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Old Bridge Focused Fund-Reg(G)

very highequity
12.44 0.03(0.24%) NAV as on 29 Apr 2026
10.09 % 1 M
9.12 % 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 3 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 HighEquity12.440.03(0.24%)NAV As on 29 Apr, 202624-Jan-2024Inception Date2,332.95AUM In Cr.9.12%1YNA%3YNA%5Y10.13%Since Inception
Invesco India Focused Fund-Reg(G)Very HighEquity26.110.01(0.04%)NAV As on 29 Apr, 202629-Sep-2020Inception Date4,444.89AUM In Cr.-2.43%1Y21.64%3Y15.88%5Y18.75%Since Inception
ICICI Pru Focused Equity Fund(G)Very HighEquity91.210.32(0.35%)NAV As on 29 Apr, 202628-May-2009Inception Date14,570.82AUM In Cr.4.60%1Y20.34%3Y17.96%5Y13.95%Since Inception
SBI Focused Fund-Reg(G)Very HighEquity383.44-0.79(-0.20%)NAV As on 29 Apr, 202611-Oct-2004Inception Date39,738.73AUM In Cr.14.59%1Y18.51%3Y14.86%5Y18.43%Since Inception
Bandhan Focused Fund-Reg(G)Very HighEquity88.11-0.30(-0.34%)NAV As on 29 Apr, 202616-Mar-2006Inception Date1,809.95AUM In Cr.7.11%1Y18.32%3Y13.99%5Y11.41%Since Inception
HDFC Focused Fund-Reg(G)Very HighEquity224.420.36(0.16%)NAV As on 29 Apr, 202617-Sep-2004Inception Date24,169.51AUM In Cr.1.47%1Y18.22%3Y20.18%5Y15.47%Since Inception