Old Bridge Focused Equity Fund - Regular (IDCW)
Focused FundNAV
12.03(0.92%)Fund Size (CR)
₹1,738.97Expense Ratio
2.15Scheme Type
Active FundValue Research
Min. investment
₹5,000Minimum Additional Investment
₹1,000Minimum SIP Investment
₹2,500Minimum Withdrawal
₹1,000Exit Load
1%Return Since Launch
13.51%
- 3M
- 6M
- 1Y
- 3Y
- All
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 | 6 June 2025 | 9867.55 | -1.32% | - | -1.07% | 74/114 |
| 1 Month | 13 May 2025 | 10188.03 | 1.88% | - | 2.68% | 72/114 |
| 3 Month | 13 March 2025 | 11277.20 | 12.77% | - | 13.23% | 60/114 |
| 6 Month | 13 December 2024 | 9875.72 | -1.24% | - | -2.62% | 38/114 |
| 1 Year | 13 June 2024 | 10777.58 | 7.78% | 7.78% | 5.50% | 42/114 |
| 3 Year | - | - | 0% | - | 20.80% | -/- |
| 5 Year | - | - | 0% | - | 22.66% | -/- |
| Since Inception | 24 January 2024 | 11920.00 | 19.20% | 13.51% | 16.30% | 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 | 1 July 2024 | 1,20,000 | 124088.64 | 3.41% | 3.41% |
| 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
- Investment type
- Scheme based
- SIP
- Lumpsum
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
4.71%
Standard Deviation
1.17%
Beta
0.43%
Sharpe Ratio
0.04%
Treynor's Ratio
2.14%
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 |
|---|---|---|---|---|---|
| Bharti Airtel | 5.41% | 506500 | 94.02 | Equity | Telecomm-Service |
| Kaveri Seed Co. | 5.37% | 648000 | 93.36 | Equity | FMCG |
| Redington | 5.29% | 3555000 | 91.96 | Equity | Trading |
| Maruti Suzuki | 5.26% | 74300 | 91.53 | Equity | Automobile |
| Indian Energy Ex | 5.04% | 4368000 | 87.60 | Equity | Financial Services |
| HCL Technologies | 4.90% | 521000 | 85.27 | Equity | IT - Software |
| Prestige Estates | 4.86% | 575982 | 84.47 | Equity | Realty |
| Shriram Finance | 4.75% | 1293000 | 82.67 | Equity | Finance |
| Interglobe Aviat | 4.66% | 152143 | 81.09 | Equity | Air Transport Service |
| Tata Steel | 4.44% | 4795000 | 77.21 | Equity | Steel |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Bandhan Focused Fund - Direct (G) | 1838.84 | 3.82% | 14.56% | -5.33% | 13.02% | 24.06% | |
| Bandhan Focused Fund - Direct (IDCW) | 1838.84 | 3.81% | 14.55% | -5.36% | 12.96% | 23.98% | |
| Canara Robeco Focused Equity Fund - Direct (IDCW) | 2615.41 | 3.42% | 13.21% | -1.51% | 12.36% | 23.92% | |
| Canara Robeco Focused Equity Fund - Direct (G) | 2615.41 | 3.37% | 13.19% | -1.56% | 12.34% | 23.92% | |
| ICICI Pru Focused Equity Fund - Direct (IDCW) | 11666.69 | 2.45% | 15.06% | 2.77% | 12.18% | 27.66% |
List of Schemes under Old Bridge Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Ratings | Fund Size (Cr) |
|---|---|---|---|---|---|
| Old Bridge Focused Equity Fund | Equity | Very High | 8.91% | 0 | ₹1,738.97 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
17 January 2024
Total AUM (Cr)
₹1738.97
Old Bridge Focused Equity Fund - Regular (IDCW) is an Focused Fund-oriented fund from the renowned AMC, Old Bridge Mutual Fund. Launched in 17 January 2024, this fund is managed by Kenneth Andrade. With assets under management (AUM) worth ₹1,738.97 (Cr), as of 16 June 2025, Old Bridge Focused Equity Fund - Regular (IDCW) is categorized as a Focused Fund within its segment. The fund has generated a return of 13.51% since its launch.
The current NAV of Old Bridge Focused Equity Fund - Regular (IDCW) is ₹12.03, as on 16 June 2025. The fund's benchmark index is BSE 500 TRI. You can invest in Old Bridge Focused Equity Fund - Regular (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:
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 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 88.19% in Equity, 11.50% in Debt and 0.31% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 13.36% in Pharmaceuticals & Biotech, 9.81% in Transport Services, 7.03% in IT-Software, 6.13% in Commercial Services & Sup, 6.00% in Telecom-Services
FAQs
How to Invest in Old Bridge Focused Equity Fund - Regular (IDCW) Direct Growth?
Old Bridge Focused Equity Fund - Regular (IDCW) is a popular fund in the Focused Fund segment. The fund has generated a return of 13.51% since inception. Looking to invest in Old Bridge Focused Equity Fund - Regular (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in Old Bridge Focused Equity Fund - Regular (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 on Mutual Funds, Delivery & IPO.
- 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 - Regular (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: Use the Lumpsum Calculator to estimate returns, then enter the investment amount, select the payment mode 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: Utilize the SIP Calculator to forecast potential growth, then enter the SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Old Bridge Focused Equity Fund - Regular (IDCW) today and reap the benefits of this Focused Fund fund!
How much returns has Old Bridge Focused Equity Fund - Regular (IDCW) Direct Growth generated?
What is the expense ratio of Old Bridge Focused Equity Fund - Regular (IDCW) Direct Growth?
What is the AUM of Old Bridge Focused Equity Fund - Regular (IDCW) Fund Direct Growth?
How to redeem or withdraw money from Old Bridge Focused Equity Fund - Regular (IDCW) Direct Growth?
Redeeming or selling units of Old Bridge Focused Equity Fund - Regular (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 - Regular (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 - Regular (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).