Old Bridge Focused Equity Fund - Regular Growth

Buy

Category: Equity: Focused
Launch Date: 24-01-2024
Asset Class:
Benchmark: BSE 500 TRI
Expense Ratio: 2.19% As on (31-03-2025)

Status: Open Ended Schemes for subscription
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 132.94 Cr As on (31-03-2025)
Turn over: 3

NAV as on 25-04-2025

11.32 -0.22 (-1.9435%)

CAGR Since Inception

10.35%

BSE 500 TRI 12.45%

PERFORMANCE of Old Bridge Focused Equity Fund - Regular Growth

Scheme Performance (%) Data as on - 25-04-2025

	1-Year Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)	Since Launch Ret (%)
Old Bridge Focused Equity Fund - Regular Growth	8.85	-	-	-	10.35
Benchmark	-	-	-	-	-
Equity: Focused	6.03	15.03	22.79	12.93	14.93

Yearly Performance (%)

Nav Movement

Fund Managers

Kenneth Andrade, Tarang Agrawal

Investment Objective

The scheme seeks 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).

RETURNS CALCULATOR for Old Bridge Focused Equity Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

Amount :

Period :

Start :

End :

Growth of 10000 In LUMPSUM (Fund vs Benchmark)

Amount :

Start :

Rolling Returns

Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.

Select Start Date

Select Rolling Return Time Period

Riskometer

Key Performance and Risk Statistics of Old Bridge Focused Equity Fund - Regular Growth

Key Statistics	Volatility	Sharpe Ratio	Alpha	Beta	Yield to Maturity	Average Maturity
Old Bridge Focused Equity Fund - Regular Growth	-	-	-	-	-	-
Equity: Focused	-	-	-	-	-	-

PEER COMPARISION of Old Bridge Focused Equity Fund - Regular Growth

Compare SIP Compare Lumpsum

Period

Data as on - 25-04-2025

Scheme Name	Launch Date	1-Year Ret (%)	2-Yrs Ret (%)	3-Yrs Ret (%)	5-Yrs Ret (%)	10-Yrs Ret (%)
Old Bridge Focused Equity Fund - Regular Growth	24-01-2024	8.85	0.0	0.0	0.0	0.0
HDFC Focused 30 Fund - GROWTH PLAN	05-09-2004	15.25	28.19	23.42	30.78	14.36
ICICI Prudential Focused Equity Fund - Growth	05-05-2009	14.0	29.61	21.94	28.35	14.29
DSP Focus Fund - Regular Plan - Growth	10-06-2010	13.92	27.59	18.01	22.9	11.94
BANDHAN Focused Equity Fund - Regular Plan - Growth	16-03-2006	11.03	24.86	16.14	21.98	11.55
SBI Focused Equity Fund - Regular Plan -Growth	01-10-2004	10.53	21.13	13.51	21.52	13.96
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option	05-05-2021	9.77	22.59	16.66	0.0	0.0
Invesco India Focused Fund - Growth	08-09-2020	9.54	36.42	21.51	0.0	0.0
Edelweiss Focused Fund - Regular Plan - Growth	26-07-2022	9.5	23.49	0.0	0.0	0.0
Mirae Asset Focused Fund Regular Plan Growth	05-05-2019	8.45	15.51	8.74	21.47	0.0

PORTFOLIO ANALYSIS of Old Bridge Focused Equity Fund - Regular Growth

Asset Allocation (%)