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Jul 20, 2026


Category Equity
AUM (Cr.) 3,669.65
Exit Load (%) 1.00
Min Inv Lumpsum 5,000
Expense Ratio 2.17
Sharpe Ratio 4.19
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 (IDCW) 0.54 7.39 8.01 0 0 11.4
Benchmark - BSE 500 TRI 0 -5.61 3.27 13.63 23.97 0
Category Average - BEST EQUITY PERFORMERS 1.51 4.03 2.54 12.42 12.12 13.61
Category Rank 3/4 6/4 6/4 9/4 9/4 4/4
Fund Name Nav () Chg (%) 1Y Return(%) 3Y Return(%) 5Y Return(%) AUM ( in Crs) Exp. Ratio (%) Min.Invst() Action
Union Focused Fund (G) 27.5700 0.95 8.63 11.13 10.85 439.85 2.56 1,000.00 invest
Union Focused Fund (IDCW) 27.5700 0.95 8.63 11.13 10.85 439.85 2.56 1,000.00 invest
SBI Focused Fund (G) 393.8412 0.61 11.20 15.63 12.73 47,274.19 1.71 5,000.00 invest
SBI Focused Fund (IDCW) 72.0370 0.61 11.20 15.63 12.73 47,274.19 1.71 5,000.00 invest
Franklin India Focused Equity Fund (G) 101.8175 -0.70 -5.12 8.98 11.21 11,408.91 1.88 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 Jun 30, 2026 274.58 7.48 27.08
Equity-Aurobindo Pharma Jun 30, 2026 238.98 6.51 18.15
Equity-Maruti Suzuki Jun 30, 2026 232.34 6.33 32.47
Equity-Bharti Airtel Jun 30, 2026 216.68 5.90 30.91
Equity-Redington Jun 30, 2026 213.29 5.81 57.86
Reverse Repo-TREPS Jun 30, 2026 200.00 5.45 -42.86
Equity-Tata Motors PVeh Jun 30, 2026 193.14 5.26 49.95
Equity-Interglobe Aviat Jun 30, 2026 182.82 4.98 36.91
Equity-Prestige Estates Jun 30, 2026 182.11 4.96 43.66
Equity-Ramkrishna Forg. Jun 30, 2026 158.68 4.32 18.06

latest news

SCHEME DETAILS

AMC Name
Old Bridge Mutual Fund
Fund Name
Old Bridge Focused Fund - Regular (IDCW)
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