Old Bridge Focused Fund Regular Growth

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Equity
Focused Fund
Rating N.A.
Plan

12.00 +0.17 (1.44%) NAV as on 05 Mar, 2026

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)2418.65
CAGR 11.84%
Exit Load1.00%
Expense ratio2.02%
CategoryEquity
Min Investment5000
Min SIP2500
Launch Date2024-01-25

Asset Allocation

Holdings As On - 06 March 2026

Holdings

Sectors

Name
Value (Cr)
Holding %

Shriram Finance
212.80
8.80%

HCL Technologies
185.50
7.67%

Redington
124.55
5.15%

Aurobindo Pharma
121.56
5.03%

Hindustan Zinc
115.40
4.77%

Maruti Suzuki India
113.67
4.70%

Tata Steel
105.09
4.34%

Bharti Airtel
104.35
4.31%

UPL
104.21
4.31%

Peer Comparison

Fund Name
Mahindra Manulife Focused Fund Regular Growth12.17%
DSP Focused Fund Growth9.77%
Bandhan Focused Fund - Regular Plan - Growth10.4%
UTI Focused Fund Regular Growth9.13%
Old Bridge Focused Fund Regular Growth11.84%

Risk & Volitility

Alpha 0.00%
Beta 0.00
Sharpe Ratio0.00
Std Deviation 0.00%
Tracking Error 0.00%

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 2418.65 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 2.02%. 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 top holdings of the fund include Shriram Finance, HCL Technologies, Redington & Aurobindo Pharma.

The major sectors where the fund is invested are Consumer Financial Services, Metal Mining, Software & Programming & Biotechnology & Drugs.

Some of the similar funds are Mahindra Manulife Focused Fund Regular Growth, DSP Focused Fund Growth, Bandhan Focused Fund - Regular Plan - Growth, UTI Focused Fund Regular 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%.