Old Bridge Focused Fund - Direct Growth
Old Bridge Asset Management Private Limited · Direct Plan · Growth
Fund overview
1% on or before 365D, Nil after 365D
Returns & rankings
| Period | Fund Returns | Category Avg. | Rank | VS Category |
|---|---|---|---|---|
| … | ||||
Green = fund outperformed the category average for that period; red = underperformed. Periods under 1 year always show absolute (non-annualised) returns. Past performance does not guarantee future returns.
Return calculator
One-time investment
₹5,000
| Over the past | Total investment | Would've become | Returns |
|---|---|---|---|
| 1 Year | ₹5,000 | ₹5,505 | +505 |
| 3 Years | ₹5,000 | ₹6,672 | +1,672 |
| 5 Years | ₹5,000 | ₹8,087 | +3,087 |
Calculated using the fund's annualised return since inception (10.1% p.a.) as period-wise historical returns aren't available in the current feed. Actual returns fluctuate and are not guaranteed. Mutual fund investments are subject to market risks.
Holdings
25 securitiesTop 10 holdings make up 51.8% of the portfolio.
| Security | Sector | Market Cap | Weight |
|---|---|---|---|
| Triparty Repo | Cash/Deposits/Margins/Treps/Repo/Swaps | — | 9.07% |
| Shriram Finance Ltd | Financial Services | Large Cap | 7.18% |
| Redington Ltd | Commercial Services & Supplies | Small Cap | 6.96% |
| Aurobindo Pharma Ltd | Pharmaceuticals & Biotechnology | Mid Cap | 5.57% |
| Interglobe Aviation Ltd | Transport Services | Large Cap | 4.97% |
| ITC Ltd | Fast Moving Consumer Goods | Large Cap | 4.86% |
| Bharti Airtel Ltd | Telecom - Services | Large Cap | 4.53% |
| Ramkrishna Forgings Ltd | Auto Components | Small Cap | 4.34% |
| Maruti Suzuki India Ltd | Automobiles & Components | Large Cap | 4.34% |
| Jubilant Foodworks Ltd | Leisure Services | Small Cap | 4.10% |
Portfolio Allocation
Equity / Debt / Cash
Total Value
₹4,542 Cr
Market Cap Split
Total Value
100%
Equity sector allocation
Total Value
₹4,130 Cr
Exit load, stamp duty & tax
24-Jan-24
1% on or before 365D, Nil after 365D
0.005% (from July 1st, 2020)
Taxation depends on the fund category and holding period. Consult the scheme document or a tax advisor for details.
Risk & Performance Ratios (1Y)
| Standard Deviation | -- |
| Beta | -- |
| Sharpe Ratio | -- |
| Sortino Ratio | -- |
| Treynor Ratio | -- |
| Jensen's Alpha | -- |
| Information Ratio | -- |
| R-Squared | -- |
| Max Drawdown | -- |
| Upside Capture | -- |
| Downside Capture | -- |
Fund management
Scheme Details
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).
Fund house
Old Bridge Asset Management Private Limited
Frequently asked questions
What is the NAV of Old Bridge Focused Fund - Direct Growth?
The NAV of Old Bridge Focused Fund - Direct Growth is ₹13.02 as of 21 Oct 2026. NAV is updated at the end of every trading day.
How much expense ratio is charged by Old Bridge Focused Fund - Direct Growth?
The expense ratio charged by Old Bridge Focused Fund - Direct Growth is 1.05%.
What is the Min. SIP of Old Bridge Focused Fund - Direct Growth?
The minimum SIP investment in Old Bridge Focused Fund - Direct Growth is ₹2,500 per month.
What is the Min. Lumpsum of Old Bridge Focused Fund - Direct Growth?
The minimum lumpsum investment in Old Bridge Focused Fund - Direct Growth is ₹5,000.
What is the Exit Load of Old Bridge Focused Fund - Direct Growth?
The exit load for Old Bridge Focused Fund - Direct Growth is: 1% on or before 365D, Nil after 365D
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