Mutual Funds

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

11.71 +0.42
NAV(₹) as on 12/5/2025

3.72%
1D

14.80%
1Y

-
3Y

-
5Y

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

Scheme Details
Expense Ratio: 2.15	Launch Date: 24 Jan 2024
Exit Load: 1% on or before 365D, Nil after 365D	AUM: ₹ 1,465.13 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 6.38	Min. Investment: SIP : ₹ 2,500.0 Lumpsum : ₹ 5,000.0
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 30/4/2025		3.41 %		96.59 %

TOP HOLDINGS

Bharti Airtel Ltd. - Equity

6.01 %

Kaveri Seed Company - Equity

5.91 %

Redington Ltd. - Equity

5.88 %

Maruti Suzuki India - Equity

5.66 %

HCL Technologies Ltd - Equity

5.57 %

Aurobindo Pharma Ltd - Equity

5.49 %

Indian Energy Exchan - Equity

5.46 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs

13.12 %

IT - Software

8.53 %

Telecommunication - Service

6.01 %

Agriculture

5.91 %

Trading

5.88 %

Restaurants

5.67 %

Automobiles - Passenger Cars

5.66 %

See All Sectors

5 YEAR HISTORY

Financial Year	2023-24	2024-25
NAV (31/3/2025)	9.91	11.20
Net Assets (Rs Crores)	22,343.1	1,32,942.54
Scheme Returns(%)(Absolute)	-0.90	10.56
B'mark Returns(%)(Absolute)	NA	NA
Category Rank	28/28	6/28

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 \| 14.32 +0.52	19/6/2023	₹ 492.39	10.73%	-	-	20.82%
Edelweiss Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 16.22 +0.60	1/8/2022	₹ 928.79	14.67%	-	-	19.00%
Old Bridge Focused Equity Fund-Reg(G) Equity - Focused Fund \| Very High \| 11.71 +0.42	24/1/2024	₹ 1,465.13	14.80%	-	-	12.93%
Motilal Oswal Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 39.58 +1.50	13/5/2013	₹ 1,399.06	-2.88%	11.31%	14.64%	12.14%
Axis Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 53.62 +1.87	5/7/2012	₹ 12,665.01	10.58%	12.84%	17.05%	13.93%
Mirae Asset Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 24.85 +0.93	14/5/2019	₹ 7,649.83	15.84%	13.19%	22.44%	16.38%
LIC MF Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 20.54 +0.82	17/11/2017	₹ 132.12	9.77%	14.62%	19.94%	10.09%
Union Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 24.35 +0.83	5/8/2019	₹ 400.19	5.41%	15.15%	21.29%	16.67%
SBI Focused Equity Fund-Reg(G) Equity - Focused Fund \| Very High \| 339.60 +9.22	12/10/2004	₹ 36,040.82	13.00%	17.25%	22.15%	18.67%
Sundaram Focused Fund(G) Equity - Focused Fund \| Very High \| 155.20 +5.18	17/11/2005	₹ 1,057.56	7.71%	17.44%	21.90%	15.09%