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  • Old Bridge Focused Equity Fund - Regular Growth

Old Bridge Focused Equity Fund - Regular Growth

Category: Equity: Focused
Launch Date: 24-01-2024
Asset Class:
Benchmark: BSE 500 TRI
Expense Ratio: 2.12% As on (31-05-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,735.43 Cr As on (30-05-2025)
Turn over: 3
NAV (₹): 12.12 ₹ -0.06 ( -0.495%)
as on 11-06-2025
CAGR Since Inception - 14.89%
BSE 500 TRI - 12.59%

Fund Managers

FM 1 - Mr. Kenneth Joseph Andrade, FM 2 - Mr. Tarang Agrawal


Investment 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). Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realized.

PERFORMANCE of Old Bridge Focused Equity Fund - Regular Growth

Scheme Performance (%) Data as on - 11-06-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Old Bridge Focused Equity Fund - Regular Growth 10.89 - - - 14.89
Benchmark - - - - -
Equity: Focused 7.86 19.69 22.64 13.87 15.84

RETURNS CALCULATOR for Old Bridge Focused Equity Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Period :
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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Key Performance and Risk Statistics of Old Bridge Focused Equity Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Old Bridge Focused Equity Fund - Regular Growth - - - - - -
Equity: Focused - - - - - -

PEER COMPARISION

Scheme Name Launch
Date
1-Year
Ret (%)
2-Yrs
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Old Bridge Focused Equity Reg Gr 24-01-2024 10.89 0.0 0.0 0.0 0.0
Bandhan Focused Equity Reg Gr 16-03-2006 15.45 23.82 21.92 21.93 12.68
Invesco India Focused Gr 08-09-2020 14.33 35.67 26.9 0.0 0.0
ICICI Pru Focused Equity Gr 05-05-2009 13.72 28.79 25.74 27.02 15.2
Mirae Asset Focused Reg Gr 05-05-2019 13.69 15.68 13.6 21.59 0.0
Canara Robeco Focused Equity Fund Reg Gr 05-05-2021 13.65 22.64 21.66 0.0 0.0
HDFC Focused 30 Gr 05-09-2004 12.65 26.85 25.96 30.32 15.12
DSP Focused Fund Reg Gr 10-06-2010 11.25 25.22 22.32 22.12 12.49
LIC MF Focused Fund Reg Gr 13-11-2017 11.0 18.13 16.85 20.52 0.0
SBI Focused Equity Reg Gr 01-10-2004 10.91 21.04 18.78 21.04 15.06

Asset Allocation (%)

PORTFOLIO ANALYSIS of Old Bridge Focused Equity Fund - Regular Growth

Portfolio as on

Top 10 Sectors in portfolio (%)

Top 10 Stocks in portfolio (%)