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Old Bridge Focused Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Focused Fund
Fund House :
Portfolio Turnover Ratio : 16.00%. Category average turnover ratio is 105.62%. Fund manager updated portfolio less frequently than peers in last 1 year. (I.e. fund manager held stocks/bonds in the portfolio for longer duration than peers)
Equity Holding : 89.37% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 89.37%
No of Stocks : 23 (Category Avg - 27.93) | Large Cap Investments : 40.55%| Mid Cap Investments : 4.45% | Small Cap Investments : 22.95% | Other : 21.42%

Portfolio Summary (as on 30th Sep,2025)

Particulars This Scheme Category
No. of Stocks 23 27.61
Top 5 Stock Weight 27.2% 31.27%
Top 10 Stock Weight 49.84% 51.45%
Top 3 Sector Weight 26.5% 33.35%
Category - Focused Fund
Particulars This Scheme Category
Average mcap (Cr) 51369.83 89504.12
Holdings in large cap stocks 40.55% 40.03%
Holdings in mid cap stocks 4.45% 12.06%
Holdings in small cap stocks 22.95% 10.35%
Category - Focused Fund

Top 10 Stocks holding in Portfolio (as on 30th Sep,2025)

Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
Maruti Suzuki India Ltd. Passenger cars & utility vehicles 1248 6.10% 0.17% 6.1% (Sep 2025) 0% (Oct 2024) 77.86 k 0.00
Redington Ltd. Trading & distributors 1145.5 5.60% 0.59% 6.54% (Feb 2025) 4.95% (Jul 2025) 40.41 L 0.00
Shriram Finance Ltd. Non banking financial company (nbfc) 1100.5 5.38% 0.34% 6.31% (Feb 2025) 4.75% (May 2025) 17.86 L 1.00 L
HCL Technologies Limited Computers - software & consulting 1074.8 5.25% -0.57% 6.3% (Oct 2024) 4.62% (Mar 2025) 7.76 L 0.00
Bharti Airtel Ltd. Telecom - cellular & fixed line services 995.6 4.87% -0.29% 6.49% (Jan 2025) 4.87% (Sep 2025) 5.30 L 0.00
- Aurobindo Pharma Ltd. Pharmaceuticals 982.6 4.80% 0.00% 6.82% (Dec 2024) 4.32% (May 2025) 9.07 L 0.00
UPL Ltd. Pesticides & agrochemicals 970.8 4.74% -0.72% 5.55% (Jul 2025) 0% (Oct 2024) 14.80 L 0.00
Tata Steel Ltd. Iron & steel products 918.3 4.49% 0.16% 4.57% (Jul 2025) 2.57% (Jan 2025) 54.41 L 0.00
Prestige Estates Projects Ltd. Residential, commercial projects 911 4.45% -0.40% 5.41% (Apr 2025) 2.63% (Feb 2025) 6.03 L 0.00
InterGlobe Aviation Ltd. Airline 851.2 4.16% -0.27% 6.44% (Dec 2024) 4.16% (Sep 2025) 1.52 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
View complete holding

Complete equity Portfolio (as on 30th Sep,2025)

