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

May 21, 2025

Category

Equity

AUM (Cr.)

1,329.43

Exit Load (%)

1.00

Min Inv Lumpsum

5,000

Expense Ratio

2.19

Sharpe Ratio

5.02

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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S&P BSE 500 TRI

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) 4.2 4.75 12.57 0 0 14.12
Benchmark - S&P BSE 500 TRI 0 -5.61 3.27 13.63 23.97 0
Category Average - BEST EQUITY PERFORMERS 2.91 2.22 8.48 18.67 23.61 15.37
Category Rank 8/6 2/6 1/6 9/6 9/6 6/6
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Motilal Oswal Focused Fund (G) 42.3413 1.15 0.63 12.91 16.64 1,401.01 2.15 500.00 invest
Motilal Oswal Focused Fund (IDCW) 18.7807 1.15 0.63 12.97 16.68 1,401.01 2.15 500.00 invest
AXIS Focused Fund - Regular (G) 54.0500 0.99 9.10 12.25 17.27 12,346.51 1.74 100.00 invest
AXIS Focused Fund - Regular (IDCW) 19.4500 0.99 9.08 12.24 17.27 12,346.51 1.74 100.00 invest
Mahindra Manulife Focused Fund (G) 26.2098 0.28 5.79 22.51 0.00 1,971.36 1.99 1,000.00 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
Equity-Bharti Airtel Apr 30, 2025 88.10 6.01 10.49
Equity-Kaveri Seed Co. Apr 30, 2025 86.52 5.91 13.59
Equity-Redington Apr 30, 2025 86.12 5.88 5.66
Equity-Maruti Suzuki Apr 30, 2025 82.86 5.66 40.73
Equity-HCL Technologies Apr 30, 2025 81.67 5.57 32.86
Equity-Aurobindo Pharma Apr 30, 2025 80.43 5.49 26.15
Equity-Indian Energy Ex Apr 30, 2025 79.95 5.46 8.29
Equity-Interglobe Aviat Apr 30, 2025 79.87 5.45 2.62
Equity-UPL Apr 30, 2025 79.42 5.42 49.40
Equity-Prestige Estates Apr 30, 2025 79.20 5.41 48.61

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 : 022 69459999
Fax No. :
Email : services:oldbridgemf.com
Website : www.oldbridgemf.com