Old Bridge Focused Fund - Regular Growth
Fund House: Old Bridge Mutual Fund
Category: Equity: Focused
Status: Open Ended Schemes
Launch Date: 24-01-2024
Minimum Investment: 5000.0
Asset Class:
Minimum Topup: 1000.0
Benchmark: BSE 500 TRI
Total Assets: 1909.03 As on (30-06-2025)
Expense Ratio: 2.09% As on (30-06-2025)
Turn over: 81.00% | Exit Load: 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
NAV as on 11-07-2025
12.06
-0.07
CAGR Since Inception
13.61%
BSE 500 TRI 12.58%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Old Bridge Focused Fund - Regular Growth | 5.7 | - | - | - | 13.61 |
| Benchmark | - | - | - | - | - |
| Equity: Focused | 2.32 | 19.1 | 20.83 | 13.31 | 15.57 |
Funds Manager
FM 1 - Mr. Kenneth Joseph Andrade, FM 2 - Mr. Tarang Agrawal
RETURNS CALCULATORS for Old Bridge Focused Fund - Regular Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Old Bridge Focused Fund - Regular Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Old Bridge Focused Fund - Regular Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Old Bridge Focused Fund Reg Gr | 24-01-2024 | 5.7 | 0.0 | 0.0 | 0.0 | 0.0 |
| Bandhan Focused Fund Reg Gr | 16-03-2006 | 10.17 | 22.55 | 21.54 | 20.17 | 12.36 |
| HDFC Focused Fund GR | 05-09-2004 | 8.72 | 25.04 | 25.8 | 28.53 | 14.48 |
| Canara Robeco Focused Fund Reg Gr | 05-05-2021 | 7.82 | 20.43 | 20.75 | 0.0 | 0.0 |
| ICICI Pru Focused Equity Gr | 05-05-2009 | 7.53 | 25.58 | 25.04 | 25.66 | 14.91 |
| SBI FOCUSED FUND Reg PLAN Gr | 01-10-2004 | 6.79 | 19.36 | 18.04 | 20.24 | 14.57 |
| Invesco India Focused Gr | 08-09-2020 | 6.77 | 32.72 | 26.83 | 0.0 | 0.0 |
| Mirae Asset Focused Reg Gr | 05-05-2019 | 6.36 | 13.64 | 13.41 | 18.62 | 0.0 |
| ABSL Focused Gr | 05-10-2005 | 5.13 | 19.52 | 18.57 | 20.24 | 12.54 |
| Axis Focused Fund Reg Gr | 02-05-2012 | 4.99 | 14.26 | 13.06 | 14.4 | 11.73 |
Asset Allocation (%)
Key Performance and Risk Statistics of Old Bridge Focused Fund - Regular Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Old Bridge Focused Fund - Regular Growth | - | - | - | - | - | - |
| Equity: Focused | - | - | - | - | - | - |