How to Invest in Old Bridge Focused Fund - Direct (IDCW) Direct Growth?

Old Bridge Focused Fund - Direct (IDCW) is a popular fund in the Focused Fund segment. The fund has generated a return of 13.00% since inception. Looking to invest in Old Bridge Focused Fund - Direct (IDCW) How about earning 1% extra return? All this is possible with m.Stock ! Investing in Old Bridge Focused Fund - Direct (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 Fund - Direct (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 Fund - Direct (IDCW) today and reap the benefits of this Focused Fund fund!

How much returns has Old Bridge Focused Fund - Direct (IDCW) Direct Growth generated?

In the short term, i.e., 1 year, Old Bridge Focused Fund - Direct (IDCW) has generated annualised return of 13.18%. In the long-term, the fund has generated undefined% and - in 3 and 5 years respectively. Since its inception, the fund has generated 13.00% returns.

What is the expense ratio of Old Bridge Focused Fund - Direct (IDCW) Direct Growth?

The expense ratio of Old Bridge Focused Fund - Direct (IDCW) Direct Growth is 1.11%. Expense ratio is the fees payable by investors of the scheme towards management, research and overall upkeep of the fund. The higher the expense ratio, the lower is the in-hand return for the investor. Expense ratio for direct plans is lower than regular plans, making them ideal for investors.

What is the AUM of Old Bridge Focused Fund - Direct (IDCW) Fund Direct Growth?

The Assets Under Management (AUM) of Old Bridge Focused Fund - Direct (IDCW) is ₹4,522.82 (Cr) as of 2026-11-12 AUM shows the fund’s popularity and is often indicative of fund strength.

How to redeem or withdraw money from Old Bridge Focused Fund - Direct (IDCW) Direct Growth?

Redeeming or selling units of Old Bridge Focused Fund - Direct (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 Fund - Direct (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 Fund - Direct (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).

Can I invest in SIP and Lumpsum in Old Bridge Focused Fund - Direct (IDCW) Direct Growth?

Yes, you can invest both lumpsum and SIP in Old Bridge Focused Fund - Direct (IDCW). Minimum lumpsum investment Old Bridge Focused Fund - Direct (IDCW) is ₹5,000 and minimum SIP amount is ₹2,500 . Lumpsum option is ideal for investors with higher investible corpus and market experience. SIP option is recommended for retail investors who do not have the time or expertise to time the market.

What is the NAV of Old Bridge Focused Fund - Direct (IDCW) Direct Growth?

The latest NAV ( Net Asset Value ) of Old Bridge Focused Fund - Direct (IDCW) is Old Bridge Focused Fund - Direct (IDCW) is ₹14.22 as on 2026-11-12.

Which are the biggest stock holdings of Old Bridge Focused Fund - Direct (IDCW)?

The 5 biggest stock holdings of Old Bridge Focused Fund - Direct (IDCW) are: Shriram Finance (6.04%), Aurobindo Pharma (5.63%), Redington (5.62%), ITC (5.58%), Bharti Airtel (5.56%)

What are the top sectors Old Bridge Focused Fund - Direct (IDCW) invests in?

A majority of Old Bridge Focused Fund - Direct (IDCW) 's AUM worth ₹4,522.82 (Cr) is invested in these 3 top sectors: Pharmaceuticals & Biotech : 12.66% Debt : 9.07% Automobiles : 7.76%

Old Bridge Focused Fund - Direct (IDCW)

Focused Fund

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NAV
14.22(0.99%)
Fund Size (CR)
₹4,541.99
Expense Ratio
1.11
Scheme Type
Active Fund
Value Research
-

Min. investment
₹5,000
Minimum Additional Investment
₹1,000
Minimum SIP Investment
₹2,500
Minimum Withdrawal
₹1,000
Exit Load
1%
Return Since Launch
13.00%

