Old Bridge Focused Fund - Direct Growth
(Erstwhile Old Bridge Focused Equity Fund - Direct Growth)
Fund House: Old Bridge Mutual Fund| Category: Equity: Focused |
| Launch Date: 24-01-2024 |
| Asset Class: Equity |
| Benchmark: BSE 500 TRI |
| TER: 1.05% As on (29-09-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 4,541.99 Cr As on 30-09-2026(Source:AMFI) |
| Turn over: 0.2% | Exit Load: (i) If redeemed/switched out within 365 days from the date of allotment: 1% (ii) If redeemed/switched out after 365 days from the date of allotment – Nil |
13.42
0 (0.0%)
11.35%
Benchmark: 11.91%
PERFORMANCE
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
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 - Direct Growth | 24-01-2024 | 10.91 | 2.47 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
34.23%
Others
9.07%
Large Cap
43.71%
Mid Cap
12.99%
