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Old Bridge Focused Fund-Reg(G)

very highequity
12.48 0.11(0.89%) NAV as on 17 Apr 2026
7.12 % 1 M
10.83 % 1 Y
NA 3 Y

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
  • 10Y
  • max

FUND OBJECTIVE

To generate long-term capital appreciation by investing in equity and equity related instruments of up to 30 companies across market capitalization (i.e. Mid cap, Small cap, Large cap).

SCHEME DETAILS

expense_ration-icon Expenses Ratio :

2.02

As on 31 Mar, 2026
age-icon Age :

2 yrs 2 m

Since 24 01 ,2024
exit_load Exit Load :

1%

aum AUM :

2,332.95 Crs

lock_in Lock-in :

1% on or before 365D, Nil after 365D

investing_style Investing Style :

Large Growth

Portfolio_book_value Portfolio Price To Book Value :

4.28

Min_Investment Min. Investment :

SIP 2500 & Lumpsum 5000

Scheme_benchmark Scheme Benchmark :

BSE 500 - TRI

Fund_manager Fund Manager :

Tarang Agrawal,Kenneth Andrade

LATEST ASSET & PORTFOLIO ALLOCATION

as on Mar 31 ,2026
Others 16.74 %
Equity 83.26 %

TOP HOLDINGS

Shriram Finance Ltd.7.80 %
Aurobindo Pharma Ltd.6.63 %
Axis Bank Ltd.4.53 %
Tata Steel Ltd.4.47 %
Hindustan Zinc Ltd.4.22 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs14.75
Metal - Non Ferrous7.98
Finance - NBFC7.80
Automobiles - Passenger Cars6.78
Bank - Private4.53
See All Sectors

5-YEARS HISTORY

Financial Year2023-20242024-20252025-2026
NAV in Rs (as on 31-Mar-2026)9.9111.2011.10
Net Assets(Rs Crores) (as on 31-Mar-2026) 223.43 1329.43 2332.95
Scheme Returns(%)(Absolute)-0.9010.560.63
B'mark Returns(%)(Absolute)NANANA
Category Rank28/286/288/28

RISKOMETER Level of Risk in the Scheme

Investors understand that their principal will be at very high risk

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Old Bridge Focused Fund-Reg(G)Very HighEquity12.480.11(0.89%)NAV As on 17 Apr, 202624-Jan-2024Inception Date2,332.95AUM In Cr.10.83%1YNA%3YNA%5Y10.44%Since Inception
Invesco India Focused Fund-Reg(G)Very HighEquity26.260.08(0.31%)NAV As on 17 Apr, 202629-Sep-2020Inception Date4,444.89AUM In Cr.-0.08%1Y22.84%3Y16.47%5Y19.00%Since Inception
ICICI Pru Focused Equity Fund(G)Very HighEquity92.930.66(0.72%)NAV As on 17 Apr, 202628-May-2009Inception Date14,570.82AUM In Cr.8.86%1Y21.78%3Y18.69%5Y14.10%Since Inception
HDFC Focused Fund-Reg(G)Very HighEquity228.341.41(0.62%)NAV As on 17 Apr, 202617-Sep-2004Inception Date24,169.51AUM In Cr.4.58%1Y19.67%3Y21.26%5Y15.59%Since Inception
Bandhan Focused Fund-Reg(G)Very HighEquity87.381.10(1.28%)NAV As on 17 Apr, 202616-Mar-2006Inception Date1,809.95AUM In Cr.7.94%1Y18.86%3Y14.24%5Y11.39%Since Inception
Mahindra Manulife Focused Fund-Reg(G)Very HighEquity26.590.19(0.74%)NAV As on 17 Apr, 202617-Nov-2020Inception Date2,026.71AUM In Cr.4.88%1Y18.66%3Y17.00%5Y19.78%Since Inception
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