
Baroda BNP Paribas Large Cap
Portfolio as of Oct 2025
Large-Cap
Stocks added for the first time:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
|---|---|---|---|---|
| JSW Steel | Iron & Steel | 0.008 | Oct 2025 | 0.910 |
Stocks exited in Oct 2025:
Name | Industry | Ownership (%) | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|
| United Spirits | Breweries & Distilleries | 0.000 | 0.000 | -100 |
| Honeywell Automation India | Industrial Products | 0.000 | 0.000 | -100 |
| Power Finance Corporation | Financial Institution | 0.000 | 0.000 | -100 |
Stocks where the stakes increased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|---|
| Eicher Motors | 2/3 Wheelers | 0.020 | Sep 2025 | 1.390 | 14.29 |
| Bharat Heavy Electricals | Heavy Electrical Equipment | 0.039 | Jan 2024 | 1.310 | 11.11 |
| Persistent Systems | Computers - Software & Consulting | 0.029 | Feb 2025 | 0.980 | 11.11 |
| Avenue Supermarts | Diversified Retail | 0.010 | Aug 2025 | 1.030 | 7.14 |
| Varun Beverages Ltd | Other Beverages | 0.018 | Nov 2024 | 1.070 | 6.15 |
Stocks where the stakes decreased:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) | MoM Change (%) |
|---|---|---|---|---|---|
| Oil India | Oil Exploration & Production | 0.011 | Sep 2022 | 0.290 | -66.67 |
| Bosch | Auto Components & Equipments | 0.038 | Jul 2022 | 1.520 | -17.33 |
| Hyundai Motor India Ltd | Passenger Cars & Utility Vehicles | 0.022 | Oct 2024 | 1.610 | -16.67 |
| SBI Life Insurance Company | Life Insurance | 0.014 | Jul 2025 | 1.030 | -11.11 |
| Tata Consultancy Services | Computers - Software & Consulting | 0.005 | Jun 2018 | 2.220 | -8.33 |
| ICICI Lombard General Insurance Company | General Insurance | 0.027 | Feb 2024 | 0.990 | -6.25 |
| DR.REDDY'S LABORATORIES LTD. | Pharmaceuticals | 0.039 | Jun 2024 | 1.420 | -5.26 |
| Trent | Speciality Retail | 0.018 | Jan 2021 | 1.080 | -4.11 |
| Kotak Mahindra Bank | Private Sector Bank | 0.024 | Feb 2015 | 3.740 | -1.82 |
Stocks where stakes remained the same:
Name | Industry | Ownership (%) | First Bought | Portfolio (%) |
|---|---|---|---|---|
| HDFC Bank | Private Sector Bank | 0.015 | Jul 2008 | 8.140 |
| ICICI Bank | Private Sector Bank | 0.020 | Jun 2012 | 6.880 |
| Reliance Industries | Refineries & Marketing | 0.009 | Sep 2017 | 6.570 |
| Larsen & Toubro | Civil Construction | 0.022 | Apr 2020 | 4.390 |
| Bharti Airtel | Telecom - Cellular & Fixed line services | 0.010 | Feb 2008 | 4.270 |
| Hitachi Energy India | Heavy Electrical Equipment | 0.101 | Aug 2023 | 2.930 |
| Infosys | Computers - Software & Consulting | 0.013 | Mar 2009 | 2.840 |
| ITC | Diversified FMCG | 0.011 | Feb 2018 | 2.220 |
| UltraTech Cement | Cement & Cement Products | 0.017 | Dec 2013 | 2.170 |
| State Bank of India | Public Sector Bank | 0.007 | Jul 2020 | 2.160 |
| NTPC | Power Generation | 0.018 | May 2022 | 2.110 |
| Tech Mahindra | Computers - Software & Consulting | 0.037 | Jul 2025 | 1.880 |
| Divi's Laboratories | Pharmaceuticals | 0.027 | Jan 2024 | 1.780 |
| Zomato | E-Retail/ E-Commerce | 0.015 | Aug 2023 | 1.730 |
| Vedanta | Diversified Metals | 0.023 | Sep 2024 | 1.630 |
| Nestle India | Packaged Foods | 0.017 | Jul 2022 | 1.510 |
| Cipla | Pharmaceuticals | 0.033 | Jul 2020 | 1.490 |
| Hindustan Unilever | Diversified FMCG | 0.007 | Dec 2018 | 1.460 |
| Hero MotoCorp | 2/3 Wheelers | 0.036 | Dec 2022 | 1.460 |
| Maruti Suzuki India | Passenger Cars & Utility Vehicles | 0.008 | Aug 2014 | 1.440 |
| Sun Pharmaceutical Industries | Pharmaceuticals | 0.009 | Apr 2020 | 1.340 |
| Bajaj Finserv | Holding Company | 0.010 | Sep 2024 | 1.240 |
| Punjab National Bank | Public Sector Bank | 0.023 | Jul 2025 | 1.220 |
| Power Grid Corporation of India | Power - Transmission | 0.012 | Oct 2023 | 1.140 |
| Bharat Petroleum Corporation | Refineries & Marketing | 0.020 | Nov 2023 | 1.120 |
| Escorts | Tractors | 0.068 | Oct 2022 | 1.060 |
| Grasim Industries | Cement & Cement Products | 0.015 | Apr 2023 | 1.050 |
| Bharat Electronics | Aerospace & Defense | 0.009 | Jan 2025 | 1.050 |
| Axis Bank | Private Sector Bank | 0.007 | Mar 2025 | 1.020 |
| HDFC Life Insurance Company | Life Insurance | 0.017 | Apr 2025 | 0.970 |
| NHPC | Power Generation | 0.023 | Apr 2025 | 0.730 |
| GMR Infrastructure | Airport & Airport services | 0.012 | Feb 2025 | 0.430 |