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Fund Overview

Fund Size

Fund Size

₹1,329 Cr

Expense Ratio

Expense Ratio

1.14%

ISIN

ISIN

INF0S5R01042

Minimum SIP

Minimum SIP

₹1,000

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

25 Jan 2024

About this fund

Old Bridge Focused Equity Fund Direct Growth is a Focused Fund mutual fund schemes offered by Old Bridge Mutual Fund. This fund has been in existence for 1 years, 2 months and 25 days, having been launched on 25-Jan-24.
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹11.40, Assets Under Management (AUM) of 1329.43 Crores, and an expense ratio of 1.14%.
  • Old Bridge Focused Equity Fund Direct Growth has given a CAGR return of 11.18% since inception.
  • The fund's asset allocation comprises around 91.32% in equities, 0.00% in debts, and 8.68% in cash & cash equivalents.
  • You can start investing in Old Bridge Focused Equity Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+10.57%

+7.53% (Cat Avg.)

Since Inception

+11.18%

(Cat Avg.)

Portfolio Summaryas of 31st March 2025

Equity1,214.02 Cr91.32%
Others115.41 Cr8.68%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Redington LtdEquity81.51 Cr6.13%
Bharti Airtel LtdEquity79.74 Cr6.00%
InterGlobe Aviation LtdEquity77.83 Cr5.85%
Shriram Finance LtdEquity77.21 Cr5.81%
Kaveri Seed Co LtdEquity76.17 Cr5.73%
Indian Energy Exchange LtdEquity73.82 Cr5.55%
Triparty RepoCash - Repurchase Agreement72.79 Cr5.48%
Aurobindo Pharma LtdEquity63.76 Cr4.80%
HCL Technologies LtdEquity61.47 Cr4.62%
Maruti Suzuki India LtdEquity58.88 Cr4.43%
Tata Steel LtdEquity53.83 Cr4.05%
Prestige Estates Projects LtdEquity53.3 Cr4.01%
UPL LtdEquity53.16 Cr4.00%
Hindalco Industries LtdEquity52.82 Cr3.97%
Great Eastern Shipping Co LtdEquity52.68 Cr3.96%
Net Receivables / (Payables)Cash42.62 Cr3.21%
Marksans Pharma LtdEquity41.31 Cr3.11%
Ramkrishna Forgings LtdEquity41.22 Cr3.10%
Alivus Life Sciences LtdEquity38.58 Cr2.90%
Radico Khaitan LtdEquity36.69 Cr2.76%
Granules India LtdEquity33.85 Cr2.55%
Infosys LtdEquity32.04 Cr2.41%
Restaurant Brands Asia Ltd Ordinary SharesEquity30.25 Cr2.28%
Antony Waste Handling Cell Ltd Ordinary SharesEquity27.79 Cr2.09%
Barbeque-Nation Hospitality LtdEquity16.13 Cr1.21%

Allocation By Market Cap (Equity)

Large Cap Stocks

37.15%

Mid Cap Stocks

12.80%

Small Cap Stocks

41.37%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Basic Materials235.98 Cr17.75%
Industrials199.51 Cr15.01%
Healthcare177.5 Cr13.35%
Technology175.02 Cr13.17%
Financial Services151.03 Cr11.36%
Consumer Cyclical105.26 Cr7.92%
Communication Services79.74 Cr6.00%
Real Estate53.3 Cr4.01%
Consumer Defensive36.69 Cr2.76%

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

14.47%

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

0.53

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.89

Higher the better

Fund Managers

TA

Tarang Agrawal

Since January 2024

KA

Kenneth Andrade

Since January 2024

Additional Scheme Detailsas of 31st March 2025

ISIN
INF0S5R01042
Expense Ratio
1.14%
Exit Load
1.00%
Fund Size
₹1,329 Cr
Age
1 year 2 months
Lumpsum Minimum
₹5,000
Fund Status
Open Ended Investment Company
Benchmark
BSE 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Focused Fund Funds

Fund nameExpense RatioExit LoadFund size
1Y
Old Bridge Focused Equity Fund Direct Growth

