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: 2.09% As on (31-07-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 1,878.54 Cr As on 31-07-2025(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 |
11.43
0.08 (0.6999%)
8.93%
Benchmark: 12.42%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY 500 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
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 | -2.56 | - | - | - | - |
| Bandhan Focused Fund - Regular Plan - Growth | 16-03-2006 | 9.53 | 21.51 | 17.63 | 17.69 | 12.34 |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 8.9 | 23.03 | 22.17 | 27.07 | 14.12 |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 8.2 | 20.17 | 17.42 | - | - |
| Invesco India Focused Fund - Growth | 08-09-2020 | 7.29 | 31.77 | 23.8 | - | - |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 6.05 | 23.63 | 21.53 | 24.08 | 14.84 |
| Mirae Asset Focused Fund Regular Plan Growth | 05-05-2019 | 5.57 | 11.62 | 10.26 | 16.69 | - |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 5.31 | 15.56 | 14.09 | 18.81 | 13.92 |
| Axis Focused Fund - Regular Plan - Growth Option | 02-05-2012 | 4.31 | 14.76 | 9.19 | 13.49 | 11.61 |
| ITI Focused Fund - Regular Plan - Growth | 19-06-2023 | 3.92 | 22.59 | - | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
32.54%
Others
9.5%
Large Cap
38.57%
Mid Cap
19.39%
