Old Bridge Focused Fund Regular Growth

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Equity
Focused Fund
Rating N.A.
Plan

12.37 +0.09 (0.73%) NAV as on 17 Nov, 2025

5D
1M
6M
1Y
5Y
MAX

Key Metrics

AUM (in Cr)2046.26
CAGR 8.41%
Exit Load1.00%
Expense ratio2.07%
CategoryEquity
Min Investment5000
Min SIP2500
Launch Date2024-01-25

Asset Allocation

Holdings As On - 18 November 2025

Holdings

Sectors

Name
Value (Cr)
Holding %

Triparty Repo
163.40
7.45%

Shriram Finance
156.24
7.13%

Maruti Suzuki India
126.03
5.75%

HCL Technologies
119.63
5.46%

Bharti Airtel
108.89
4.97%

UPL
106.60
4.86%

Aurobindo Pharma
103.25
4.71%

Redington
102.56
4.68%

Tata Steel
99.49
4.54%

Peer Comparison

Fund Name
Bandhan Focused Fund - Regular Plan - Growth7.59%
HSBC Focused Fund Regular Growth4.45%
Tata Focused Fund Regular Growth2.89%
Mahindra Manulife Focused Fund Regular Growth7.72%
Old Bridge Focused Fund Regular Growth7.62%

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 2046.26 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 2.07%. 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 & Low respectively.

The top holdings of the fund include Triparty Repo, Shriram Finance, Maruti Suzuki India & HCL Technologies.

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

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