Mutual Funds

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

12.74 +0.11
NAV(₹) as on 25/5/2026

0.87%
1D

7.42%
1Y

-
3Y

-
5Y

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

Scheme Details
Expense Ratio: 1.7	Launch Date: 24 Jan 2024
Exit Load: 1% on or before 365D, Nil after 365D	AUM: ₹ 2,905.70 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 4.60	Min. Investment: SIP : ₹ 2,500.00 Lumpsum : ₹ 5,000.00
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 30/4/2026		14.65 %		85.35 %

TOP HOLDINGS

Shriram Finance Ltd.

6.78 %

Aurobindo Pharma Ltd.

5.71 %

Maruti Suzuki India Ltd.

4.58 %

Bharti Airtel Ltd.

4.48 %

Axis Bank Ltd.

4.47 %

Tata Steel Ltd.

4.18 %

Alivus Life Sciences Ltd.

4.15 %

Redington Ltd.

4.05 %

Hindustan Zinc Ltd.

4.02 %

Radico Khaitan Ltd.

3.98 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

No Data

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs

13.81 %

Metal - Non Ferrous

7.56 %

Automobiles - Passenger Cars

7.06 %

Finance - NBFC

6.78 %

Telecommunication - Service

4.48 %

See All Sectors

PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

Financial Year	2023-24	2024-25	2025-26
NAV (31/3/2026)	9.91	11.20	11.10
Net Assets (Rs Crores)	22,343.10	1,32,942.54	2,33,294.69
Scheme Returns(%)(Absolute)	-0.90	10.56	0.63
B'mark Returns(%)(Absolute)	NA	NA	NA
Category Rank	28/28	6/28	8/28

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 Fund-Reg(G) Equity - Focused Fund \| Very High \| 16.11 +0.16	19/6/2023	₹ 561.17	10.61%	-	-	17.65%
Old Bridge Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 12.74 +0.11	24/1/2024	₹ 2,905.7	7.42%	-	-	10.93%
Mirae Asset Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 23.51 +0.20	14/5/2019	₹ 6,596.39	-6.79%	7.56%	7.58%	12.92%
LIC MF Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 20.41 +0.24	17/11/2017	₹ 157.7	-4.21%	9.17%	9.75%	8.73%
Axis Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 51.72 +0.43	5/7/2012	₹ 10,793.67	-4.56%	9.21%	5.57%	12.54%
Motilal Oswal Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 46.01 +0.53	13/5/2013	₹ 1,509.27	8.49%	10.91%	8.52%	12.42%
Baroda BNP Paribas Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 20.96 +0.30	6/10/2017	₹ 655.37	-2.56%	11.21%	10.58%	8.94%
Sundaram Focused Fund(G) Equity - Focused Fund \| Very High \| 155.74 +1.30	17/11/2005	₹ 1,019.95	-0.40%	11.47%	10.48%	14.30%
UTI Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 14.88 +0.23	25/8/2021	₹ 2,393.94	-2.81%	11.93%	-	8.72%
Franklin India Focused Equity Fund(G) Equity - Focused Fund \| Very High \| 100.75 +1.09	26/7/2007	₹ 11,488.4	-4.23%	12.12%	11.89%	13.04%