Old Bridge Focused Fund - Direct (IDCW)
Focused FundNAV
11.36(-1.73%)Fund Size (CR)
₹2,461.24Expense Ratio
0.97Scheme Type
Active FundValue Research
-
Min. investment
₹5,000Minimum Additional Investment
₹1,000Minimum SIP Investment
₹2,500Minimum Withdrawal
₹1,000Exit Load
1%Return Since Launch
6.90%
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 | March 20, 2026 | 9846.68 | -1.53% | - | -1.19% | 86/114 |
| 1 Month | February 27, 2026 | 9203.82 | -7.96% | - | -9.05% | 16/114 |
| 3 Month | December 26, 2025 | 9066.67 | -9.33% | - | -11.05% | 14/114 |
| 6 Month | September 26, 2025 | 9888.79 | -1.11% | - | -7.55% | 2/114 |
| 1 Year | March 27, 2025 | 10122.59 | 1.23% | 1.23% | -1.20% | 34/114 |
| 3 Year | - | - | - | - | - | -/- |
| 5 Year | - | - | - | - | - | -/- |
| Since Inception | January 24, 2024 | 11560.00 | 15.60% | 6.90% | 13.14% | 110/114 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | April 1, 2025 | 1,20,000 | 113145.05 | -5.71% | -5.71% |
| 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
Monthly Investment (₹)
Expected Returns Rate (%)
Time Period (in Years)
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
4.15%
Standard Deviation
1.12%
Beta
0.45%
Sharpe Ratio
0.06%
Treynor's Ratio
4.89%
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 |
|---|---|---|---|---|---|
| Shriram Finance | 9.15% | 2086200 | 225.18 | Equity | Finance |
| Aurobindo Pharma | 5.88% | 1186529 | 144.80 | Equity | Pharmaceuticals |
| Redington | 5.23% | 4588000 | 128.67 | Equity | Trading |
| Axis Bank | 5.12% | 910000 | 125.93 | Equity | Banks |
| Maruti Suzuki | 4.70% | 77858 | 115.67 | Equity | Automobile |
| Tata Steel | 4.69% | 5441000 | 115.53 | Equity | Steel |
| Hindustan Zinc | 4.50% | 1836000 | 110.86 | Equity | Non Ferrous Metals |
| Interglobe Aviat | 4.06% | 207143 | 99.99 | Equity | Air Transport Service |
| Bharti Airtel | 4.05% | 530000 | 99.60 | Equity | Telecom-Service |
| UPL | 3.83% | 1480300 | 94.35 | Equity | Agro Chemicals |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Old Bridge Focused Fund - Direct (IDCW) | 2461.24 | -7.96% | -9.33% | -1.11% | 1.23% | - | |
| Kotak Focused Fund - Direct (IDCW) RI | 4013.79 | -9.62% | -9.48% | -3.21% | 7.05% | 17.34% | |
| Kotak Focused Fund - Direct (G) | 4013.79 | -9.62% | -9.48% | -3.21% | 7.04% | 17.34% | |
| Motilal Oswal Focused Fund - Direct (G) | 1454.19 | -5.75% | -8.00% | -3.18% | 6.56% | 10.83% | |
| Motilal Oswal Focused Fund - Direct (IDCW) | 1454.19 | -5.76% | -8.00% | -3.18% | 6.56% | 10.83% | |
| SBI Focused Fund - Direct (IDCW) | 43310.54 | -7.99% | -10.04% | -2.51% | 5.71% | 17.47% |
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 | 1.23% | 0 | ₹2,461.24 |
| Old Bridge Arbitrage Fund | Hybrid | Low | 0% | 0 | ₹124.98 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
January 17, 2024
Total AUM (Cr)
₹2461.24
Old Bridge Focused Fund - Direct (IDCW) is an Focused Fund-oriented fund from the renowned AMC, Old Bridge Mutual Fund. Launched in January 17, 2024, this fund is managed by Kenneth Andrade. With assets under management (AUM) worth ₹2,461.24 (Cr), as of March 30, 2026, Old Bridge Focused Fund - Direct (IDCW) is categorized as a Focused Fund within its segment. The fund has generated a return of 6.90% since its launch.
The current NAV of Old Bridge Focused Fund - Direct (IDCW) is ₹11.36, as on March 30, 2026. The fund's benchmark index is BSE 500 TRI. You can invest in Old Bridge Focused Fund - Direct (IDCW) 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:
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 86.10% in Equity, 13.84% in Debt and 0.06% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 12.48% in Pharmaceuticals & Biotech, 8.80% in Finance, 8.71% in Non-Ferrous Metals, 8.27% in Debt, 7.67% in IT-Software
Mutual Fund Categories
Types of Mutual Funds
Debt Funds
Access debt markets and enjoy interest income from bonds and debentures. Ideal for conservative short-term investors
Hybrid Funds
Enjoy best of both the worlds - equity and debt. Ideal for beginners with medium-term investment horizon
Equity Funds
Invest in large, mid, and small cap sector stocks to enjoy capital appreciation. Ideal for aggressive, long-term investors