Mutual Funds
Old Bridge Focused Equity Fund-Reg(G)
Equity  |   Very High  |   Equity - Focused Fund
10.9   +0.03
NAV(₹) as on 13/2/2025
0.28%
  1D
9.22%
  1Y
   -
  3Y
   -
  5Y
Old Bridge Focused Equity Fund-Reg(G)
Growth Chart of the Scheme

Scheme Details
Expense Ratio:
2.24
Launch Date:
24 Jan 2024
Exit Load:
1% on or before 365D, Nil after 365D
AUM:
₹ 1,153.42 Crs
Lock-in:
Nil
Investing Style:
Mid Growth
Portfolio Price To Book Value:
6.25
Min. Investment:
SIP : ₹ 2,500.0
Lumpsum : ₹ 5,000.0
Scheme Benchmark:
BSE 500 - TRI
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 31/1/2025 11.41 % 88.59 %
TOP HOLDINGS

Bharti Airtel Ltd. - Equity
6.49 %

Redington Ltd. - Equity
6.00 %

HCL Technologies Ltd - Equity
5.77 %

Interglobe Aviation - Equity
5.70 %

Indian Energy Exchan - Equity
5.63 %

Aurobindo Pharma Ltd - Equity
5.58 %

Shriram Finance Ltd. - Equity
5.55 %

See All Holding
ALLOCATION BY MARKET CAP
ALLOCATION BY SECTOR

Pharmaceuticals & Drugs
14.45 %

IT - Software
8.48 %

Telecommunication - Service
6.49 %

Trading
6.00 %

Airlines
5.70 %

Power Generation/Distributio
5.63 %

Finance - NBFC
5.55 %

See All Sectors
5 YEAR HISTORY

Financial Year 2023-24 2024-25
NAV (12/2/2025) 9.91 10.87
Net Assets (Rs Crores) 22,343.1 1,15,342.22
Scheme Returns(%)(Absolute) -0.90 7.31
B'mark Returns(%)(Absolute) NA NA
Category Rank 28/28 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
MDB Logo
ITI Focused Equity Fund-Reg(G)
Equity - Focused Fund  |   Very High |  13.38   +-0.04  
19/6/2023 ₹ 482.56 9.88% - - 19.22%
MDB Logo
Edelweiss Focused Fund-Reg(G)
Equity - Focused Fund  |   Very High |  15.18   +0.02  
1/8/2022 ₹ 896.98 11.81% - - 17.86%
MDB Logo
Old Bridge Focused Equity Fund-Reg(G)
Equity - Focused Fund  |   Very High |  10.90   +0.03  
24/1/2024 ₹ 1,153.42 9.22% - - 8.49%
MDB Logo
Axis Focused Fund-Reg(G)
Equity - Focused Fund  |   Very High |  49.86   +0.20  
5/7/2012 ₹ 12,349.87 7.78% 4.81% 8.86% 13.56%
MDB Logo
Mirae Asset Focused Fund-Reg(G)
Equity - Focused Fund  |   Very High |  23.27   +-0.10  
14/5/2019 ₹ 7,663.56 8.49% 6.13% 14.27% 15.79%
MDB Logo
Motilal Oswal Focused Fund-Reg(G)
Equity - Focused Fund  |   Very High |  38.24   +-0.52  
13/5/2013 ₹ 1,503.81 -2.45% 6.48% 8.86% 12.08%
MDB Logo
Union Focused Fund-Reg(G)
Equity - Focused Fund  |   Very High |  23.23   +0.01  
5/8/2019 ₹ 396.5 5.88% 8.75% 14.82% 16.46%
MDB Logo
LIC MF Focused Fund-Reg(G)
Equity - Focused Fund  |   Very High |  19.71   +0.10  
17/11/2017 ₹ 133.99 8.94% 8.98% 13.52% 9.82%
MDB Logo
SBI Focused Equity Fund-Reg(G)
Equity - Focused Fund  |   Very High |  321.10   +-0.64  
12/10/2004 ₹ 34,678.0 15.49% 10.52% 14.68% 18.58%
MDB Logo
Kotak Focused Equity Fund-Reg(G)
Equity - Focused Fund  |   Very High |  22.53   +0.02  
16/7/2019 ₹ 3,348.54 8.88% 10.93% 14.96% 15.65%