Old Bridge Focused Equity Fund - Regular (IDCW)
Focused FundNAV
11.51(0.17%)Fund Size (CR)
₹1,329.43Expense Ratio
2.19Scheme Type
Active FundValue Research
-
Min. investment
₹5,000Minimum Additional Investment
₹1,000Minimum SIP Investment
₹2,500Minimum Withdrawal
₹1,000Exit Load
1%Return Since Launch
11.44%
- 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 | 29 April 2025 | 10078.95 | 0.79% | - | -0.72% | 2/114 |
| 1 Month | 4 April 2025 | 10502.74 | 5.03% | - | 4.72% | 39/114 |
| 3 Month | 6 February 2025 | 10204.26 | 2.04% | - | 0.33% | 28/114 |
| 6 Month | 6 November 2024 | 9433.50 | -5.67% | - | -5.31% | 72/114 |
| 1 Year | 6 May 2024 | 11016.30 | 10.16% | 10.16% | 6.91% | 40/114 |
| 3 Year | - | - | 0% | - | 17.43% | -/- |
| 5 Year | - | - | 0% | - | 23.23% | -/- |
| Since Inception | 24 January 2024 | 11490.00 | 14.90% | 11.44% | 15.74% | 104/114 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 3 June 2024 | 1,20,000 | 119905.33 | -0.08% | -0.08% |
| 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
4.84%
Standard Deviation
1.17%
Beta
0.31%
Sharpe Ratio
0.03%
Treynor's Ratio
1.12%
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 | 6.01% | 472500 | 88.10 | Equity | Telecomm-Service |
| Kaveri Seed Co. | 5.91% | 603000 | 86.52 | Equity | FMCG |
| Redington | 5.88% | 3505000 | 86.12 | Equity | Trading |
| Maruti Suzuki | 5.66% | 67600 | 82.86 | Equity | Automobile |
| HCL Technologies | 5.57% | 521000 | 81.67 | Equity | IT - Software |
| Aurobindo Pharma | 5.49% | 654379 | 80.43 | Equity | Pharmaceuticals |
| Indian Energy Ex | 5.46% | 4200000 | 79.95 | Equity | Financial Services |
| Interglobe Aviat | 5.45% | 152143 | 79.87 | Equity | Air Transport Service |
| UPL | 5.42% | 1185500 | 79.42 | Equity | Agro Chemicals |
| Prestige Estates | 5.41% | 575982 | 79.20 | Equity | Realty |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| HDFC Focused 30 Fund - Direct (IDCW) | 17226.97 | 4.67% | 3.99% | 0.60% | 16.24% | 26.47% | |
| HDFC Focused 30 Fund - Direct (G) | 17226.97 | 4.67% | 3.97% | 0.58% | 16.22% | 26.46% | |
| ICICI Pru Focused Equity Fund - Direct (G) | 10484.45 | 6.49% | 5.02% | 0.69% | 15.56% | 25.12% | |
| ICICI Pru Focused Equity Fund - Direct (IDCW) | 10484.45 | 6.50% | 5.01% | 0.69% | 15.56% | 25.11% | |
| DSP Focused Fund - Direct (IDCW) | 2447.35 | 4.43% | 1.40% | -3.58% | 13.80% | 20.33% |
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 | 11.28% | 0 | ₹1,465.13 |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
17 January 2024
Total AUM (Cr)
₹1465.13
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 ₹1,465.13 (Cr), as of 7 May 2025, Old Bridge Focused Equity Fund - Regular (IDCW) is categorized as a Focused Fund within its segment. The fund has generated a return of 11.44% since its launch.
The current NAV of Old Bridge Focused Equity Fund - Regular (IDCW) is ₹11.51, as on 7 May 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 96.62% in Equity, 3.43% in Debt and -0.05% 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 11.44% 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).