← Old Bridge Mutual Fund

Old Bridge Focused Fund

Focused Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
25
Aug 2026
Equity Holdings
₹4,019.80 Cr
Equity only, excl. debt & cash
AAUM
₹3,083.62 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
29.7%
Moderate
Top 10 Weight
51.3%
Moderate
Changes
25
1 new · 0 exits
Top Sector
Pharmaceuticals & Biotechnology
13.1% of portfolio
Launch Date
17 Jan 2024
2 years old

AAUM (Average Assets Under Management) of ₹3,083.62 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 Focused Fund added 1 new stock to its portfolio this month. The biggest new buy was ITC Limited (Diversified FMCG) at 3.78% weight. Among existing holdings, Jubilant Foodworks Limited saw the biggest increase — now at 3.87% of the portfolio. Bharti Airtel Limited was trimmed the most, now at 4.87%. Shriram Finance Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 13.1%. ↓ 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 14.0% 12.9% -1.1%
Automobiles 11.6% 10.5% -1.1%
Finance 7.5% 7.6% +0.1%
Non - Ferrous Metals 7.6% 7.5% -0.1%
Transport Services 7.3% 6.4% -1.0%
Commercial Services & Supplies 5.8% 6.3% +0.5%
Telecom - Services 5.9% 5.8% -0.1%
Leisure Services 2.4% 4.9% +2.5%
Realty 5.0% 4.7% -0.3%
Auto Components 4.3% 4.6% +0.3%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 12.9% 13.1% +0.1%
Automobiles 10.5% 9.0% -1.5%
Non - Ferrous Metals 7.5% 8.0% +0.4%
Finance 7.6% 7.4% -0.2%
Commercial Services & Supplies 6.3% 6.4% +0.1%
Leisure Services 4.9% 6.2% +1.3%
Transport Services 6.4% 5.8% -0.6%
Telecom - Services 5.8% 4.9% -0.9%
Auto Components 4.6% 4.8% +0.2%
Realty 4.7% 4.4% -0.3%
🟢
Biggest New Buy
ITC Limited
3.78% weight · Diversified FMCG
Biggest Add
Jubilant Foodworks Limited
+1.40% · now 3.87%
Biggest Trim
Bharti Airtel Limited
-0.91% · now 4.87%
🤝 Other funds also bought this month
ITC Limited 30 funds
ITC Limited
BANDHAN BSE Sensex ETF
JioBlackRock Nifty 50 ETF
BANDHAN Nifty 50 ETF + more

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
🟢 1 New Entry ↑ 6 Increased ↓ 18 Decreased
#StockSectorWeight (Aug 2026)
1
ITC Limited
₹164.80 Cr
Diversified FMCG 3.78%
#StockSectorJul 2026Aug 2026Change
1
Jubilant Foodworks Limited
₹168.44 Cr
Leisure Services 2.47% 3.87% +1.40%
2
Alivus Life Sciences
₹171.43 Cr
Pharmaceuticals & Biotechnology 3.54% 3.94% +0.40%
3
Hindalco Industries Limited
₹158.65 Cr
Non - Ferrous Metals 3.26% 3.64% +0.38%
4
Ramkrishna Forgings Limited
₹208.88 Cr
Auto Components 4.58% 4.80% +0.22%
5
Redington Limited
₹277.99 Cr
Commercial Services & Supplies 6.26% 6.38% +0.12%
6
Hindustan Zinc Limited
₹187.92 Cr
Non - Ferrous Metals 4.26% 4.32% +0.06%
#StockSectorJul 2026Aug 2026Change
1
Bharti Airtel Limited
₹211.99 Cr
Telecom - Services 5.78% 4.87% -0.91%
2
Tata Motors Passenger Vehicles Limited
₹169.37 Cr
Automobiles 4.66% 3.89% -0.77%
3
Maruti Suzuki India Limited
₹222.99 Cr
Automobiles 5.87% 5.12% -0.75%
4
Indian Energy Exchange Limited
₹97.53 Cr
Capital Markets 2.68% 2.24% -0.44%
5
Tata Steel Limited
₹145.84 Cr
Ferrous Metals 3.76% 3.35% -0.41%
6
Prestige Estates Projects Limited
₹190.07 Cr
Realty 4.71% 4.37% -0.34%
7
InterGlobe Aviation Limited
₹178.24 Cr
Transport Services 4.41% 4.09% -0.32%
8
Granules India Limited
₹136.74 Cr
Pharmaceuticals & Biotechnology 3.41% 3.14% -0.27%
9
Medi Assist Healthcare Services Ltd
₹56.08 Cr
Insurance 1.53% 1.29% -0.24%
10
Kaveri Seed Company Ltd
₹87.15 Cr
Agricultural Food & other Products 2.23% 2.00% -0.23%

What Stocks Does This Fund Hold?

25 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹321.84 Cr
Finance
7.39%
2
₹277.99 Cr
Commercial Services & Supplies
6.38%
3
₹259.91 Cr
Pharmaceuticals & Biotechnology
5.97%
4
₹222.99 Cr
Automobiles
5.12%
5
₹211.99 Cr
Telecom - Services
4.87%
6
₹208.88 Cr
Auto Components
4.80%
7
₹190.07 Cr
Realty
4.37%
8
₹187.92 Cr
Non - Ferrous Metals
4.32%
9
₹178.24 Cr
Transport Services
4.09%
10
₹171.43 Cr
Pharmaceuticals & Biotechnology
3.94%
🏆 Top stocks held by Focused funds
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🏦 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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