Old Bridge Focused Equity Fund - Regular Growth

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NAV
₹ 11.92 ₹ -0.08 (-0.67 %)
as on 13-06-2025
Asset Size (AUM)
1,735.43 Cr
Launch Date
Jan 24, 2024
Investment Objective
To generate long-term capital appreciation by investing in equity and equity related instruments of up to 30 companies across market capitalization (i.e. Mid cap, Small cap, Large cap). Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realized.
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Jan 24, 2024
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13.45

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
2.12%
Volatility
0.0 %
Fund House
Old Bridge Mutual Fund
Fund Manager
FM 1 - Mr. Kenneth Joseph Andrade, FM 2 - Mr. Tarang Agrawal
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 1000.0)

Entry Load
Not applicable
Exit Load
If redeemed/switched out within 365 days from the date of allotment: 1% If redeemed/switched out after 365 days from the date of allotment Nil
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4AssetsCash & Cash EquivalentsEquity
Fund Performance
Fund's historical return comparison with other asset classes
Created with Highcharts 4.1.4FundFDGoldNifty
Fund₹ 10779
FD₹ 10600
Gold₹ 10800
Nifty₹ 10588
Performance

Scheme Performance (%)

Data as on - 13-06-2025
Created with Highcharts 4.1.4ReturnsOld Bridge Focused Equity Fund - Regular GrowthNIFTY 500 TRIEquity: FocusedYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch-100102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesOld Bridge Focused Equity Fund - Regular GrowthNIFTY 500 TRIEquity: Focused2016201720182019202020212022202320242025-100102030405060
Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000123,2063,2065.88
Benchmark---
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Old Bridge Focused Equity Fund - Regular Growth 24-01-2024 7.78 0.0 0.0 0.0 0.0
BANDHAN Focused Equity Fund - Regular Plan - Growth 16-03-2006 11.59 22.1 22.46 21.3 12.48
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 10.9 27.18 26.11 26.32 15.03
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 05-05-2021 10.76 21.21 22.08 0.0 0.0
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 10.7 14.24 13.94 20.87 0.0
Portfolio Analysis
Portfolio as on 31-05-2025
Sector Allocation
SectorAllocation (%)
Services12.98
Healthcare12.15
N/A11.79
Financial Services9.79
Fast Moving Consumer Goods8.49
Information Technology7.86
Metals & Mining7.8
Automobile and Auto Components7.69
Telecommunication5.41
Realty4.86
Consumer Services4.57
Chemicals4.31
Utilities2.3
Portfolio Holdings
CompanyHoldings (%)
Triparty Repo11.5
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.41
KAVERI SEED COMPANY LIMITED EQ NEW FV RS. 2/-5.37
REDINGTON LIMITED EQ NEW F.V. RS.2/-5.29
MARUTI SUZUKI INDIA LIMITED EQ5.26
INDIAN ENERGY EXCHANGE LIMITED EQ NEW FV RS 15.04
HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/-4.9
PRESTIGE ESTATES PROJECTS LIMITED EQ4.86
Shriram Finance Limited4.75
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-4.66
TATA STEEL LIMITED EQ NEW FV RE.1/-4.44
AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/-4.32
UPL LIMITED EQ NEW FV RS.2/-4.31
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-3.36
MARKSANS PHARMA LTD. EQ NEW RE.1/-3.15
RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-3.12
THE GREAT EASTERN SHIPPING COMPANY LIMITED EQ NEW FV RS.10/-3.03
INFOSYS LIMITED EQ FV RS 52.96
GRANULES INDIA LIMITED EQ NEW FV RE. 1/-2.54
RAMKRISHNA FORGINGS LIMITED EQ NEW FV RS. 2/-2.43
RESTAURANT BRANDS ASIA LIMITED EQ2.34
ANTONY WASTE HANDLING CELL LIMITED EQ NEW FV RS. 5/-2.3
BARBEQUE-NATION HOSPITALITY LIMITED EQ NEW FV RS. 5/-2.23
GLENMARK LIFE SCIENCES LIMITED EQ NEW FV Rs.2/-2.14
Net Receivables / (Payables)0.29
Sector Allocation
Created with Highcharts 4.1.4ServicesHealthcareFinancial ServicesFast Moving Consumer GoodsInformation TechnologyMetals & MiningAutomobile and Auto ComponentsTelecommunicationRealtyOthers
Portfolio Holdings
Created with Highcharts 4.1.4Triparty RepoBHARTI AIRTEL LIMITED EQ NEW FV RS 5/-KAVERI SEED COMPANY LIMITED EQ NEW FV RS. 2/-REDINGTON LIMITED EQ NEW F.V. RS.2/-MARUTI SUZUKI INDIA LIMITED EQINDIAN ENERGY EXCHANGE LIMITED EQ NEW FV RS 1HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/-PRESTIGE ESTATES PROJECTS LIMITED EQShriram Finance LimitedOthers