Very High Risk

1.1%1.0%₹1329.43 Cr10.6%
Old Bridge Focused Equity Fund Regular Growth

Very High Risk

2.2%1.0%₹1329.43 Cr9.5%
Mirae Asset Focused Fund Regular Growth

Very High Risk

1.8%1.0%₹7410.54 Cr8.1%
Mirae Asset Focused Fund Direct Growth

Very High Risk

0.8%1.0%₹7410.54 Cr9.4%
ITI Focused Equity Fund Regular Growth

Very High Risk

2.3%1.0%₹478.53 Cr10.4%
ITI Focused Equity Fund Direct Growth

Very High Risk

0.7%1.0%₹478.53 Cr12.4%
SBI Focused Equity Fund Direct Growth

Very High Risk

0.8%1.0%₹35253.14 Cr14.3%
Sundaram Focused Fund Direct Growth

Very High Risk

1.4%0.0%₹1043.92 Cr6.5%
Bandhan Focused Equity Fund Direct Growth

Very High Risk

0.9%1.0%₹1685.24 Cr15.2%
Nippon India Focused Equity Fund Direct Growth

Very High Risk

1.2%1.0%₹7921.71 Cr11.3%

About the AMC

Old Bridge Mutual Fund

Old Bridge Mutual Fund

Total AUM

₹1,151 Cr

Address

1705, ONE BKC, C- Wing, G- Block Bandra Kurla Complex Bandra East Mumbai - 400051

Other Funds by Old Bridge Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Old Bridge Focused Equity Fund Direct Growth

Very High Risk

1.1%1.0%₹1329.43 Cr10.6%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

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The NAV of Old Bridge Focused Equity Fund Direct Growth, as of 17-Apr-2025, is ₹11.40.
The fund's allocation of assets is distributed as 91.32% in equities, 0.00% in bonds, and 8.68% in cash and cash equivalents.
The fund managers responsible for Old Bridge Focused Equity Fund Direct Growth are:-
  1. Tarang Agrawal
  2. Kenneth Andrade

Fund Overview

Fund Size

Fund Size

₹1,329 Cr

Expense Ratio

Expense Ratio

1.14%

ISIN

ISIN

INF0S5R01042

Minimum SIP

Minimum SIP

₹1,000

Exit Load

Exit Load

1.00%

Inception Date

Inception Date

25 Jan 2024

Risk Level

Your principal amount will be at Very High Risk

Very High Risk

About this fund

Old Bridge Focused Equity Fund Direct Growth is a Focused Fund mutual fund schemes offered by Old Bridge Mutual Fund. This fund has been in existence for 1 years, 2 months and 25 days, having been launched on 25-Jan-24.
As of 17-Apr-25, it has a Net Asset Value (NAV) of ₹11.40, Assets Under Management (AUM) of 1329.43 Crores, and an expense ratio of 1.14%.
  • Old Bridge Focused Equity Fund Direct Growth has given a CAGR return of 11.18% since inception.
  • The fund's asset allocation comprises around 91.32% in equities, 0.00% in debts, and 8.68% in cash & cash equivalents.
  • You can start investing in Old Bridge Focused Equity Fund Direct Growth with a SIP of ₹1000 or a Lumpsum investment of ₹5000.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+10.57%

+7.53% (Cat Avg.)

Since Inception

+11.18%

(Cat Avg.)

Portfolio Summaryas of 31st March 2025

Equity1,214.02 Cr91.32%
Others115.41 Cr8.68%

Top Holdings

All Holdings

Equity

Debt & Others

NameType sortAmount sortHoldings sort
Redington LtdEquity81.51 Cr6.13%
Bharti Airtel LtdEquity79.74 Cr6.00%
InterGlobe Aviation LtdEquity77.83 Cr5.85%
Shriram Finance LtdEquity77.21 Cr5.81%
Kaveri Seed Co LtdEquity76.17 Cr5.73%
Indian Energy Exchange LtdEquity73.82 Cr5.55%
Triparty RepoCash - Repurchase Agreement72.79 Cr5.48%
Aurobindo Pharma LtdEquity63.76 Cr4.80%
HCL Technologies LtdEquity61.47 Cr4.62%
Maruti Suzuki India LtdEquity58.88 Cr4.43%
Tata Steel LtdEquity53.83 Cr4.05%
Prestige Estates Projects LtdEquity53.3 Cr4.01%
UPL LtdEquity53.16 Cr4.00%
Hindalco Industries LtdEquity52.82 Cr3.97%
Great Eastern Shipping Co LtdEquity52.68 Cr3.96%
Net Receivables / (Payables)Cash42.62 Cr3.21%
Marksans Pharma LtdEquity41.31 Cr3.11%
Ramkrishna Forgings LtdEquity41.22 Cr3.10%
Alivus Life Sciences LtdEquity38.58 Cr2.90%
Radico Khaitan LtdEquity36.69 Cr2.76%
Granules India LtdEquity33.85 Cr2.55%
Infosys LtdEquity32.04 Cr2.41%
Restaurant Brands Asia Ltd Ordinary SharesEquity30.25 Cr2.28%
Antony Waste Handling Cell Ltd Ordinary SharesEquity27.79 Cr2.09%
Barbeque-Nation Hospitality LtdEquity16.13 Cr1.21%

