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Old Bridge Focused Fund-Reg(G)

very highequity
13.25 -0.08(-0.60%) NAV as on 07 Oct 2026
-2.29 % 1 M
12.77 % 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 :

2.10

As on 30 Sep, 2026
age-icon Age :

2 yrs 8 m

Since 24 01 ,2024
exit_load Exit Load :

1%

aum AUM :

4,354.21 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 :

6

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 Aug 31 ,2026
Others 7.68 %
Equity 92.32 %

TOP HOLDINGS

Shriram Finance Ltd.7.39 %
Redington Ltd.6.38 %
Aurobindo Pharma Ltd.5.97 %
Maruti Suzuki India Ltd.5.12 %
Bharti Airtel Ltd.4.87 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs13.05
Automobiles - Passenger Cars9.01
Metal - Non Ferrous7.96
Finance - NBFC7.39
Trading6.38
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 HighEquity13.25-0.08(-0.60%)NAV As on 07 Oct, 202624-Jan-2024Inception Date4,354.21AUM In Cr.12.77%1YNA%3YNA%5Y10.97%Since Inception
Invesco India Focused Fund-Reg(G)Very HighEquity28.58-0.22(-0.76%)NAV As on 07 Oct, 202629-Sep-2020Inception Date6,453.55AUM In Cr.2.03%1Y18.36%3Y12.68%5Y19.04%Since Inception
ICICI Pru Focused Fund(G)Very HighEquity90.53-0.53(-0.58%)NAV As on 07 Oct, 202628-May-2009Inception Date17,948.79AUM In Cr.-2.97%1Y14.74%3Y12.59%5Y13.52%Since Inception
ITI Focused Fund-Reg(G)Very HighEquity15.89-0.05(-0.31%)NAV As on 07 Oct, 202619-Jun-2023Inception Date628.60AUM In Cr.3.26%1Y14.62%3YNA%5Y15.05%Since Inception
SBI Focused Fund-Reg(G)Very HighEquity388.87-0.77(-0.20%)NAV As on 07 Oct, 202611-Oct-2004Inception Date51,247.73AUM In Cr.8.00%1Y13.70%3Y9.79%5Y18.10%Since Inception
Motilal Oswal Focused Fund-Reg(G)Very HighEquity53.800.13(0.23%)NAV As on 07 Oct, 202613-May-2013Inception Date1,827.16AUM In Cr.24.34%1Y13.63%3Y9.47%5Y13.37%Since Inception