59%
4
Reliance Industries Limited
INE002A01018
4.57%
5
Hitachi Energy India Limited
INE07Y701011
4.54%
6
ICICI Bank Limited
INE090A01021
4.36%
7
Larsen & Toubro Limited
INE018A01030
3.72%
8
Clearing Corporation of India Ltd
nan
2.87%
9
Bharti Airtel Limited
INE397D01024
2.65%
10
Linde India Limited
INE473A01011
2.15%
11
Infosys Limited
INE009A01021
1.96%
12
State Bank of India
INE062A01020
1.84%
13
NLC India Limited
INE589A01014
1.82%
14
7.58% National Bank For Agriculture and Rural Development (31/07/2026)
INE261F08DX0
1.78%
15
7.44% REC Limited (29/02/2028)
INE020B08FR6
1.77%
16
6.68% Government of India (07/07/2040)
IN0020250042
1.67%
17
Eternal Limited
INE758T01015
1.67%
18
LIC Housing Finance Limited (11/03/2027) **
INE115A14FT0
1.67%
19
Union Bank of India (02/03/2027) ** #
INE692A16LM6
1.67%
20
Sun Pharmaceutical Industries Limited
INE044A01036
1.62%
Banks14.7%
Electrical Equipment5.9%
Power4.7%
Petroleum Products4.6%
CRISIL AAA4.3%
IT - Software4.3%
Construction3.7%
Pharmaceuticals & Biotechnology3.4%
Sovereign3.4%
Telecom - Services2.6%

Top 10 sectors by % to NAV. Excludes derivatives.

How many stocks does Baroda BNP Paribas Multi Asset Fund hold?

Baroda BNP Paribas Multi Asset Fund holds 67 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 28.40% of NAV.

What is the largest holding in Baroda BNP Paribas Multi Asset Fund?

The largest position in Baroda BNP Paribas Multi Asset Fund is Nippon India ETF Gold Bees, accounting for 7.97% of NAV.

Is Baroda BNP Paribas Multi Asset Fund a concentrated or diversified fund?

With a Gini coefficient of 0.439, Baroda BNP Paribas Multi Asset Fund is well-diversified. The HHI concentration index is 29,219 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 28.40% of the portfolio.

What is the market cap allocation of Baroda BNP Paribas Multi Asset Fund?

Based on SEBI's AMFI classification, Baroda BNP Paribas Multi Asset Fund's equity portfolio is split as: Large Cap: 45.97%, Mid Cap: 16.19%, Small Cap: 6.39%. This reflects the fund's positioning within the market cap spectrum.

Which sectors does Baroda BNP Paribas Multi Asset Fund invest in most?

Baroda BNP Paribas Multi Asset Fund has the highest allocation to Banks (14.68%), Electrical Equipment (5.89%), Power (4.68%). The fund is invested across 34 sectors in total.

How actively managed is Baroda BNP Paribas Multi Asset Fund compared to other Multi Asset Allocation funds?

Baroda BNP Paribas Multi Asset Fund has an Active Share of 67.94%, classifying it as "Active Stock Picker" among 32 Multi Asset Allocation peers. This indicates a moderate level of differentiation from category peers.

What changed in Baroda BNP Paribas Multi Asset Fund's portfolio in the latest month?

Between 2026-03-31 and 2026-04-30, Baroda BNP Paribas Multi Asset Fund exited 2 stocks (including Dr. Reddy's Laboratories Limited). Total holding count decreased from 70 to 68 stocks.