CLOSE X
Mutual Fund
more from Mutual Fund
HomeMarketsMutual Fund MF UpdatesFund Card

Fund Card

GO

Old Bridge Focused Fund-Reg(G)

very highequity
13.01 0.07(0.54%) NAV as on 19 Jun 2026
3.42 % 1 M
10.25 % 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 4 m

Since 24 01 ,2024
exit_load Exit Load :

1%

aum AUM :

3,314.83 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 :

5.06

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 May 31 ,2026
Others 11.47 %
Equity 88.53 %

TOP HOLDINGS

Shriram Finance Ltd.6.52 %
Aurobindo Pharma Ltd.6.10 %
Maruti Suzuki India Ltd.5.29 %
Bharti Airtel Ltd.4.99 %
Redington Ltd.4.08 %
See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs13.66
Automobiles - Passenger Cars9.18
Metal - Non Ferrous7.44
Finance - NBFC6.52
Telecommunication - Service Provider4.99
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 HighEquity13.010.07(0.54%)NAV As on 19 Jun, 202624-Jan-2024Inception Date3,314.83AUM In Cr.10.25%1YNA%3YNA%5Y11.57%Since Inception
Invesco India Focused Fund-Reg(G)Very HighEquity27.550.00(0.00%)NAV As on 19 Jun, 202629-Sep-2020Inception Date5,272.68AUM In Cr.-1.04%1Y20.72%3Y15.64%5Y19.37%Since Inception
ICICI Pru Focused Equity Fund(G)Very HighEquity92.88-0.18(-0.19%)NAV As on 19 Jun, 202628-May-2009Inception Date16,147.16AUM In Cr.3.38%1Y18.50%3Y16.76%5Y13.95%Since Inception
ITI Focused Fund-Reg(G)Very HighEquity16.280.01(0.03%)NAV As on 19 Jun, 202619-Jun-2023Inception Date579.50AUM In Cr.9.42%1Y17.62%3YNA%5Y17.62%Since Inception
HDFC Focused Fund-Reg(G)Very HighEquity228.38-0.02(-0.01%)NAV As on 19 Jun, 202617-Sep-2004Inception Date26,082.42AUM In Cr.1.28%1Y16.83%3Y18.88%5Y15.46%Since Inception
Mahindra Manulife Focused Fund-Reg(G)Very HighEquity26.89-0.11(-0.42%)NAV As on 19 Jun, 202617-Nov-2020Inception Date2,176.76AUM In Cr.2.70%1Y16.82%3Y15.15%5Y19.36%Since Inception