Old Bridge Focused Fund - Direct (IDCW)
Focused FundNAV
12.46(1.05%)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
10.46%
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 | April 2, 2026 | 10713.67 | 7.14% | - | 6.67% | 24/114 |
| 1 Month | March 10, 2026 | 10138.32 | 1.38% | - | 0.24% | 22/114 |
| 3 Month | January 9, 2026 | 9857.59 | -1.42% | - | -4.51% | 6/114 |
| 6 Month | October 10, 2025 | 10272.05 | 2.72% | - | -4.29% | 2/114 |
| 1 Year | April 9, 2025 | 11601.49 | 16.01% | 16.01% | 10.26% | 16/114 |
| 3 Year | - | - | - | - | - | -/- |
| 5 Year | - | - | - | - | - | -/- |
| Since Inception | January 24, 2024 | 12460.00 | 24.60% | 10.46% | 14.03% | 98/114 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | May 2, 2025 | 1,20,000 | 123641.40 | 3.03% | 3.03% |
| 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
4.56%
Standard Deviation
1.03%
Beta
-0.01%
Sharpe Ratio
-0.00%
Treynor's Ratio
5.93%
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 | 7.80% | 2086200 | 181.94 | Equity | Finance |
| Aurobindo Pharma | 6.63% | 1186529 | 154.77 | Equity | Pharmaceuticals |
| Axis Bank | 4.53% | 910000 | 105.68 | Equity | Banks |
| Tata Steel | 4.47% | 5441000 | 104.39 | Equity | Steel |
| Hindustan Zinc | 4.22% | 1961000 | 98.47 | Equity | Non Ferrous Metals |
| Granules India | 4.21% | 1582000 | 98.15 | Equity | Pharmaceuticals |
| Maruti Suzuki | 4.11% | 77858 | 95.81 | Equity | Automobile |
| Bharti Airtel | 4.05% | 530000 | 94.47 | Equity | Telecom-Service |
| Redington | 3.93% | 4588000 | 91.74 | Equity | Trading |
| Alivus Life | 3.91% | 937000 | 91.14 | Equity | Pharmaceuticals |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Old Bridge Focused Fund - Direct (IDCW) | 2461.24 | 1.38% | -1.42% | 2.72% | 16.01% | - | |
| Motilal Oswal Focused Fund - Direct (G) | 1454.19 | 1.95% | -1.71% | -1.66% | 20.29% | 11.55% | |
| Motilal Oswal Focused Fund - Direct (IDCW) | 1454.19 | 1.95% | -1.71% | -1.66% | 20.29% | 11.55% | |
| Kotak Focused Fund - Direct (G) | 4013.79 | -0.62% | -3.56% | -1.63% | 19.55% | 18.50% | |
| Kotak Focused Fund - Direct (IDCW) RI | 4013.79 | -0.62% | -3.56% | -1.63% | 19.55% | 18.50% | |
| ITI Focused Fund - Direct (IDCW) | 567.10 | -0.13% | -2.71% | -1.04% | 18.41% | - |
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 | 16.01% | 0 | ₹2,332.95 |
| Old Bridge Arbitrage Fund | Hybrid | Low | 0% | 0 | ₹140.17 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
January 17, 2024
Total AUM (Cr)
₹2332.95
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 ₹2,332.95 (Cr), as of April 10, 2026, Old Bridge Focused Fund - Direct (IDCW) is categorized as a Focused Fund within its segment. The fund has generated a return of 10.46% since its launch.
The current NAV of Old Bridge Focused Fund - Direct (IDCW) is ₹12.46, as on April 10, 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 83.27% in Equity, 14.36% in Debt and 2.37% 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