Old Bridge Focused Fund
Stocks held by month, last 12 months collected. Source: Old Bridge Mutual Fund monthly portfolios.
| Stock | Change | Shares before | Shares now | Difference | Value |
|---|---|---|---|---|---|
| ITC | New | — | 64.50 lakh | +64.50 lakh | ₹165 cr |
| JUBLFOOD | Added | 22.50 lakh | 33.96 lakh | +11.46 lakh | ₹168 cr |
| HINDALCO | Added | 13.37 lakh | 15.62 lakh | +2.25 lakh | ₹159 cr |
Value: this month's market value in the AMC's file (an exit: last month's). "ISIN changed" = a split or bonus between the months; share counts are not comparable across it. Source: Old Bridge Mutual Fund monthly portfolios.
| Sector | ||||
|---|---|---|---|---|
| SHRIRAMFIN Shriram Finance Limited | Financial Services | 29.00 lakh | ₹322 cr | 7.39% |
| REDINGTON Redington Limited | Services | 77.70 lakh | ₹278 cr | 6.38% |
| AUROPHARMA Aurobindo Pharma Limited | Healthcare | 15.14 lakh | ₹260 cr | 5.97% |
| MARUTI Maruti Suzuki India Limited | Automobile and Auto Components | 1.65 lakh | ₹223 cr | 5.12% |
| BHARTIARTL Bharti Airtel Limited | Telecommunication | 11.70 lakh | ₹212 cr | 4.87% |
| RKFORGE Ramkrishna Forgings Limited | Automobile and Auto Components | 28.09 lakh | ₹209 cr | 4.80% |
| PRESTIGE Prestige Estates Projects Limited | Realty | 11.64 lakh | ₹190 cr | 4.37% |
| HINDZINC Hindustan Zinc Limited | Metals & Mining | 31.56 lakh | ₹188 cr | 4.32% |
| INDIGO InterGlobe Aviation Limited | Services | 3.41 lakh | ₹178 cr | 4.09% |
| ALIVUS Alivus Life Sciences Limited | Healthcare | 12.20 lakh | ₹171 cr | 3.94% |
| TMPV Tata Motors Passenger Vehicles Limited | Automobile and Auto Components | 54.84 lakh | ₹169 cr | 3.89% |
| RADICO Radico Khaitan Limited | Fast Moving Consumer Goods | 3.77 lakh | ₹169 cr | 3.88% |
| JUBLFOOD Jubilant Foodworks Limited | Consumer Services | 33.96 lakh | ₹168 cr | 3.87% |
| ITC ITC Limited | Fast Moving Consumer Goods | 64.50 lakh | ₹165 cr | 3.78% |
| HINDALCO Hindalco Industries Limited | Metals & Mining | 15.62 lakh | ₹159 cr | 3.64% |
| TATASTEEL Tata Steel Limited | Metals & Mining | 79.11 lakh | ₹146 cr | 3.35% |
| AXISBANK Axis Bank Limited | Financial Services | 10.75 lakh | ₹140 cr | 3.21% |
| GRANULES Granules India Limited | Healthcare | 16.50 lakh | ₹137 cr | 3.14% |
| UFBL United Foodbrands Limited | Consumer Services | 13.80 lakh | ₹100 cr | 2.31% |
| IEX Indian Energy Exchange Limited | Financial Services | 80.94 lakh | ₹97.5 cr | 2.24% |
| ACE Action Construction Equipment Limited | Capital Goods | 8.51 lakh | ₹94.5 cr | 2.17% |
| KSCL Kaveri Seed Company Limited | Fast Moving Consumer Goods | 11.38 lakh | ₹87.2 cr | 2.00% |
| GESHIP The Great Eastern Shipping Company Limited | Services | 5.77 lakh | ₹75.1 cr | 1.72% |
| MEDIASSIST Medi Assist Healthcare Services Limited | Financial Services | 17.04 lakh | ₹56.1 cr | 1.29% |
| AWHCL Antony Waste Handling Cell Limited | Utilities | 6.63 lakh | ₹25.4 cr | 0.58% |
Equity rows as disclosed, Aug 2026. Source: Old Bridge Mutual Fund monthly portfolio.
- Financial Services15.3%
- Automobile and Auto Components15.0%
- Healthcare14.1%
- Services13.2%
- Metals & Mining12.2%
- Fast Moving Consumer Goods10.5%
- Consumer Services6.7%
- Telecommunication5.3%
- Realty4.7%
- Capital Goods2.3%
- Utilities0.6%
AMFI's 22 sectors; one sector per stock, from the fund houses' industry labels. Source: Old Bridge Mutual Fund monthly portfolio; AMFI.
- Large Cap47.3%
- Small Cap37.3%
- Mid Cap15.4%
AMFI's list of Jun 2026. Source: Old Bridge Mutual Fund monthly portfolio; AMFI.
| Period | Return | From | To |
|---|---|---|---|
| 1 year | +17.35 % in total | 25 Sep 2025 · NAV ₹11.8700 | 25 Sep 2026 · NAV ₹13.9300 |
| Since first NAV | +13.18 % a year, compounded | 25 Jan 2024 · NAV ₹10.0100 | 25 Sep 2026 · NAV ₹13.9300 |
Past performance may not be sustained in future.
Point-to-point change in the plan's NAV between the two dates shown, as AMFI publishes it; over a year, compounded a year. A period is shown only when a NAV exists within 7 days before its start date. Source: AMFI NAV files (plan code 152358).