Old Bridge Focused Equity Fund - Direct (IDCW)
Focused FundNAV
11.86(0.34%)Fund Size (CR)
₹1,015.55Expense Ratio
1.21Scheme Type
Active FundValue Research
Min. investment
₹5,000Minimum Additional Investment
₹1,000Minimum SIP Investment
₹2,500Minimum Withdrawal
₹1,000Exit Load
1%Return Since Launch
17.00%
- 3M
- 6M
- 1Y
- 3Y
- All
Basic Details
Scheme Manager
Kenneth Andrade
Bench Mark
BSE 500 TRI
Type
OPEN
Lumpsum Returns
| Period Invested For | ₹10,000 Invested on | Latest Value | Absolute Returns | Annualised Returns | Category Avg | Rank within Category |
|---|---|---|---|---|---|---|
| 1 Week | 23 December 2024 | 9932.09 | -0.68% | - | -0.12% | 104/114 |
| 1 Month | 30 November 2024 | 9741.88 | -2.58% | - | -1.03% | 92/114 |
| 3 Month | 30 September 2024 | 9198.11 | -8.02% | - | -6.08% | 84/114 |
| 6 Month | 28 June 2024 | 10400.00 | 4.00% | - | 2.08% | 25/114 |
| 1 Year | - | - | - | - | 20.27% | -/- |
| 3 Year | - | - | 0% | - | 15.61% | -/- |
| 5 Year | - | - | 0% | - | 18.47% | -/- |
| Since Inception | 24 January 2024 | 11700.00 | 17.00% | 17.00% | 17.74% | 53/114 |
Note: Lumpsum Returns since Inception Date.
SIP Returns
| Period Invested For | ₹10,000 Invested on | Investments | Latest Value | Absolute Returns | Annualised Returns |
|---|---|---|---|---|---|
| 1 Year | 1 February 2024 | 1,20,000 | 126354.56 | 5.30% | 5.30% |
| 3 Year | - | - | - | - | - |
| 5 Year | - | - | - | - | - |
| 10 Year | - | - | - | - | - |
Note: SIP Returns since Inception Date.
Tax Treatment
If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 10%, if your total long term capital gain exceeds 1 lakh. Any cess/surcharge is not included.If sold before 1 year from purchase date, short term capital gain tax will be applicable. Current tax rate is 15%. Any cess/surcharge is not included in the 15%.
Mutual Funds Calculator
- Investment type
- Scheme based
- SIP
- Lumpsum
Invested Amount
₹25,000
Estimated Returns
₹19,059
76%
Returns
Future value of your investment
₹44,059
Risk Ratios
4.48%
Standard Deviation
1.16%
Beta
1.01%
Sharpe Ratio
0.10%
Treynor's Ratio
7.93%
Jension's Alpha
Asset Allocation
Sector Allocation
Top 10 stock holding in portfolio
| Stock Invested in | % of Total Holdings | Quantity | Value (Cr) | Asset Type | Segment |
|---|---|---|---|---|---|
| Redington | 6.44% | 3310000 | 65.42 | Equity | Trading |
| HCL Technologies | 6.08% | 334000 | 61.72 | Equity | IT - Software |
| Interglobe Aviat | 5.96% | 138143 | 60.49 | Equity | Air Transport Service |
| Bharti Airtel | 5.86% | 366000 | 59.55 | Equity | Telecomm-Service |
| Marksans Pharma | 5.54% | 1640947 | 56.24 | Equity | Pharmaceuticals |
| Aurobindo Pharma | 5.48% | 440379 | 55.60 | Equity | Pharmaceuticals |
| Shriram Finance | 5.33% | 179383 | 54.17 | Equity | Finance |
| Indian Energy Ex | 4.34% | 2504000 | 44.12 | Equity | Financial Services |
| NCC | 4.29% | 1407000 | 43.57 | Equity | Construction |
| Gujarat Gas | 4.05% | 857588 | 41.14 | Equity | Gas Distribution |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Old Bridge Focused Equity Fund - Direct (IDCW) | 1015.55 | -2.58% | -8.02% | 4.00% | - | - | |
| Invesco India Focused Fund - Dir (IDCW) | 3443.24 | 1.91% | 0.36% | 10.96% | 45.16% | 22.98% | |
| Invesco India Focused Fund - Dir (G) | 3443.24 | 1.89% | 0.33% | 10.94% | 45.09% | 22.98% | |
| Bandhan Focused Equity Fund - Direct (G) | 1792.58 | 1.70% | 1.39% | 13.13% | 32.01% | 19.61% | |
| Bandhan Focused Equity Fund - Direct (IDCW) | 1792.58 | 1.69% | 1.37% | 13.09% | 31.93% | 19.54% | |
| ICICI Pru Focused Equity Fund - Direct (G) | 9944.67 | -1.15% | -7.55% | 2.68% | 27.86% | 21.52% |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
17 January 2024
Total AUM (Cr)
₹1015.55
Old Bridge Focused Equity Fund - Direct (IDCW) is an Focused Fund-oriented fund from the renowned AMC, Old Bridge Mutual Fund. Launched in 17 January 2024, this fund is managed by Kenneth Andrade. With assets under management (AUM) worth ₹1,015.55 (Cr), as of 1 January 2025, Old Bridge Focused Equity Fund - Direct (IDCW) is categorized as a Focused Fund within its segment. The fund has generated a return of 17.00% since its launch.
