• 1 Year Returns: 1.82%

• Pharmaceuticals | 12.93%
• Metals - Diversified | 10.45%
• IT Services & Consulting | 8.63%
• Specialized Finance | 7.77%
• Miscellaneous | 7.68%

• Shriram Finance Ltd | 7.77%
• Triparty Repo | 7.68%
• HCL Technologies Ltd | 7.06%
• Maruti Suzuki India Ltd | 5.42%
• Aurobindo Pharma Ltd | 5.40%

• Equity | 92.70%
• Cash & Equivalents | 7.30%

The alpha ratio for the Old Bridge Focused Fund-Reg(IDCW) is 10.84

Alpha is the excess return of a fund compared to its expected return, based on its beta and the risk-free rate. Positive alpha indicates that the fund has outperformed its expected return, while negative alpha suggests underperformance.

The volatility or standard deviation for the Old Bridge Focused Fund-Reg(IDCW) is 15.36

Standard deviation measures the volatility or risk associated with the returns of a mutual fund. A higher standard deviation indicates higher volatility, suggesting that the returns of the mutual fund are more spread out from the average. On the other hand, a lower standard deviation implies lower volatility and a more stable performance.

The Sharpe ratio for the Old Bridge Focused Fund-Reg(IDCW) is -0.15

The Sharpe ratio is a measure of risk-adjusted return that evaluates the performance of a mutual fund, by adjusting for its risk. Higher Sharpe ratio indicates a better risk-adjusted performance. A positive Sharpe ratio indicates that the MF has provided a return in excess of the risk-free rate for the amount of risk taken. Conversely, a negative Sharpe ratio suggests that the MF did not adequately compensate for the risk.

The Sortino Ratio for the Old Bridge Focused Fund-Reg(IDCW) is -0.01

The Sortino ratio of a mutual fund is a measure of its risk-adjusted return, considering only downside volatility. It helps investors evaluate how well a fund is performing relative to its downside risk. A higher Sortino ratio (value >1) means the fund generates better returns for the downside risk taken.