Allocation By Market Cap (Equity)

Large Cap Stocks

37.15%

Mid Cap Stocks

12.80%

Small Cap Stocks

41.37%

Other Allocation

Equity Sector

Debt & Others

SectorAmount sortHoldings sort
Basic Materials235.98 Cr17.75%
Industrials199.51 Cr15.01%
Healthcare177.5 Cr13.35%
Technology175.02 Cr13.17%
Financial Services151.03 Cr11.36%
Consumer Cyclical105.26 Cr7.92%
Communication Services79.74 Cr6.00%
Real Estate53.3 Cr4.01%
Consumer Defensive36.69 Cr2.76%

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

14.47%

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

0.53

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

0.89

Higher the better

Fund Managers

TA

Tarang Agrawal

Since January 2024

KA

Kenneth Andrade

Since January 2024

Additional Scheme Detailsas of 31st March 2025

ISIN
INF0S5R01042
Expense Ratio
1.14%
Exit Load
1.00%
Fund Size
₹1,329 Cr
Age
1 year 2 months
Lumpsum Minimum
₹5,000
Fund Status
Open Ended Investment Company
Benchmark
BSE 500 TR INR

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Focused Fund Funds

Fund nameExpense RatioExit LoadFund size
1Y
Old Bridge Focused Equity Fund Direct Growth

Very High Risk

1.1%1.0%₹1329.43 Cr10.6%
Old Bridge Focused Equity Fund Regular Growth

Very High Risk

2.2%1.0%₹1329.43 Cr9.5%
Mirae Asset Focused Fund Regular Growth

Very High Risk

1.8%1.0%₹7410.54 Cr8.1%
Mirae Asset Focused Fund Direct Growth

Very High Risk

0.8%1.0%₹7410.54 Cr9.4%
ITI Focused Equity Fund Regular Growth

Very High Risk

2.3%1.0%₹478.53 Cr10.4%
ITI Focused Equity Fund Direct Growth

Very High Risk

0.7%1.0%₹478.53 Cr12.4%
SBI Focused Equity Fund Direct Growth

Very High Risk

0.8%1.0%₹35253.14 Cr14.3%
Sundaram Focused Fund Direct Growth

Very High Risk

1.4%0.0%₹1043.92 Cr6.5%
Bandhan Focused Equity Fund Direct Growth

Very High Risk

0.9%1.0%₹1685.24 Cr15.2%
Nippon India Focused Equity Fund Direct Growth

Very High Risk

1.2%1.0%₹7921.71 Cr11.3%

About the AMC

Old Bridge Mutual Fund

Old Bridge Mutual Fund

Total AUM

₹1,151 Cr

Address

1705, ONE BKC, C- Wing, G- Block Bandra Kurla Complex Bandra East Mumbai - 400051

Other Funds by Old Bridge Mutual Fund

Fund nameExpense RatioExit LoadFund size
1Y
Old Bridge Focused Equity Fund Direct Growth

Very High Risk

1.1%1.0%₹1329.43 Cr10.6%

Still got questions?
We're here to help.

The NAV of Old Bridge Focused Equity Fund Direct Growth, as of 17-Apr-2025, is ₹11.40.
The fund's allocation of assets is distributed as 91.32% in equities, 0.00% in bonds, and 8.68% in cash and cash equivalents.
The fund managers responsible for Old Bridge Focused Equity Fund Direct Growth are:-
  1. Tarang Agrawal
  2. Kenneth Andrade
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