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Focused · Old Bridge Mutual Fund · AMFI code 152358Old Bridge Focused Fund
Disclosed for 32 months, Jan 2024 to Sep 2026.
Portfolio value
₹1,153 Cr
up ₹77.8 Cr vs Dec 2024
- Stocks held
- 23
- up 1 vs Dec 2024
- Top 10 weight
- 53.4%
- of the portfolio in its ten largest
- Cash & debt
- 11.4%
- cash, money market and debt
- Moves this month
- 1 in · 0 out
- added to 10, trimmed 9
Old Bridge Focused Fund is an active equity fund in the Focused category from Old Bridge Mutual Fund. In January 2025 it disclosed 23 stocks worth ₹1,153 Cr, up ₹77.8 Cr from Dec 2024. Its largest positions were Bharti Airtel Limited (6.5%), Redington Limited (6.0%), HCL Technologies Limited (5.8%); the ten largest together made up 53.4% of the portfolio, and Pharmaceuticals & Biotechnology was the biggest sector at 16.3% of its equity. Cash and debt stood at 11.4%. Compared with Dec 2024 the fund entered 1 new stock and exited 0.
Against 23 other Focused funds
Concentration
65%
Top-10 weight is higher than 65% of peers
Breadth
4%
Holds more stocks than 4% of peers
Cash
96%
Holds more cash than 96% of peers
Holdings in January 2025
Download CSVEvery line the fund disclosed, with the change against Dec 2024. Click a column to sort; click a company to see every fund that owns it.
- Cash, TREPS & receivables
- Weight
- 11.41%
- Δ weight
- down 1.02 pts
- Value
- ₹132 Cr
- Δ value
- down ₹2.1 Cr
- Status
- Trimmed
- Weight
- 6.49%
- Δ weight
- up 1.08 pts
- Value
- ₹74.8 Cr
- Δ value
- up ₹16.7 Cr
- Status
- Added
- Weight
- 6.00%
- Δ weight
- down 0.24 pts
- Value
- ₹69.2 Cr
- Δ value
- up ₹2.1 Cr
- Status
- Added
- Weight
- 5.77%
- Δ weight
- down 0.18 pts
- Value
- ₹66.6 Cr
- Δ value
- up ₹2.6 Cr
- Status
- Added
- Weight
- 5.70%
- Δ weight
- down 0.74 pts
- Value
- ₹65.8 Cr
- Δ value
- down ₹3.5 Cr
- Status
- Trimmed
- Weight
- 5.63%
- Δ weight
- up 0.76 pts
- Value
- ₹65 Cr
- Δ value
- up ₹12.5 Cr
- Status
- Added
- Weight
- 5.58%
- Δ weight
- down 1.23 pts
- Value
- ₹64.4 Cr
- Δ value
- down ₹8.9 Cr
- Status
- Trimmed
- Shriram Transport Finance Company LimitedShriram Finance Limited · history in this fund
- Weight
- 5.55%
- Δ weight
- up 0.14 pts
- Value
- ₹64 Cr
- Δ value
- up ₹5.8 Cr
- Status
- Added
- Weight
- 4.72%
- Δ weight
- up 1.72 pts
- Value
- ₹54.5 Cr
- Δ value
- up ₹22.2 Cr
- Status
- Added
- Weight
- 4.30%
- Δ weight
- down 0.22 pts
- Value
- ₹49.6 Cr
- Δ value
- up ₹96 L
- Status
- Added
- Weight
- 3.61%
- Δ weight
- down 0.36 pts
- Value
- ₹41.7 Cr
- Δ value
- down ₹1.1 Cr
- Status
- Trimmed
- Weight
- 3.60%
- Δ weight
- down 0.31 pts
- Value
- ₹41.5 Cr
- Δ value
- down ₹57 L
- Status
- Trimmed
- Weight
- 3.60%
- Δ weight
- up 1.09 pts
- Value
- ₹41.5 Cr
- Δ value
- up ₹14.5 Cr
- Status
- Added
- Weight
- 3.43%
- Δ weight
- down 1.10 pts
- Value
- ₹39.6 Cr
- Δ value
- down ₹9.1 Cr
- Status
- Trimmed
- Weight
- 3.36%
- Δ weight
- down 0.06 pts
- Value
- ₹38.7 Cr
- Δ value
- up ₹1.9 Cr
- Status
- Added
- Weight
- 2.85%
- Δ weight
- down 0.81 pts
- Value
- ₹32.9 Cr
- Δ value
- down ₹6.5 Cr
- Status
- Trimmed
- Weight
- 2.78%
- Δ weight
- up 0.29 pts
- Value
- ₹32.1 Cr
- Δ value
- up ₹5.3 Cr
- Status
- Added
- Weight
- 2.73%
- Δ weight
- down 0.24 pts
- Value
- ₹31.5 Cr
- Δ value
- down ₹42 L
- Status
- Trimmed
- Weight
- 2.71%
- Δ weight
- up 0.75 pts
- Value
- ₹31.2 Cr
- Δ value
- up ₹10.1 Cr
- Status
- Added
- Weight
- 2.66%
- Δ weight
- down 0.90 pts
- Value
- ₹30.7 Cr
- Δ value
- down ₹7.6 Cr
- Status
- Trimmed
- Weight
- 2.57%
- Δ weight
- down 0.26 pts
- Value
- ₹29.6 Cr
- Δ value
- down ₹75 L
- Status
- Trimmed
- Weight
- 2.08%
- Δ weight
- up 0.25 pts
- Value
- ₹24 Cr
- Δ value
- up ₹4.3 Cr
- Status
- Added
- Weight
- 1.50%
- Δ weight
- up 1.50 pts
- Value
- ₹17.2 Cr
- Δ value
- up ₹17.2 Cr
- Status
- New
- Weight
- 1.37%
- Δ weight
- up 0.09 pts
- Value
- ₹15.8 Cr
- Δ value
- up ₹2 Cr
- Status
- Added
What changed, Dec 2024 to Jan 2025
New New positions (1)
- Ramkrishna Forgings Limited1.5% · ₹17.2 Cr
Exited Exited (0)
None.
