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Apr 08, 2026


Category Equity
AUM (Cr.) 2,461.24
Exit Load (%) 1.00
Min Inv Lumpsum 5,000
Expense Ratio 2.02
Sharpe Ratio 0.03
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 Activating the following links will update the content below.

Return Calculator

Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Old Bridge Focused Fund - Regular (G) 1.17 2.99 13.12 0 0 8.9
Benchmark - S&P BSE 500 TRI 0 -5.61 3.27 13.63 23.97 0
Category Average - BEST EQUITY PERFORMERS -1.28 -4.65 7.81 14.7 12.26 13.09
Category Rank 5/4 7/4 8/4 9/4 9/4 4/4
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant Focused Fund (IDCW) 59.2376 5.81 3.77 13.02 11.41 826.63 2.30 5,000.00 invest
Quant Focused Fund (G) 79.6686 5.81 3.77 13.01 11.26 826.63 2.30 5,000.00 invest
JM Focused Fund (IDCW) 18.5056 4.69 3.88 15.74 12.73 286.18 2.41 1,000.00 invest
JM Focused Fund (G) 18.5063 4.69 3.88 15.74 12.73 286.18 2.41 1,000.00 invest
LIC MF Focused Fund - Regular (G) 19.6491 2.82 1.97 8.79 9.35 163.85 2.35 5,000.00 invest
Returns Type 1 Month (%) 6 Months (%) 1 Year (%) 3 Years (%) 5 Years (%) Since Inception (%)
Scheme - Old Bridge Focused Fund - Regular (G) 1.17 2.99 13.12 0 0 8.9
Benchmark - S&P BSE 500 TRI 0 -5.61 3.27 13.63 23.97 0
Category Average - BEST EQUITY PERFORMERS -1.28 -4.65 7.81 14.7 12.26 13.09
Category Rank 5/4 7/4 8/4 9/4 9/4 4/4
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Quant Focused Fund (IDCW) 59.2376 5.81 3.77 13.02 11.41 826.63 2.30 5,000.00 invest
Quant Focused Fund (G) 79.6686 5.81 3.77 13.01 11.26 826.63 2.30 5,000.00 invest
JM Focused Fund (IDCW) 18.5056 4.69 3.88 15.74 12.73 286.18 2.41 1,000.00 invest
JM Focused Fund (G) 18.5063 4.69 3.88 15.74 12.73 286.18 2.41 1,000.00 invest
LIC MF Focused Fund - Regular (G) 19.6491 2.82 1.97 8.79 9.35 163.85 2.35 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
Equity-Shriram Finance Jan 31, 2026 212.79 8.80 2.39
Reverse Repo-TREPS Jan 31, 2026 199.97 8.27 24.40
Equity-HCL Technologies Jan 31, 2026 185.50 7.67 4.45
Equity-Redington Jan 31, 2026 124.54 5.15 -0.33
Equity-Aurobindo Pharma Jan 31, 2026 121.56 5.03 2.09
Equity-Hindustan Zinc Jan 31, 2026 115.39 4.77 2.62
Equity-Maruti Suzuki Jan 31, 2026 113.66 4.70 -12.57
Equity-Tata Steel Jan 31, 2026 105.08 4.34 7.25
Equity-UPL Jan 31, 2026 104.21 4.31 -11.47
Equity-Bharti Airtel Jan 31, 2026 104.34 4.31 -6.50

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