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 (28-02-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,458.8 Cr As on 27-02-2026(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 |
11.6
-0.26 (-2.2414%)
7.16%
Benchmark: 12.06%
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 | 9.74 | 11.09 | - | - | - |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 14.15 | 12.12 | 17.69 | 13.22 | 15.04 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 13.88 | 9.14 | 15.98 | 12.35 | - |
| Motilal Oswal Focused Fund - Regular Plan Growth Option | 05-05-2013 | 11.77 | 1.53 | 9.04 | 5.86 | 10.77 |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 11.46 | 9.82 | - | - | - |
| HSBC Focused Fund - Regular Growth | 22-07-2020 | 11.31 | 5.77 | 15.4 | 11.59 | - |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 9.95 | 10.02 | 20.08 | 16.36 | 15.44 |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 7.74 | 4.08 | 11.87 | 9.7 | - |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 7.72 | 9.46 | 17.63 | 11.27 | 13.05 |
| Nippon India Focused Fund -Growth Plan -Growth Option | 26-12-2006 | 7.56 | 5.79 | 13.39 | 11.12 | 14.28 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
27.74%
Others
13.9%
Large Cap
42.52%
Mid Cap
15.84%
