Mutual Funds

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

13.82 -0.11
NAV(₹) as on 14/8/2026

-0.79%
1D

21.55%
1Y

-
3Y

-
5Y

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

Scheme Details
Expense Ratio: 2.17	Launch Date: 24 Jan 2024
Exit Load: 1% on or before 365D, Nil after 365D	AUM: ₹ 3,994.77 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 5.78	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 31/7/2026		8.27 %		91.73 %

TOP HOLDINGS

Shriram Finance Ltd.

7.60 %

Redington Ltd.

6.26 %

Aurobindo Pharma Ltd.

5.99 %

Maruti Suzuki India Ltd.

5.87 %

Bharti Airtel Ltd.

5.78 %

Prestige Estates Projects Ltd.

4.71 %

Tata Motors Passenger Vehicles Ltd.

4.66 %

Ramkrishna Forgings Ltd.

4.58 %

Interglobe Aviation Ltd.

4.41 %

Hindustan Zinc Ltd.

4.26 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

No Data

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs

12.94 %

Automobiles - Passenger Cars

10.53 %

Finance - NBFC

7.60 %

Metal - Non Ferrous

7.52 %

Trading

6.26 %

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
Old Bridge Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 13.82 +-0.11	24/1/2024	₹ 3,994.77	21.55%	-	-	13.49%
Mirae Asset Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 25.40 +-0.01	14/5/2019	₹ 6,635.31	-0.01%	7.80%	6.64%	13.71%
Baroda BNP Paribas Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 21.57 +-0.05	6/10/2017	₹ 650.46	0.35%	9.31%	9.40%	9.06%
Franklin India Focused Equity Fund(G) Equity - Focused Fund \| Very High \| 103.05 +0.07	26/7/2007	₹ 11,510.35	-4.18%	9.73%	10.94%	13.01%
Tata Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 23.18 +-0.06	5/12/2019	₹ 1,791.51	0.04%	10.42%	9.92%	13.38%
LIC MF Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 22.57 +-0.04	17/11/2017	₹ 172.68	8.66%	10.53%	9.70%	9.75%
UTI Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 15.75 +0.00	25/8/2021	₹ 2,474.88	4.16%	11.10%	-	9.56%
Sundaram Focused Fund(G) Equity - Focused Fund \| Very High \| 168.69 +0.55	17/11/2005	₹ 1,068.19	6.54%	11.15%	10.20%	14.57%
Nippon India Focused Fund(G) Equity - Focused Fund \| Very High \| 124.51 +-0.44	26/12/2006	₹ 8,529.7	4.36%	11.18%	11.34%	13.70%
Axis Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 57.16 +-0.02	5/7/2012	₹ 11,315.5	4.23%	11.44%	5.75%	13.13%