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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: Equity
Benchmark: BSE 500 TRI
TER: 2.19% As on (31-07-2026)
Status: Open Ended Schemes
Minimum Investment: 5000.0
Minimum Topup: 1000.0
Total Assets: 3,994.77 Cr As on 31-07-2026(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 31-08-2026

13.76

-0.07 (-0.5087%)

CAGR Since Inception

13.02%

Benchmark: 12.14%

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 IDCW 24-01-2024 20.49 4.79 - - -
Motilal Oswal Focused Fund - Regular Plan Growth Option 05-05-2013 30.24 3.19 14.06 9.88 12.11
Old Bridge Focused Fund - Regular Growth 24-01-2024 20.49 4.79 - - -
SBI Focused Fund - Regular Plan -Growth 01-10-2004 16.63 9.75 16.09 11.76 14.37
HSBC Focused Fund - Regular Growth 22-07-2020 13.54 4.42 15.32 12.21 -
ITI Focused Fund - Regular Plan - Growth 19-06-2023 13.27 5.33 17.69 - -
Quant Focused Fund - Growth Option - Regular Plan 01-08-2008 13.08 -0.7 13.23 12.33 13.71
Union Focused Fund - Regular Plan - Growth Option 05-08-2019 12.82 4.94 12.33 9.95 -
Kotak Focused Fund- Regular Plan - Growth Option 05-07-2019 11.16 4.72 15.12 11.75 -
Invesco India Focused Fund - Growth 08-09-2020 9.05 4.1 21.84 15.07 -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Small Cap

32.79%

Others

7.13%

Large Cap

44.94%

Mid Cap

15.14%

Scheme Documents

July 2026

Monthly Portfolio Disclosure - Focused Fund - July 2026

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