← Old Bridge Mutual Fund

Old Bridge Focused Fund

Focused Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
Share: WhatsApp X
Stocks Held
24
Jul 2026
Equity Holdings
₹3,664.56 Cr
Equity only, excl. debt & cash
AAUM
₹3,083.62 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
31.5%
Moderate
Top 10 Weight
54.1%
Moderate
Changes
24
1 new · 0 exits
Top Sector
Pharmaceuticals & Biotechnology
12.9% 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 Jubilant Foodworks Limited (Leisure Services) at 2.47% weight. Among existing holdings, Redington Limited saw the biggest increase — now at 6.26% of the portfolio. Axis Bank Limited was trimmed the most, now at 3.31%. Shriram Finance Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 12.9%. ↓ 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 13.7% 14.0% +0.4%
Automobiles 9.2% 11.6% +2.4%
Non - Ferrous Metals 7.4% 7.6% +0.1%
Finance 6.5% 7.5% +1.0%
Transport Services 6.5% 7.3% +0.8%
Telecom - Services 5.0% 5.9% +0.9%
Commercial Services & Supplies 4.1% 5.8% +1.7%
Realty 3.8% 5.0% +1.1%
Auto Components 4.1% 4.3% +0.3%
Banks 4.0% 3.9% 0.0%
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%
🟢
Biggest New Buy
Jubilant Foodworks Limited
2.47% weight · Leisure Services
Biggest Add
Redington Limited
+0.45% · now 6.26%
Biggest Trim
Axis Bank Limited
-0.63% · now 3.31%
🤝 Other funds also bought this month
Jubilant Foodworks Limited 16 funds
Jubilant Foodworks Limited
Nippon India Active Momentum Fund-Direct Plan - Growth Option
HDFC Multi-Asset Allocation Fund
ITI Large & Mid Cap Fund + more

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
🟢 1 New Entry ↑ 7 Increased ↓ 16 Decreased
#StockSectorWeight (Jul 2026)
1
Jubilant Foodworks Limited
₹98.61 Cr
Leisure Services 2.47%
#StockSectorJun 2026Jul 2026Change
1
Redington Limited
₹249.94 Cr
Commercial Services & Supplies 5.81% 6.26% +0.45%
2
Radico Khaitan Limited
₹163.43 Cr
Beverages 3.67% 4.09% +0.42%
3
Tata Steel Limited
₹150.06 Cr
Ferrous Metals 3.48% 3.76% +0.28%
4
Ramkrishna Forgings Limited
₹182.91 Cr
Auto Components 4.32% 4.58% +0.26%
5
Hindustan Zinc Limited
₹170.17 Cr
Non - Ferrous Metals 4.08% 4.26% +0.18%
6
Shriram Finance Limited
₹303.52 Cr
Finance 7.48% 7.60% +0.12%
7
United Foodbrands Ltd
₹96.83 Cr
Leisure Services 2.40% 2.42% +0.02%
#StockSectorJun 2026Jul 2026Change
1
Axis Bank Limited
₹132.17 Cr
Banks 3.94% 3.31% -0.63%
2
Tata Motors Passenger Vehicles Limited
₹186.32 Cr
Automobiles 5.26% 4.66% -0.60%
3
InterGlobe Aviation Limited
₹176.09 Cr
Transport Services 4.98% 4.41% -0.57%
4
Kaveri Seed Company Ltd
₹89.08 Cr
Agricultural Food & other Products 2.76% 2.23% -0.53%
5
Aurobindo Pharma Limited
₹239.21 Cr
Pharmaceuticals & Biotechnology 6.51% 5.99% -0.52%
6
Maruti Suzuki India Limited
₹234.30 Cr
Automobiles 6.33% 5.87% -0.46%
7
The Great Eastern Shipping Company Limited
₹77.87 Cr
Transport Services 2.33% 1.95% -0.38%
8
Alivus Life Sciences
₹141.46 Cr
Pharmaceuticals & Biotechnology 3.84% 3.54% -0.30%
9
Prestige Estates Projects Limited
₹188.12 Cr
Realty 4.96% 4.71% -0.25%
10
Granules India Limited
₹136.11 Cr
Pharmaceuticals & Biotechnology 3.66% 3.41% -0.25%

What Stocks Does This Fund Hold?

24 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹303.52 Cr
Finance
7.60%
2
₹249.94 Cr
Commercial Services & Supplies
6.26%
3
₹239.21 Cr
Pharmaceuticals & Biotechnology
5.99%
4
₹234.30 Cr
Automobiles
5.87%
5
₹230.72 Cr
Telecom - Services
5.78%
6
₹188.12 Cr
Realty
4.71%
7
₹186.32 Cr
Automobiles
4.66%
8
₹182.91 Cr
Auto Components
4.58%
9
₹176.09 Cr
Transport Services
4.41%
10
₹170.17 Cr
Non - Ferrous Metals
4.26%
🏆 Top stocks held by Focused funds
See which stocks all active Focused 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.

Found a discrepancy or have feedback? Contact Us — we read every message personally.