The current NAV of Old Bridge Focused Equity Fund - Direct (IDCW) is ₹11.86, as on 1 January 2025. The fund's benchmark index is BSE 500 TRI. You can invest in Old Bridge Focused Equity Fund - Direct (IDCW) via both lumpsum and SIP modes. The minimum SIP amount in the fund is ₹2,500 while the minimum lumpsum investment is ₹5,000.
Being an open-ended fund, you can exit the fund anytime subject to applicable exit loads:
If redeemed/switched out within 365 days from the date of allotment: 1% If redeemed/switched out after 365 days from the date of allotment - Nil The fund has generated undefined% and undefined% CAGR in the last 3 and 5 years respectively.
The fund aims to provide long-term capital appreciation and growth, by investing in a mix of financial instruments 90.54% in Equity, 8.70% in Debt and 0.76% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 16.57% in Pharmaceuticals & Biotech, 8.40% in IT-Software, 6.86% in Transport Services, 6.30% in Telecom-Services, 6.01% in Finance
FAQs
How to Invest in Old Bridge Focused Equity Fund - Direct (IDCW) Direct Growth?
Old Bridge Focused Equity Fund - Direct (IDCW) is a popular fund in the Focused Fund segment. The fund has generated a return of 17.00% since inception. Looking to invest in Old Bridge Focused Equity Fund - Direct (IDCW) How about earning 1% extra return? All this is possible with m.Stock! Investing in Old Bridge Focused Equity Fund - Direct (IDCW) is super easy and convenient with m.Stock. Here’s how you can begin:
- Login to your m.Stock account. If you do not have an account, open m.Stock Demat account and enjoy 1% extra returns plus Zero Brokerage across products for life.
- In the ‘Menu’ section, under ‘Products’, select ‘Mutual Funds’ .
- In the search bar, enter the fund name, in this case, Old Bridge Focused Equity Fund - Direct (IDCW)
- On the top right corner you’ll see two options – Lumpsum and SIP. You can choose either based on your risk appetite and available investible corpus.
- If you choose to invest a Lumpsum: Enter amount, select payment mode (UPI or Netbanking), and click on ‘invest a lumpsum’. Make the payment and your lumpsum investment is complete.
- If you choose the SIP route, then enter SIP amount, SIP date, and set up ‘Autopay’ facility.
So, why wait? Invest in Old Bridge Focused Equity Fund - Direct (IDCW) today and reap the benefits of this Focused Fund fund!
How much returns has Old Bridge Focused Equity Fund - Direct (IDCW) Direct Growth generated?
What is the expense ratio of Old Bridge Focused Equity Fund - Direct (IDCW) Direct Growth?
What is the AUM of Old Bridge Focused Equity Fund - Direct (IDCW) Fund Direct Growth?
How to redeem or withdraw money from Old Bridge Focused Equity Fund - Direct (IDCW) Direct Growth?
Redeeming or selling units of Old Bridge Focused Equity Fund - Direct (IDCW) is relatively simple. But before you redeem, ensure that the fund has completed the minimum lock-in period else you will be charged an exit load.
To redeem from Old Bridge Focused Equity Fund - Direct (IDCW):
- Login to your m.Stock account
- In portfolio, your mutual fund investments will be visible under ‘MF’
- Select the fund you wish to redeem from (in this case Old Bridge Focused Equity Fund - Direct (IDCW)).
- Click on ‘Redeem’ button
- You have 2 options – redeem by units and redeem by value (you can only redeem free units)
- Select units to be redeemed and click on submit.
- Redemption value will be credited to your account in 2-3 working days (as per timelines set by SEBI).