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Login OPEN ICICI 3-in-1 Account
Open ICICI 3-in-1 Account

Jul 09, 2025

Category

Equity

AUM (Cr.)

1,738.97

Exit Load (%)

1.00

Min Inv Lumpsum

5,000

Expense Ratio

2.12

Sharpe Ratio

5.25

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 Fund - Regular (G) -0.33 6.21 5.84 0 0 14.23
Benchmark - S&P BSE 500 TRI 0 -5.61 3.27 13.63 23.97 0
Category Average - BEST EQUITY PERFORMERS 0.91 5.27 3.1 19.53 20.89 15.66
Category Rank 8/6 2/6 4/6 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) 43.5029 0.88 -6.92 12.52 14.05 1,554.62 2.14 500.00 invest
Motilal Oswal Focused Fund (IDCW) 19.2959 0.88 -6.92 12.58 14.08 1,554.62 2.14 500.00 invest
Invesco India Focused Fund (IDCW) 23.1500 0.74 8.18 27.50 0.00 3,980.52 0.00 1,000.00 invest
Invesco India Focused Fund (G) 28.7500 0.74 8.04 27.44 0.00 3,980.52 0.00 1,000.00 invest
Quant Focused Fund (G) 86.9906 -0.47 -4.70 19.66 23.66 1,049.53 2.18 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
Reverse Repo-TREPS Jun 30, 2025 148.05 7.76 -25.95
Equity-Redington Jun 30, 2025 120.81 6.33 31.38
Equity-Bharti Airtel Jun 30, 2025 106.51 5.58 13.29
Equity-Prestige Estates Jun 30, 2025 99.98 5.24 18.36
Equity-UPL Jun 30, 2025 97.88 5.13 30.73
Equity-Maruti Suzuki Jun 30, 2025 96.54 5.06 5.48
Equity-Shriram Finance Jun 30, 2025 96.08 5.03 16.22
Equity-Interglobe Aviat Jun 30, 2025 90.93 4.76 12.13
Equity-Aurobindo Pharma Jun 30, 2025 90.15 4.72 20.02
Equity-HCL Technologies Jun 30, 2025 90.06 4.72 5.62

SCHEME DETAILS

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