← Old Bridge Mutual Fund

Old Bridge Flexi Cap Fund

Flexi Cap Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
35
Aug 2026
Equity Holdings
₹363.93 Cr
Equity only, excl. debt & cash
AAUM
₹165.47 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
16.5%
Diversified
Top 10 Weight
31.9%
Diversified
Changes
36
1 new · 1 exits
Top Sector
Pharmaceuticals & Biotechnology
13.3% of portfolio
Launch Date
13 Feb 2026
0 years old

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 made 1 new addition and exited 1 stock this month. The biggest new buy was United Breweries Limited (Beverages) at 2.60% weight. Vedanta Aluminium Metal Limited was the biggest exit (Metals & Minerals Trading), which was held at 2.43%. Among existing holdings, Hindalco Industries Limited saw the biggest increase — now at 3.35% of the portfolio. Mahindra & Mahindra Financial Services Limited was trimmed the most, now at 2.93%. InterGlobe Aviation Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 13.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 14.6% 12.4% -2.2%
Finance 6.0% 7.5% +1.4%
Banks 8.8% 6.5% -2.4%
Automobiles 6.2% 6.2% +0.0%
Insurance 5.2% 5.5% +0.3%
Agricultural Food & other Products 5.8% 5.4% -0.4%
Commercial Services & Supplies 3.1% 5.3% +2.2%
Chemicals & Petrochemicals 5.6% 5.1% -0.5%
Transport Services 3.3% 5.0% +1.8%
Leisure Services 4.5% 5.0% +0.5%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 12.4% 13.3% +0.9%
Finance 7.5% 6.3% -1.2%
Banks 6.5% 6.0% -0.5%
Agricultural Food & other Products 5.4% 5.8% +0.4%
Commercial Services & Supplies 5.3% 5.8% +0.4%
Automobiles 6.2% 5.4% -0.8%
Transport Services 5.0% 5.4% +0.4%
Construction 4.4% 5.4% +1.0%
Insurance 5.5% 5.2% -0.3%
Leisure Services 5.0% 4.6% -0.4%
🟢
Biggest New Buy
United Breweries Limited
2.60% weight · Beverages
🔴
Biggest Exit
Vedanta Aluminium Metal Limited
2.43% was held · Metals & Minerals Trading
Biggest Add
Hindalco Industries Limited
+1.22% · now 3.35%
Biggest Trim
Mahindra & Mahindra Financial Services Limited
-1.01% · now 2.93%
🤝 Other funds also bought this month
United Breweries Limited 9 funds
United Breweries Limited
SBI Aggressive Hybrid Fund
ICICI Prudential Multi-Asset Fund - Direct Plan - Growth
Mirae Asset BSE 200 Equal Weight ETF + more
👋 Other funds also exited
Vedanta Aluminium Metal Limited 23 funds
Vedanta Aluminium Metal Limited
ITI Focused Equity Fund
Kotak MNC Fund-Direct Plan-Growth
ICICI Prudential Active Momentum Fund - Direct Plan - Growth + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry 🔴 1 Exit ↑ 13 Increased ↓ 21 Decreased
#StockSectorWeight (Aug 2026)
1
United Breweries Limited
₹10.34 Cr
Beverages 2.60%
#StockSectorLast Weight (Jul 2026)
1
Vedanta Aluminium Metal Limited
₹6.22 Cr
Metals & Minerals Trading 2.43%
#StockSectorJul 2026Aug 2026Change
1
Hindalco Industries Limited
₹13.30 Cr
Non - Ferrous Metals 2.13% 3.35% +1.22%
2
Zydus Lifesciences Limited
₹11.85 Cr
Pharmaceuticals & Biotechnology 2.11% 2.98% +0.87%
3
InterGlobe Aviation Limited
₹13.48 Cr
Transport Services 2.56% 3.40% +0.84%
4
NCC Limited
₹11.35 Cr
Construction 2.17% 2.86% +0.69%
5
Vardhman Textiles Limited
₹10.23 Cr
Textiles & Apparels 1.92% 2.58% +0.66%
6
International Gemmological Institute India Ltd
₹12.10 Cr
Commercial Services & Supplies 2.55% 3.05% +0.50%
7
Glenmark Pharmaceuticals Limited
₹11.90 Cr
Pharmaceuticals & Biotechnology 2.57% 3.00% +0.43%
8
Balrampur Chini Mills Limited
₹10.54 Cr
Agricultural Food & other Products 2.33% 2.66% +0.33%
9
Larsen & Toubro Limited
₹9.87 Cr
Construction 2.21% 2.49% +0.28%
10
Aurobindo Pharma Limited
₹12.56 Cr
Pharmaceuticals & Biotechnology 2.97% 3.16% +0.19%
#StockSectorJul 2026Aug 2026Change
1
Mahindra & Mahindra Financial Services Limited
₹11.64 Cr
Finance 3.94% 2.93% -1.01%
2
Jubilant Ingrevia Limited
₹8.10 Cr
Chemicals & Petrochemicals 2.87% 2.04% -0.83%
3
Tata Motors Passenger Vehicles Limited
₹9.73 Cr
Automobiles 3.05% 2.45% -0.60%
4
Balkrishna Industries Limited
₹12.67 Cr
Auto Components 3.77% 3.19% -0.58%
5
Action Construction Equipment Limited
₹8.22 Cr
Agricultural, Commercial & Construction Vehicles 2.55% 2.07% -0.48%
6
Delhivery Limited
₹7.80 Cr
Transport Services 2.44% 1.97% -0.47%
7
RBL Bank Limited
₹11.52 Cr
Banks 3.34% 2.90% -0.44%
8
Acme Solar Holdings Ltd
₹10.35 Cr
Power 3.03% 2.61% -0.42%
9
Star Health And Allied Insurance Company Limited
₹12.72 Cr
Insurance 3.61% 3.20% -0.41%
10
Marksans Pharma Limited
₹7.88 Cr
Pharmaceuticals & Biotechnology 2.37% 1.98% -0.39%

What Stocks Does This Fund Hold?

35 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹13.48 Cr
Transport Services
3.40%
2
₹13.30 Cr
Non - Ferrous Metals
3.35%
3
₹13.21 Cr
Finance
3.33%
4
₹12.72 Cr
Insurance
3.20%
5
₹12.67 Cr
Auto Components
3.19%
6
₹12.56 Cr
Pharmaceuticals & Biotechnology
3.16%
7
₹12.51 Cr
Agricultural Food & other Products
3.15%
8
₹12.31 Cr
Banks
3.10%
9
₹12.10 Cr
Commercial Services & Supplies
3.05%
10
₹11.90 Cr
Pharmaceuticals & Biotechnology
3.00%
🏆 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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