Old Bridge Focused Equity Fund - Regular (G)
Focused FundNAV
10.70(-0.28%)Fund Size (CR)
₹1,153.42Expense Ratio
2.24Scheme Type
Active FundValue Research
Min. investment
₹5,000Minimum Additional Investment
₹1,000Minimum SIP Investment
₹2,500Minimum Withdrawal
₹1,000Exit Load
1%Return Since Launch
6.46%
- 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 | 3 March 2025 | 10258.13 | 2.58% | - | 1.31% | 1/114 |
| 1 Month | 10 February 2025 | 9631.96 | -3.68% | - | -5.40% | 19/114 |
| 3 Month | 10 December 2024 | 8875.10 | -11.25% | - | -13.42% | 33/114 |
| 6 Month | 10 September 2024 | 8475.51 | -15.24% | - | -13.78% | 87/114 |
| 1 Year | 7 March 2024 | 10751.50 | 7.52% | 7.52% | 2.62% | 25/114 |
| 3 Year | - | - | 0% | - | 14.18% | -/- |
| 5 Year | - | - | 0% | - | 18.32% | -/- |
| Since Inception | 24 January 2024 | 10730.00 | 7.30% | 6.46% | 14.71% | 111/114 |
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 April 2024 | 1,20,000 | 113184.24 | -5.68% | -5.68% |
| 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
4.81%
Standard Deviation
1.05%
Beta
-0.12%
Sharpe Ratio
0.01%
Treynor's Ratio
2.45%
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 | 6.54% | 3355000 | 75.26 | Equity | Trading |
| Shriram Finance | 6.31% | 1177000 | 72.66 | Equity | Finance |
| Bharti Airtel | 6.28% | 460000 | 72.23 | Equity | Telecomm-Service |
| Interglobe Aviat | 5.92% | 152143 | 68.12 | Equity | Air Transport Service |
| HCL Technologies | 5.28% | 386000 | 60.80 | Equity | IT - Software |
| Kaveri Seed Co. | 5.24% | 603000 | 60.36 | Equity | FMCG |
| Aurobindo Pharma | 5.05% | 549379 | 58.14 | Equity | Pharmaceuticals |
| Maruti Suzuki | 5.04% | 48600 | 58.06 | Equity | Automobile |
| Indian Energy Ex | 5.04% | 3720000 | 58.01 | Equity | Financial Services |
| Hindalco Inds. | 3.85% | 698981 | 44.34 | Equity | Non Ferrous Metals |
Peer Comparison
| Scheme Name | Value Research | Asset Size (Cr) | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|---|
| Invesco India Focused Fund - Dir (IDCW) | 3360.52 | -4.89% | -15.44% | -10.94% | 13.01% | 20.82% | |
| Invesco India Focused Fund - Dir (G) | 3360.52 | -4.92% | -15.58% | -11.11% | 12.82% | 20.75% | |
| HDFC Focused 30 Fund - Direct (IDCW) | 15687.54 | -3.20% | -7.33% | -6.39% | 11.25% | 24.65% | |
| HDFC Focused 30 Fund - Direct (G) | 15687.54 | -3.22% | -7.35% | -6.41% | 11.22% | 24.64% | |
| DSP Focus Fund - Direct (IDCW) | 2392.95 | -3.56% | -10.49% | -11.52% | 10.45% | 17.02% |
News
There are no new Updates!
Fund House Details & Investment Objective
Date of Incorporation
17 January 2024
Total AUM (Cr)
₹1151.05
Old Bridge Focused Equity Fund - Regular (G) 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 ₹1,151.05 (Cr), as of 11 March 2025, Old Bridge Focused Equity Fund - Regular (G) is categorized as a Focused Fund within its segment. The fund has generated a return of 6.46% since its launch.
The current NAV of Old Bridge Focused Equity Fund - Regular (G) is ₹10.7, as on 11 March 2025. The fund's benchmark index is BSE 500 TRI. You can invest in Old Bridge Focused Equity Fund - Regular (G) 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 90.69% in Equity, 8.79% in Debt and 0.52% in cash and cash equivalents.
The top 5 sectors the fund invests in are: 14.45% in Pharmaceuticals & Biotech, 11.18% in Debt, 9.30% in Transport Services, 8.48% in IT-Software, 6.49% in Telecom-Services
FAQs
How to Invest in Old Bridge Focused Equity Fund - Regular (G) Direct Growth?
Old Bridge Focused Equity Fund - Regular (G) is a popular fund in the Focused Fund segment. The fund has generated a return of 6.46% since inception. Looking to invest in Old Bridge Focused Equity Fund - Regular (G) How about earning 1% extra return? All this is possible with m.Stock! Investing in Old Bridge Focused Equity Fund - Regular (G) 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 - Regular (G)
- 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 - Regular (G) today and reap the benefits of this Focused Fund fund!
How much returns has Old Bridge Focused Equity Fund - Regular (G) Direct Growth generated?
What is the expense ratio of Old Bridge Focused Equity Fund - Regular (G) Direct Growth?
What is the AUM of Old Bridge Focused Equity Fund - Regular (G) Fund Direct Growth?
How to redeem or withdraw money from Old Bridge Focused Equity Fund - Regular (G) Direct Growth?
Redeeming or selling units of Old Bridge Focused Equity Fund - Regular (G) 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 - Regular (G):
- 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 - Regular (G)).
- 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).