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Old Bridge Focused Equity Fund - Regular Growth

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Category: Equity: Focused
Launch Date: 24-01-2024
Asset Class:
Benchmark: BSE 500 TRI
Expense Ratio: 2.15% As on (30-04-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 1,465.13 Cr As on (30-04-2025)
Turn over: 3
NAV as on 13-05-2025

11.7

-0.01 (-0.0855%)

CAGR Since Inception

12.76%

BSE 500 TRI 12.46%

PERFORMANCE of Old Bridge Focused Equity Fund - Regular Growth

Scheme Performance (%) Data as on - 13-05-2025

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Old Bridge Focused Equity Fund - Regular Growth 14.82 - - - 12.76
Benchmark - - - - -
Equity: Focused 9.99 19.1 22.82 13.18 15.23

Yearly Performance (%)

Nav Movement

Fund Managers

Kenneth Andrade, Tarang Agrawal

Investment Objective

The scheme seeks 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).

RETURNS CALCULATOR for Old Bridge Focused Equity Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Riskometer

Key Performance and Risk Statistics of Old Bridge Focused Equity Fund - Regular Growth

Key Statistics Volatility Sharpe Ratio Alpha Beta Yield to Maturity Average Maturity
Old Bridge Focused Equity Fund - Regular Growth - - - - - -
Equity: Focused - - - - - -

PEER COMPARISION of Old Bridge Focused Equity Fund - Regular Growth

Compare SIP Compare Lumpsum
Period
Data as on - 13-05-2025
Scheme Name Launch
Date		 1-Year
Ret (%)		 2-Yrs
Ret (%)		 3-Yrs
Ret (%)		 5-Yrs
Ret (%)		 10-Yrs
Ret (%)
Old Bridge Focused Equity Fund - Regular Growth 24-01-2024 14.82 0.0 0.0 0.0 0.0
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 17.39 27.54 26.81 31.34 14.65
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 15.58 28.5 25.48 27.87 14.45
BANDHAN Focused Equity Fund - Regular Plan - Growth 16-03-2006 15.46 22.81 20.77 21.6 11.81
Invesco India Focused Fund - Growth 08-09-2020 15.38 36.35 26.52 0.0 0.0
Mirae Asset Focused Fund Regular Plan Growth 05-05-2019 14.95 14.48 13.04 21.73 0.0
DSP Focused Fund - Regular Plan - Growth 10-06-2010 14.82 25.15 21.12 22.39 12.01
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 05-05-2021 14.79 21.68 21.0 0.0 0.0
Aditya Birla Sun Life Focused Fund -Growth Option 05-10-2005 14.35 21.87 18.91 22.38 12.59
Edelweiss Focused Fund - Regular Plan - Growth 26-07-2022 13.27 22.55 0.0 0.0 0.0

PORTFOLIO ANALYSIS of Old Bridge Focused Equity Fund - Regular Growth

Asset Allocation (%)