Old Bridge Focused Fund - Regular (G)
Focused FundNAV
11.63(0.43%)Fund Size (CR)
₹2,461.24Expense Ratio
2.02Scheme 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 30, 2026 | 10432.43 | 4.32% | - | 3.11% | 5/114 |
| 1 Month | March 6, 2026 | 9706.62 | -2.93% | - | -5.39% | 6/114 |
| 3 Month | January 6, 2026 | 9068.13 | -9.32% | - | -11.27% | 15/114 |
| 6 Month | October 6, 2025 | 9830.22 | -1.70% | - | -8.50% | 3/114 |
| 1 Year | April 4, 2025 | 10585.01 | 5.85% | 5.85% | 2.24% | 25/114 |
| 3 Year | - | - | - | - | - | -/- |
| 5 Year | - | - | - | - | - | -/- |
| Since Inception | January 24, 2024 | 11580.00 | 15.80% | 6.90% | 13.26% | 111/114 |
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 | 117532.43 | -2.06% | -2.06% |
| 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
-0.08%
Sharpe Ratio
-0.01%
Treynor's Ratio
4.84%
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 |
|---|---|---|---|---|---|---|---|
| Kotak Focused Fund - Direct (IDCW) RI | 4013.79 | -6.24% | -10.40% | -5.43% | 11.27% | 16.43% | |
| Kotak Focused Fund - Direct (G) | 4013.79 | -6.24% | -10.40% | -5.43% | 11.26% | 16.43% | |
| Motilal Oswal Focused Fund - Direct (G) | 1454.19 | -3.83% | -8.75% | -5.75% | 10.29% | 9.60% | |
| Motilal Oswal Focused Fund - Direct (IDCW) | 1454.19 | -3.83% | -8.75% | -5.75% | 10.29% | 9.61% | |
| ITI Focused Fund - Direct (IDCW) | 567.10 | -5.22% | -9.57% | -4.84% | 9.84% | - |
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 | 6.95% | 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 - Regular (G) 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 April 7, 2026, Old Bridge Focused Fund - Regular (G) 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 - Regular (G) is ₹11.63, as on April 7, 2026. The fund's benchmark index is BSE 500 TRI. You can invest in Old Bridge Focused Fund - Regular (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:
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