Mutual Funds

Old Bridge Focused Equity Fund-Reg(G)
Equity | Very High | Equity - Focused Fund

11.26 +0.07
NAV(₹) as on 17/4/2025

0.63%
1D

9.53%
1Y

-
3Y

-
5Y

Old Bridge Focused Equity Fund-Reg(G)
Growth Chart of the Scheme

Scheme Details
Expense Ratio: 2.19	Launch Date: 24 Jan 2024
Exit Load: 1% on or before 365D, Nil after 365D	AUM: ₹ 1,329.43 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 6.38	Min. Investment: SIP : ₹ 2,500.0 Lumpsum : ₹ 5,000.0
Scheme Benchmark: NA
Fund Manager: Tarang Agrawal ,Kenneth Andrade

FUND OBJECTIVE

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).

LATEST ASSET & PORTFOLIO ALLOCATION		Others		Equity
as on 31/3/2025		8.68 %		91.32 %

TOP HOLDINGS

Redington Ltd. - Equity

6.13 %

Bharti Airtel Ltd. - Equity

6.00 %

Interglobe Aviation - Equity

5.85 %

Shriram Finance Ltd. - Equity

5.81 %

Kaveri Seed Company - Equity

5.73 %

Indian Energy Exchan - Equity

5.55 %

Tri-Party Repo (TREP - Cash

5.48 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs

13.35 %

IT - Software

7.03 %

Trading

6.13 %

Telecommunication - Service

6.00 %

Airlines

5.85 %

Finance - NBFC

5.81 %

Agriculture

5.73 %

See All Sectors

5 YEAR HISTORY

Financial Year	2023-24	2024-25
NAV (31/3/2025)	9.91	11.20
Net Assets (Rs Crores)	22,343.1	1,32,942.54
Scheme Returns(%)(Absolute)	-0.90	10.56
B'mark Returns(%)(Absolute)	NA	NA
Category Rank	28/28	6/28

RISKOMETER
Level of Risk in the Scheme

Clients will understand that their principal will be at Very High risk.

PERFORMANCE COMPARISON WITH SIMILAR SCHEMES

Fund Details	Inception Date	Aum(₹ Crs)	1Y	3Y	5Y	Since Inception
ITI Focused Equity Fund-Reg(G) Equity - Focused Fund \| Very High \| 14.02 +0.17	19/6/2023	₹ 478.53	10.35%	-	-	20.26%
Edelweiss Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 15.52 +0.24	1/8/2022	₹ 894.15	10.22%	-	-	17.58%
Old Bridge Focused Equity Fund-Reg(G) Equity - Focused Fund \| Very High \| 11.26 +0.07	24/1/2024	₹ 1,329.43	9.53%	-	-	10.13%
Axis Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 52.34 +0.61	5/7/2012	₹ 12,346.51	6.75%	6.57%	16.31%	13.79%
Motilal Oswal Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 38.45 +-0.03	13/5/2013	₹ 1,401.01	-8.27%	6.74%	13.88%	11.94%
Mirae Asset Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 23.72 +0.22	14/5/2019	₹ 7,410.53	8.15%	6.98%	20.80%	15.68%
LIC MF Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 20.14 +0.21	17/11/2017	₹ 127.19	7.39%	9.78%	19.38%	9.89%
Union Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 23.51 +0.35	5/8/2019	₹ 389.3	3.39%	10.23%	20.71%	16.17%
Sundaram Focused Fund(G) Equity - Focused Fund \| Very High \| 151.06 +2.09	17/11/2005	₹ 1,043.92	5.42%	11.15%	21.24%	14.99%
Baroda BNP Paribas Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 20.73 +0.14	6/10/2017	₹ 634.25	3.43%	11.90%	19.82%	10.16%