Old Bridge Focused Fund - Regular IDCW
(Erstwhile Old Bridge Focused Equity Fund - Regular IDCW)
Fund House: Old Bridge Mutual Fund| Category: Equity: Focused |
| Launch Date: 24-01-2024 |
| Asset Class: |
| Benchmark: BSE 500 TRI |
| TER: 2.65% As on (30-04-2026) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,905.7 Cr As on 30-04-2026(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 |
12.62
-0.16 (-1.2678%)
10.4%
Benchmark: 12.1%
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 IDCW | 24-01-2024 | 6.23 | 10.05 | - | - | - |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 12.42 | 11.89 | 17.22 | 13.82 | 14.96 |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 9.63 | 8.81 | - | - | - |
| Motilal Oswal Focused Fund - Regular Plan Growth Option | 05-05-2013 | 8.17 | 4.22 | 10.77 | 8.46 | 11.64 |
| Quant Focused Fund - Growth Option - Regular Plan | 01-08-2008 | 7.19 | 2.4 | 16.57 | 12.63 | 14.19 |
| Union Focused Fund - Regular Plan - Growth Option | 05-08-2019 | 7.17 | 5.91 | 12.88 | 11.84 | - |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 6.56 | 7.34 | 15.1 | 13.08 | - |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 6.23 | 10.05 | - | - | - |
| HSBC Focused Fund - Regular Growth | 22-07-2020 | 4.18 | 6.78 | 14.66 | 13.11 | - |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 1.81 | 9.39 | 15.38 | 12.21 | 12.86 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
30.15%
Others
14.66%
Large Cap
37.95%
Mid Cap
17.24%
