Mutual Funds

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

11.95 +0.06
NAV(₹) as on 5/6/2025

0.50%
1D

14.46%
1Y

-
3Y

-
5Y

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

Scheme Details
Expense Ratio: 2.15	Launch Date: 24 Jan 2024
Exit Load: 1% on or before 365D, Nil after 365D	AUM: ₹ 1,465.13 Crs
Lock-in: Nil	Investing Style: Large Growth
Portfolio Price To Book Value: 5.71	Min. Investment: SIP : ₹ 2,500.0 Lumpsum : ₹ 5,000.0
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 30/4/2025		3.41 %		96.59 %

TOP HOLDINGS

Bharti Airtel Ltd. - Equity

6.01 %

Kaveri Seed Company - Equity

5.91 %

Redington Ltd. - Equity

5.88 %

Maruti Suzuki India - Equity

5.66 %

HCL Technologies Ltd - Equity

5.57 %

Aurobindo Pharma Ltd - Equity

5.49 %

Indian Energy Exchan - Equity

5.46 %

See All Holding

ALLOCATION BY MARKET CAP

ALLOCATION BY SECTOR

Pharmaceuticals & Drugs

13.12 %

IT - Software

8.53 %

Telecommunication - Service

6.01 %

Agriculture

5.91 %

Trading

5.88 %

Restaurants

5.67 %

Automobiles - Passenger Cars

5.66 %

See All Sectors

5 YEAR HISTORY

Financial Year	2023-24	2024-25
NAV (31/3/2025)	9.91	11.20
Net Assets (Rs Crores)	22,343.1	1,32,942.54
Scheme Returns(%)(Absolute)	-0.90	10.56
B'mark Returns(%)(Absolute)	NA	NA
Category Rank	28/28	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 Equity Fund-Reg(G) Equity - Focused Fund \| Very High \| 14.89 +0.08	19/6/2023	₹ 492.39	13.28%	-	-	22.48%
Edelweiss Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 16.20 +0.10	1/8/2022	₹ 928.79	9.84%	-	-	18.48%
Old Bridge Focused Equity Fund-Reg(G) Equity - Focused Fund \| Very High \| 11.95 +0.06	24/1/2024	₹ 1,465.13	14.46%	-	-	13.95%
Axis Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 54.66 +0.46	5/7/2012	₹ 12,665.01	9.74%	12.06%	15.63%	14.02%
Mirae Asset Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 25.40 +0.16	14/5/2019	₹ 7,649.83	19.08%	12.43%	21.01%	16.62%
Motilal Oswal Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 43.49 +0.11	13/5/2013	₹ 1,399.06	3.48%	12.49%	15.13%	12.95%
Union Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 24.85 +0.15	5/8/2019	₹ 400.19	6.97%	14.63%	19.96%	16.87%
LIC MF Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 21.72 +0.12	17/11/2017	₹ 140.33	11.63%	14.93%	19.31%	10.81%
Sundaram Focused Fund(G) Equity - Focused Fund \| Very High \| 156.56 +0.65	17/11/2005	₹ 1,057.56	6.19%	15.94%	20.36%	15.09%
Baroda BNP Paribas Focused Fund-Reg(G) Equity - Focused Fund \| Very High \| 21.70 +0.07	6/10/2017	₹ 670.24	3.45%	16.47%	19.25%	10.63%