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Sep 18, 2026


Category Equity
AUM (Cr.) 4,354.21
Exit Load (%) 1.00
Min Inv Lumpsum 5,000
Expense Ratio 2.17
Sharpe Ratio 10.32
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
BSE 500 TRI Activating the following links will update the content below.

Return Calculator

Minimum: 1 Maximum: 5
Minimum: 0 Maximum: 10000000
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Old Bridge Focused Fund - Regular (G) -1.45 15.91 13.59 0 0 12.36
Benchmark - BSE 500 TRI 0 -5.61 3.27 13.63 23.97 0
Category Average - BEST EQUITY PERFORMERS -2 8.93 1.01 10.97 9.79 13.33
Category Rank 7/5 5/5 6/5 9/5 9/5 5/5
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant Focused Fund (IDCW) 69.3892 2.13 8.96 12.11 11.93 850.20 3.11 5,000.00 invest
Quant Focused Fund (G) 93.3215 2.13 8.96 12.10 11.82 850.20 3.11 5,000.00 invest
Motilal Oswal Focused Fund (IDCW) 22.1801 1.79 22.38 12.96 9.30 1,827.16 2.12 500.00 invest
Motilal Oswal Focused Fund (G) 53.7234 1.79 22.39 12.96 9.27 1,827.16 2.12 500.00 invest
Edelweiss Focused Fund (G) 16.2380 0.37 -2.95 10.29 0.00 1,050.81 2.26 100.00 invest

Asset Allocation

Asset Legend Asset 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 Aug 31, 2026 343.00 7.88 71.50
Equity-Shriram Finance Aug 31, 2026 321.84 7.39 17.21
Equity-Redington Aug 31, 2026 277.99 6.38 30.33
Equity-Aurobindo Pharma Aug 31, 2026 259.91 5.97 8.76
Equity-Maruti Suzuki Aug 31, 2026 222.99 5.12 -4.02
Equity-Bharti Airtel Aug 31, 2026 211.99 4.87 -2.17
Equity-Ramkrishna Forg. Aug 31, 2026 208.88 4.80 31.63
Equity-Prestige Estates Aug 31, 2026 190.07 4.37 4.37
Equity-Hindustan Zinc Aug 31, 2026 187.92 4.32 25.62
Equity-Interglobe Aviat Aug 31, 2026 178.24 4.09 -2.50

latest news

SCHEME DETAILS

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