Old Bridge Focused Equity Fund - Direct (IDCW)
Focused FundNAV
11.07(-1.07%)Fund Size (CR)
₹1,075.64Expense Ratio
1.19Scheme Type
Active FundValue Research
Min. investment
₹5,000Minimum Additional Investment
₹1,000Minimum SIP Investment
₹2,500Minimum Withdrawal
₹1,000Exit Load
1%Return Since Launch
10.37%
- 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 | 27 January 2025 | 10100.36 | 1.00% | - | 2.75% | 114/114 |
| 1 Month | 3 January 2025 | 9302.52 | -6.97% | - | -6.03% | 74/114 |
| 3 Month | 31 October 2024 | 9163.91 | -8.36% | - | -5.39% | 106/114 |
| 6 Month | 2 August 2024 | 9209.65 | -7.90% | - | -5.85% | 78/114 |
| 1 Year | 2 February 2024 | 11025.90 | 10.26% | 10.26% | 12.16% | 74/114 |
| 3 Year | - | - | 0% | - | 13.51% | -/- |
| 5 Year | - | - | 0% | - | 17.58% | -/- |
| Since Inception | 24 January 2024 | 11070.00 | 10.70% | 10.37% | 16.15% | 106/114 |
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 March 2024 | 1,20,000 | 116890.12 | -2.59% | -2.59% |
| 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
4.19%
Standard Deviation
1.13%
Beta
0.73%
Sharpe Ratio
0.08%
Treynor's Ratio
2.61%
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 |
|---|---|---|---|---|---|
| Aurobindo Pharma | 6.82% | 549379 | 73.31 | Equity | Pharmaceuticals |
| Interglobe Aviat | 6.44% | 152143 | 69.29 | Equity | Air Transport Service |
| Redington | 6.24% | 3355000 | 67.12 | Equity | Trading |
| HCL Technologies | 5.95% | 334000 | 64.04 | Equity | IT - Software |
| Shriram Finance | 5.41% | 201383 | 58.18 | Equity | Finance |
| Bharti Airtel | 5.40% | 366000 | 58.11 | Equity | Telecomm-Service |
| Indian Energy Ex | 4.88% | 2885000 | 52.44 | Equity | Financial Services |
| Marksans Pharma | 4.53% | 1640947 | 48.68 | Equity | Pharmaceuticals |
| NCC | 4.52% | 1775000 | 48.62 | Equity | Construction |
| Gujarat Gas | 3.98% | 857588 | 42.77 | Equity | Gas Distribution |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Old Bridge Focused Equity Fund - Direct (IDCW) | 1075.64 | -6.97% | -8.36% | -7.90% | 10.26% | - | |
| Invesco India Focused Fund - Dir (G) | 3604.20 | -9.03% | -5.13% | -0.50% | 26.27% | 19.57% | |
| Invesco India Focused Fund - Dir (IDCW) | 3604.20 | -9.00% | -5.12% | -0.47% | 26.27% | 19.56% | |
| Bandhan Focused Equity Fund - Direct (G) | 1836.94 | -7.87% | -3.05% | 3.95% | 20.02% | 16.05% | |
| Bandhan Focused Equity Fund - Direct (IDCW) | 1836.94 | -7.87% | -3.06% | 3.92% | 19.95% | 15.98% | |
| HDFC Focused 30 Fund - Direct (G) | 15641.91 | -2.88% | -2.75% | -0.43% | 19.72% | 23.15% |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
17 January 2024
Total AUM (Cr)
₹1075.64
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 ₹1,075.64 (Cr), as of 3 February 2025, Old Bridge Focused Equity Fund - Direct (IDCW) is categorized as a Focused Fund within its segment. The fund has generated a return of 10.37% since its launch.
The current NAV of Old Bridge Focused Equity Fund - Direct (IDCW) is ₹11.07, as on 3 February 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 87.57% in Equity, 12.49% in Debt and -0.06% 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 10.37% 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).
