Old Bridge Focused Fund - Direct (IDCW)
Focused FundNAV
12.89(0.47%)Fund Size (CR)
₹2,905.7Expense Ratio
0.81Scheme Type
Active FundValue Research
-
Min. investment
₹5,000Minimum Additional Investment
₹1,000Minimum SIP Investment
₹2,500Minimum Withdrawal
₹1,000Exit Load
1%Return Since Launch
11.37%
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 | May 11, 2026 | 9854.07 | -1.46% | - | -1.47% | 70/114 |
| 1 Month | April 17, 2026 | 10039.12 | 0.39% | - | -1.27% | 22/114 |
| 3 Month | February 18, 2026 | 10118.30 | 1.18% | - | -4.40% | 10/114 |
| 6 Month | November 18, 2025 | 10239.43 | 2.39% | - | -4.69% | 2/114 |
| 1 Year | May 16, 2025 | 10612.08 | 6.12% | 6.12% | -0.18% | 18/114 |
| 3 Year | - | - | - | - | - | -/- |
| 5 Year | - | - | - | - | - | -/- |
| Since Inception | January 24, 2024 | 12830.00 | 28.30% | 11.37% | 14.02% | 94/114 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | June 2, 2025 | 1,20,000 | 126884.01 | 5.74% | 5.74% |
| 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 | 6.78% | 2101200 | 196.96 | Equity | Finance |
| Aurobindo Pharma | 5.71% | 1194029 | 165.91 | Equity | Pharmaceuticals |
| Maruti Suzuki | 4.58% | 100000 | 133.14 | Equity | Automobile |
| Bharti Airtel | 4.48% | 690000 | 130.19 | Equity | Telecom-Service |
| Axis Bank | 4.47% | 1025000 | 130.00 | Equity | Banks |
| Tata Steel | 4.18% | 5741000 | 121.34 | Equity | Steel |
| Alivus Life | 4.15% | 1162000 | 120.63 | Equity | Pharmaceuticals |
| Redington | 4.05% | 5458000 | 117.82 | Equity | Trading |
| Hindustan Zinc | 4.02% | 1961000 | 116.87 | Equity | Non Ferrous Metals |
| Radico Khaitan | 3.98% | 338000 | 115.70 | Equity | Alcoholic Beverages |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Old Bridge Focused Fund - Direct (IDCW) | 2905.70 | 0.39% | 1.18% | 2.39% | 6.12% | - | |
| SBI Focused Fund - Direct (G) | 46041.95 | 1.91% | 1.40% | 1.87% | 12.36% | 18.21% | |
| SBI Focused Fund - Direct (IDCW) | 46041.95 | 1.91% | 1.40% | 1.87% | 12.36% | 18.21% | |
| ITI Focused Fund - Direct (IDCW) | 561.17 | 0.78% | 0.63% | 2.03% | 11.25% | - | |
| ITI Focused Fund - Direct (G) | 561.17 | 0.78% | 0.63% | 2.03% | 11.25% | - | |
| Motilal Oswal Focused Fund - Direct (G) | 1509.27 | 1.66% | 3.41% | 1.85% | 7.93% | 11.79% |
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 | 6.12% | 0 | ₹2,905.70 |
| Old Bridge Arbitrage Fund | Hybrid | Low | 0% | 0 | ₹153.38 |
| Old Bridge Flexi Cap Fund | Equity | Very High | 0% | 0 | ₹152.62 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
January 17, 2024
Total AUM (Cr)
₹2905.70
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 ₹2,905.7 (Cr), as of May 19, 2026, Old Bridge Focused Fund - Direct (IDCW) is categorized as a Focused Fund within its segment. The fund has generated a return of 11.37% since its launch.
The current NAV of Old Bridge Focused Fund - Direct (IDCW) is ₹12.89, as on May 19, 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 85.34% in Equity, 14.58% in Debt and 0.08% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 14.75% in Pharmaceuticals & Biotech, 14.36% in Debt, 7.98% in Non-Ferrous Metals, 7.80% in Finance, 6.93% in Transport Services
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