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Old Bridge Mutual Fund · Equity: Focused
Old Bridge Focused Fund - Regular Growth
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.
Benchmark · BSE 500 TRITER · 2.65%Inception · 24-01-2024
NAV
₹12.57
+0.64% · as of 14-05-2026
Since inception
10.40%
CAGR
Benchmark (inception)
12.11%
CAGR
Fund size
₹29 Cr
AUM
Expense ratio
2.65%
30-04-2026
Performance
Returns vs benchmark & category
Since inception: +10.40% CAGR vs benchmark +12.11%.
Portfolio
Where the money is invested
Top holdings
Triparty Repo13.84%
Shriram Finance Limited9.15%
AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/-5.88%
REDINGTON LIMITED EQ NEW F.V. RS.2/-5.23%
AXIS BANK LIMITED EQ NE FV RS. 2/-5.12%
MARUTI SUZUKI INDIA LIMITED EQ4.70%
TATA STEEL LIMITED EQ NEW FV RE.1/-4.69%
HINDUSTAN ZINC LIMITED EQ NEW F.V. RS.2/-4.50%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-4.06%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.05%
Sector allocation
Financial Services18.33%
Healthcare13.09%
Metals & Mining12.91%
Services12.37%
Automobile and Auto Components10.66%
Fast Moving Consumer Goods4.87%
Telecommunication4.05%
Chemicals3.83%
Realty3.41%
Consumer Services1.30%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 10.4% p.a.₹10,000
10 years
Projected value
₹21,14,206
Invested: ₹12,00,000
Gained: ₹9,14,206
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
K
Kenneth Andrade and Tarang Agrawal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152361
ISIN (Growth)
INF0S5R01034
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Focused funds
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