Old Bridge Focused Fund - Regular Growth

(Erstwhile Old Bridge Focused Equity Fund - Regular Growth)

Category: Equity: Focused
Launch Date: 24-01-2024
Asset Class:
Benchmark: BSE 500 TRI
Expense Ratio: 2.02% As on ( 31-12-2025)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 2,395.26 Cr As on ( 31-12-2025)
Turn over: 3
NAV as on 14-01-2026

12.46

0.08 ( 0.6421% )

CAGR Since Inception

11.74%

BSE 500 TRI 12.38%

PERFORMANCE of Old Bridge Focused Fund - Regular Growth

Scheme Performance (%) Data as on - 14-01-2026

1-Year Ret (%) 3-Yrs Ret (%) 5-Yrs Ret (%) 10-Yrs Ret (%) Since Launch Ret (%)
Old Bridge Focused Fund - Regular Growth 12.56 - - - 11.74
Benchmark - - - - -
Equity: Focused 8.32 16.02 14.41 14.26 14.41

Yearly Performance (%)

Fund Managers

FM 1 - Mr. Kenneth Joseph Andrade, FM 2 - Mr. Tarang Agrawal

Investment 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). Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realized.

RETURNS CALCULATOR for Old Bridge Focused Fund - Regular Growth

Growth of 10000 In SIP (Fund vs Benchmark)

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Growth of 10000 In LUMPSUM (Fund vs Benchmark)

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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.

Riskometer

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

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

Small Cap

28.47%

Others

-0.38%

Others

7.68%

Large Cap

45.94%

Mid Cap

18.29%

PEER COMPARISION of Old Bridge Focused Fund - Regular Growth

Period
Data as on - 14-01-2026
Scheme Name Launch
Date
1-Year
Ret (%)
3-Yrs
Ret (%)
5-Yrs
Ret (%)
10-Yrs
Ret (%)
Old Bridge Focused Fund - Regular Growth 24-01-2024 12.56 0.0 0.0 0.0
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 19.66 22.87 19.91 16.84
SBI FOCUSED FUND - REGULAR PLAN -GROWTH 01-10-2004 19.26 18.94 16.23 15.48
Kotak Focused Fund- Regular plan - Growth Option 05-07-2019 17.75 17.45 15.63 0.0
HDFC Focused Fund - GROWTH PLAN 05-09-2004 13.89 21.25 22.75 15.27
ITI Focused Fund - Regular Plan - Growth 19-06-2023 13.85 0.0 0.0 0.0
Aditya Birla Sun Life Focused Fund -Growth Option 05-10-2005 12.54 17.04 14.2 13.89
Nippon India Focused Fund -Growth Plan -Growth Option 26-12-2006 12.22 15.08 15.8 14.22
DSP Focused Fund - Regular Plan - Growth 10-06-2010 9.86 19.46 13.53 13.15
Mahindra Manulife Focused Fund - Regular Plan - Growth 01-11-2020 9.46 18.52 18.67 0.0

PORTFOLIO ANALYSIS of Old Bridge Focused Fund - Regular Growth

Asset Allocation (%)