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  • Mutual Fund
  • Old Bridge Focused Equity Fund - Regular (G)

Apr 26, 2024

Category

Equity

AUM (Cr.)

223.43

Exit Load (%)

1.00

Min Inv Lumpsum

5,000

Expense Ratio

2.49

Sharpe Ratio

-39.14

Beta Ratio

0.00

Fund Manager

Kenneth Andrade

Inception Date

Jan 24, 2024

Risk Level

Very High

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.

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Return Calculator

Investment Type

SIP Lumpsum

Company

  • periodic returns
  • Peer Comparison
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Old Bridge Focused Equity Fund - Regular (G) 6.61 0 0 0 0 4.8
Benchmark - S&P BSE 500 TRI 3.94 25.83 39.6 20.64 17.96 0
Category Average - BEST EQUITY PERFORMERS 4.28 25.27 39.66 19.63 16.87 16.62
Category Rank 9/7 9/7 9/7 9/7 9/7 7/7
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Invesco India Focused Fund (G) 24.2800 0.71 70.63 25.99 0.00 2,349.66 0.00 1,000.00 invest
Invesco India Focused Fund (IDCW) 21.8400 0.65 70.63 25.99 0.00 2,349.66 0.00 1,000.00 invest
SBI Focused Equity Fund (IDCW) 55.3664 0.61 32.74 17.16 16.27 32,190.38 1.60 5,000.00 invest
SBI Focused Equity Fund (G) 302.6998 0.61 32.74 17.16 16.27 32,190.38 1.60 5,000.00 invest
AXIS Focused 25 Fund (G) 49.3500 -0.94 31.35 9.78 12.31 14,086.94 1.73 100.00 invest

Asset Allocation

Val (Cr.) Allocation (%)

Top sectors

AUM in Cr.

top holdings

Company Name As on Date Invested Amt (Cr) % Portfolio Weight Change (%)
(Invested Amt.)		 4 Months Trends
Reverse Repo-TREPS Mar 31, 2024 20.00 8.95 -11.13
Net CA & Others-Net CA & Others Mar 31, 2024 19.48 8.75 560.01
Equity-Aurobindo Pharma Mar 31, 2024 10.29 4.60 28.31
Equity-Interglobe Aviat Mar 31, 2024 10.15 4.54 59.59
Equity-Radico Khaitan Mar 31, 2024 10.07 4.51 91.54
Equity-Prestige Estates Mar 31, 2024 10.01 4.48 32.17
Equity-HCL Technologies Mar 31, 2024 9.95 4.45 83.69
Equity-Indian Energy Ex Mar 31, 2024 9.74 4.36 28.30
Equity-Shriram Finance Mar 31, 2024 9.73 4.35 21.90
Equity-Marksans Pharma Mar 31, 2024 9.68 4.33 16.86

latest news

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SCHEME DETAILS

AMC Name : Old Bridge Mutual Fund
Fund Name : Old Bridge Focused Equity Fund - Regular (G)
Contact Persone : Kenneth Andrade
Registered Address : 1705, One BKC, C Wing, G Block, KurlaComplex, BANDRA (EAST),Mumbai 400051
Telephone No : 02269459999
Fax No. :
Email : services:oldbridgemf.com
Website : www.oldbridgemf.com