← Old Bridge Mutual Fund

Old Bridge Focused Fund

Focused Data as of May 2026 Comparing Apr 2026 → May 2026
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Stocks Held
24
May 2026
Equity Holdings
₹2,934.66 Cr
Equity only, excl. debt & cash
Top 5 Weight
27.0%
Moderate
Top 10 Weight
47.0%
Moderate
Changes
24
1 new · 0 exits
Top Sector
Pharmaceuticals & Biotechnology
13.7% of portfolio
📋 What Happened This Month Old Bridge Focused Fund added 1 new stock to its portfolio this month. The biggest new buy was Action Construction Equipment Limited (Agricultural, Commercial & Construction Vehicles) at 2.16% weight. Among existing holdings, Tata Motors Passenger Vehicles Limited saw the biggest increase — now at 3.89% of the portfolio. The Great Eastern Shipping Company Limited was trimmed the most, now at 2.47%. Shriram Finance Limited remains the top holding with Pharmaceuticals & Biotechnology the dominant sector at 13.7%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Mar 2026 Apr 2026
Sector Prev Curr Delta
Pharmaceuticals & Biotechnology 14.8% 13.8% -0.9%
Non - Ferrous Metals 8.0% 7.6% -0.4%
Automobiles 6.8% 7.1% +0.3%
Finance 7.8% 6.8% -1.0%
Transport Services 6.9% 6.5% -0.4%
Telecom - Services 4.1% 4.5% +0.4%
Banks 4.5% 4.5% -0.1%
Ferrous Metals 4.5% 4.2% -0.3%
Commercial Services & Supplies 3.9% 4.1% +0.1%
Beverages 3.4% 4.0% +0.6%
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%
🟢
Biggest New Buy
Action Construction Equipment Limited
2.16% weight · Agricultural, Commercial & Construction Vehicles
Biggest Add
Tata Motors Passenger Vehicles Limited
+1.42% · now 3.89%
Biggest Trim
The Great Eastern Shipping Company Limited
-0.60% · now 2.47%
🤝 Other funds also bought this month
Action Construction Equipment Limited 5 funds
Action Construction Equipment Limited
Mirae Asset Nifty Smallcap 250 Momentum Quality 100 ETF
SBI Nifty Small Cap 250 ETF
Motilal Oswal Nifty Smallcap 250 Index Fund + more

What Changed in the Portfolio This Month?

Comparing Apr 2026 → May 2026

Apr 2026 May 2026
🟢 1 New Entry ↑ 11 Increased ↓ 12 Decreased
#StockSectorWeight (May 2026)
1
Action Construction Equipment Limited
₹71.50 Cr
Agricultural, Commercial & Construction Vehicles 2.16%
#StockSectorApr 2026May 2026Change
1
Tata Motors Passenger Vehicles Limited
₹128.81 Cr
Automobiles 2.47% 3.89% +1.42%
2
Maruti Suzuki India Limited
₹175.39 Cr
Automobiles 4.58% 5.29% +0.71%
3
InterGlobe Aviation Limited
₹133.53 Cr
Transport Services 3.43% 4.03% +0.60%
4
Medi Assist Healthcare Services Ltd
₹62.79 Cr
Insurance 1.29% 1.89% +0.60%
5
Bharti Airtel Limited
₹165.52 Cr
Telecom - Services 4.48% 4.99% +0.51%
6
Aurobindo Pharma Limited
₹202.27 Cr
Pharmaceuticals & Biotechnology 5.71% 6.10% +0.39%
7
EQ - UNITED FOODBRANDS LTD
₹68.06 Cr
Leisure Services 1.67% 2.05% +0.38%
8
UPL Limited
₹128.24 Cr
Fertilizers & Agrochemicals 3.68% 3.87% +0.19%
9
Ramkrishna Forgings Limited
₹134.41 Cr
Auto Components 3.90% 4.05% +0.15%
10
Hindustan Zinc Limited
₹134.88 Cr
Non - Ferrous Metals 4.02% 4.07% +0.05%
#StockSectorApr 2026May 2026Change
1
The Great Eastern Shipping Company Limited
₹81.82 Cr
Transport Services 3.07% 2.47% -0.60%
2
Tata Steel Limited
₹121.92 Cr
Ferrous Metals 4.18% 3.68% -0.50%
3
Axis Bank Limited
₹131.88 Cr
Banks 4.47% 3.98% -0.49%
4
Alivus Life Sciences
₹122.65 Cr
Pharmaceuticals & Biotechnology 4.15% 3.70% -0.45%
5
Kaveri Seed Company Ltd
₹98.66 Cr
Agricultural Food & other Products 3.42% 2.98% -0.44%
6
Radico Khaitan Limited
₹120.16 Cr
Beverages 3.98% 3.62% -0.36%
7
Indian Energy Exchange Limited
₹103.85 Cr
Capital Markets 3.49% 3.13% -0.36%
8
Shriram Finance Limited
₹216.06 Cr
Finance 6.78% 6.52% -0.26%
9
Antony Waste Handling Cell Limited
₹31.00 Cr
Other Utilities 1.16% 0.94% -0.22%
10
Hindalco Industries Limited
₹111.65 Cr
Non - Ferrous Metals 3.54% 3.37% -0.17%

What Stocks Does This Fund Hold?

24 stocks — May 2026

# Stock Sector Cap Weight & Value
1
₹216.06 Cr
Finance
6.52%
2
₹202.27 Cr
Pharmaceuticals & Biotechnology
6.10%
3
₹175.39 Cr
Automobiles
5.29%
4
₹165.52 Cr
Telecom - Services
4.99%
5
₹135.11 Cr
Commercial Services & Supplies
4.08%
6
₹134.88 Cr
Non - Ferrous Metals
4.07%
7
₹134.41 Cr
Auto Components
4.05%
8
₹133.53 Cr
Transport Services
4.03%
9
₹131.88 Cr
Banks
3.98%
10
₹128.81 Cr
Automobiles
3.89%
🏆 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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