Mutual Funds

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

11.31 +0.22
NAV(₹) as on 24/3/2026

1.98%
1D

-0.70%
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: ₹ 2,461.24 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 4.88	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 28/2/2026		13.89 %		86.11 %

TOP HOLDINGS

Shriram Finance Ltd.

9.15 %

Aurobindo Pharma Ltd.

5.88 %

Redington Ltd.

5.23 %

Axis Bank Ltd.

5.12 %

Maruti Suzuki India Ltd.

4.70 %

Tata Steel Ltd.

4.69 %

Hindustan Zinc Ltd.

4.50 %

Interglobe Aviation Ltd.

4.06 %

Bharti Airtel Ltd.

4.05 %

UPL Ltd.

3.83 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

No Data

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs

13.10 %

Finance - NBFC

9.15 %

Metal - Non Ferrous

8.23 %

Automobiles - Passenger Cars

7.23 %

Trading

5.23 %

See All Sectors

PORTFOLIO CHARACTERISTICS (Debt)

No Data

5 YEAR HISTORY

Financial Year	2023-24	2024-25	2025-26
NAV (24/3/2026)	9.91	11.20	11.31
Net Assets (Rs Crores)	22,343.10	1,32,942.54	2,46,124.15
Scheme Returns(%)(Absolute)	-0.90	10.56	2.54
B'mark Returns(%)(Absolute)	NA	NA	NA
Category Rank	28/28	6/28	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 Fund-Reg(G) Equity - Focused Fund \| Very High \| 14.12 +0.27	19/6/2023	₹ 567.1	1.63%	-	-	13.30%
Old Bridge Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 11.31 +0.22	24/1/2024	₹ 2,461.24	-0.70%	-	-	5.85%
Mirae Asset Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 21.44 +0.42	14/5/2019	₹ 7,032.62	-9.35%	6.96%	6.58%	11.75%
LIC MF Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 19.21 +0.47	17/11/2017	₹ 163.85	-3.36%	9.34%	9.44%	8.13%
Motilal Oswal Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 40.38 +1.03	13/5/2013	₹ 1,454.19	4.31%	9.41%	6.73%	11.45%
Axis Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 48.29 +0.86	5/7/2012	₹ 11,305.13	-6.16%	10.49%	5.23%	12.14%
Baroda BNP Paribas Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 19.44 +0.42	6/10/2017	₹ 674.97	-4.28%	11.68%	10.03%	8.17%
Quant Focused Fund(G) Equity - Focused Fund \| Very High \| 74.69 +1.81	29/8/2008	₹ 826.63	-6.58%	12.01%	10.86%	12.06%
Union Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 23.71 +0.59	5/8/2019	₹ 419.13	0.68%	12.09%	10.37%	13.89%
Sundaram Focused Fund(G) Equity - Focused Fund \| Very High \| 145.01 +2.71	17/11/2005	₹ 1,055.51	-3.89%	12.16%	10.71%	14.02%