Old Bridge Focused Fund Regular Growth
- Focused Fund
- Equity
- Very High Risk
Rating:
Key Metrics
Aum
₹3,994.77 Cr
Expense Ratio
1.64%
Exit Load
1.00%
Min. Investment
₹5,000.00
Min. SIP
₹2500.00
Launch Date
25 Jan 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | -0.44% | -- |
| 3 Months | +8.5% | -- |
| 6 Months | +12.8% | -- |
| 1 Year | +17.96% | +17.96% |
| 2 Years | -- | +4.37% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | +36.46% | +12.67% |
Holdings as on 5 Sep 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Shriram Finance | 274.58 | 7.48 |
| Aurobindo Pharma | 238.98 | 6.51 |
| Maruti Suzuki India | 232.34 | 6.33 |
| Bharti Airtel | 216.69 | 5.90 |
| Redington | 213.30 | 5.81 |
| Triparty Repo | 200.00 | 5.45 |
| Tata Motors Passenger Vehicles Ltd | 193.15 | 5.26 |
| InterGlobe Aviation Ltd | 182.82 | 4.98 |
| Prestige Estates Projects | 182.11 | 4.96 |
| Ramkrishna Forgings | 158.69 | 4.32 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Invesco India Focused Fund Regular Growth | +5.5% | +21.18% | +14.48% |
| Kotak Focused Fund Regular Growth | +7.69% | +14.28% | +11.19% |
| Canara Robeco Focused Fund Regular Growth | -0.75% | +12.41% | +10.68% |
| DSP Focused Fund Growth | +4.15% | +12.73% | +9.52% |
| Old Bridge Focused Fund Regular Growth | +17.96% | -- | -- |
Results are calculated on CAGR basis
About Fund
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). There is no assurance or guarantee that the objectives of the scheme will be realized.
The Old Bridge Focused Fund Regular Growth has an AUM of 3994.77 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.64%. The minimum investment in Old Bridge Focused Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 2500.
As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.
The fund has a present cash holding of %. The top holdings of the fund include Shriram Finance, Aurobindo Pharma, Maruti Suzuki India, Bharti Airtel.
The major sectors where the fund is invested are Auto & Truck Manufacturers, Metal Mining, Biotechnology & Drugs, Consumer Financial Services.
Some of the similar funds are Invesco India Focused Fund Regular Growth, Kotak Focused Fund Regular Growth, Canara Robeco Focused Fund Regular Growth, DSP Focused Fund Growth, Old Bridge Focused Fund Regular Growth. Old Bridge Focused Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Old Bridge Focused Fund Regular Growth has a Medium risk & Exceptional return.
Old Bridge Focused Fund Regular Growth is managed by Tarang Agrawal,Kenneth Andrade.
The expense ratio of Old Bridge Focused Fund Regular Growth is 1.64%.
The 5 year annualized return on Old Bridge Focused Fund Regular Growth is 0.00% & it has generated 17.96% in the last 1 year.
The minimum investment in Old Bridge Focused Fund Regular Growth is 5000 Rs.
Old Bridge Focused Fund Regular Growth has an AUM of 3994.77 crores.
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