← Old Bridge Mutual Fund

Old Bridge Focused Fund

Focused Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
23
Jun 2026
Equity Holdings
₹3,408.29 Cr
Equity only, excl. debt & cash
AAUM
₹3,083.62 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
32.0%
Moderate
Top 10 Weight
55.6%
Moderate
Changes
24
0 new · 1 exits
Top Sector
Pharmaceuticals & Biotechnology
14.0% of portfolio

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 exited 1 stock from its portfolio this month. UPL Limited was the biggest exit (Fertilizers & Agrochemicals), which was held at 3.87%. Among existing holdings, Redington Limited saw the biggest increase — now at 5.81% of the portfolio. Indian Energy Exchange Limited was trimmed the most, now at 2.76%. Shriram Finance Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 14.0%. ↓ 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 13.8% 13.7% -0.2%
Automobiles 7.1% 9.2% +2.1%
Non - Ferrous Metals 7.6% 7.4% -0.1%
Finance 6.8% 6.5% -0.3%
Transport Services 6.5% 6.5% 0.0%
Telecom - Services 4.5% 5.0% +0.5%
Commercial Services & Supplies 4.1% 4.1% +0.0%
Auto Components 3.9% 4.1% +0.2%
Banks 4.5% 4.0% -0.5%
Fertilizers & Agrochemicals 3.7% 3.9% +0.2%
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%
🔴
Biggest Exit
UPL Limited
3.87% was held · Fertilizers & Agrochemicals
Biggest Add
Redington Limited
+1.73% · now 5.81%
Biggest Trim
Indian Energy Exchange Limited
-0.37% · now 2.76%
👋 Other funds also exited
UPL Limited 26 funds
UPL Limited
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Direct Plan - Growth
SBI Nifty Midcap 150 Momentum 50 ETF + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🔴 1 Exit ↑ 15 Increased ↓ 8 Decreased
#StockSectorLast Weight (May 2026)
1
UPL Limited
₹128.24 Cr
Fertilizers & Agrochemicals 3.87%
#StockSectorMay 2026Jun 2026Change
1
Redington Limited
₹213.29 Cr
Commercial Services & Supplies 4.08% 5.81% +1.73%
2
Tata Motors Passenger Vehicles Limited
₹193.14 Cr
Automobiles 3.89% 5.26% +1.37%
3
Prestige Estates Projects Limited
₹182.11 Cr
Realty 3.82% 4.96% +1.14%
4
Maruti Suzuki India Limited
₹232.34 Cr
Automobiles 5.29% 6.33% +1.04%
5
Shriram Finance Limited
₹274.58 Cr
Finance 6.52% 7.48% +0.96%
6
InterGlobe Aviation Limited
₹182.82 Cr
Transport Services 4.03% 4.98% +0.95%
7
Bharti Airtel Limited
₹216.68 Cr
Telecom - Services 4.99% 5.90% +0.91%
8
Aurobindo Pharma Limited
₹238.98 Cr
Pharmaceuticals & Biotechnology 6.10% 6.51% +0.41%
9
EQ - UNITED FOODBRANDS LTD
₹87.97 Cr
Leisure Services 2.05% 2.40% +0.35%
10
Ramkrishna Forgings Limited
₹158.68 Cr
Auto Components 4.05% 4.32% +0.27%
#StockSectorMay 2026Jun 2026Change
1
Indian Energy Exchange Limited
₹101.28 Cr
Capital Markets 3.13% 2.76% -0.37%
2
Kaveri Seed Company Ltd
₹101.36 Cr
Agricultural Food & other Products 2.98% 2.76% -0.22%
3
Tata Steel Limited
₹127.62 Cr
Ferrous Metals 3.68% 3.48% -0.20%
4
Granules India Limited
₹134.23 Cr
Pharmaceuticals & Biotechnology 3.85% 3.66% -0.19%
5
Medi Assist Healthcare Services Ltd
₹62.27 Cr
Insurance 1.89% 1.70% -0.19%
6
The Great Eastern Shipping Company Limited
₹85.52 Cr
Transport Services 2.47% 2.33% -0.14%
7
Antony Waste Handling Cell Limited
₹31.04 Cr
Other Utilities 0.94% 0.85% -0.09%
8
Axis Bank Limited
₹144.66 Cr
Banks 3.98% 3.94% -0.04%

What Stocks Does This Fund Hold?

23 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹274.58 Cr
Finance
7.48%
2
₹238.98 Cr
Pharmaceuticals & Biotechnology
6.51%
3
₹232.34 Cr
Automobiles
6.33%
4
₹216.68 Cr
Telecom - Services
5.90%
5
₹213.29 Cr
Commercial Services & Supplies
5.81%
6
₹193.14 Cr
Automobiles
5.26%
7
₹182.82 Cr
Transport Services
4.98%
8
₹182.11 Cr
Realty
4.96%
9
₹158.68 Cr
Auto Components
4.32%
10
₹149.60 Cr
Non - Ferrous Metals
4.08%
🏆 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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