Mutual Funds

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

12.11 -0.17
NAV(₹) as on 2/3/2026

-1.38%
1D

16.33%
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 (2/3/2026)	9.91	11.20	12.11
Net Assets (Rs Crores)	22,343.10	1,32,942.54	2,41,864.63
Scheme Returns(%)(Absolute)	-0.90	10.56	9.79
B'mark Returns(%)(Absolute)	NA	NA	NA
Category Rank	28/28	6/28	11/28

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 \| 15.46 +-0.25	19/6/2023	₹ 559.76	22.87%	-	-	17.48%
Old Bridge Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 12.11 +-0.17	24/1/2024	₹ 2,418.65	16.33%	-	-	9.53%
Mirae Asset Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 23.52 +-0.41	14/5/2019	₹ 7,270.85	5.92%	9.01%	8.15%	13.39%
Motilal Oswal Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 42.51 +-0.45	13/5/2013	₹ 1,445.37	20.02%	10.51%	7.19%	11.96%
LIC MF Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 20.31 +-0.39	17/11/2017	₹ 161.98	9.98%	10.56%	9.97%	8.92%
Axis Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 52.08 +-0.57	5/7/2012	₹ 11,381.8	9.62%	12.00%	6.20%	12.82%
Baroda BNP Paribas Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 21.14 +-0.22	6/10/2017	₹ 677.72	14.58%	13.52%	11.18%	9.31%
Union Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 25.52 +-0.23	5/8/2019	₹ 408.6	16.48%	13.65%	11.37%	15.31%
Sundaram Focused Fund(G) Equity - Focused Fund \| Very High \| 156.54 +-1.77	17/11/2005	₹ 1,055.78	7.87%	13.93%	11.39%	14.50%
Quant Focused Fund(G) Equity - Focused Fund \| Very High \| 82.34 +-1.30	29/8/2008	₹ 847.71	9.46%	14.55%	13.57%	12.73%