Old Bridge Focused Equity Fund - Direct (IDCW)


Focused Fund
  • NAV 10.11 (-0.10%)
  • Fund Size (Cr) ₹124.72
  • Expense Ratio 1.44
  • Scheme Type Active Fund
  • Value Research Stars
  • Minimum investment ₹5000
  • Minimum Additional Investment ₹1000
  • Minimum SIP Investment ₹2500
  • Minimum Withdrawal ₹1000
  • Exit Load 1%
  • Return Since Launch 1.20%

Basic Details

Scheme Manager
Kenneth Andrade
Bench Mark
S&P BSE 500 TRI
Type
OPEN

Lumpsum Returns

  • Period Invested For
  • ₹10000 Invested on
  • Latest Value
  • Absolute Returns
  • Annualised Returns
  • Category Avg
  • Rank within Category
  • 1 Week
  • 19-Feb-24
  • 10019.80
  • 0.20%
  • -
  • 0.34%
  • 82/114
  • 1 Month
  • 25-Jan-24
  • 10109.89
  • 1.10%
  • -
  • 4.34%
  • 104/114
  • 3 Month
  • 0
  • -
  • -
  • 13.27%
  • -/-
  • 6 Month
  • 0
  • -
  • -
  • 19.26%
  • -/-
  • 1 Year
  • 0
  • -
  • -
  • 37.24%
  • -/-
  • 3 Year
  • 0
  • 0%
  • -
  • 18.74%
  • -/-
  • 5 Year
  • 0
  • 0%
  • -
  • 18.55%
  • -/-
  • Since Inception
  • 24-Jan-24
  • 10120
  • 1.20%
  • 1.20%
  • 17.06%
  • 112/114

SIP Returns

  • Period Invested For
  • ₹10000 Invested on
  • Investments
  • Latest Value
  • Absolute Returns
  • Annualised Returns
  • 1 Year
  • 01-Feb-24
  • 10000
  • 10089.82
  • 0.90%
  • 0.90%
  • 3 Year
  • 01-Feb-24
  • 10000
  • 10089.82
  • 0.90%
  • 0.30%
  • 5 Year
  • 01-Feb-24
  • 10000
  • 10089.82
  • 0.90%
  • 0.18%
  • 10 Year
  • 01-Feb-24
  • 10000
  • 10089.82
  • 0.90%
  • 0.09%

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

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  • Expected Returns Rate

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  • Invested Amount

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  • Estimated Returns

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Risk Ratios

  • Standard Deviation
    -
  • Beta
    -
  • Sharpe Ratio
    -
  • Treynor’s Ratio
    1.90%
  • Jension’s Alpha
    -

Asset Allocation

There is no Asset Allocation data.

Sector Allocation

There is no Sector Allocation data.

Top 10 stock holding in portfolio

  • Stock Invested in
  • % of Total Holdings
  • Quantity
  • Value (Cr)
  • Asset Type
  • Segment
  • Redington
  • 4.31%
  • 299147
  • 5.38
  • Equity
  • Trading
  • Interglobe Aviat
  • 4.19%
  • 17665
  • 5.23
  • Equity
  • Air Transport Service
  • Shriram Finance
  • 4.16%
  • 21028
  • 5.19
  • Equity
  • Finance
  • Aurobindo Pharma
  • 4.14%
  • 44874
  • 5.16
  • Equity
  • Pharmaceuticals
  • HCL Technologies
  • 4.11%
  • 32550
  • 5.13
  • Equity
  • IT - Software
  • Glenmark Life
  • 2.52%
  • 36013
  • 3.14
  • Equity
  • Pharmaceuticals
  • Marksans Pharma
  • 2.4%
  • 192642
  • 2.99
  • Equity
  • Pharmaceuticals
  • Guj. Ambuja Exp
  • 2.4%
  • 76889
  • 2.99
  • Equity
  • Edible Oil
  • ITD Cem
  • 2.39%
  • 91822
  • 2.98
  • Equity
  • Infrastructure Developers & Operators
  • Hindalco Inds.
  • 2.36%
  • 50881
  • 2.95
  • Equity
  • Non Ferrous Metals

