Old Bridge Focused Equity Fund - Regular Growth

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NAV
₹ 11.86 ₹ 0.03 (0.25 %)
as on 23-05-2025
Asset Size (AUM)
1,465.13 Cr
Launch Date
Jan 24, 2024
Investment Objective
The scheme seeks 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).
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Jan 24, 2024
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13.64

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
2.15%
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₹ 11168
FD₹ 10600
Gold₹ 10800
Nifty₹ 10731
Performance

Scheme Performance (%)

Data as on - 23-05-2025
Created with Highcharts 4.1.4ReturnsOld Bridge Focused Equity Fund - Regular GrowthNIFTY 500 TRIEquity: FocusedYTD1 Month3 Month6 Month1 Year3 Years5 Years10 YearsSince Launch0102030

Yearly Performance (%)

Created with Highcharts 4.1.4ValuesOld Bridge Focused Equity Fund - Regular GrowthNIFTY 500 TRIEquity: Focused2016201720182019202020212022202320242025-100102030405060
Investment Returns Calculator
Amount InvestedFund ValueProfitReturns
Fund120,000122,4462,4464.46
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 11.68 0.0 0.0 0.0 0.0
BANDHAN Focused Equity Fund - Regular Plan - Growth 16-03-2006 14.78 23.21 20.34 22.42 11.64
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 14.67 28.11 26.02 32.76 14.51
Invesco India Focused Fund - Growth 08-09-2020 13.19 36.98 25.94 0.0 0.0
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 13.18 15.63 13.1 23.19 0.0
Portfolio Analysis
Portfolio as on 30-04-2025
Sector Allocation
SectorAllocation (%)
Services14.69
Healthcare13.13
Financial Services10.86
Fast Moving Consumer Goods9.11
Information Technology8.53
Automobile and Auto Components7.83
Metals & Mining7.82
Telecommunication6.01
Consumer Services5.67
Chemicals5.42
Realty5.41
N/A3.38
Utilities2.14
Portfolio Holdings
CompanyHoldings (%)
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-6.01
KAVERI SEED COMPANY LIMITED EQ NEW FV RS. 2/-5.91
REDINGTON LIMITED EQ NEW F.V. RS.2/-5.88
MARUTI SUZUKI INDIA LIMITED EQ5.66
HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/-5.57
AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/-5.49
INDIAN ENERGY EXCHANGE LIMITED EQ NEW FV RS 15.46
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-5.45
UPL LIMITED EQ NEW FV RS.2/-5.42
PRESTIGE ESTATES PROJECTS LIMITED EQ5.41
Shriram Finance Limited5.4
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-3.94
TATA STEEL LIMITED EQ NEW FV RE.1/-3.88
Triparty Repo3.43
THE GREAT EASTERN SHIPPING COMPANY LIMITED EQ NEW FV RS.10/-3.36
RADICO KHAITAN LIMITED EQ NEW FV RS. 2/-3.2
INFOSYS LIMITED EQ FV RS 52.96
BARBEQUE-NATION HOSPITALITY LIMITED EQ NEW FV RS. 5/-2.9
MARKSANS PHARMA LTD. EQ NEW RE.1/-2.78
RESTAURANT BRANDS ASIA LIMITED EQ2.77
GLENMARK LIFE SCIENCES LIMITED EQ NEW FV Rs.2/-2.69
GRANULES INDIA LIMITED EQ NEW FV RE. 1/-2.17
RAMKRISHNA FORGINGS LIMITED EQ NEW FV RS. 2/-2.17
ANTONY WASTE HANDLING CELL LIMITED EQ NEW FV RS. 5/-2.14
Net Receivables / (Payables)-0.05
Sector Allocation
Created with Highcharts 4.1.4ServicesHealthcareFinancial ServicesFast Moving Consumer GoodsInformation TechnologyAutomobile and Auto ComponentsMetals & MiningTelecommunicationConsumer ServicesOthers
Portfolio Holdings
Created with Highcharts 4.1.4BHARTI 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 EQHCL TECHNOLOGIES LIMITED EQ F.V. RS.2/-AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/-INDIAN ENERGY EXCHANGE LIMITED EQ NEW FV RS 1INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-UPL LIMITED EQ NEW FV RS.2/-Others