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Business News/Market/Market Stats/    Old Bridge Focused Equity Fund Regular Growth

Old Bridge Focused Equity Fund Regular Growth

+
  • Equity
  • Focused Fund
  • Rating N.A.
  • Plan
12.12 +0.03 (0.25%) NAV as on 06 Dec, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)936.73
  • CAGR 0.00%
  • Exit Load1.00%
  • Expense ratio2.29%
  • CategoryEquity
  • Min Investment5000
  • Min SIP2500
  • Launch Date2024-01-25

Morning Star Rating N.A.

Risk
Return

Asset Allocation

Holdings As On - 07 December 2024

  • Name
  • Value (Cr)
  • Holding %
  • NCC
  • 42.05
  • 4.49%
View More

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 Equity Fund Regular Growth has an AUM of 936.73 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 2.29%. The minimum investment in Old Bridge Focused Equity Fund Regular Growth is Rs 5000 and the minimum SIP is Rs 2500.

 

As per morningstar the risk & return rating of the fund are - & - respectively.

 

The top holdings of the fund include Bharti Airtel, HCL Technologies, Shriram Finance & Interglobe Aviation.

 

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

 

Some of the similar funds are Quant Focused fund Growth, Baroda BNP Paribas Focused Regular Growth, Sundaram Focused Fund Growth, Old Bridge Focused Equity Fund Regular Growth, Edelweiss Focused Fund Regular Growth. Old Bridge Focused Equity Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.

FAQs about Old Bridge Focused Equity Fund Regular Growth

According to the morning star rating Old Bridge Focused Equity Fund Regular Growth has a & return.
Old Bridge Focused Equity Fund Regular Growth is managed by Tarang Agrawal,Kenneth Andrade.
The expense ratio of Old Bridge Focused Equity Fund Regular Growth is 2.29%.
The 5 year annualized return on Old Bridge Focused Equity Fund Regular Growth is 0.00% & it has generated 0.00% in the last 1 year.
The minimum investment in Old Bridge Focused Equity Fund Regular Growth is 5000 Rs.
Old Bridge Focused Equity Fund Regular Growth has an AUM of 936.73 crores.
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