Mutual Funds

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

10.7 -0.03
NAV(₹) as on 11/3/2025

-0.28%
1D

8.74%
1Y

-
3Y

-
5Y

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

Scheme Details
Expense Ratio: 2.23	Launch Date: 24 Jan 2024
Exit Load: 1% on or before 365D, Nil after 365D	AUM: ₹ 1,151.05 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 5.82	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 28/2/2025		9.30 %		90.70 %

TOP HOLDINGS

Tri-Party Repo (TREP - Cash

8.79 %

Redington Ltd. - Equity

6.54 %

Shriram Finance Ltd. - Equity

6.31 %

Bharti Airtel Ltd. - Equity

6.28 %

Interglobe Aviation - Equity

5.92 %

HCL Technologies Ltd - Equity

5.28 %

Kaveri Seed Company - Equity

5.24 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs

13.89 %

IT - Software

8.27 %

Trading

6.54 %

Finance - NBFC

6.31 %

Telecommunication - Service

6.28 %

Airlines

5.92 %

Agriculture

5.24 %

See All Sectors

5 YEAR HISTORY

Financial Year	2023-24	2024-25
NAV (11/3/2025)	9.91	10.70
Net Assets (Rs Crores)	22,343.1	1,15,104.56
Scheme Returns(%)(Absolute)	-0.90	5.63
B'mark Returns(%)(Absolute)	NA	NA
Category Rank	28/28	5/28

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 \| 13.06 +0.13	19/6/2023	₹ 439.93	4.14%	-	-	16.68%
Edelweiss Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 14.64 +0.09	1/8/2022	₹ 837.88	4.02%	-	-	15.71%
Old Bridge Focused Equity Fund-Reg(G) Equity - Focused Fund \| Very High \| 10.70 +-0.03	24/1/2024	₹ 1,151.05	8.74%	-	-	6.18%
Axis Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 48.24 +0.25	5/7/2012	₹ 11,556.73	1.99%	5.07%	10.46%	13.18%
Motilal Oswal Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 36.21 +0.12	13/5/2013	₹ 1,306.57	-10.57%	6.96%	10.52%	11.49%
Mirae Asset Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 22.61 +0.04	14/5/2019	₹ 7,104.55	3.90%	7.07%	16.56%	15.01%
LIC MF Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 18.55 +-0.17	17/11/2017	₹ 121.21	0.52%	8.42%	15.07%	8.81%
Union Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 22.35 +0.16	5/8/2019	₹ 363.49	-2.49%	10.24%	16.82%	15.44%
SBI Focused Equity Fund-Reg(G) Equity - Focused Fund \| Very High \| 309.76 +0.00	12/10/2004	₹ 32,929.18	9.12%	10.85%	16.04%	18.30%
Baroda BNP Paribas Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 18.92 +0.07	6/10/2017	₹ 580.08	-4.43%	10.87%	15.42%	8.95%