Added Biggest additions
- Kaveri Seed Company Limitedup ₹22.2 Cr (+1.72% pts)
- Bharti Airtel Limitedup ₹16.7 Cr (+1.08% pts)
- GREAT EASTERN SHIPPING CO. LTD.up ₹14.5 Cr (+1.09% pts)
- Indian Energy Exchange Limitedup ₹12.5 Cr (+0.76% pts)
Sectors
Which sectors the fund is moving towards and away from, and where its money sits now. Shares are of the fund’s classified equity holdings, so they add up to 100%.
Where the weight moved
Compared with
Since Dec 2024, the weight rose most in Agricultural Food & Other Products (+1.9 pts) and Auto Components (+1.7 pts), and fell most in Pharmaceuticals & Biotechnology (−2.6 pts) and Realty (−1.1 pts).
- Agricultural Food & Other Products3.4% → 5.3%+1.9 pts
- Auto Components0.0% → 1.7%new+1.7 pts
- Telecom - Services6.2% → 7.3%+1.2 pts
- Capital Markets5.6% → 6.4%+0.8 pts
- IT - Software9.0% → 9.6%+0.5 pts
- Other Utilities2.8% → 3.1%+0.3 pts
- Pharmaceuticals & Biotechnology18.9% → 16.3%−2.6 pts
- Realty4.1% → 3.0%−1.1 pts
- Beverages4.2% → 3.2%−1.0 pts
- Gas4.5% → 4.1%−0.5 pts
- Non - Ferrous Metals4.5% → 4.1%−0.4 pts
- Commercial Services & Supplies7.1% → 6.8%−0.4 pts
A sector’s weight changes when the fund buys or sells, and also when its shares rise or fall in price, so a change is not by itself a sign of buying or selling.
Main sectors’ weights over time
| Sector | Jan 2024 | Jul 2024 | Oct 2024 | Dec 2024 | Jan 2025 |
|---|---|---|---|---|---|
| Pharmaceuticals & Biotechnology | 16.8% | 15.3% | 17.9% | 18.9% | 16.3% |
| Transport Services | 7.8% | 6.2% | 7.4% | 10.2% | 10.5% |
| IT - Software | 7.6% | 5.3% | 9.0% | 9.0% | 9.6% |
| Telecom - Services | — | 5.2% | 6.8% | 6.2% | 7.3% |
| Commercial Services & Supplies | 8.0% | 4.3% | 5.9% | 7.1% | 6.8% |
| Capital Markets | — | 7.3% | 5.1% | 5.6% | 6.4% |
| Finance | 7.7% | 5.2% | 6.5% | 6.2% | 6.3% |
| Agricultural Food & Other Products | 8.8% | 4.2% | 3.9% | 3.4% | 5.3% |
| Construction | 8.6% | 8.9% | 4.8% | 5.2% | 4.9% |
| Gas | 4.3% | 2.7% | 4.5% | 4.5% | 4.1% |
Allocation in Jan 2025change vs Dec 2024
- Pharmaceuticals & Biotechnology (4)16.3%▼ 2.6 pts
- Transport Services (2)
Cash and debt
The share of the portfolio not in shares: cash and net receivables, money-market instruments and bonds, as disclosed each month. Cash can dip below zero when payables, often on derivative positions, exceed it. A change here describes what the fund did; it is not a signal.
Cash & debt, Jan 2025
11.4%
▼ 1.0 pts vs Dec 2024
- Cash alone
- 11.4%
- cash and net receivables
- A year earlier
- 46.1%
- Jan 2024 · now ▼ 34.7 pts
- Last 12 months
- 4.7% – 17.7%
- lowest to highest · record 46.1% in Jan 2024
History
Disclosed portfolio value by month, with the stocks the fund entered and exited against its previous disclosure. Every month is a link to that portfolio.