Old Bridge Focused Fund Regular Growth

EquityFocused Fund
12.05
0.05(0.42%)
NAV as on 09 Dec, 2025
CAGR
10.41%

Top Performer

This scheme has consistently delivered the best returns in its Focused Fund category across .

Returns
  • AUM (Crs.)2,192.40
  • Expense Ratio2.06 %
  • Sharpe Ratio / Category Average- / 0.71
  • Standard Deviation / Category Average- / 13.01
  • Beta / Category Average- / 0.92
  • Portfolio Turnover / Category Average25.45 / 65.05
  • Top 5 Stocks Wt.28.16
  • Top 10 Stocks Wt.50.97
  • Top 3 Sectors Wt.47.26
  • Investment StyleLarge Blend
  • Morningstar Rating

Performance

Absolute and Annualised Returns

Yearly Returns

Returns Calculator

Portfolio

Asset Allocation

  • Equity%
  • Debt%
  • Cash%
  • Derivatives%

Weightage by Market Cap

    Concentration

    • No. of Stocksundefined
    • Avg. Market Capundefined
    • Top 10 Stocksundefined%
    • Top 5 Stocksundefined%
    • Top 3 Sectorsundefined%
    View Holdings

    Fundamentals

    MeasuresFundCategory Average

    Risk Metrics

    Peers

    1Y3Y5Y10Y
    Mutual FundAUM (cr.)3YReturns

    Holdings

    Stocks
    Sector

    About

    • Fund Manager(s)Check History
      Tarang Agrawal, Kenneth Andrade
    • Launch Date25 Jan, 2024
    • BenchmarkS&P BSE 500

    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). There is no assurance or guarantee that the objectives of the scheme will be realized.

    Riskometer

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