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Old Bridge Focused Fund - Regular Growth

(Erstwhile Old Bridge Focused Equity Fund - Regular Growth)
Fund House: Old Bridge Mutual Fund
Category: Equity: Focused
Launch Date: 24-01-2024
Asset Class: Equity
Benchmark: BSE 500 TRI
TER: 2.13% As on (30-08-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 4,354.21 Cr As on 31-08-2026(Source:AMFI)
Turn over: 0.2% | 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
NAV as on 16-09-2026

13.29

0.06 (0.4515%)

CAGR Since Inception

11.32%

Benchmark: 11.98%

PERFORMANCE

Returns Type:
of  : 
Start :  
End : 
Period:  
This Scheme
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vs
Nifty 500 TRI
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Gold
-
PPF
-
Returns Type:
of  : 
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

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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 Fund - Regular Growth 24-01-2024 11.4 1.9 - - -
Motilal Oswal Focused Fund - Regular Plan Growth Option 05-05-2013 20.55 1.04 11.9 8.77 11.67
SBI Focused Fund - Regular Plan -Growth 01-10-2004 8.52 7.53 13.36 10.23 13.95
Quant Focused Fund - Growth Option - Regular Plan 01-08-2008 6.16 -2.5 10.5 10.91 13.27
HSBC Focused Fund - Regular Growth 22-07-2020 4.84 1.76 12.28 10.51 -
ITI Focused Fund - Regular Plan - Growth 19-06-2023 4.42 2.36 14.65 - -
Bandhan Focused Fund - Regular Plan - Growth 16-03-2006 2.68 1.2 13.51 10.65 12.22
Kotak Focused Fund- Regular Plan - Growth Option 05-07-2019 2.02 1.41 11.84 9.86 -
Union Focused Fund - Regular Plan - Growth Option 05-08-2019 1.9 1.6 8.94 8.08 -
Sundaram Focused Fund Growth Option 05-01-2013 0.83 -2.04 8.32 8.14 12.21

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

34.06%

Others

8.24%

Large Cap

42.91%

Mid Cap

14.79%

Scheme Documents

August 2026

Monthly Portfolio Disclosure - August 2026

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