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Old Bridge Focused Equity Fund(IDCW)
IDCW
EquityFocused Fund
Mid-size FundAssets Under Mgmt: ₹ 936 Cr
Very High RiskPrinciple investment will be at very high risk
12.200.08% (+0.01)
Price Chart
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Returns
0.00%
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SIP
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EquityFocused Fund
Mid-size FundAssets Under Mgmt: ₹ 936 Cr
Very High RiskPrinciple investment will be at very high risk
Key Metrics
| Expense RatioExpense Ratio | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.21 | 37.77 | 1.23 |
| No LabelNo Label | No LabelNo Label | No LabelNo Label |
|---|---|---|
| 1.42 | 46.10 | 1.52 |
Scheme Info
| PlanPlan | Lock inLock in | Exit LoadExit Load |
|---|---|---|
| IDCW | 0 yrs | 1.00% |
| SIP Inv.SIP Inv. | Min. LumpsumMin. Lumpsum |
|---|---|
| Allowed | ₹ 5,000 |
| BenchmarkBenchmark |
|---|
| BSE 500 - TRI |
About Focused Fund
Focused funds are equity funds. They invest in less than 30 companies to have a concentrated portfolio. These funds are relatively high risky because of lack of diversification.
Peers & Comparison
Comparing 3 mutual funds from
EquityFocused Fund
EquityFocused Fund
Returns
Scheme
Ratios
| Mutual Fund | 1Y Returns1Y Returns | 3Y CAGR3Y CAGR | Life CAGRLife CAGR |
|---|---|---|---|
| Old Bridge Focused Equity Fund(IDCW) | — | — | — |
| SBI Focused Equity Fund(IDCW-Payout) | 23.00% | 10.51% | 13.65% |
| HDFC Focused 30 Fund(IDCW) | 22.04% | 15.98% | 5.24% |
| Axis Focused Fund(IDCW) | 13.87% | -2.67% | 10.48% |
Price Comparison
Compare Old Bridge Focused Equity Fund(IDCW) with any MF, ETF, stock or indexCompare Old Bridge Focused Equity Fund(IDCW) with any MF, ETF, stock or index
Old Bridge Focused Equity Fund(IDCW)
Hmm, looks like data is unavailable here. Please come back after some timeAsset Allocation
Actual
Target
Mar 2024
Jun 2024
Sep 2024
Nov 2024
ACTUAL
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Distribution
Mar 2024
Jun 2024
Sep 2024
Nov 2024
Sector Weightage
Pharmaceuticals
Pharmaceuticals as a % of total holdings for last six quarters
Current Holdings
Equity
Others
- ConstituentHolding Weight3M Change
- Redington Ltd3M change : 1.61 %
Holdings
6.44 %
1.61 % - HCL Technologies Ltd3M change : 1.57 %
Holdings
6.08 %
1.57 % - Interglobe Aviation Ltd3M change : 0.14 %
Holdings
5.96 %
0.14 %
AMC Profile
Hmm, looks like data is unavailable here. Please come back after some timeFund Manager Profile
Tarang Agrawal
AUM: ₹936.73 Cr.
|
Exp: 4yrs
Kenneth Andrade
AUM: ₹936.73 Cr.
|
Exp: 21yrs
Manager Performance (0)
Equity: Focused Fund
Tax Implications
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CAGR (%)
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Opinions and Fund Reviews
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Invested period < 1 year
Gains are treated as short-term capital gains and taxed at 20%
Invested period > 1 year
Gains are treated as long-term capital gains and taxed at 12.5%