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Login Open ICICI 3-in-1 Account

Dec 04, 2025


Category

Equity

AUM (Cr.)

2,192.40

Exit Load (%)

1.00

Min Inv Lumpsum

5,000

Expense Ratio

2.06

Sharpe Ratio

2.27

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) 1.25 2.52 1.33 0 0 11.22
Benchmark - S&P BSE 500 TRI 0 -5.61 3.27 13.63 23.97 0
Category Average - BEST EQUITY PERFORMERS -0.09 4.17 1.49 14.88 16.83 14.7
Category Rank 5/5 6/5 5/5 9/5 9/5 5/5
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
DSP Focused Fund - Regular (G) 56.3400 0.64 4.58 17.82 15.98 2,637.79 2.01 100.00 invest
DSP Focused Fund - Regular (IDCW) 22.6260 0.64 4.58 17.82 15.98 2,637.79 2.01 100.00 invest
ICICI Pru Focused Equity Fund (G) 97.4500 0.42 11.44 21.75 22.87 13,470.73 1.70 5,000.00 invest
ICICI Pru Focused Equity Fund (IDCW) 28.7100 0.42 11.44 21.75 22.87 13,470.73 1.70 5,000.00 invest
Union Focused Fund (G) 25.2700 -0.63 -2.13 10.38 14.50 430.63 2.49 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
Reverse Repo-TREPS Oct 31, 2025 163.40 7.45 5.42
Equity-Shriram Finance Oct 31, 2025 156.24 7.13 59.25
Equity-Maruti Suzuki Oct 31, 2025 126.02 5.75 28.38
Equity-HCL Technologies Oct 31, 2025 119.62 5.46 5.01
Equity-Bharti Airtel Oct 31, 2025 108.89 4.97 7.32
Equity-UPL Oct 31, 2025 106.60 4.86 2.32
Equity-Prestige Estates Oct 31, 2025 105.25 4.80 7.27
Equity-Aurobindo Pharma Oct 31, 2025 103.24 4.71 -0.08
Equity-Redington Oct 31, 2025 102.55 4.68 10.38
Equity-Tata Steel Oct 31, 2025 99.48 4.54 15.77

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