Old Bridge Focused Fund - Direct (G)
Focused FundNAV
12.29(0.08%)Fund Size (CR)
₹1,738.97Expense Ratio
1.07Scheme Type
Active FundValue Research
Min. investment
₹5,000Minimum Additional Investment
₹1,000Minimum SIP Investment
₹2,500Minimum Withdrawal
₹1,000Exit Load
1%Return Since Launch
15.57%
- 3M
- 6M
- 1Y
- 3Y
- All
Basic Details
Scheme Manager
Kenneth Andrade
Bench Mark
BSE 500 TRI
Type
OPEN
Lumpsum Returns
| Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 18 June 2025 | 10199.34 | 1.99% | - | 1.60% | 23/114 |
| 1 Month | 23 May 2025 | 10216.31 | 2.16% | - | 2.58% | 73/114 |
| 3 Month | 25 March 2025 | 10734.27 | 7.34% | - | 8.63% | 77/114 |
| 6 Month | 24 December 2024 | 10371.62 | 3.72% | - | 2.65% | 51/114 |
| 1 Year | 25 June 2024 | 10915.56 | 9.16% | 9.16% | 5.44% | 25/114 |
| 3 Year | - | - | 0% | - | 21.52% | -/- |
| 5 Year | - | - | 0% | - | 22.32% | -/- |
| Since Inception | 24 January 2024 | 12280.00 | 22.80% | 15.57% | 16.56% | 64/114 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 1 July 2024 | 1,20,000 | 125558.25 | 4.63% | 4.63% |
| 3 Year | - | - | - | - | - |
| 5 Year | - | - | - | - | - |
| 10 Year | - | - | - | - | - |
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
- Investment type
- Scheme based
- SIP
- Lumpsum
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
4.71%
Standard Deviation
1.17%
Beta
0.49%
Sharpe Ratio
0.04%
Treynor's Ratio
3.15%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| Bharti Airtel | 5.41% | 506500 | 94.02 | Equity | Telecomm-Service |
| Kaveri Seed Co. | 5.37% | 648000 | 93.36 | Equity | FMCG |
| Redington | 5.29% | 3555000 | 91.96 | Equity | Trading |
| Maruti Suzuki | 5.26% | 74300 | 91.53 | Equity | Automobile |
| Indian Energy Ex | 5.04% | 4368000 | 87.60 | Equity | Financial Services |
| HCL Technologies | 4.90% | 521000 | 85.27 | Equity | IT - Software |
| Prestige Estates | 4.86% | 575982 | 84.47 | Equity | Realty |
| Shriram Finance | 4.75% | 1293000 | 82.67 | Equity | Finance |
| Interglobe Aviat | 4.66% | 152143 | 81.09 | Equity | Air Transport Service |
| Tata Steel | 4.44% | 4795000 | 77.21 | Equity | Steel |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Old Bridge Focused Fund - Direct (G) | 1738.97 | 2.08% | 8.09% | 3.54% | 9.34% | - | |
| ICICI Pru Focused Equity Fund - Direct (G) | 11666.69 | 3.24% | 11.67% | 9.24% | 13.33% | 29.00% | |
| Canara Robeco Focused Fund - Direct (G) | 2615.41 | 3.81% | 10.64% | 5.08% | 13.32% | 24.99% | |
| ICICI Pru Focused Equity Fund - Direct (IDCW) | 11666.69 | 3.23% | 11.65% | 9.24% | 13.32% | 29.01% | |
| Canara Robeco Focused Fund - Direct (IDCW) | 2615.41 | 3.74% | 10.60% | 5.03% | 13.28% | 24.96% | |
| Bandhan Focused Fund - Direct (G) | 1838.84 | 3.92% | 11.21% | -0.92% | 12.10% | 24.18% |
List of Schemes under Old Bridge Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Ratings | Fund Size (Cr) |
|---|---|---|---|---|---|
| Old Bridge Focused Fund | Equity | Very High | 9.16% | 0 | ₹1,738.97 |
News
Old Bridge Mutual Fund announces change in scheme name
Old Bridge Mutual Fund has announced change in scheme name under the following scheme, With effect from 23 July 2025.Change in the name of the Scheme:
Existing Scheme Name Revised Scheme Name Old Bridge Focused Equity Fund Old Bridge Focused Fund Powered by Capital Market - Live News
Fund House Details & Investment Objective
Date of Incorporation
17 January 2024
Total AUM (Cr)
₹1738.97
Old Bridge Focused Fund - Direct (G) is an Focused Fund-oriented fund from the renowned AMC, Old Bridge Mutual Fund. Launched in 17 January 2024, this fund is managed by Kenneth Andrade. With assets under management (AUM) worth ₹1,738.97 (Cr), as of 26 June 2025, Old Bridge Focused Fund - Direct (G) is categorized as a Focused Fund within its segment. The fund has generated a return of 15.57% since its launch.
The current NAV of Old Bridge Focused Fund - Direct (G) is ₹12.29, as on 26 June 2025. The fund's benchmark index is BSE 500 TRI. You can invest in Old Bridge Focused Fund - Direct (G) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹2,500 while the minimum lumpsum investment is ₹5,000.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
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 The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 88.19% in Equity, 11.50% in Debt and 0.31% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 13.36% in Pharmaceuticals & Biotech, 9.81% in Transport Services, 7.03% in IT-Software, 6.13% in Commercial Services & Sup, 6.00% in Telecom-Services
FAQs
How to Invest in Old Bridge Focused Fund - Direct (G) Direct Growth?
Old Bridge Focused Fund - Direct (G) is a popular fund in the Focused Fund segment. The fund has generated a return of 15.57% since inception. Looking to invest in Old Bridge Focused Fund - Direct (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Old Bridge Focused Fund - Direct (G) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage on Mutual Funds, Delivery & IPO.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Old Bridge Focused Fund - Direct (G)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Old Bridge Focused Fund - Direct (G) today and reap the benefits of this Focused Fund fund!
How much returns has Old Bridge Focused Fund - Direct (G) Direct Growth generated?
What is the expense ratio of Old Bridge Focused Fund - Direct (G) Direct Growth?
What is the AUM of Old Bridge Focused Fund - Direct (G) Fund Direct Growth?
How to redeem or withdraw money from Old Bridge Focused Fund - Direct (G) Direct Growth?
Redeeming or selling units of Old Bridge Focused Fund - Direct (G) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Old Bridge Focused Fund - Direct (G):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Old Bridge Focused Fund - Direct (G)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).