Old Bridge Focused Equity Fund - Regular Growth
Fund House: Old Bridge Mutual Fund| Category: Equity: Focused |
| Launch Date: 24-01-2024 |
| Asset Class: |
| Benchmark: BSE 500 TRI |
| TER: 2.12% As on (31-05-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,735.43 Cr As on 30-05-2025(Source:AMFI) |
| Turn over: 3% | Exit Load: If redeemed/switched out within 365 days from the date of allotment: 1% If redeemed/switched out after 365 days from the date of allotment Nil |
11.92
-0.08 (-0.6711%)
13.45%
Benchmark: 12.54%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
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.
Current Asset Allocation (%)
Indicators
| Standard Deviation | - |
| Sharpe Ratio | - |
| Alpha | - |
| Beta | - |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
| Scheme Name | Inception Date |
1 Year Return(%) |
2 Year Return(%) |
3 Year Return(%) |
5 Year Return(%) |
10 Year Return(%) |
|---|---|---|---|---|---|---|
| Old Bridge Focused Equity Fund - Regular Growth | 24-01-2024 | 7.78 | - | - | - | - |
| BANDHAN Focused Equity Fund - Regular Plan - Growth | 16-03-2006 | 11.59 | 22.1 | 22.46 | 21.3 | 12.48 |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 10.9 | 27.18 | 26.11 | 26.32 | 15.03 |
| Canara Robeco Focused Equity Fund - Regular Plan - Growth Option | 05-05-2021 | 10.76 | 21.21 | 22.08 | - | - |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 10.7 | 14.24 | 13.94 | 20.87 | - |
| Invesco India Focused Fund - Growth | 08-09-2020 | 10.41 | 33.94 | 27.29 | - | - |
| HDFC Focused 30 Fund - GROWTH PLAN | 05-09-2004 | 10.38 | 25.61 | 26.37 | 29.79 | 14.92 |
| SBI Focused Equity Fund - Regular Plan -Growth | 01-10-2004 | 8.33 | 19.67 | 19.07 | 21.04 | 15.04 |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 8.2 | 20.6 | 19.7 | 21.67 | 13.08 |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 7.92 | 23.58 | 22.81 | 21.38 | 12.3 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
38.98%
Others
11.79%
Large Cap
35.74%
Mid Cap
13.49%
