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Old Bridge Focused Fund Direct Growth

Growth
12.060.08% (+0.01)
High
Low
Returns
0.00%
0.00%
1M
6M
1Y
3Y
5Y
Max
SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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Old Bridge Focused Fund Performance & Key Metrics

Old Bridge Focused Fund Performance & Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
1.0734.810.25
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
1.4243.430.16

Old Bridge Focused Fund Scheme InfoOld Bridge Focused Fund Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs1.00%
1% on or before 365D Nil after 365D
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 5,000
Initial: ₹ 5,000 Incremental: ₹ 1,000
BenchmarkBenchmark
BSE 500 - TRI

About Focused Fund

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.

Old Bridge Focused Fund Peers

Old Bridge Focused Fund Peers & Comparison

Comparing 3 mutual funds from 
EquityFocused Fund
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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Old Bridge Focused Fund7.10%14.17%
SBI Focused Equity Fund9.31%20.15%15.93%
HDFC Focused 30 Fund10.92%29.03%16.13%
Axis Focused Fund7.76%15.67%14.54%

Old Bridge Focused Fund Returns Comparison

Compare Old Bridge Focused Fund with any MF, ETF, stock or index
Compare Old Bridge Focused Fund with any MF, ETF, stock or index
Old Bridge Focused Fund
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Old Bridge Focused Fund Portfolio

Old Bridge Focused Fund Asset Allocation

Old Bridge Focused Fund Asset Allocation

Actual

Target

Sep 2024

Dec 2024

Mar 2025

May 2025

ACTUAL
Cash & EquivalentsEquity11.81%88.19%

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Old Bridge Focused Fund Sector Distribution

Old Bridge Focused Fund Sector Distribution

+12 moreMetals - DiversifiedOthersIT Services & ConsultingMiscellaneousPharmaceuticals55.53 %5.80 %7.18 %7.86 %11.50 %12.14 %

Sep 2024

Dec 2024

Mar 2025

May 2025

Tickertape Separator

Old Bridge Focused Fund Sector Weightage

Old Bridge Focused Fund Sector Weightage

Mar 24Jun 24Sep 24Dec 24Mar 25May 2512.72%14.25%15.56%16.59%13.35%12.14%
Pharmaceuticals as a % of total holdings for last six quarters
Tickertape Separator

Old Bridge Focused Fund Current Holdings

Old Bridge Focused Fund Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change

AMC Profile of Old Bridge Focused Fund

AMC Profile of Old Bridge Focused Fund

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Old Bridge Focused Fund Manager Details

Old Bridge Focused Fund Manager Details

Old Bridge Focused Fund Manager Profile

Old Bridge Focused Fund Manager Profile

Tarang Agrawal

AUM:  ₹1,739.00 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 4yrs

Kenneth Andrade

AUM:  ₹1,739.00 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 21yrs

Old Bridge Focused Fund Manager Performance (0)

Old Bridge Focused Fund Manager Performance (0)

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Old Bridge Focused Fund Tax Implications

Old Bridge Focused Fund Tax Implications

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%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This CAGR is calculated based on the actual past return given by the fund during the selected investment period. This is the annualised growth rate assuming monthly compounding.

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You make

Old Bridge Focused Fund Review & Opinions

Old Bridge Focused Fund Review & Opinions

The content here in the form of articles and videos is for information purposes only and may have been sourced from publicly available sources or otherwise. Tickertape does not guarantee the authenticity and veracity of the material shared. The User understands and agrees that Tickertape is not aware nor liable for any content shared here.
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Frequently asked questions

Frequently asked questions

  1. What is the current price / NAV of Old Bridge Focused Fund?

    The current NAV of Old Bridge Focused Fund is ₹12.06, as of 23rd June 2025.

  2. What are the returns of Old Bridge Focused Fund?

    The Old Bridge Focused Fund was launched on 24th January 2024. This mutual fund's past returns are as follows:
    • 1 Year Returns: 7.10%

  3. What are the top 5 sectoral holdings of Old Bridge Focused Fund?

    The top sectors Old Bridge Focused Fund has invested in are as follows:
    • Pharmaceuticals | 12.14%
    • Miscellaneous | 11.50%
    • IT Services & Consulting | 7.86%
    • Others | 7.18%
    • Metals - Diversified | 5.80%
    This data is as on 23rd June 2025.

  4. What are the top 5 holdings of Old Bridge Focused Fund?

    The top 5 holdings for Old Bridge Focused Fund are as follows:
    • Triparty Repo | 11.50%
    • Bharti Airtel Ltd | 5.41%
    • Kaveri Seed Company Ltd | 5.37%
    • Redington Ltd | 5.29%
    • Maruti Suzuki India Ltd | 5.26%
    This data is as on 23rd June 2025.

  5. What is the asset allocation of Old Bridge Focused Fund?

    The asset allocation for Old Bridge Focused Fund is as follows:
    • Equity | 88.19%
    • Cash & Equivalents | 11.81%
    This data is as on 23rd June 2025.

  6. What is the AUM of Old Bridge Focused Fund?

    The AUM (i.e. assets under management) of Old Bridge Focused Fund is ₹1739.00 Cr as of 23rd June 2025.

  7. What is the expense ratio of Old Bridge Focused Fund?

    The expense ratio of Old Bridge Focused Fund Plan is 1.07 as of 23rd June 2025.

  8. What is the alpha ratio of Old Bridge Focused Fund?

    The alpha ratio for the Old Bridge Focused Fund is 4.77

    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.

  9. What is the volatility or standard deviation of Old Bridge Focused Fund?

    The volatility or standard deviation for the Old Bridge Focused Fund is 17.08

    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.

  10. What is the sharpe ratio of Old Bridge Focused Fund?

    The Sharpe ratio for the Old Bridge Focused Fund is 0.25

    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.

  11. What is the Sortino ratio of Old Bridge Focused Fund?

    The Sortino Ratio for the Old Bridge Focused Fund is 0.03

    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.

  12. What is the Price to Earnings (PE) ratio of Old Bridge Focused Fund?

    The PE ratio of Old Bridge Focused Fund is 34.81, while category PE ratio is 43.43.