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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
11.21 +0.01 (0.09%) NAV as on 21 Jun, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)375.72
  • CAGR 0.00%
  • Exit Load1.00%
  • Expense ratio2.49%
  • CategoryEquity
  • Min Investment5000
  • Min SIP2500
  • Launch Date2024-01-25

Morning Star Rating N.A.

Risk
Return

Asset Allocation

Holdings As On - 25 June 2024

  • Name
  • Value (Cr)
  • Holding %
  • Triparty Repo
  • 25.90
  • 6.89%
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 375.72 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 2.49%. 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 Triparty Repo, Indian Energy Exchange, Interglobe Aviation & Aurobindo Pharma.

 

The major sectors where the fund is invested are Biotechnology & Drugs, Construction Services, Investment Services & Airline.

 

Some of the similar funds are JM Focused Fund - Growth Option, LIC MF Focused Fund Growth, Union Focused Fund Regular Growth, ITI Focused Equity Fund Regular Growth, Old Bridge Focused Equity 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 Kenneth Andrade,Tarang Agrawal.
The expense ratio of Old Bridge Focused Equity Fund Regular Growth is 2.49%.
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 375.72 crores.
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