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: 2.02% 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 |
12.52
0.34 (2.7157%)
11.67%
Benchmark: 12.35%
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 | 14.34 | 11.64 | - | - | - |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 18.02 | 17.65 | 23.05 | 19.82 | 17.13 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 17.9 | 14.0 | 17.84 | 15.34 | - |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 14.85 | 12.12 | - | - | - |
| Old Bridge Focused Fund - Regular Growth | 24-01-2024 | 14.34 | 11.64 | - | - | - |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 12.83 | 12.8 | 17.61 | 14.07 | 14.3 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 12.81 | 15.5 | 21.64 | 22.11 | 16.09 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 11.83 | 14.85 | 18.53 | 15.5 | 15.38 |
| Nippon India Focused Fund -Growth Plan -Growth Option | 26-12-2006 | 10.89 | 8.52 | 14.94 | 14.62 | 14.79 |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 9.9 | 11.96 | 19.39 | 13.29 | 13.61 |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
29.3%
Others
6.6%
Large Cap
46.72%
Mid Cap
17.38%
Scheme Documents
There are no scheme documents available
