Old Bridge Focused Fund - Direct (G)
Focused FundNAV
13.12(1.08%)Fund Size (CR)
₹2,905.7Expense Ratio
0.9Scheme Type
Active FundValue Research
-
Min. investment
₹5,000Minimum Additional Investment
₹1,000Minimum SIP Investment
₹2,500Minimum Withdrawal
₹1,000Exit Load
1%Return Since Launch
11.56%
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 | June 5, 2026 | 10093.31 | 0.93% | - | 0.69% | 53/114 |
| 1 Month | May 12, 2026 | 10180.39 | 1.80% | - | 1.91% | 59/114 |
| 3 Month | March 12, 2026 | 10700.74 | 7.01% | - | 4.74% | 15/114 |
| 6 Month | December 12, 2025 | 10359.14 | 3.59% | - | -3.26% | 11/114 |
| 1 Year | June 12, 2025 | 10656.81 | 6.57% | 6.57% | -0.00% | 15/114 |
| 3 Year | - | - | - | - | - | -/- |
| 5 Year | - | - | - | - | - | -/- |
| Since Inception | January 24, 2024 | 12980.00 | 29.80% | 11.56% | 14.02% | 93/114 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | July 1, 2025 | 1,20,000 | 128385.24 | 6.99% | 6.99% |
| 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 | 6.52% | 2281200 | 216.06 | Equity | Finance |
| Aurobindo Pharma | 6.10% | 1418029 | 202.27 | Equity | Pharmaceuticals |
| Maruti Suzuki | 5.29% | 133613 | 175.39 | Equity | Automobile |
| Bharti Airtel | 4.99% | 905000 | 165.52 | Equity | Telecom-Service |
| Redington | 4.08% | 6023000 | 135.11 | Equity | Trading |
| Hindustan Zinc | 4.07% | 2131000 | 134.88 | Equity | Non Ferrous Metals |
| Ramkrishna Forg. | 4.05% | 2373000 | 134.41 | Equity | Castings, Forgings & Fastners |
| Interglobe Aviat | 4.03% | 303143 | 133.53 | Equity | Air Transport Service |
| Axis Bank | 3.98% | 1025000 | 131.88 | Equity | Banks |
| Tata Motors PVeh | 3.89% | 3270000 | 128.81 | Equity | Automobile |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Old Bridge Focused Fund - Direct (G) | 2905.70 | 1.80% | 7.01% | 3.59% | 6.57% | - | |
| SBI Focused Fund - Direct (G) | 46041.95 | 1.63% | 6.99% | 0.28% | 9.81% | 17.32% | |
| SBI Focused Fund - Direct (IDCW) | 46041.95 | 1.63% | 6.99% | 0.28% | 9.81% | 17.32% | |
| Motilal Oswal Focused Fund - Direct (G) | 1509.27 | 3.46% | 13.85% | 8.22% | 9.74% | 11.42% | |
| Motilal Oswal Focused Fund - Direct (IDCW) | 1509.27 | 3.46% | 13.85% | 8.22% | 9.74% | 11.42% | |
| ITI Focused Fund - Direct (IDCW) | 561.17 | 2.34% | 7.30% | 3.51% | 8.11% | - |
List of Schemes under Old Bridge Mutual Fund
| Fund Name | Category | Risk | 1Y Returns | Ratings | Fund Size (Cr) |
|---|
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
January 17, 2024
Total AUM (Cr)
₹3314.83
Old Bridge Focused Fund - Direct (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 ₹3,314.83 (Cr), as of June 15, 2026, Old Bridge Focused Fund - Direct (G) is categorized as a Focused Fund within its segment. The fund has generated a return of 11.56% since its launch.
The current NAV of Old Bridge Focused Fund - Direct (G) is ₹13.12, as on June 15, 2026. The fund's benchmark index is BSE 500 TRI. You can invest in Old Bridge Focused Fund - Direct (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 88.53% in Equity, 10.56% in Debt and 0.91% 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