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Old Bridge Focused Fund - Direct Plan - IDCW

  • Regular
  • Direct
Category : Focused Fund
Fund House :
Portfolio Turnover Ratio : 17.00%. Category average turnover ratio is 102.43%. 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 : 88.97% | F&O Holdings : 0.00%| Foreign Equity Holdings : 0.00%| Total : 88.97%
No of Stocks : 22 (Category Avg - 28.07) | Large Cap Investments : 38.67%| Mid Cap Investments : 4.85% | Small Cap Investments : 23.24% | Other : 22.21%

Portfolio Summary (as on 31st Aug,2025)

Particulars This Scheme Category
No. of Stocks 22 27.5
Top 5 Stock Weight 27.41% 31.57%
Top 10 Stock Weight 50.83% 51.75%
Top 3 Sector Weight 27.37% 33.94%
Category - Focused Fund
Particulars This Scheme Category
Average mcap (Cr) 50214.60 91801.19
Holdings in large cap stocks 38.67% 41.48%
Holdings in mid cap stocks 4.85% 12.45%
Holdings in small cap stocks 23.24% 10.13%
Category - Focused Fund

Top 10 Stocks holding in Portfolio (as on 31st Aug,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 1151.6 5.93% 0.70% 5.93% (Aug 2025) 0% (Sep 2024) 77.86 k 0.00
HCL Technologies Limited Computers - software & consulting 1128.9 5.82% -0.24% 6.3% (Oct 2024) 4.45% (Sep 2024) 7.76 L 0.00
UPL Ltd. Pesticides & agrochemicals 1059.5 5.46% -0.09% 5.55% (Jul 2025) 0% (Sep 2024) 14.80 L 0.00
Bharti Airtel Ltd. Telecom - cellular & fixed line services 1001.1 5.16% -0.24% 6.49% (Jan 2025) 4.44% (Sep 2024) 5.30 L 0.00
Shriram Finance Ltd. Non banking financial company (nbfc) 978.4 5.04% -0.18% 6.31% (Feb 2025) 4.45% (Sep 2024) 16.86 L 1.31 L
Redington Ltd. Trading & distributors 973.4 5.01% 0.06% 6.54% (Feb 2025) 4.11% (Sep 2024) 40.41 L 3.28 L
Prestige Estates Projects Ltd. Residential, commercial projects 942.1 4.85% -0.37% 5.41% (Apr 2025) 2.63% (Feb 2025) 6.03 L 0.00
Aurobindo Pharma Ltd. Pharmaceuticals 931.8 4.80% -0.70% 6.82% (Dec 2024) 4.32% (May 2025) 9.07 L 0.00
InterGlobe Aviation Ltd. Airline 859 4.43% -0.36% 6.44% (Dec 2024) 4.43% (Aug 2025) 1.52 L 0.00
Tata Steel Ltd. Iron & steel products 840.5 4.33% -0.24% 4.59% (Sep 2024) 2.57% (Jan 2025) 54.41 L 0.00
- indicates change in weight in the portfolio. # indicates a new entry.
View complete holding

Complete equity Portfolio (as on 31st Aug,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 5.93 1151.6 5.93% 0.70% 5.93% (Aug 2025) 0% (Sep 2024) 77.86 k 0.00 Large Cap 38.67
HCL Technologies Limited Computers - software & consulting 9.3 1128.9 5.82% -0.24% 6.3% (Oct 2024) 4.45% (Sep 2024) 7.76 L 0.00 Large Cap 38.67
UPL Ltd. Pesticides & agrochemicals 5.46 1059.5 5.46% -0.09% 5.55% (Jul 2025) 0% (Sep 2024) 14.80 L 0.00 Large Cap 38.67
Bharti Airtel Ltd. Telecom - cellular & fixed line services 5.16 1001.1 5.16% -0.24% 6.49% (Jan 2025) 4.44% (Sep 2024) 5.30 L 0.00 Large Cap 38.67
Shriram Finance Ltd. Non banking financial company (nbfc) 5.04 978.4 5.04% -0.18% 6.31% (Feb 2025) 4.45% (Sep 2024) 16.86 L 1.31 L Other 22.21
Redington Ltd. Trading & distributors 5.01 973.4 5.01% 0.06% 6.54% (Feb 2025) 4.11% (Sep 2024) 40.41 L 3.28 L Small Cap 23.24
Prestige Estates Projects Ltd. Residential, commercial projects 4.85 942.1 4.85% -0.37% 5.41% (Apr 2025) 2.63% (Feb 2025) 6.03 L 0.00 Mid Cap 4.85
Aurobindo Pharma Ltd. Pharmaceuticals 12.14 931.8 4.80% -0.70% 6.82% (Dec 2024) 4.32% (May 2025) 9.07 L 0.00 Large Cap 38.67
InterGlobe Aviation Ltd. Airline 4.43 859 4.43% -0.36% 6.44% (Dec 2024) 4.43% (Aug 2025) 1.52 L 0.00 Large Cap 38.67
Tata Steel Ltd. Iron & steel products 4.33 840.5 4.33% -0.24% 4.59% (Sep 2024) 2.57% (Jan 2025) 54.41 L 0.00 Other 22.21
- Indian Energy Exchange Ltd. Exchange and data platform 4.1 796 4.10% 0.00% 5.63% (Jan 2025) 4.1% (Aug 2025) 56.94 L 0.00 Small Cap 23.24
Kaveri Seed Company Ltd. Other agricultural products 4.07 789.2 4.07% 0.07% 5.91% (Apr 2025) 3% (Dec 2024) 6.78 L 0.00 Small Cap 23.24
Granules India Ltd. Pharmaceuticals 12.14 778.7 4.01% 0.01% 4.1% (Jun 2025) 2.17% (Apr 2025) 15.82 L 0.00 Small Cap 23.24
Ramkrishna Forgings Ltd. Castings & forgings 3.7 718.4 3.70% -0.23% 3.93% (Jul 2025) 0% (Sep 2024) 12.68 L 0.00 Other 22.21
Hindalco Industries Ltd. Aluminium 3.59 697.6 3.59% -0.01% 4.57% (Sep 2024) 3.36% (May 2025) 9.91 L 0.00 Large Cap 38.67
Infosys Ltd. Computers - software & consulting 9.3 676 3.48% -0.22% 3.86% (Jun 2025) 1.96% (Dec 2024) 4.60 L 0.00 Large Cap 38.67
Radico Khaitan Ltd. Breweries & distilleries 3.35 650.4 3.35% 0.23% 3.84% (Oct 2024) 2.72% (Feb 2025) 2.28 L 13.97 k Small Cap 23.24
Glenmark Life Sciences Ltd. Pharmaceuticals 12.14 647.2 3.33% 0.90% 3.33% (Aug 2025) 1.83% (Dec 2024) 6.85 L 2.42 L Other 22.21
Great Eastern Shipping Co. Ltd. Shipping 2.7 524.3 2.70% -0.13% 3.96% (Mar 2025) 0% (Sep 2024) 5.65 L 0.00 Small Cap 23.24
Burger King India Ltd. Restaurants 3.92 399.9 2.06% -0.11% 2.77% (Apr 2025) 0% (Sep 2024) 50.05 L 0.00 Other 22.21
Antony Waste Handling Cell Ltd. Waste management 1.89 366.2 1.89% -0.20% 3.62% (Oct 2024) 1.89% (Aug 2025) 6.40 L 0.00 Other 22.21
Barbeque-Nation Hospitality Ltd. Restaurants 3.92 361.4 1.86% -0.18% 2.9% (Apr 2025) 1.21% (Mar 2025) 13.47 L 0.00 Other 22.21
- indicates change in weight in the portfolio. # indicates a new entry.

