Baron

Baron India Fund

India Large-cap

Dec 2024Jun 2026

Our archive holds 7 letters from this strategy, behind 24 investment theses and positions in 37 companies. Every quote below is copied verbatim from the letter it came from.

7 letters in 3 years follow all of Baron for every strategy.

What it bought and sold

  • Finally, we added to several of our existing positions during the quarter, most notably InterGlobe Aviation Limited , Bajaj Finance Limited , JSW Energy Limited , Acutaas Chemicals Limited , Nuvama Wealth Management Limited , Divi's Laboratories Limited , and Trent Limited .
  • New positionINOX India LimitedJun 2026
    We were active in adding to our Make in India/supply chain diversification theme by initiating positions in INOX India Limited (INOXCVA) and KSH International Limited .
  • Finally, we added to several of our existing positions during the quarter, most notably InterGlobe Aviation Limited , Bajaj Finance Limited , JSW Energy Limited , Acutaas Chemicals Limited , Nuvama Wealth Management Limited , Divi's Laboratories Limited , and Trent Limited .
  • Finally, we added to several of our existing positions during the quarter, most notably InterGlobe Aviation Limited , Bajaj Finance Limited , JSW Energy Limited , Acutaas Chemicals Limited , Nuvama Wealth Management Limited , Divi's Laboratories Limited , and Trent Limited .
  • AddedTrent LimitedJun 2026
    Finally, we added to several of our existing positions during the quarter, most notably InterGlobe Aviation Limited , Bajaj Finance Limited , JSW Energy Limited , Acutaas Chemicals Limited , Nuvama Wealth Management Limited , Divi's Laboratories Limited , and Trent Limited .
  • During the quarter, we also exited positions in Reliance Industries Limited , Indus Towers Limited , Tata Consultancy Services Limited , Godrej Properties Limited , Kaynes Technology India Limited , and Dixon Technologies (India) Limited , due to uncertainties over durability of earnings growth and/or competitive positioning going forward.
  • During the quarter, we also exited positions in Reliance Industries Limited , Indus Towers Limited , Tata Consultancy Services Limited , Godrej Properties Limited , Kaynes Technology India Limited , and Dixon Technologies (India) Limited , due to uncertainties over durability of earnings growth and/or competitive positioning going forward.
  • During the quarter, we also increased exposure to our national security theme by accumulating a position in Data Patterns (India) Limited , a leading designer and manufacturer of mission-critical electronics for the defense and aerospace sectors in India.
  • We exited our position in Reliance and reallocated capital to higher conviction ideas.
  • During the quarter, we also exited positions in Reliance Industries Limited , Indus Towers Limited , Tata Consultancy Services Limited , Godrej Properties Limited , Kaynes Technology India Limited , and Dixon Technologies (India) Limited , due to uncertainties over durability of earnings growth and/or competitive positioning going forward.
  • Finally, we added to several of our existing positions during the quarter, most notably InterGlobe Aviation Limited , Bajaj Finance Limited , JSW Energy Limited , Acutaas Chemicals Limited , Nuvama Wealth Management Limited , Divi's Laboratories Limited , and Trent Limited .
  • New positionKSH International LimitedJun 2026
    We were active in adding to our Make in India/supply chain diversification theme by initiating positions in INOX India Limited (INOXCVA) and KSH International Limited .
  • the company’s prolonged timeline for improving cash flow generation prompted us to exit our position.
  • AddedJSW Energy LimitedJun 2026
    Finally, we added to several of our existing positions during the quarter, most notably InterGlobe Aviation Limited , Bajaj Finance Limited , JSW Energy Limited , Acutaas Chemicals Limited , Nuvama Wealth Management Limited , Divi's Laboratories Limited , and Trent Limited .
  • ExitedIndus Towers LimitedJun 2026
    During the quarter, we also exited positions in Reliance Industries Limited , Indus Towers Limited , Tata Consultancy Services Limited , Godrej Properties Limited , Kaynes Technology India Limited , and Dixon Technologies (India) Limited , due to uncertainties over durability of earnings growth and/or competitive positioning going forward.
  • Finally, we added to several of our existing positions during the quarter, most notably InterGlobe Aviation Limited , Bajaj Finance Limited , JSW Energy Limited , Acutaas Chemicals Limited , Nuvama Wealth Management Limited , Divi's Laboratories Limited , and Trent Limited .

Also held

Its investment theses

Every letter