Help me understand this table
Stock Invested in
 Sector
 Sector Total
 Value(Mn)
 % of Total Holdings
 1M Change
 1Y Highest Holding
 1Y Lowest Holding
 Quantity
 1M Change in Qty
 M-Cap
 GroupName
Maruti Suzuki India Ltd. Passenger cars & utility vehicles 6.1 1248 6.10% 0.17% 6.1% (Sep 2025) 0% (Oct 2024) 77.86 k 0.00 Large Cap 40.55
Redington Ltd. Trading & distributors 5.6 1145.5 5.60% 0.59% 6.54% (Feb 2025) 4.95% (Jul 2025) 40.41 L 0.00 Small Cap 22.95
Shriram Finance Ltd. Non banking financial company (nbfc) 5.38 1100.5 5.38% 0.34% 6.31% (Feb 2025) 4.75% (May 2025) 17.86 L 1.00 L Other 21.42
HCL Technologies Limited Computers - software & consulting 8.49 1074.8 5.25% -0.57% 6.3% (Oct 2024) 4.62% (Mar 2025) 7.76 L 0.00 Large Cap 40.55
Bharti Airtel Ltd. Telecom - cellular & fixed line services 4.87 995.6 4.87% -0.29% 6.49% (Jan 2025) 4.87% (Sep 2025) 5.30 L 0.00 Large Cap 40.55
- Aurobindo Pharma Ltd. Pharmaceuticals 11.91 982.6 4.80% 0.00% 6.82% (Dec 2024) 4.32% (May 2025) 9.07 L 0.00 Large Cap 40.55
UPL Ltd. Pesticides & agrochemicals 4.74 970.8 4.74% -0.72% 5.55% (Jul 2025) 0% (Oct 2024) 14.80 L 0.00 Large Cap 40.55
Tata Steel Ltd. Iron & steel products 4.49 918.3 4.49% 0.16% 4.57% (Jul 2025) 2.57% (Jan 2025) 54.41 L 0.00 Other 21.42
Prestige Estates Projects Ltd. Residential, commercial projects 4.45 911 4.45% -0.40% 5.41% (Apr 2025) 2.63% (Feb 2025) 6.03 L 0.00 Mid Cap 4.45
InterGlobe Aviation Ltd. Airline 4.16 851.2 4.16% -0.27% 6.44% (Dec 2024) 4.16% (Sep 2025) 1.52 L 0.00 Large Cap 40.55
Granules India Ltd. Pharmaceuticals 11.91 817.9 4.00% -0.01% 4.1% (Jun 2025) 2.17% (Apr 2025) 15.82 L 0.00 Small Cap 22.95
Indian Energy Exchange Ltd. Exchange and data platform 3.87 792.5 3.87% -0.23% 5.63% (Jan 2025) 3.87% (Sep 2025) 56.94 L 0.00 Small Cap 22.95
# Hindustan Zinc Ltd. Zinc 3.7 757.5 3.70% 3.70% 3.7% (Sep 2025) 0% (Oct 2024) 15.70 L 15.70 L Large Cap 40.55
Hindalco Industries Ltd. Aluminium 3.69 755.1 3.69% 0.10% 4.49% (Oct 2024) 3.36% (May 2025) 9.91 L 0.00 Large Cap 40.55
Kaveri Seed Company Ltd. Other agricultural products 3.51 718.8 3.51% -0.56% 5.91% (Apr 2025) 3% (Dec 2024) 6.84 L 6.46 k Small Cap 22.95
Ramkrishna Forgings Ltd. Castings & forgings 3.34 684.3 3.34% -0.36% 3.93% (Jul 2025) 0% (Oct 2024) 12.68 L 0.00 Other 21.42
Infosys Ltd. Computers - software & consulting 8.49 663.2 3.24% -0.24% 3.86% (Jun 2025) 1.96% (Dec 2024) 4.60 L 0.00 Large Cap 40.55
Radico Khaitan Ltd. Breweries & distilleries 3.22 658.4 3.22% -0.13% 3.84% (Oct 2024) 2.72% (Feb 2025) 2.28 L 0.00 Small Cap 22.95
Glenmark Life Sciences Ltd. Pharmaceuticals 11.91 636.5 3.11% -0.22% 3.33% (Aug 2025) 1.83% (Dec 2024) 6.85 L 0.00 Other 21.42
Great Eastern Shipping Co. Ltd. Shipping 2.75 561.9 2.75% 0.05% 3.96% (Mar 2025) 0.88% (Oct 2024) 5.65 L 0.00 Small Cap 22.95
Burger King India Ltd. Restaurants 3.41 385.2 1.88% -0.18% 2.77% (Apr 2025) 0% (Oct 2024) 50.05 L 0.00 Other 21.42
Antony Waste Handling Cell Ltd. Waste management 1.69 345.8 1.69% -0.20% 3.62% (Oct 2024) 1.69% (Sep 2025) 6.40 L 0.00 Other 21.42
Barbeque-Nation Hospitality Ltd. Restaurants 3.41 313 1.53% -0.33% 2.9% (Apr 2025) 1.21% (Mar 2025) 13.47 L 0.00 Other 21.42
- indicates change in weight in the portfolio. # indicates a new entry.