New Stocks added in Portfolio (in 1 month period ending 31st Aug,2025)

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

Stocks removed from Portfolio (in 1 month period ending 31st Aug,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 Aug 2025 Jul 2025 Jun 2025 May 2025 Apr 2025 Mar 2025 Feb 2025 Jan 2025 Dec 2024 Nov 2024 Oct 2024 Sep 2024 Aug 2024
Redington Ltd. 5.01% 4.95% 6.33% 5.29% 5.88% 6.13% 6.54% 6.00% 6.24% 6.44% 5.49% 4.11% 4.83%
Bharti Airtel Ltd. 5.16% 5.40% 5.58% 5.41% 6.01% 6.00% 6.28% 6.49% 5.40% 5.86% 6.30% 4.44% 4.41%
InterGlobe Aviation Ltd. 4.43% 4.79% 4.76% 4.66% 5.45% 5.85% 5.92% 5.70% 6.44% 5.96% 5.98% 5.03% 5.82%
HCL Technologies Limited 5.82% 6.06% 4.72% 4.90% 5.57% 4.62% 5.28% 5.77% 5.95% 6.08% 6.30% 4.45% 4.51%
Shriram Finance Ltd. 5.04% 5.22% 5.03% 4.75% 5.40% 5.81% 6.31% 5.55% 5.41% 5.33% 6.01% 4.45% 4.57%
Aurobindo Pharma Ltd. 4.80% 5.50% 4.72% 4.32% 5.49% 4.80% 5.05% 5.58% 6.82% 5.48% 5.94% 4.60% 5.67%
Maruti Suzuki India Ltd. 5.93% 5.23% 5.06% 5.26% 5.66% 4.43% 5.04% - - - - - -
Indian Energy Exchange Ltd. 4.10% 4.10% 4.64% 5.04% 5.46% 5.55% 5.04% 5.63% 4.88% 4.34% 4.75% 5.56% 6.15%
UPL Ltd. 5.46% 5.55% 5.13% 4.31% 5.42% 4.00% 3.56% - - - - - -
Kaveri Seed Company Ltd. 4.07% 4.00% 4.18% 5.37% 5.91% 5.73% 5.24% 4.72% 3.00% 3.15% 3.60% 3.47% 4.29%
Marksans Pharma Ltd. - - 2.96% 3.15% 2.78% 3.11% 3.30% 3.43% 4.53% 5.54% 5.07% 6.05% 5.57%
Prestige Estates Projects Ltd. 4.85% 5.22% 5.24% 4.86% 5.41% 4.01% 2.63% 2.66% 3.56% 3.67% 3.95% 3.39% 3.82%
NCC Ltd. - - - - - - - 4.30% 4.52% 4.29% 4.49% 3.36% 3.27%
Hindalco Industries Ltd. 3.59% 3.60% 3.60% 3.36% 3.94% 3.97% 3.85% 3.60% 3.91% 3.96% 4.49% 4.57% 4.85%
Tata Steel Ltd. 4.33% 4.57% 4.55% 4.44% 3.88% 4.05% 2.62% 2.57% 2.82% 3.13% 3.49% 4.59% 3.17%
Name Type of Instrument Weight (%)
TREPS TREPS 10.91%
Net Receivables Net Receivables 0.12%

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