Fundalysisby DARKHORSESTOCKS

Fund house

Old Bridge

Its schemes hold 127 companies worth ₹4,744 Cr in Sept 2026.

  • AUM

    ₹4,814 CrOld Bridge's AUM averaged over Aug 2026, as AMFI reports it. Up 13.0% on Jul 2026, ₹4,261 Cr.

  • Largest holding

    Shriram Finance LimitedShriram Finance Limited is 7.3% of Old Bridge's AUM.

  • Largest sector

    Pharmaceuticals & BiotechnologyCompanies in Pharmaceuticals & Biotechnology make up 13.5% of Old Bridge's AUM.

  • Top 10 holdings

    50.1% of AUMThe 10 largest holdings together make up 50.1% of Old Bridge's AUM.

AUM(Jan 2024 – Aug 2026)

Average AUM each month, and its change on the month before
12 months₹ CrChange
Aug 20264,814+13.0%
Jul 20264,261+11.2%
Jun 20263,830+10.4%
May 20263,470+17.4%
Apr 20262,955+13.5%
Mar 20262,604+0.9%
Feb 20262,582+2.7%
Jan 20262,515+4.3%
Dec 20252,411+5.1%
Nov 20252,293+7.3%
Oct 20252,137+5.6%
Sept 20252,024+6.0%
Average AUM, Aug 2026
₹4,814 Cr
+137.8% since Sept 2025
Fig. 1.Old Bridge's average AUM each month since Mar 2014, ₹ crore. Source: AMFI.

Asset classes(Aug 2026)

Average AUM by asset class in Aug 2026, ₹ crore, and each one's share of the total
2 classes₹ CrShare
Equity4,57295.0%
Hybrid2425.0%
Average AUM, Aug 2026
Fig. 2.Average AUM by asset class, as AMFI classes it since SEBI's Aug 2026 categories. Source: AMFI.

States(Aug 2026)

Average AUM by state in Aug 2026, ₹ crore, its share of the total and its change over the year
35 states₹ CrShare
Maharashtra2.09K43.5%
Karnataka68014.1%
Gujarat4709.8%
Delhi3707.7%
West Bengal2615.4%
Tamil Nadu1693.5%
Telangana1553.2%
Goa61.61.3%
Uttar Pradesh51.51.1%
Rajasthan49.21.0%
Punjab350.7%
Assam280.6%
Madhya Pradesh260.5%
Haryana24.20.5%
Chandigarh22.60.5%
Andhra Pradesh220.5%
Kerala17.10.4%
Bihar15.40.3%
Odisha11.20.2%
Uttarakhand110.2%
Chhattisgarh10.40.2%
Jharkhand8.220.2%
Himachal Pradesh4.05<0.1%
Jammu & Kashmir2.29<0.1%
Meghalaya2<0.1%
Puducherry1.26<0.1%
Mizoram0.33<0.1%
Manipur0.26<0.1%
Tripura0.23<0.1%
Nagaland0.21<0.1%
Dadra & Nagar Haveli and Daman & Diu0.2<0.1%
Sikkim0.03<0.1%
Andaman & Nicobar0.01<0.1%
Arunachal Pradesh0.01<0.1%
Ladakh0.01<0.1%
Lakshadweep0<0.1%
Others2124.4%
All states and union territories, Aug 2026
₹4,602 Cr
35 states and union territories
2.096.6220.966.2209662

Average AUM, ₹ crore

Fig. 3.Old Bridge's average AUM by the state its investors live in, and its change over the year. Source: AMFI.

Market share(Jan 2024 – Aug 2026)

Share of industry AUM each month, and its change on the month before
12 monthsShareChange
Aug 20260.05%+0.01 pt
Jul 20260.05%0.00 pt
Jun 20260.05%0.00 pt
May 20260.04%+0.01 pt
Apr 20260.04%0.00 pt
Mar 20260.03%0.00 pt
Feb 20260.03%0.00 pt
Jan 20260.03%0.00 pt
Dec 20250.03%0.00 pt
Nov 20250.03%0.00 pt
Oct 20250.03%0.00 pt
Sept 20250.03%0.00 pt
Share of industry AUM, Aug 2026
0.05%
+0.03 pt since Sept 2025
Fig. 4.Old Bridge's average AUM as a share of every fund house's, each month since Mar 2014; changes in points. Source: AMFI.