New Stocks added in Portfolio (in 1 month period ending 30th Sep,2025)

Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
# Hindustan Zinc Ltd. Zinc 757.5 3.70% 3.70% 3.7% (Sep 2025) 0% (Oct 2024) 15.70 L 1570000

Stocks removed from Portfolio (in 1 month period ending 30th Sep,2025)

Stock Invested in Sector Value(Mn) % of Total Holdings 1M Change 1Y Highest Holding 1Y Lowest Holding Quantity 1M Change in Qty
No complete exits in the portfolio in the last month.

Trend in stock holdings (Top 15 Holding)

Stock Sep 2025 Aug 2025 Jul 2025 Jun 2025 May 2025 Apr 2025 Mar 2025 Feb 2025 Jan 2025 Dec 2024 Nov 2024 Oct 2024 Sep 2024
Redington Ltd. 5.60% 5.01% 4.95% 6.33% 5.29% 5.88% 6.13% 6.54% 6.00% 6.24% 6.44% 5.49% 4.11%
Bharti Airtel Ltd. 4.87% 5.16% 5.40% 5.58% 5.41% 6.01% 6.00% 6.28% 6.49% 5.40% 5.86% 6.30% 4.44%
HCL Technologies Limited 5.25% 5.82% 6.06% 4.72% 4.90% 5.57% 4.62% 5.28% 5.77% 5.95% 6.08% 6.30% 4.45%
Shriram Finance Ltd. 5.38% 5.04% 5.22% 5.03% 4.75% 5.40% 5.81% 6.31% 5.55% 5.41% 5.33% 6.01% 4.45%
Maruti Suzuki India Ltd. 6.10% 5.93% 5.23% 5.06% 5.26% 5.66% 4.43% 5.04% - - - - -
InterGlobe Aviation Ltd. 4.16% 4.43% 4.79% 4.76% 4.66% 5.45% 5.85% 5.92% 5.70% 6.44% 5.96% 5.98% 5.03%
Aurobindo Pharma Ltd. 4.80% 4.80% 5.50% 4.72% 4.32% 5.49% 4.80% 5.05% 5.58% 6.82% 5.48% 5.94% 4.60%
Indian Energy Exchange Ltd. 3.87% 4.10% 4.10% 4.64% 5.04% 5.46% 5.55% 5.04% 5.63% 4.88% 4.34% 4.75% 5.56%
UPL Ltd. 4.74% 5.46% 5.55% 5.13% 4.31% 5.42% 4.00% 3.56% - - - - -
Kaveri Seed Company Ltd. 3.51% 4.07% 4.00% 4.18% 5.37% 5.91% 5.73% 5.24% 4.72% 3.00% 3.15% 3.60% 3.47%
NCC Ltd. - - - - - - - - 4.30% 4.52% 4.29% 4.49% 3.36%
Prestige Estates Projects Ltd. 4.45% 4.85% 5.22% 5.24% 4.86% 5.41% 4.01% 2.63% 2.66% 3.56% 3.67% 3.95% 3.39%
Marksans Pharma Ltd. - - - 2.96% 3.15% 2.78% 3.11% 3.30% 3.43% 4.53% 5.54% 5.07% 6.05%
Hindalco Industries Ltd. 3.69% 3.59% 3.60% 3.60% 3.36% 3.94% 3.97% 3.85% 3.60% 3.91% 3.96% 4.49% 4.57%
Tata Steel Ltd. 4.49% 4.33% 4.57% 4.55% 4.44% 3.88% 4.05% 2.62% 2.57% 2.82% 3.13% 3.49% 4.59%
Name Type of Instrument Weight (%)
TREPS TREPS 10.79%
Net Receivables Net Receivables -0.16%

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