loader2
Partner With Us NRI

Jul 19, 2024


Category

Equity

AUM (Cr.)

468.43

Exit Load (%)

1.00

Min Inv Lumpsum

5,000

Expense Ratio

2.49

Sharpe Ratio

15.86

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.

Invest Now

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 (IDCW) 2.26 0 0 0 0 13.1
Benchmark - S&P BSE 500 TRI -1.25 9.16 30.4 17.09 18.35 0
Category Average - BEST EQUITY PERFORMERS 2.5 17.86 35.59 18.66 19.57 18.14
Category Rank 6/7 8/7 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
Quant Focused Fund (G) 91.4802 -0.58 43.45 21.85 23.83 1,059.04 2.18 5,000.00 invest
Quant Focused Fund (IDCW) 68.0187 -0.58 43.48 22.04 23.91 1,059.04 2.18 5,000.00 invest
HDFC Focused 30 Fund (IDCW) 25.8540 -0.76 42.56 28.50 22.49 13,136.59 1.68 100.00 invest
HDFC Focused 30 Fund (G) 212.0750 -0.76 42.59 28.47 22.70 13,136.59 1.68 100.00 invest
Baroda BNP Paribas Focused Fund (G) 22.6866 -2.14 37.78 19.65 19.13 682.06 2.28 5,000.00 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

No Data Found

SCHEME DETAILS

AMC Name : Old Bridge Mutual Fund
Fund Name : Old Bridge Focused Equity Fund - Regular (IDCW)
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