Mutual Funds

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

12.88 -0.02
NAV(₹) as on 24/7/2026

-0.16%
1D

9.25%
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: ₹ 3,669.65 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 5.66	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 30/6/2026		7.12 %		92.88 %

TOP HOLDINGS

Shriram Finance Ltd.

7.48 %

Aurobindo Pharma Ltd.

6.51 %

Maruti Suzuki India Ltd.

6.33 %

Bharti Airtel Ltd.

5.90 %

Redington Ltd.

5.81 %

Tata Motors Passenger Vehicles Ltd.

5.26 %

Interglobe Aviation Ltd.

4.98 %

Prestige Estates Projects Ltd.

4.96 %

Ramkrishna Forgings Ltd.

4.32 %

Hindustan Zinc Ltd.

4.08 %

See All Holding

ALLOCATION BY MARKET CAP (Equity)

ALLOCATION BY RATING (Debt & Others)

No Data

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs

14.01 %

Automobiles - Passenger Cars

11.59 %

Metal - Non Ferrous

7.56 %

Finance - NBFC

7.48 %

Telecommunication - Service

5.90 %

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 \| 12.88 +-0.02	24/1/2024	₹ 3,669.65	9.25%	-	-	10.66%
Mirae Asset Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 24.08 +-0.09	14/5/2019	₹ 6,575.73	-8.16%	5.95%	6.04%	12.98%
Axis Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 53.59 +-0.21	5/7/2012	₹ 11,078.39	-4.15%	7.93%	4.92%	12.67%
Baroda BNP Paribas Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 20.80 +-0.05	6/10/2017	₹ 647.97	-6.45%	7.98%	9.15%	8.67%
LIC MF Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 21.33 +-0.06	17/11/2017	₹ 170.66	-2.62%	8.17%	9.36%	9.11%
Franklin India Focused Equity Fund(G) Equity - Focused Fund \| Very High \| 99.55 +-0.32	26/7/2007	₹ 11,408.91	-8.37%	8.33%	10.38%	12.85%
Sundaram Focused Fund(G) Equity - Focused Fund \| Very High \| 160.77 +-0.63	17/11/2005	₹ 1,053.04	-0.24%	9.34%	9.75%	14.35%
UTI Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 14.99 +-0.08	25/8/2021	₹ 2,413.44	-3.21%	9.38%	-	8.59%
Tata Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 22.86 +-0.04	5/12/2019	₹ 1,760.25	-1.09%	10.19%	10.54%	13.26%
Nippon India Focused Fund(G) Equity - Focused Fund \| Very High \| 119.52 +-0.41	26/12/2006	₹ 8,531.15	-2.61%	10.28%	11.24%	13.50%