Old Bridge Focused Fund - Direct Plan - Growth

Regular

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.
Direct

Regular and Direct options of the funds are exactly same except commission to your mutual fund broker/distributor. As an investor you do not need to pay any additional fees to purchase any of these options. However both have different expense ratios. Regular funds have higher expense ratio and direct funds have lower expense ratio. This difference is because of commission paid to broker/distributor. Lower expense ratio leads to higher returns for investors.

Category : Focused Fund

Fund House :

Scheme 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).

Scheme Details

Fund manager(s) – Tarang Agrawal , Kenneth Joseph Andrade
Launch date – 24-Jan-2024
Expense ratio – 1.04% as declared on 31-Aug-2025 (category average is 0.78%)
Benchmark - BSE 500 TRI

Min SIP amount - ₹
Min investment amount (one time- first time) - ₹
Min investment amount (addtional purchase) - ₹
Type : Open Ended Fund. You can invest any time in this fund.

Exit Load

Old Bridge Focused Fund - Direct Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges.

Asset Monitor

Total AUM for this Scheme (Cr)

Category Total AUM (Cr)

% of Assets in Category

2025

1941.09

0.00

0.00%

Aug - 2025	1941.09	0.00%
Jul - 2025	1878.55	0.00%
Jun - 2025	1909.03	0.00%
May - 2025	1739.00	0.00%
Apr - 2025	1465.13	0.00%
Mar - 2025	1329.43	0.00%
Feb - 2025	1151.05	0.00%
Jan - 2025	1153.42	0.00%

2024

1075.64

0.00

0.00%

Dec - 2024	1075.64	0.00	0.00%
Nov - 2024	1015.55	0.00	0.00%
Oct - 2024	936.73	0.00	0.00%
Sep - 2024	808.01	0.00	0.00%
Aug - 2024	705.13	0.00	0.00%
Jul - 2024	590.04	0.00	0.00%
Jun - 2024	468.43	0.00	0.00%
May - 2024	375.72	134573.92	0.28%
Apr - 2024	319.59	133972.50	0.24%
Mar - 2024	223.43	129867.39	0.17%
Feb - 2024	179.33	126470.62	0.14%
Jan - 2024	124.72	125518.06	0.10%

Tax Rate

If sold after 1 year from purchase date, long term capital gain tax will be applicable. Current tax rate is 12.5%, if your total long term capital gain exceeds 1.25 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 20%. Any cess/surcharge is not included in the 20%.

Contact Details

Old Bridge Asset Management Pvt. Ltd.

1705, One BKC, C Wing, G Block, Bandra Kurla Complex,, BANDRA (EAST)
Tel no.: 022-69459999
Fax no.:
Website.: www.oldbridgemf.com

Forum

hunch
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30 days ago

JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss View more

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  JMFLEXICAPfund regular is howing worst performance. bought at 107.693 in jly 24 and now 97.43 how to shuffle and compensate loss
  
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shravanashok
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45 days ago

need your suggestion for sbi psu fund direct growth stay or switch View more

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The Fixed Income
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21 hrs ago

Secure Long-Term Income with a State-Backed PSU Bond MEGHALAYA ENERGY CORPORATION LIMITED – 2033 Bond ???? Coupon: 10.55% p.a. ???? Rating: Acuite (SMERA) A-(CE) Stable, BRICKWORK (BWR) A-(CE) Stable ???? Tenor: 7y 6m (Maturity: 03/Apr/2033) ???? Secured | PSU Bond | High Return | Listed A robust, long-tenor PSU bond offering stability, consistent returns, and strong credit assurance. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dVJPb1pnPT0=/1055-meghalaya-energy-corporation-limited-2033?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list View more

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  Secure Long-Term Income with a State-Backed PSU Bond MEGHALAYA ENERGY CORPORATION LIMITED – 2033 Bond ???? Coupon: 10.55% p.a. ???? Rating: Acuite (SMERA) A-(CE) Stable, BRICKWORK (BWR) A-(CE) Stable ???? Tenor: 7y 6m (Maturity: 03/Apr/2033) ???? Secured | PSU Bond | High Return | Listed A robust, long-tenor PSU bond offering stability, consistent returns, and strong credit assurance. ???? Explore on The Fixed Income: https://www.thefixedincome.com/product/dVJPb1pnPT0=/1055-meghalaya-energy-corporation-limited-2033?utm_source=Moneycontrol&utm_medium=Forum&utm_campaign=Product_list
  
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sunny85deol
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96 days ago

Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV. View more

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  Hello sir, I have been invested in these funds since 2017. Last SIP was in 2021. As their NAV have grown so I was thinking of switching to other funds with lower NAV.
  
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Progrowth Finwealth
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96 days ago

Hi Sunny, what is he period of holding and also any particular reson for withdrawl out of these two funds that have grown over a period of time View more | 1

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h_purandare
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102 days ago

Why are the NAVs of Indian Debt Mutual Funds going down after the rate cut View more

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