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: |
| Benchmark: BSE 500 TRI |
| TER: 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(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 |
12.23
-0.06 (-0.4906%)
10.55%
Benchmark: 12.25%
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 - Regular Growth | 24-01-2024 | 8.61 | - | - | - | - |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 15.27 | 17.78 | 21.43 | 19.94 | 16.51 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 13.56 | 15.05 | 17.83 | 15.63 | 15.63 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 13.3 | 12.94 | 16.16 | 15.19 | - |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 11.12 | 15.34 | 19.7 | 22.79 | 15.44 |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 10.18 | 12.66 | 15.86 | 14.13 | 13.85 |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 9.04 | 13.21 | - | - | - |
| Nippon India Focused Fund -Growth Plan -Growth Option | 26-12-2006 | 7.46 | 8.12 | 13.13 | 15.25 | 14.12 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 7.08 | 11.82 | 16.05 | - | - |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 6.51 | 11.54 | 18.05 | 12.98 | 13.11 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
28.47%
Others
-0.38%
Others
7.68%
Large Cap
45.94%
Mid Cap
18.29%
Scheme Documents
There are no scheme documents available
