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Old Bridge Focused Equity Fund-Reg(G)

As on Jun-17-2025 change fund
11.91  up-0.12 (-1.00%)

fund 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).

riskometer

Investors understand that their principal will be at very high risk

5-Years History
financial year2023-20242024-2025
NAV in Rs (as on 31-Mar-2025)9.9111.20
Net Assets(Rs Crores) (as on 31-Mar-2025) 223.43 1329.43
Scheme Returns(%)(Absolute)-0.9010.56
B'mark Returns(%)(Absolute)NANA
Category Rank28/286/28
Quarterly performance - Last 5 years (Absolute Ret. in %)
financial year Q1 Q2 Q3 Q4
2024-202513.0212.68-7.29-4.27
Top 10 holdings
company (%)
Bharti Airtel Ltd.5.41 
Kaveri Seed Company Ltd.5.37 
Redington Ltd.5.29 
Maruti Suzuki India Ltd.5.26 
Indian Energy Exchange Ltd.5.04 
HCL Technologies Ltd.4.90 
Prestige Estates Projects Ltd.4.86 
Shriram Finance Ltd.4.75 
Interglobe Aviation Ltd.4.66 
Tata Steel Ltd.4.44 

Category

Focused Fund

Launch Date

24-Jan-24

Scheme Benchmark

NA

AUM ( in Cr.)

1,739.00

portfolio price to book value

5.86

investing style?

Large Growth

fund manager?

Tarang Agrawal,Kenneth Andrade

inception date (regular plan)

24-Jan-24

expense ratio (regular plan) %

2.12

Top 10 sectors
sectors (%)
Pharmaceuticals & Drugs12.14
IT - Software7.86
Telecommunication - Service Provider5.41
Agriculture5.37
Trading5.29
Automobiles - Passenger Cars5.26
Power Generation/Distribution5.04
Construction - Real Estate4.86
Finance - NBFC4.75
Airlines4.66

Growth Chart of the Scheme vis a vis benchmark (SIP value 10,000)

to go
  • 1M
  • 3M
  • 6M
  • 1Y
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  • 5Y
  • 10Y
  • maximum
performance comparision with similar schemes and benchmark
scheme name investment style inception date AUM in Cr. 1Y(%) 3Y(%) 5Y(%) 10Y(%) since inception
Old Bridge Focused Equity Fund-Reg(G)Large-Growth 24-Jan-20241,739.007.10NANANA13.33
Invesco India Focused Fund-Reg(G)Large-Growth 29-Sep-20203,980.529.3328.92NANA24.49
HDFC Focused 30 Fund(G)Large-Growth 17-Sep-200419,577.5810.5827.6430.3214.7816.20
ICICI Pru Focused Equity Fund(G)Large-Growth 28-May-200911,666.6910.5627.5026.7314.9714.69
Mahindra Manulife Focused Fund-Reg(G)Large-Growth 17-Nov-20202,111.623.5825.14NANA23.58
DSP Focused Fund-Reg(G)Large-Growth 10-Jun-20102,576.326.9024.0521.4412.1611.89
JM Focused Fund-Reg(G)Large-Growth 05-Mar-2008278.87-1.2224.0221.4712.793.89
Bandhan Focused Fund-Reg(G)Large-Growth 16-Mar-20061,838.8410.5123.4521.3212.3511.83
Canara Rob Focused Equity Fund-Reg(G)Large-Growth 17-May-20212,615.4110.1523.23NANA17.95
360 ONE Focused Equity Fund-Reg(G)Large-Growth 30-Oct-20147,400.210.4522.3424.1715.9515.46
HSBC Focused Fund-Reg(G)Large-Growth 22-Jul-20201,666.275.2322.31NANA20.19
Franklin India Focused Equity Fund(G)Large-Growth 26-Jul-200712,146.552.7522.2925.2013.8814.10
Aditya Birla SL Focused Fund(G)Large-Growth 24-Oct-20057,774.038.4721.0021.9412.9714.41
UTI Focused Fund-Reg(G)Large-Growth 25-Aug-20212,602.072.4020.76NANA11.95
Quant Focused Fund(G)Large-Growth 01-Aug-20081,049.53-5.5220.6823.9914.7113.53
Tata Focused Equity Fund-Reg(G)Large-Growth 05-Dec-20191,795.932.2120.4323.07NA16.15
Nippon India Focused Equity Fund(G)Large-Growth 26-Dec-20068,552.885.0920.2625.6914.2214.41
Kotak Focused Equity Fund-Reg(G)Large-Growth 16-Jul-20193,536.443.6020.2422.22NA16.52
SBI Focused Equity Fund-Reg(G)Large-Growth 11-Oct-200437,122.288.2819.8521.3114.8918.70
Sundaram Focused Fund(G)Large-Growth 11-Nov-20051,080.961.8819.2521.1413.3715.10
Baroda BNP Paribas Focused Fund-Reg(G)Large-Growth 06-Oct-2017685.22-3.9918.9419.94NA10.61
LIC MF Focused Fund-Reg(G)Large-Growth 17-Nov-2017140.337.4618.4719.98NA10.88
Union Focused Fund-Reg(G)Large-Growth 05-Aug-2019408.341.2217.2120.23NA16.78
Mirae Asset Focused Fund-Reg(G)Large-Growth 14-May-20197,926.7310.4415.2620.91NA16.58
Axis Focused Fund-Reg(G)Large-Growth 29-Jun-201212,643.935.2215.1316.0812.0113.98
Motilal Oswal Focused Fund-Reg(G)Large-Growth 13-May-20131,554.62-5.0414.6815.5410.4512.77
ITI Focused Equity Fund-Reg(G)Large-Growth 19-Jun-2023510.765.27NANANA22.54
Edelweiss Focused Fund-Reg(G)Large-Growth 01-Aug-2022961.183.18NANANA18.43
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