Mutual Funds

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

13.04 -0.01
NAV(₹) as on 15/10/2026

-0.08%
1D

9.86%
1Y

-
3Y

-
5Y

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

Scheme Details
Expense Ratio: 2.1	Launch Date: 24 Jan 2024
Exit Load: 1% on or before 365D, Nil after 365D	AUM: ₹ 4,541.99 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 6.01	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 30/9/2026		9.08 %		90.92 %

TOP HOLDINGS

Shriram Finance Ltd.

7.18 %

Redington Ltd.

6.96 %

Aurobindo Pharma Ltd.

5.57 %

Interglobe Aviation Ltd.

4.97 %

ITC Ltd.

4.86 %

Bharti Airtel Ltd.

4.53 %

Ramkrishna Forgings Ltd.

4.34 %

Maruti Suzuki India Ltd.

4.34 %

Jubilant FoodWorks Ltd.

4.10 %

Alivus Life Sciences Ltd.

4.01 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

No Data

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs

12.66 %

Automobiles - Passenger Cars

7.76 %

Metal - Non Ferrous

7.65 %

Finance - NBFC

7.18 %

Trading

6.96 %

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
Old Bridge Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 13.04 +-0.01	24/1/2024	₹ 4,541.99	9.86%	-	-	10.23%
Franklin India Focused Equity Fund(G) Equity - Focused Fund \| Very High \| 95.82 +1.19	26/7/2007	₹ 10,410.26	-12.64%	5.91%	7.21%	12.47%
Baroda BNP Paribas Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 20.08 +0.02	6/10/2017	₹ 520.41	-8.65%	5.92%	5.43%	8.02%
Mirae Asset Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 24.59 +0.19	14/5/2019	₹ 6,350.04	-5.41%	6.16%	3.55%	12.88%
Tata Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 21.36 +-0.07	5/12/2019	₹ 1,624.93	-8.29%	6.28%	6.54%	11.70%
UTI Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 14.57 +-0.10	25/8/2021	₹ 2,310.08	-6.43%	6.82%	6.48%	7.60%
LIC MF Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 21.20 +-0.06	17/11/2017	₹ 171.23	-1.67%	7.22%	5.64%	8.79%
Axis Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 53.07 +0.29	5/7/2012	₹ 10,476.42	-5.84%	7.46%	1.07%	12.38%
Nippon India Focused Fund(G) Equity - Focused Fund \| Very High \| 118.25 +0.46	26/12/2006	₹ 8,075.2	-2.87%	8.15%	7.75%	13.28%
Sundaram Focused Fund(G) Equity - Focused Fund \| Very High \| 159.71 +0.94	17/11/2005	₹ 1,031.55	-0.48%	8.60%	6.67%	14.15%