← Old Bridge Mutual Fund

Old Bridge Flexi Cap Fund

Flexi Cap Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
35
Jul 2026
Equity Holdings
₹237.72 Cr
Equity only, excl. debt & cash
AAUM
₹165.47 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
18.2%
Diversified
Top 10 Weight
33.6%
Diversified
Changes
37
2 new · 2 exits
Top Sector
Pharmaceuticals & Biotechnology
12.4% 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 2 new additions and exited 2 stocks this month. The biggest new buy was Redington Limited (Commercial Services & Supplies) at 2.76% weight. Axis Bank Limited was the biggest exit (Banks), which was held at 2.56%. Among existing holdings, Mahindra & Mahindra Financial Services Limited saw the biggest increase — now at 3.94% of the portfolio. Tata Motors Passenger Vehicles Limited was trimmed the most, now at 3.05%. Mahindra & Mahindra Financial Services Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 12.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
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%
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%
🟢
Biggest New Buy
Redington Limited
2.76% weight · Commercial Services & Supplies
🔴
Biggest Exit
Axis Bank Limited
2.56% was held · Banks
Biggest Add
Mahindra & Mahindra Financial Services Limited
+1.04% · now 3.94%
Biggest Trim
Tata Motors Passenger Vehicles Limited
-0.81% · now 3.05%
🤝 Other funds also bought this month
Delhivery Limited 19 funds
Delhivery Limited
Invesco India Focused Fund
Union Business Cycle Fund - Direct Plan - Growth Option
Aditya Birla Sun Life Quant Fund - Direct Growth + more
Redington Limited 8 funds
Redington Limited
quant Teck Fund
ITI Value Fund - Direct Plan - Growth Option
ITI Business Cycle Fund- Direct Plan- Growth + more
👋 Other funds also exited
Axis Bank Limited 55 funds
Axis Bank Limited
Mirae Asset Nifty Financial Services ETF
Mirae Asset Nifty Bank ETF
Baroda BNP Paribas Banking and Financial Services Fund - Direct - Growth Option + more
Syngene International Limited 12 funds
Syngene International Limited
Groww Nifty Smallcap250 ETF
Aditya Birla Sun Life Pharma and Healthcare Fund-Direct-Growth
Mirae Asset Nifty 500 Healthcare ETF + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 2 New Entries 🔴 2 Exits ↑ 11 Increased ↓ 22 Decreased
#StockSectorWeight (Jul 2026)
1
Redington Limited
₹7.08 Cr
Commercial Services & Supplies 2.76%
2
Delhivery Limited
₹6.27 Cr
Transport Services 2.44%
#StockSectorLast Weight (Jun 2026)
1
Axis Bank Limited
₹5.38 Cr
Banks 2.56%
2
Syngene International Limited
₹4.53 Cr
Healthcare Services 2.16%
#StockSectorJun 2026Jul 2026Change
1
Mahindra & Mahindra Financial Services Limited
₹10.11 Cr
Finance 2.90% 3.94% +1.04%
2
Balkrishna Industries Limited
₹9.67 Cr
Auto Components 2.81% 3.77% +0.96%
3
Mahindra & Mahindra Limited
₹8.16 Cr
Automobiles 2.34% 3.18% +0.84%
4
Star Health And Allied Insurance Company Limited
₹9.26 Cr
Insurance 2.83% 3.61% +0.78%
5
Jubilant Foodworks Limited
₹7.28 Cr
Leisure Services 2.31% 2.84% +0.53%
6
Shriram Finance Limited
₹9.00 Cr
Finance 3.13% 3.51% +0.38%
7
The Federal Bank Limited
₹7.97 Cr
Banks 2.86% 3.11% +0.25%
8
Balrampur Chini Mills Limited
₹5.98 Cr
Agricultural Food & other Products 2.17% 2.33% +0.16%
9
Akums Drugs and Pharmaceuticals Limited
₹6.12 Cr
Pharmaceuticals & Biotechnology 2.26% 2.39% +0.13%
10
Hindalco Industries Limited
₹5.46 Cr
Non - Ferrous Metals 2.00% 2.13% +0.13%
#StockSectorJun 2026Jul 2026Change
1
Tata Motors Passenger Vehicles Limited
₹7.81 Cr
Automobiles 3.86% 3.05% -0.81%
2
Avenue Supermarts Limited
₹5.37 Cr
Retailing 2.86% 2.10% -0.76%
3
InterGlobe Aviation Limited
₹6.57 Cr
Transport Services 3.25% 2.56% -0.69%
4
Marksans Pharma Limited
₹6.07 Cr
Pharmaceuticals & Biotechnology 3.05% 2.37% -0.68%
5
Aurobindo Pharma Limited
₹7.61 Cr
Pharmaceuticals & Biotechnology 3.62% 2.97% -0.65%
6
Larsen & Toubro Limited
₹5.67 Cr
Construction 2.84% 2.21% -0.63%
7
International Gemmological Institute India Ltd
₹6.54 Cr
Commercial Services & Supplies 3.13% 2.55% -0.58%
8
GUJARAT AMBUJA EXPORTS LIMITED
₹7.87 Cr
Agricultural Food & other Products 3.60% 3.07% -0.53%
9
Glenmark Pharmaceuticals Limited
₹6.59 Cr
Pharmaceuticals & Biotechnology 3.10% 2.57% -0.53%
10
Deepak Fertilizers and Petrochemicals Corporation Limited
₹5.67 Cr
Chemicals & Petrochemicals 2.71% 2.21% -0.50%

What Stocks Does This Fund Hold?

35 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹10.11 Cr
Finance
3.94%
2
₹9.67 Cr
Auto Components
3.77%
3
₹9.26 Cr
Insurance
3.61%
4
₹9.00 Cr
Finance
3.51%
5
₹8.56 Cr
Banks
3.34%
6
₹8.16 Cr
Automobiles
3.18%
7
₹7.97 Cr
Banks
3.11%
8
₹7.87 Cr
Agricultural Food & other Products
3.07%
9
₹7.81 Cr
Automobiles
3.05%
10
₹7.78 Cr
Power
3.03%
🏆 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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