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
ITI Focused Equity Fund-Reg(G) Equity - Focused Fund \| Very High \| 13.38 +-0.04	19/6/2023	₹ 482.56	9.88%	-	-	19.22%
Edelweiss Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 15.18 +0.02	1/8/2022	₹ 896.98	11.81%	-	-	17.86%
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%
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%
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%
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%
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%
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%
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%
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%