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Login Open ICICI 3-in-1 Account

Jan 14, 2026


Category

Equity

AUM (Cr.)

2,395.27

Exit Load (%)

1.00

Min Inv Lumpsum

5,000

Expense Ratio

2.05

Sharpe Ratio

4.75

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 Fund - Regular (G) 1.47 2.89 12.56 0 0 11.78
Benchmark - S&P BSE 500 TRI 0 -5.61 3.27 13.63 23.97 0
Category Average - BEST EQUITY PERFORMERS -0.99 0.71 8.26 16.05 14.32 14.35
Category Rank 5/4 6/4 3/4 9/4 9/4 4/4
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
ITI Focused Fund - Regular (G) 15.7554 0.46 13.85 0.00 0.00 573.08 2.29 5,000.00 invest
ITI Focused Fund - Regular (IDCW) 15.7554 0.46 13.85 0.00 0.00 573.08 2.29 5,000.00 invest
Baroda BNP Paribas Focused Fund (IDCW) 15.8084 0.40 7.10 14.42 12.27 709.26 2.28 5,000.00 invest
Baroda BNP Paribas Focused Fund (G) 21.9413 0.40 7.10 14.42 12.27 709.26 2.28 5,000.00 invest
Sundaram Focused Fund (G) 160.0047 -0.53 4.03 13.71 13.20 1,102.84 2.26 300.00 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-Shriram Finance Dec 31, 2025 207.83 8.68 16.97
Equity-HCL Technologies Dec 31, 2025 177.59 7.41 10.00
Reverse Repo-TREPS Dec 31, 2025 160.75 6.71 0.00
Equity-Maruti Suzuki Dec 31, 2025 130.00 5.43 5.01
Equity-Redington Dec 31, 2025 124.95 5.22 9.99
Equity-Aurobindo Pharma Dec 31, 2025 119.07 4.97 -3.56
Equity-UPL Dec 31, 2025 117.71 4.91 4.81
Equity-Hindustan Zinc Dec 31, 2025 112.45 4.69 26.23
Equity-Bharti Airtel Dec 31, 2025 111.60 4.66 0.19
Equity-Interglobe Aviat Dec 31, 2025 104.80 4.38 16.72

latest news

Old Bridge Arbitrage Fund anounces reopen for on-going subscription and redemption

Old Bridge Mutual Fundhas announced that Old Bridge Arbitrage Fund, the NFO...

Nov 12, 2025 11:38

Old Bridge Mutual Fund announces change in Key Personnel

Old Bridge Mutual Fund has announced the Ms. Meghana Bangad has been appoin...

Sep 08, 2025 10:41

Old Bridge Mutual Fund announces change in scheme name

Old Bridge Mutual Fund has announced change in scheme name under the follow...

Jun 24, 2025 12:12

Old Bridge MF Announces change in benchmark index under its schemes

Old Bridge Mutual Fund has announced change the benchmark for the following...

Jun 05, 2024 11:04

OLD BRIDGE Mutual Fund Announces Appointment of Key Personnel

OLD BRIDGE Mutual Fund has announced that Mr. Pawan Rathi has been appoint...

May 16, 2024 11:56

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