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: 2.05% As on (28-11-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 5000.0 |
| Minimum Topup: 1000.0 |
| Total Assets: 2,293.85 Cr As on 28-11-2025(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 |
12.23
0.04 (0.3271%)
11.13%
Benchmark: 12.41%
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 | 2.17 | - | - | - | - |
| ICICI Prudential Focused Equity Fund - Growth | 05-05-2009 | 12.03 | 20.73 | 22.53 | 22.02 | 16.34 |
| SBI FOCUSED FUND - REGULAR PLAN -GROWTH | 01-10-2004 | 11.24 | 16.17 | 17.59 | 16.57 | 15.21 |
| Kotak Focused Fund- Regular plan - Growth Option | 05-07-2019 | 8.47 | 14.26 | 15.99 | 16.71 | - |
| HDFC Focused Fund - GROWTH PLAN | 05-09-2004 | 8.1 | 17.02 | 20.31 | 24.05 | 14.46 |
| Aditya Birla Sun Life Focused Fund -Growth Option | 05-10-2005 | 6.96 | 14.37 | 16.28 | 15.64 | 13.57 |
| Nippon India Focused Fund -Growth Plan -Growth Option | 26-12-2006 | 5.33 | 9.73 | 13.81 | 17.66 | 13.78 |
| DSP Focused Fund - Regular Plan - Growth | 10-06-2010 | 4.54 | 12.9 | 18.62 | 15.29 | 12.78 |
| Mahindra Manulife Focused Fund - Regular Plan - Growth | 01-11-2020 | 3.57 | 13.65 | 18.03 | 20.62 | - |
| Canara Robeco Focused Fund - Regular Plan - Growth Option | 05-05-2021 | 2.74 | 14.56 | 16.51 | - | - |
Scheme Characteristics
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
28.47%
Others
-0.38%
Others
7.68%
Large Cap
45.94%
Mid Cap
18.29%
