loader2
Login Open ICICI 3-in-1 Account
  • Text Size
  • Text to Speech
  • Color Contrast
  • Pause Animations

Jun 25, 2026


Category Equity
AUM (Cr.) 3,314.83
Exit Load (%) 1.00
Min Inv Lumpsum 5,000
Expense Ratio 1.95
Sharpe Ratio 3.99
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) 3.06 4.62 8.51 0 0 11.91
Benchmark - BSE 500 TRI 0 -5.61 3.27 13.63 23.97 0
Category Average - BEST EQUITY PERFORMERS 2.01 -1.05 1.22 14 11.91 13.58
Category Rank 3/4 7/4 7/4 9/4 9/4 4/4
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
LIC MF Focused Fund - Regular (IDCW) 21.5200 0.49 -2.71 10.25 9.82 163.45 2.46 5,000.00 invest
LIC MF Focused Fund - Regular (G) 21.5202 0.49 -2.71 10.25 9.82 163.45 2.46 5,000.00 invest
Invesco India Focused Fund (G) 28.0200 0.43 -1.20 22.08 15.59 5,272.68 1.85 1,000.00 invest
Invesco India Focused Fund (IDCW) 20.1600 0.40 -1.46 22.05 15.55 5,272.68 1.85 1,000.00 invest
ITI Focused Fund - Regular (G) 16.1954 -0.43 6.02 17.75 0.00 579.50 2.38 5,000.00 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 May 31, 2026 350.00 10.56 -17.36
Equity-Shriram Finance May 31, 2026 216.06 6.52 9.70
Equity-Aurobindo Pharma May 31, 2026 202.27 6.10 21.91
Equity-Maruti Suzuki May 31, 2026 175.39 5.29 31.74
Equity-Bharti Airtel May 31, 2026 165.52 4.99 27.14
Equity-Redington May 31, 2026 135.11 4.08 14.68
Equity-Hindustan Zinc May 31, 2026 134.88 4.07 15.42
Equity-Ramkrishna Forg. May 31, 2026 134.41 4.05 18.61
Equity-Interglobe Aviat May 31, 2026 133.53 4.03 33.92
Equity-Axis Bank May 31, 2026 131.88 3.98 1.44

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