Old Bridge Focused Fund - Regular (IDCW)
Focused FundNAV
12.74(0.79%)Fund Size (CR)
₹4,541.99Expense Ratio
2.1Scheme Type
Active FundValue Research
-
Min. investment
₹5,000Minimum Additional Investment
₹1,000Minimum SIP Investment
₹2,500Minimum Withdrawal
₹1,000Exit Load
1%Return Since Launch
8.85%
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 | October 21, 2026 | 9992.09 | -0.08% | - | -0.02% | 58/114 |
| 1 Month | September 28, 2026 | 9454.00 | -5.46% | - | -2.25% | 110/114 |
| 3 Month | July 28, 2026 | 9597.57 | -4.02% | - | -4.22% | 52/114 |
| 6 Month | April 28, 2026 | 10185.33 | 1.85% | - | -0.18% | 38/114 |
| 1 Year | October 28, 2025 | 10463.58 | 4.64% | 4.64% | -4.41% | 8/114 |
| 3 Year | - | - | - | - | - | -/- |
| 5 Year | - | - | - | - | - | -/- |
| Since Inception | January 24, 2024 | 12640.00 | 26.40% | 8.85% | 13.15% | 106/114 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | November 3, 2025 | 1,20,000 | 121472.94 | 1.23% | 1.23% |
| 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%.
Risk Ratios
4.66%
Standard Deviation
1.03%
Beta
0.41%
Sharpe Ratio
0.05%
Treynor's Ratio
10.60%
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 | 7.18% | 3319738 | 326.23 | Equity | Finance |
| Redington | 6.96% | 7770500 | 316.26 | Equity | Trading |
| Aurobindo Pharma | 5.57% | 1513765 | 253.10 | Equity | Pharmaceuticals |
| Interglobe Aviat | 4.97% | 452541 | 225.55 | Equity | Air Transport Service |
| ITC | 4.86% | 8400000 | 220.71 | Equity | FMCG |
| Bharti Airtel | 4.53% | 1170000 | 205.57 | Equity | Telecom-Service |
| Ramkrishna Forg. | 4.34% | 2809000 | 197.28 | Equity | Castings, Forgings & Fasteners |
| Maruti Suzuki | 4.34% | 164604 | 196.98 | Equity | Automobile |
| Jubilant Food. | 4.10% | 4076000 | 186.15 | Equity | Quick Service Restaurant |
| Alivus Life | 4.01% | 1319512 | 182.00 | Equity | Pharmaceuticals |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Motilal Oswal Focused Fund - Direct (G) | 1845.11 | -0.98% | 6.71% | 17.96% | 19.52% | 14.56% | |
| Motilal Oswal Focused Fund - Direct (IDCW) | 1845.11 | -0.98% | 6.71% | 17.96% | 19.52% | 14.56% | |
| Old Bridge Focused Fund - Direct (G) | 4541.99 | -5.38% | -3.77% | 2.36% | 5.77% | - | |
| Old Bridge Focused Fund - Direct (IDCW) | 4541.99 | -5.38% | -3.77% | 2.36% | 5.77% | - | |
| SBI Focused Fund - Direct (IDCW) | 50180.32 | -0.34% | -1.88% | 0.34% | 4.18% | 14.99% |
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 | 5.77% | 0 | ₹4,541.99 |
| Old Bridge Arbitrage Fund | Hybrid | Low | 0% | 0 | ₹253.68 |
| Old Bridge Flexi Cap Fund | Equity | Very High | 0% | 0 | ₹450.88 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
January 17, 2024
Total AUM (Cr)
₹4541.99
Old Bridge Focused Fund - Regular (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 ₹4,541.99 (Cr), as of October 29, 2026, Old Bridge Focused Fund - Regular (IDCW) is categorized as a Focused Fund within its segment. The fund has generated a return of 8.85% since its launch.
The current NAV of Old Bridge Focused Fund - Regular (IDCW) is ₹12.74, as on October 29, 2026. The fund's benchmark index is BSE 500 TRI. You can invest in Old Bridge Focused 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:
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 90.93% in Equity, 9.07% in Debt and 0.01% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 12.66% in Pharmaceuticals & Biotech, 9.07% in Debt, 7.76% in Automobiles, 7.65% in Non-Ferrous Metals, 7.18% in Finance
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