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May 18, 2026


Category Equity
AUM (Cr.) 2,905.70
Exit Load (%) 1.00
Min Inv Lumpsum 5,000
Expense Ratio 1.70
Sharpe Ratio 4.64
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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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) 0.32 1.87 5.03 0 0 10.19
Benchmark - BSE 500 TRI 0 -5.61 3.27 13.63 23.97 0
Category Average - BEST EQUITY PERFORMERS -1.32 -4.97 -0.77 13.81 12.3 13.2
Category Rank 7/5 8/5 8/5 9/5 9/5 5/5
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
SBI Focused Fund (IDCW) 69.9166 0.65 11.49 17.25 14.77 46,041.95 1.51 5,000.00 invest
SBI Focused Fund (G) 382.2484 0.65 11.49 17.25 14.77 46,041.95 1.51 5,000.00 invest
Aditya Birla SL Focused Fund (IDCW) 23.7905 0.18 -0.71 14.74 12.31 7,744.74 1.53 1,000.00 invest
Aditya Birla SL Focused Fund (G) 139.3414 0.18 -0.71 14.74 12.31 7,744.74 1.53 1,000.00 invest
JM Focused Fund (IDCW) 18.8110 -1.27 -2.75 14.80 13.21 279.61 2.43 1,000.00 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 Apr 30, 2026 423.52 14.58 111.79
Equity-Shriram Finance Apr 30, 2026 196.96 6.78 -7.44
Equity-Aurobindo Pharma Apr 30, 2026 165.91 5.71 36.49
Equity-Maruti Suzuki Apr 30, 2026 133.14 4.58 17.13
Equity-Bharti Airtel Apr 30, 2026 130.19 4.48 24.77
Equity-Axis Bank Apr 30, 2026 130.00 4.47 35.52
Equity-Tata Steel Apr 30, 2026 121.34 4.18 15.47
Equity-Alivus Life Apr 30, 2026 120.63 4.15 33.96
Equity-Redington Apr 30, 2026 117.82 4.05 -5.40
Equity-Hindustan Zinc Apr 30, 2026 116.87 4.02 1.28

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