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Old Bridge Focused Equity Fund Direct - Growth Portfolio Analysis
Portfolio Overview
as on May 31, 2025| Number of stocks | 23 |
| Top 10 Stocks (%) | 49.97999999999999 % |
| Top 5 Stocks (%) | 26.369999999999997 % |
| Top 3 Stocks (%) | 16.07 % |
Portfolio Aggregates
as on May 31, 2025Large Cap Stocks (%)
35.742692000000005 %
This fund
Vs
60.69 %
Category
Mid Cap Stocks (%)
13.487308999999998 %
This fund
Vs
19.15 %
Category
Small Cap Stocks (%)
38.97999899999999 %
This fund
Vs
20.16 %
Category
Tiny Cap Stocks (%)
0.0 %
This fund
Vs
0.0 %
Category
Historical Trend in Sector Stocks Holding
as on May 31, 2025- %
- #
| Sector | May 25 | Apr 25 | Mar 25 | Dec 24 | Nov 24 | Oct 24 | Sep 24 | Aug 24 | Jul 24 | Jun 24 | May 24 | Apr 24 | Mar 24 | Feb 24 | Jan 24 | ||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Services | 21.86 % | 380 Cr | 24.599999999999998 % | 360.33 Cr | 23.110000000000003 % | 307.33 Cr | 21.33 % | 229.45 Cr | 22.23 % | 225.73 Cr | 23.18 % | 217.13 Cr | 22.949999999999996 % | 185.44 Cr | 26.21 % | 184.86 Cr | 27.88 % | 164.4 Cr | 27.41 % | 128.43 Cr | 28.99 % | 108.94 Cr | 25.26 % | 80.72 Cr | 23.41 % | 52.32 Cr | 23.81 % | 42.71 Cr | 13.2 % | 16.46 Cr | |
| Healthcare | 12.150000000000002 % | 211.15 Cr | 13.129999999999999 % | 192.28 Cr | 13.360000000000001 % | 177.49 Cr | 19.560000000000002 % | 210.29 Cr | 20.16 % | 204.71 Cr | 19.980000000000004 % | 187.26 Cr | 18.93 % | 152.9 Cr | 21.45 % | 151.29 Cr | 18.74 % | 110.54 Cr | 18.689999999999998 % | 87.48 Cr | 19.099999999999998 % | 71.76 Cr | 16.05 % | 51.31 Cr | 16.12 % | 36.04 Cr | 16.15 % | 28.95 Cr | 11.379999999999999 % | 14.18 Cr | |
| Metals & Mining | 10.23 % | 177.99 Cr | 9.99 % | 146.24 Cr | 11.12 % | 147.86 Cr | 6.73 % | 72.48 Cr | 7.09 % | 72.02 Cr | 7.98 % | 74.73 Cr | 11.68 % | 94.34 Cr | 10.93 % | 77.08 Cr | 11.39 % | 67.2 Cr | 11.350000000000001 % | 53.17 Cr | 10.87 % | 40.8 Cr | 9.489999999999998 % | 30.31 Cr | 10.53 % | 23.52 Cr | 10.99 % | 19.71 Cr | 7.02 % | 8.76 Cr | |
| Consumer Staples | 8.49 % | 147.57 Cr | 9.11 % | 133.43 Cr | 8.49 % | 112.85 Cr | 6.66 % | 71.64 Cr | 6.8100000000000005 % | 69.11 Cr | 7.4399999999999995 % | 69.6 Cr | 7.29 % | 58.9 Cr | 8.45 % | 59.55 Cr | 6.77 % | 39.93 Cr | 6.42 % | 30.06 Cr | 6.46 % | 24.29 Cr | 7.890000000000001 % | 25.22 Cr | 7.9 % | 17.65 Cr | 10.75 % | 19.28 Cr | 4.75 % | 5.92 Cr | |
| Technology | 7.86 % | 136.67 Cr | 8.530000000000001 % | 125.01 Cr | 7.03 % | 93.51 Cr | 7.91 % | 85.09 Cr | 8.129999999999999 % | 82.53 Cr | 8.4 % | 78.66 Cr | 7.050000000000001 % | 56.92 Cr | 7.6 % | 53.54 Cr | 5.05 % | 29.77 Cr | 4.58 % | 21.45 Cr | 3.99 % | 14.98 Cr | 3.66 % | 11.68 Cr | 4.45 % | 9.94 Cr | 3.02 % | 5.41 Cr | 4.11 % | 5.12 Cr | |
| Communication | 5.41 % | 94.01 Cr | 6.01 % | 88.09 Cr | 6.0 % | 79.73 Cr | 5.4 % | 58.11 Cr | 5.86 % | 59.55 Cr | 6.3 % | 59.02 Cr | 4.44 % | 35.9 Cr | 4.41 % | 31.06 Cr | 4.94 % | 29.15 Cr | 4.17 % | 19.53 Cr | 3.56 % | 13.38 Cr | 4.03 % | 12.89 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Automobile | 5.26 % | 91.53 Cr | 5.66 % | 82.85 Cr | 4.43 % | 58.87 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Construction | 4.86 % | 84.47 Cr | 5.41 % | 79.2 Cr | 4.01 % | 53.29 Cr | 8.08 % | 86.9 Cr | 7.96 % | 80.87 Cr | 8.440000000000001 % | 79.02 Cr | 9.81 % | 79.32 Cr | 10.77 % | 75.92 Cr | 13.02 % | 76.81 Cr | 12.71 % | 59.53 Cr | 12.43 % | 46.7 Cr | 12.73 % | 40.68 Cr | 11.7 % | 26.14 Cr | 12.19 % | 21.84 Cr | 6.970000000000001 % | 8.69 Cr | |
