Mutual Funds

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

12.37 +0.05
NAV(₹) as on 16/4/2026

0.41%
1D

10.55%
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: ₹ 2,332.95 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 4.28	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 31/3/2026		16.74 %		83.26 %

TOP HOLDINGS

Shriram Finance Ltd.

7.80 %

Aurobindo Pharma Ltd.

6.63 %

Axis Bank Ltd.

4.53 %

Tata Steel Ltd.

4.47 %

Hindustan Zinc Ltd.

4.22 %

Granules India Ltd.

4.21 %

Maruti Suzuki India Ltd.

4.11 %

Bharti Airtel Ltd.

4.05 %

Redington Ltd.

3.93 %

Alivus Life Sciences Ltd.

3.91 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

No Data

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs

14.75 %

Metal - Non Ferrous

7.98 %

Finance - NBFC

7.80 %

Automobiles - Passenger Cars

6.78 %

Bank - Private

4.53 %

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
ITI Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 15.64 +0.15	19/6/2023	₹ 492.61	13.01%	-	-	17.14%
Old Bridge Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 12.37 +0.05	24/1/2024	₹ 2,332.95	10.55%	-	-	10.02%
Mirae Asset Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 23.11 +0.04	14/5/2019	₹ 6,049.53	-1.71%	8.42%	8.22%	12.85%
LIC MF Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 20.05 +0.08	17/11/2017	₹ 146.09	0.66%	9.19%	10.25%	8.62%
Motilal Oswal Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 43.40 +0.87	13/5/2013	₹ 1,331.9	13.72%	10.50%	8.09%	12.02%
Axis Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 51.04 +0.22	5/7/2012	₹ 9,966.74	-1.33%	10.65%	6.35%	12.53%
Baroda BNP Paribas Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 20.58 +0.34	6/10/2017	₹ 595.52	0.77%	11.97%	11.21%	8.83%
Sundaram Focused Fund(G) Equity - Focused Fund \| Very High \| 154.30 +-0.17	17/11/2005	₹ 947.7	3.57%	12.83%	11.55%	14.32%
Union Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 25.41 +0.29	5/8/2019	₹ 377.78	10.19%	13.05%	11.93%	14.94%
Quant Focused Fund(G) Equity - Focused Fund \| Very High \| 81.87 +1.11	29/8/2008	₹ 702.68	2.91%	13.77%	12.36%	12.60%