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Fund Overview

Old Bridge Focused Equity Fund - Regular (G)

Get details information of scheme on investment, NAV, Performation.

Nav (₹)

11.83

Inception Date

24-01-2024

Category

Equity - Diversified
Investment Objectives

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.

Risk O Meter
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Performance
Scheme Name 3 Months (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) 10 Years (%) Since Inception (%)
Old Bridge Focused Equity Fund - Regular (G) 10.25 4.92 13.61 NA NA NA 14.40
Value of 1,00,000 is now

Worth of investments in last

This Scheme

SIP

Benchmark (BSE 500 TRI)

1Lakh investment Grown to 1.14 Lakh

10,000 investment Grown to 1.23 Lakh

1Lakh investment Grown to 1.06 Lakh

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Key Parameters
AUM(₹ Cr.) 1,465
Type OPEN ENDED
Entry Load Nil
Minimum investment(₹) 5000
Expense Ratio (%) 0
Benchmark BSE 500 TRI
Fund Manager Kenneth Andrade
Exit 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
Incrimental Invest(₹) 1000
NAV Movement
3M 6M 1Y 3Y 5Y
AUM Movement
3M 6M 1Y 3Y 5Y
Asset Allocation Pie chart
Top Company Holding (As on 30 04 25 )
Company Asset No.of shares Value (₹ in Cr)
Bharti Airtel Equity 472500 88.10
Kaveri Seed Co. Equity 603000 86.52
Redington Equity 3505000 86.12
Maruti Suzuki Equity 67600 82.86
HCL Technologies Equity 521000 81.67
Aurobindo Pharma Equity 654379 80.43
Indian Energy Ex Equity 4200000 79.95
Interglobe Aviat Equity 152143 79.87
UPL Equity 1185500 79.42
Prestige Estates Equity 575982 79.20
Shriram Finance Equity 1293000 79.09
Hindalco Inds. Equity 922981 57.65
Sector Holding Pie Chart
Peer Comparison
Scheme Name AUM (₹ IN Cr.) 1 Years (%) 3 Years (%) 5 Years (%) Since Inception (%) Inception Date Sharpe Std.Dev
Old Bridge Focused Equity Fund 1,465.13 13.61 NA NA 14.40 24-Jan-2024 0.3149 4.84
Motilal Oswal Large Cap Fund 2,149.71 25.79 NA NA 27.25 06-Feb-2024 1.2678 4.05
Invesco India Midcap Fund 6,046.97 20.60 29.43 32.44 16.87 19-Apr-2007 0.9553 4.89
Sundaram Services Fund 3,998.33 19.17 22.18 29.68 20.24 21-Sep-2018 0.7985 3.95
Bandhan Innovation Fund 1,434.07 18.64 NA NA 19.93 30-Apr-2024 0.4991 6.38
Motilal Oswal Midcap Fund 27,780.18 18.55 33.10 39.36 22.67 24-Feb-2014 1.0433 5.41
HDFC Defence Fund 5,487.27 18.20 NA NA 54.86 02-Jun-2023 1.2293 9.06
Motilal Oswal Large and Midcap Fund 9,176.39 18.17 31.98 32.96 23.46 17-Oct-2019 0.9334 5.37
Motilal Oswal Small Cap Fund 4,331.97 18.04 NA NA 23.40 26-Dec-2023 0.5901 5.78
Invesco India Large & Mid Cap Fund 6,765.05 17.87 27.55 27.94 13.50 09-Aug-2007 0.9558 4.51
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