← Old Bridge Mutual Fund

Old Bridge Flexi Cap Fund

Flexi Cap Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
35
Jun 2026
Equity Holdings
₹202.30 Cr
Equity only, excl. debt & cash
AAUM
₹165.47 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
17.7%
Diversified
Top 10 Weight
33.3%
Diversified
Changes
39
0 new · 5 exits
Top Sector
Pharmaceuticals & Biotechnology
14.6% of portfolio

AAUM (Average Assets Under Management) of ₹165.47 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Old Bridge Flexi Cap Fund exited 5 stocks from its portfolio this month. Vikram Solar Ltd. was the biggest exit (Electrical Equipment), which was held at 1.92%. Among existing holdings, Vedanta Aluminium Metal Limited saw the biggest increase — now at 2.39% of the portfolio. Hindalco Industries Limited was trimmed the most, now at 2.00%. Tata Motors Passenger Vehicles Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 14.6%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 11.5% 13.5% +2.0%
Banks 8.1% 8.2% +0.0%
Insurance 5.1% 5.7% +0.6%
Finance 6.2% 5.3% -0.9%
Automobiles 5.7% 5.2% -0.5%
Chemicals & Petrochemicals 5.6% 4.9% -0.7%
Agricultural Food & other Products 5.6% 4.8% -0.8%
Construction 5.0% 4.8% -0.3%
Leisure Services 4.4% 4.6% +0.2%
Power 1.1% 3.0% +1.9%
May 2026 Jun 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 13.5% 14.6% +1.0%
Banks 8.2% 8.8% +0.7%
Automobiles 5.2% 6.2% +1.0%
Finance 5.3% 6.0% +0.7%
Agricultural Food & other Products 4.8% 5.8% +1.0%
Chemicals & Petrochemicals 4.9% 5.6% +0.7%
Insurance 5.7% 5.2% -0.5%
Construction 4.8% 5.1% +0.3%
Leisure Services 4.6% 4.5% -0.1%
Transport Services 2.7% 3.3% +0.6%
🔴
Biggest Exit
Vikram Solar Ltd.
1.92% was held · Electrical Equipment
Biggest Add
Vedanta Aluminium Metal Limited
+1.90% · now 2.39%
Biggest Trim
Hindalco Industries Limited
-0.81% · now 2.00%
👋 Other funds also exited
Malco Energy Limited 167 funds
Malco Energy Limited
Motilal Oswal Nifty MNC ETF
ICICI Prudential Commodities Fund - Direct Plan - Growth Option
Samco Large Cap Fund + more
Vedanta Iron And Steel Limited 166 funds
Vedanta Iron And Steel Limited
Motilal Oswal Nifty MNC ETF
Samco Large Cap Fund
SBI MNC FUND - DIRECT PLAN -GROWTH + more
Talwandi Sabo Power Limited 145 funds
Talwandi Sabo Power Limited
Motilal Oswal Nifty MNC ETF
Samco Large Cap Fund
ICICI Prudential Nifty200 Value 30 Index Fund - Direct Plan - Growth + more
Vikram Solar Ltd. 3 funds
Vikram Solar Ltd.
Mirae Asset BSE Select IPO ETF
Motilal Oswal BSE Select IPO ETF
UTI Infrastructure Fund-Growth Option- Direct

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🔴 5 Exits ↑ 22 Increased ↓ 12 Decreased
#StockSectorLast Weight (May 2026)
1
Vikram Solar Ltd.
₹3.39 Cr
Electrical Equipment 1.92%
2
Vedanta Iron And Steel Limited
₹87.14 L
Metals & Minerals Trading 0.49%
3
Malco Energy Limited
₹87.14 L
Power 0.49%
4
Talwandi Sabo Power Limited
₹87.14 L
Power 0.49%
5
Meghmani Finechem Limited
₹31.34 L
Chemicals & Petrochemicals 0.18%
#StockSectorMay 2026Jun 2026Change
1
Vedanta Aluminium Metal Limited
₹5.02 Cr
Metals & Minerals Trading 0.49% 2.39% +1.90%
2
Tata Motors Passenger Vehicles Limited
₹8.10 Cr
Automobiles 2.46% 3.86% +1.40%
3
RBL Bank Limited
₹7.12 Cr
Banks 2.25% 3.39% +1.14%
4
Acme Solar Holdings Ltd
₹6.56 Cr
Power 2.02% 3.13% +1.11%
5
Jubilant Ingrevia Limited
₹6.08 Cr
Chemicals & Petrochemicals 1.83% 2.90% +1.07%
6
Aurobindo Pharma Limited
₹7.60 Cr
Pharmaceuticals & Biotechnology 2.80% 3.62% +0.82%
7
GUJARAT AMBUJA EXPORTS LIMITED
₹7.56 Cr
Agricultural Food & other Products 2.87% 3.60% +0.73%
8
Balkrishna Industries Limited
₹5.91 Cr
Auto Components 2.12% 2.81% +0.69%
9
Avenue Supermarts Limited
₹6.00 Cr
Retailing 2.25% 2.86% +0.61%
10
Glenmark Pharmaceuticals Limited
₹6.50 Cr
Pharmaceuticals & Biotechnology 2.51% 3.10% +0.59%
#StockSectorMay 2026Jun 2026Change
1
Hindalco Industries Limited
₹4.21 Cr
Non - Ferrous Metals 2.81% 2.00% -0.81%
2
Mahindra & Mahindra Limited
₹4.91 Cr
Automobiles 2.76% 2.34% -0.42%
3
DLF Limited
₹5.55 Cr
Realty 3.00% 2.64% -0.36%
4
Axis Bank Limited
₹5.38 Cr
Banks 2.92% 2.56% -0.36%
5
Go Digit General Insurance Limited
₹5.00 Cr
Insurance 2.68% 2.38% -0.30%
6
Marksans Pharma Limited
₹6.41 Cr
Pharmaceuticals & Biotechnology 3.28% 3.05% -0.23%
7
Deepak Fertilizers and Petrochemicals Corporation Limited
₹5.69 Cr
Chemicals & Petrochemicals 2.92% 2.71% -0.21%
8
Star Health And Allied Insurance Company Limited
₹5.95 Cr
Insurance 3.02% 2.83% -0.19%
9
Vardhman Textiles Limited
₹4.20 Cr
Textiles & Apparels 2.16% 2.00% -0.16%
10
Zydus Lifesciences Limited
₹5.34 Cr
Pharmaceuticals & Biotechnology 2.69% 2.55% -0.14%

What Stocks Does This Fund Hold?

35 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹8.10 Cr
Automobiles
3.86%
2
₹7.60 Cr
Pharmaceuticals & Biotechnology
3.62%
3
₹7.56 Cr
Agricultural Food & other Products
3.60%
4
₹7.12 Cr
Banks
3.39%
5
₹6.82 Cr
Transport Services
3.25%
6
₹6.57 Cr
Commercial Services & Supplies
3.13%
7
₹6.57 Cr
Finance
3.13%
8
₹6.56 Cr
Power
3.13%
9
₹6.50 Cr
Pharmaceuticals & Biotechnology
3.10%
10
₹6.41 Cr
Pharmaceuticals & Biotechnology
3.05%
🏆 Top stocks held by Flexi Cap funds
See which stocks all active Flexi Cap fund managers are buying — ranked by total value invested
🏦 Old Bridge Mutual Fund — Portfolio & Holdings
See all funds managed by Old Bridge Mutual Fund — conviction stocks, monthly entries & exits

Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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