Old Bridge Focused Fund
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 | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Direct Growth | ₹12.8800 | — | — | — | — |
| Regular Growth | ₹12.5700 | +1.62% | +5.45% | — | — |
| Direct IDCW | ₹12.8800 | — | — | — | — |
| Regular IDCW | ₹12.5700 | — | — | — | — |
Portfolio Metrics(latest month)
vs Category Peers
Highly DifferentiatedActive Share = ½Σ|wfund − wpeer|, computed using leave-one-out peer portfolio within SEBI category.
Similar Funds in Category
What Changed2026-03-31 → 2026-04-30
| 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
Top 10 sectors by % to NAV. Excludes derivatives.
Frequently Asked Questions
How many stocks does Old Bridge Focused Fund hold?
Old Bridge Focused Fund holds 23 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 26.02% of NAV.
What is the largest holding in Old Bridge Focused Fund?
The largest position in Old Bridge Focused Fund is Triparty Repo, accounting for 14.58% of NAV in the nan sector.
Is Old Bridge Focused Fund a concentrated or diversified fund?
With a Gini coefficient of 0.174, Old Bridge Focused Fund is well-diversified. The HHI concentration index is 35,152 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 26.02% of the portfolio.
What is the market cap allocation of Old Bridge Focused Fund?
Based on SEBI's AMFI classification, Old Bridge Focused Fund's equity portfolio is split as: Large Cap: 37.95%, Mid Cap: 17.24%, Small Cap: 30.15%. This reflects the fund's positioning within the market cap spectrum.
Which sectors does Old Bridge Focused Fund invest in most?
Old Bridge Focused Fund has the highest allocation to nan (14.66%), Pharmaceuticals & Biotechnology (13.81%), Non - Ferrous Metals (7.56%). The fund is invested across 18 sectors in total.
How actively managed is Old Bridge Focused Fund compared to other Focused Fund funds?
Old Bridge Focused Fund has an Active Share of 79.49%, classifying it as "Highly Differentiated" among 27 Focused Fund peers. This means the fund takes significantly different stock positions compared to its category peers.