Old Bridge Focused Fund
Old Bridge Mutual Fund·Focused Fund·vs Nifty 500 TRI
Old Bridge's focused approach tilts heavily toward pharmaceuticals and metals, positioning the portfolio for cyclical recovery and defensive pharma earnings. The substantial cash buildup signals caution despite maintaining meaningful equity exposure, while the reduction in Shriram Finance alongside new positions in smaller caps suggests the manager is selectively hunting for value rather than chasing momentum. This posture reflects conviction in quality compounders within a cautious macro environment.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|---|---|
| Direct Growth | ₹12.8000 | — | — | — | — | — | — |
| Regular Growth | ₹12.4900 | +3.48% | +1.05% | +1.71% | +5.94% | — | — |
| Direct IDCW | ₹12.8000 | — | — | — | — | — | — |
| Regular IDCW | ₹12.4900 | — | — | — | — | — | — |
Returns above 1Y are CAGR. Direct plan rows highlighted. NAV from AMFI.
Portfolio Metrics(latest month)
Holdings
23
Top 5 Weight
26.02%
Top 10 Weight
46.40%
Active Share
—
Large Cap
37.95%
Gini
0.174
What Changed2026-03-31 → 2026-04-30
Holdings: 25 → 25+0 added−0 removed21 weight shifts ≥ 0.1%
| Stock | Weight | |
|---|---|---|
| No new entries this month | ||
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | Triparty Repo nan | 14.58% |
| 2 | Shriram Finance Limited INE721A01047 | 6.78% |
| 3 | Aurobindo Pharma Limited INE406A01037 | 5.71% |
| 4 | Maruti Suzuki India Limited INE585B01010 | 4.58% |
| 5 | Bharti Airtel Limited INE397D01024 | 4.48% |
| 6 | Axis Bank Limited INE238A01034 | 4.47% |
| 7 | Tata Steel Limited INE081A01020 | 4.18% |
| 8 | Alivus Life Sciences Limited INE03Q201024 | 4.15% |
| 9 | Redington Limited INE891D01026 | 4.05% |
| 10 | Hindustan Zinc Limited INE267A01025 | 4.02% |
| 11 | Radico Khaitan Limited INE944F01028 | 3.98% |
| 12 | Granules India Limited INE101D01020 | 3.95% |
| 13 | Ramkrishna Forgings Limited INE399G01023 | 3.90% |
| 14 | Prestige Estates Projects Limited INE811K01011 | 3.87% |
| 15 | UPL Limited INE628A01036 | 3.68% |
| 16 | Hindalco Industries Limited INE038A01020 | 3.54% |
| 17 | Indian Energy Exchange Limited INE022Q01020 | 3.49% |
| 18 | InterGlobe Aviation Limited INE646L01027 | 3.43% |
| 19 | Kaveri Seed Company Limited INE455I01029 | 3.42% |
| 20 | The Great Eastern Shipping Company Limited INE017A01032 | 3.07% |
Sector Allocation
nan14.7%
Pharmaceuticals & Biotechnology13.8%
Non - Ferrous Metals7.6%
Automobiles7.0%
Finance6.8%
Transport Services6.5%
Telecom - Services4.5%
Banks4.5%
Ferrous Metals4.2%
Commercial Services & Supplies4.0%
Top 10 sectors by % to NAV. Excludes derivatives.