Mutual Funds

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

12.61 +0.21
NAV(₹) as on 9/2/2026

1.69%
1D

12.39%
1Y

-
3Y

-
5Y

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

Scheme Details
Expense Ratio: 2.02	Launch Date: 24 Jan 2024
Exit Load: 1% on or before 365D, Nil after 365D	AUM: ₹ 2,418.65 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 5.21	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 31/1/2026		10.28 %		89.72 %

TOP HOLDINGS

Shriram Finance Ltd.

8.80 %

HCL Technologies Ltd.

7.67 %

Redington Ltd.

5.15 %

Aurobindo Pharma Ltd.

5.03 %

Hindustan Zinc Ltd.

4.77 %

Maruti Suzuki India Ltd.

4.70 %

Tata Steel Ltd.

4.34 %

Bharti Airtel Ltd.

4.31 %

UPL Ltd.

4.31 %

Axis Bank Ltd.

3.97 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

No Data

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs

12.48 %

Finance - NBFC

8.80 %

Metal - Non Ferrous

8.71 %

IT - Software

7.67 %

Trading

5.15 %

See All Sectors

PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

Financial Year	2023-24	2024-25	2025-26
NAV (6/2/2026)	9.91	11.20	12.40
Net Assets (Rs Crores)	22,343.10	1,32,942.54	2,39,526.74
Scheme Returns(%)(Absolute)	-0.90	10.56	12.42
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 \| 15.80 +0.31	19/6/2023	₹ 573.08	13.25%	-	-	18.87%
Old Bridge Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 12.61 +0.21	24/1/2024	₹ 2,418.65	12.39%	-	-	12.00%
Mirae Asset Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 24.82 +0.08	14/5/2019	₹ 7,784.95	2.13%	10.06%	9.52%	14.42%
Motilal Oswal Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 42.63 +-0.29	13/5/2013	₹ 1,445.37	4.35%	10.33%	7.15%	12.05%
LIC MF Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 20.95 +0.29	17/11/2017	₹ 161.98	1.71%	10.44%	10.46%	9.40%
Axis Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 53.54 +0.40	5/7/2012	₹ 11,381.8	4.53%	12.27%	6.69%	13.11%
Union Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 25.84 +0.45	5/8/2019	₹ 408.6	7.58%	13.03%	11.91%	15.67%
Baroda BNP Paribas Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 21.94 +0.16	6/10/2017	₹ 677.72	6.44%	14.06%	11.55%	9.87%
Sundaram Focused Fund(G) Equity - Focused Fund \| Very High \| 160.98 +1.53	17/11/2005	₹ 1,102.84	4.59%	14.45%	12.18%	14.70%
Quant Focused Fund(G) Equity - Focused Fund \| Very High \| 85.20 +1.00	29/8/2008	₹ 847.71	4.11%	15.17%	15.14%	12.99%