| Financial | 4.75 % | 82.66 Cr | 5.4 % | 79.09 Cr | 5.81 % | 77.21 Cr | 5.41 % | 58.18 Cr | 5.33 % | 54.16 Cr | 6.01 % | 56.3 Cr | 4.45 % | 35.99 Cr | 4.57 % | 32.24 Cr | 5.0 % | 29.5 Cr | 4.45 % | 20.82 Cr | 4.13 % | 15.52 Cr | 4.7 % | 15.02 Cr | 4.35 % | 9.72 Cr | 4.45 % | 7.98 Cr | 4.16 % | 5.18 Cr | |
| Chemicals | 4.31 % | 74.87 Cr | 5.42 % | 79.41 Cr | 4.0 % | 53.15 Cr | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | 0 % | 0 | |
| Energy | 3.03 % | 52.62 Cr | 3.36 % | 49.19 Cr | 3.96 % | 52.67 Cr | 6.49 % | 69.8 Cr | 6.97 % | 70.75 Cr | 5.09 % | 47.68 Cr | 3.0 % | 24.24 Cr | 0 % | 0 | 2.55 % | 15.04 Cr | 2.81 % | 13.15 Cr | 3.42 % | 12.86 Cr | 4.11 % | 13.12 Cr | 3.84 % | 8.59 Cr | 4.44 % | 7.96 Cr | 2.32 % | 2.89 Cr |
Complete Current Stock Holdings
as on May 31, 2025| Stocks | Sectors | % of holding | Value | 3m | 6m | 1Y |
|---|---|---|---|---|---|---|
| Bharti Airtel Ltd. | Communication | 5.41% | 94.01 Cr | 5.4% | 4.44% | -- |
| Kaveri Seed Company Ltd. | Consumer Staples | 5.37% | 93.36 Cr | 3.0% | 3.47% | 3.39% |
| Redington Ltd. | Services | 5.29% | 91.95 Cr | 6.24% | 4.11% | 4.33% |
| Maruti Suzuki India Ltd. | Automobile | 5.26% | 91.53 Cr | -- | -- | -- |
| Indian Energy Exchange Ltd. | Services | 5.04% | 87.6 Cr | 4.88% | 5.56% | 4.36% |
| HCL Technologies Ltd. | Technology | 4.9% | 85.26 Cr | 5.95% | 4.45% | 4.45% |
| Prestige Estates Projects Ltd. | Construction | 4.86% | 84.47 Cr | 3.56% | 3.39% | 4.48% |
| Shriram Finance Ltd | Financial | 4.75% | 82.66 Cr | 5.41% | 4.45% | 4.35% |
| Interglobe Aviation Ltd. | Services | 4.66% | 81.09 Cr | 6.44% | 5.03% | 4.54% |
| Tata Steel Ltd. | Metals & Mining | 4.44% | 77.2 Cr | 2.82% | 4.59% | 4.26% |
| Aurobindo Pharma Ltd. | Healthcare | 4.32% | 75.1 Cr | 6.82% | 4.6% | 4.6% |
| UPL Ltd. | Chemicals | 4.31% | 74.87 Cr | -- | -- | -- |
| Hindalco Industries Ltd. | Metals & Mining | 3.36% | 58.47 Cr | 3.91% | 4.57% | 4.16% |
| Marksans Pharma Ltd. | Healthcare | 3.15% | 54.82 Cr | 4.53% | 6.05% | 4.33% |
| Radico Khaitan Ltd. | Consumer Staples | 3.12% | 54.21 Cr | 3.66% | 3.82% | 4.51% |
| The Great Eastern Shipping Company Ltd. | Energy | 3.03% | 52.62 Cr | 2.51% | -- | -- |
| Infosys Ltd. | Technology | 2.96% | 51.41 Cr | 1.96% | 2.6% | -- |
| Granules India Ltd. | Healthcare | 2.54% | 44.08 Cr | 3.42% | 2.7% | -- |
| Ramkrishna Forgings Ltd. | Metals & Mining | 2.43% | 42.31 Cr | -- | -- | -- |
| Restaurant Brands Asia Ltd. | Services | 2.34% | 40.68 Cr | -- | -- | -- |
| Antony Waste Handling Cell Ltd. | Services | 2.3% | 39.96 Cr | 2.49% | 2.86% | 3.43% |
| Barbeque-Nation Hospitality Ltd. | Services | 2.23% | 38.69 Cr | 1.28% | 2.49% | 3.32% |
| Alivus Life Sciences Ltd | Healthcare | 2.14% | 37.13 Cr | 1.83% | 2.21% | 3.78% |
Top Stocks bought last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Tata Steel Ltd. | Metals & Mining | 77.2 Cr | -- | 20.33 Cr |
| Marksans Pharma Ltd. | Healthcare | 54.82 Cr | -- | 14.07 Cr |
| Granules India Ltd. | Healthcare | 44.08 Cr | -- | 12.36 Cr |
| Ramkrishna Forgings Ltd. | Metals & Mining | 42.31 Cr | -- | 10.59 Cr |
| Maruti Suzuki India Ltd. | Automobile | 91.53 Cr | -- | 8.67 Cr |
Top Stocks sold last month
| Stocks | Sectors | Current Value | Last Month Value | Absolute Change |
|---|---|---|---|---|
| Restaurant Brands Asia Ltd. | Services | 40.68 Cr | -- | 14.01L |
| Alivus Life Sciences Ltd | Healthcare | 37.13 Cr | -- | 2.25 Cr |
| Barbeque-Nation Hospitality Ltd. | Services | 38.69 Cr | -- | 3.77 Cr |
| UPL Ltd. | Chemicals | 74.87 Cr | -- | 4.53 Cr |
| Aurobindo Pharma Ltd. | Healthcare | 75.1 Cr | -- | 5.32 Cr |