There is no Asset Allocation data

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	November 4, 2026	10337.74	3.38%	-	4.43%	102/114
1 Month	October 9, 2026	10531.04	5.31%	-	7.71%	100/114
3 Month	August 11, 2026	9805.01	-1.95%	-	1.05%	104/114
6 Month	May 11, 2026	10814.13	8.14%	-	7.72%	60/114
1 Year	November 11, 2025	11318.33	13.18%	13.18%	4.66%	8/114
3 Year	-	-	-	-	-	-/-
5 Year	-	-	-	-	-	-/-
Since Inception	January 24, 2024	14080.00	40.80%	13.00%	14.26%	84/114

Note: Lumpsum Returns since Inception Date.

SIP Returns

Period Invested For	₹10,000 Invested on	Investments	Latest Value	Absolute Returns	Annualised Returns
1 Year	December 1, 2025	1,20,000	131742.05	9.79%	9.79%
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

Risk Ratios

4.71%

Standard Deviation

0.98%

Beta

0.29%

Sharpe Ratio

0.01%

Treynor's Ratio

8.26%

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	6.04%	3319738	273.26	Equity	Finance
Aurobindo Pharma	5.63%	1513765	254.52	Equity	Pharmaceuticals
Redington	5.62%	7770500	254.06	Equity	Trading
ITC	5.58%	9500000	252.32	Equity	FMCG
Bharti Airtel	5.56%	1275000	251.65	Equity	Telecom-Service
Interglobe Aviat	5.37%	497541	242.68	Equity	Air Transport Service
Maruti Suzuki	4.69%	186104	212.10	Equity	Automobile
Alivus Life	4.13%	1319512	186.75	Equity	Pharmaceuticals
Hindustan Zinc	4.03%	3606000	182.39	Equity	Non Ferrous Metals
Ramkrishna Forg.	4.02%	2809000	181.71	Equity	Castings, Forgings & Fasteners

Peer Comparison

Scheme Name	Asset Size (Cr)	1M	3M	6M	1Y	3Y
Old Bridge Focused Fund - Direct (IDCW)	4541.99	5.31%	-1.95%	8.14%	13.18%	-
Motilal Oswal Focused Fund - Direct (G)	1845.11	3.11%	4.90%	20.20%	25.73%	15.50%
Motilal Oswal Focused Fund - Direct (IDCW)	1845.11	3.11%	4.90%	20.20%	25.72%	15.50%
Invesco India Focused Fund - Dir (G)	6228.51	10.86%	5.95%	18.42%	14.56%	22.58%
Invesco India Focused Fund - Dir (IDCW)	6228.51	10.87%	5.95%	18.40%	14.28%	22.55%
Old Bridge Focused Fund - Direct (G)	4541.99	5.31%	-1.95%	8.14%	13.18%	-

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)

₹4522.82

Old Bridge Focused Fund - Direct (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 ₹4,522.82 (Cr), as of November 12, 2026, Old Bridge Focused Fund - Direct (IDCW) is categorized as a Focused Fund within its segment. The fund has generated a return of 13.00% since its launch.
The current NAV of Old Bridge Focused Fund - Direct (IDCW) is ₹14.22, as on November 12, 2026. The fund's benchmark index is BSE 500 TRI. You can invest in Old Bridge Focused Fund - Direct (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 90.18% in Equity, 9.66% in Debt and 0.16% 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

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Invest in large, mid, and small cap sector stocks to enjoy capital appreciation. Ideal for aggressive, long-term investors

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FAQs

Old Bridge Focused Fund - Direct (IDCW) is a popular fund in the Focused Fund segment. The fund has generated a return of 13.00% since inception. Looking to invest in Old Bridge Focused Fund - Direct (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in Old Bridge Focused Fund - Direct (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 Fund - Direct (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 Fund - Direct (IDCW) today and reap the benefits of this Focused Fund fund!

Redeeming or selling units of Old Bridge Focused Fund - Direct (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 Fund - Direct (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 Fund - Direct (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).

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