Peer Comparison

  • Scheme Name
  • Value Research
  • Asset Size (Cr)
  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • Old Bridge Focused Equity Fund - Direct (IDCW)
  • Stars
  • 124.72
  • 1.10%
  • -
  • -
  • -
  • -
  • Invesco India Focused Fund - Dir (G)
  • Stars
  • 2118.01
  • 8.75%
  • 23.13%
  • 35.96%
  • 59.84%
  • 23.55%
  • Invesco India Focused Fund - Dir (IDCW)
  • Stars
  • 2118.01
  • 8.78%
  • 23.13%
  • 36.01%
  • 59.80%
  • 23.53%
  • Quant Focused Fund - Direct (IDCW)
  • Stars
  • 655.64
  • 9.07%
  • 24.36%
  • 33.87%
  • 57.62%
  • 28.34%
  • Quant Focused Fund - Direct (G)
  • Stars
  • 655.64
  • 9.07%
  • 24.36%
  • 33.87%
  • 57.62%
  • 28.37%
  • Mahindra Manulife Focused Fund - Direct (IDCW)
  • Stars
  • 1101.78
  • 7.93%
  • 22.07%
  • 30.36%
  • 50.43%
  • 27.90%

News

There are no new Updates!

Fund House Details & Investment Objective

  • Date of Incorporation 17-Jan-2024
  • Total AUM (Cr) ₹124.72

Old Bridge Focused Equity Fund - Direct (IDCW) is an Focused Fund-oriented fund from the renowned AMC, Old Bridge Mutual Fund. Launched in Jan 2024, this fund is managed by Kenneth Andrade. With assets under management (AUM) worth ₹124.72 (Cr), as of 27-Feb-2024, Old Bridge Focused Equity Fund - Direct (IDCW) is categorized as a Focused Fund within its segment. The fund has generated a return of 1.20% since its launch.
The current NAV of Old Bridge Focused Equity Fund - Direct (IDCW) is ₹10.11, as on 27-Feb-2024. The fund’s benchmark index is S&P BSE 500 TRI. You can invest in Old Bridge Focused Equity Fund - Direct (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹2500 while the minimum lumpsum investment is ₹5000.
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 - and - 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 53.91% in Equity and 46.09% in cash and cash equivalents
The top 5 sectors the fund invests in are: 46.09% in Cash & Others, 9.06% in Pharmaceuticals & Biotech, 4.75% in Agricultural Food & other, 4.64% in Construction and 4.31% in Commercial Services & Sup.

FAQs on Old Bridge Focused Equity Fund - Direct (IDCW)

Old Bridge Focused Equity Fund - Direct (IDCW) is a popular fund in the Focused Fund segment. The fund has generated a return of 1.20% since inception. Looking to invest in Old Bridge Focused Equity Fund - Direct (IDCW)? How about earning 1% extra return? All this is possible with m.Stock! Investing in Old Bridge Focused Equity Fund - Direct (IDCW) 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 across products for life.
  • In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
  • In the search bar, enter the fund name, in this case, Old Bridge Focused Equity Fund - Direct (IDCW)
  • 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: Enter amount, select payment 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, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.

So, why wait? Invest in Old Bridge Focused Equity Fund - Direct (IDCW) today and reap the benefits of this Focused Fund fund!

In the short term, i.e., 1 year, Old Bridge Focused Equity Fund - Direct (IDCW) has generated annualised return of -. In the long-term, the fund has generated - and - in 3 and 5 years respectively. Since its inception, the fund has generated 1.20% returns.

The expense ratio of Old Bridge Focused Equity Fund - Direct (IDCW) Direct Growth is 1.44%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

The Assets Under Management (AUM) of Old Bridge Focused Equity Fund - Direct (IDCW) is ₹124.72 (Cr) as of 27 February 2024. AUM shows the fund’s popularity and is often indicative of fund strength.

Redeeming or selling units of Old Bridge Focused Equity Fund - Direct (IDCW) 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 Equity Fund - Direct (IDCW):

  • 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 Equity Fund - Direct (IDCW)).
  • 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).

Yes, you can invest both lumpsum and SIP in Old Bridge Focused Equity Fund - Direct (IDCW). Minimum lumpsum investment Old Bridge Focused Equity Fund - Direct (IDCW) is ₹5000 and minimum SIP amount is ₹2500. Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

The latest NAV (Net Asset Value) of Old Bridge Focused Equity Fund - Direct (IDCW) is ₹10.11 as on 27 February 2024.

The 5 biggest stock holdings of Old Bridge Focused Equity Fund - Direct (IDCW) are:
Redington (4.31%), Interglobe Aviat (4.19%), Shriram Finance (4.16%), Aurobindo Pharma (4.14%), HCL Technologies (4.11%)

A majority of Old Bridge Focused Equity Fund - Direct (IDCW) 's AUM worth ₹124.72 (Cr) is invested in these 3 top sectors:

  • Cash & Others: 46.09%
  • Pharmaceuticals & Biotech: 9.06%
  • Agricultural Food & other: 4.75%

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