Old Bridge Flexi Cap Fund
Old Bridge Flexi Cap is constructing a diversified large and mid-cap portfolio tilted toward resilient sectors like pharmaceuticals, financials, and industrials, signaling confidence in domestic consumption and credit growth. The manager aggressively refreshed the portfolio by adding twenty positions while trimming cash significantly, suggesting conviction in a broad-based equity rally. The elevated positioning in defensive pharma and cyclical sectors indicates a balanced bet on economic stability and selective opportunities across the market spectrum.
Portfolio analysis · April 2026
NAV & Returns
| Plan | NAV | 1M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| Primary | ₹10.5500 | +0.19% | — | — | — |
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 |
|---|---|
| Deepak Fertilizers and Petrochemicals Corporation Limited | 3.03% |
| InterGlobe Aviation Limited | 3.01% |
| Avenue Supermarts Limited | 2.94% |
| Mahindra & Mahindra Financial Services Limited | 2.91% |
| The Federal Bank Limited | 2.86% |
| Action Construction Equipment Limited | 2.85% |
| Akums Drugs and Pharmaceuticals Limited | 2.73% |
| EPL Limited | 2.67% |
| Vardhman Textiles Limited | 2.65% |
| Zydus Lifesciences Limited | 2.57% |
| Syngene International Limited | 2.54% |
| Jubilant Ingrevia Limited | 2.34% |
| Yatra Online Limited | 2.11% |
| NCC Limited | 2.04% |
| Vedanta Limited | 1.28% |
| Epigral Limited | 0.22% |
| Vedanta Aluminium Metal Limited | 0.57% |
| Talwandi Sabo Power Limited | 0.57% |
| Vedanta Iron And Steel Limited | 0.57% |
| Malco Energy Limited | 0.57% |
Full Holdings
| # | Holding | % to NAV |
|---|---|---|
| 1 | Triparty Repo nan | 9.23% |
| 2 | Gujarat Ambuja Exports Limited INE036B01030 | 3.34% |
| 3 | Shriram Finance Limited INE721A01047 | 3.26% |
| 4 | Mahindra & Mahindra Limited INE101A01026 | 3.25% |
| 5 | Aurobindo Pharma Limited INE406A01037 | 3.15% |
| 6 | Glenmark Pharmaceuticals Limited INE935A01035 | 3.07% |
| 7 | Deepak Fertilizers and Petrochemicals Corporation Limited INE501A01019 | 3.03% |
| 8 | InterGlobe Aviation Limited INE646L01027 | 3.01% |
| 9 | Hindalco Industries Limited INE038A01020 | 2.99% |
| 10 | Larsen & Toubro Limited INE018A01030 | 2.97% |
| 11 | Tata Steel Limited INE081A01020 | 2.95% |
| 12 | Avenue Supermarts Limited INE192R01011 | 2.94% |
| 13 | Mahindra & Mahindra Financial Services Limited INE774D01024 | 2.91% |
| 14 | DLF Limited INE271C01023 | 2.87% |
| 15 | The Federal Bank Limited INE171A01029 | 2.86% |
| 16 | Action Construction Equipment Limited INE731H01025 | 2.85% |
| 17 | Axis Bank Limited INE238A01034 | 2.74% |
| 18 | Akums Drugs and Pharmaceuticals Limited INE09XN01023 | 2.73% |
| 19 | EPL Limited INE255A01020 | 2.67% |
| 20 | Vardhman Textiles Limited INE825A01020 | 2.65% |
Sector Allocation
Top 10 sectors by % to NAV. Excludes derivatives.
Frequently Asked Questions
How many stocks does Old Bridge Flexi Cap Fund hold?
Old Bridge Flexi Cap Fund holds 38 stocks as per the latest AMFI portfolio disclosure. The top 5 positions account for 16.07% of NAV.
What is the largest holding in Old Bridge Flexi Cap Fund?
The largest position in Old Bridge Flexi Cap Fund is Triparty Repo, accounting for 9.23% of NAV in the nan sector.
Is Old Bridge Flexi Cap Fund a concentrated or diversified fund?
With a Gini coefficient of 0.176, Old Bridge Flexi Cap Fund is well-diversified. The HHI concentration index is 24,398 bps, which is above the 2500 bps threshold for high concentration. The top 5 holdings together make up 16.07% of the portfolio.
What is the market cap allocation of Old Bridge Flexi Cap Fund?
Based on SEBI's AMFI classification, Old Bridge Flexi Cap Fund's equity portfolio is split as: Large Cap: 30.72%, Mid Cap: 19.29%, Small Cap: 38.63%. This reflects the fund's positioning within the market cap spectrum.
Which sectors does Old Bridge Flexi Cap Fund invest in most?
Old Bridge Flexi Cap Fund has the highest allocation to Pharmaceuticals & Biotechnology (11.52%), nan (9.08%), Banks (8.14%). The fund is invested across 22 sectors in total.
How actively managed is Old Bridge Flexi Cap Fund compared to other Large & Mid Cap Fund funds?
Old Bridge Flexi Cap Fund has an Active Share of 82.69%, classifying it as "Highly Differentiated" among 33 Large & Mid Cap Fund peers. This means the fund takes significantly different stock positions compared to its category peers.
What changed in Old Bridge Flexi Cap Fund's portfolio in the latest month?
Between 2026-03-31 and 2026-04-30, Old Bridge Flexi Cap Fund added 20 new stocks (including Deepak Fertilizers and Petrochemicals Corporation Limited) and exited 1 stock (including Bharti Airtel Limited). Total holding count increased from 21 to 40 stocks.