Old Bridge Focused Equity Fund - Growth - Regular Plan

Other Plans and Options
  • (-0.37%)Nav, as on 21-02-2025

  • Previous Nav

  • Net Change on 21-02-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

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).

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
BSE 500 - TRI -3.29 -5.14 3.40 13.34 17.02 11.61
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH Oct 11, 2004 Unrated 13.06 11.19 14.51 1.57 34,678
HDFC Focused 30 Fund - GROWTH Sep 17, 2004 13.20 22.41 22.32 1.68 15,687.54
Axis Focused Fund - Regular Plan - Growth Option Jun 29, 2012 Unrated 5.15 4.80 8.85 1.74 12,349.87
Franklin India Focused Equity Fund - Growth Plan Jul 26, 2007 6.99 14.47 18.47 1.78 11,553.45
ICICI Prudential Focused Equity Fund - Growth May 28, 2009 12.00 18.24 22.64 1.75 10,064.52

Fund Holdings as on 31-January-2025

  • Triparty Repo

  • Bharti Airtel Limited

  • Redington Limited

  • HCL Technologies Limited

  • InterGlobe Aviation Limited

  • Indian Energy Exchange Limited

  • Aurobindo Pharma Limited

  • Shriram Finance Limited

  • Kaveri Seed Company Limited

  • NCC Limited

  • Gujarat Gas Limited

  • Hindalco Industries Limited

  • The Great Eastern Shipping Company Limited

  • Marksans Pharma Limited

  • Granules India Limited

  • Radico Khaitan Limited

  • Antony Waste Handling Cell Limited

  • Syngene International Limited

  • Infosys Limited

  • Prestige Estates Projects Limited

  • Tata Steel Limited

  • Alivus Life Sciences Limited

  • Ramkrishna Forgings Limited

  • Barbeque Nation Hospitality Limited

  • Net Receivables / (Payables)

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  • Pharmaceuticals & Drugs

  • Miscellaneous

  • IT - Software

  • Telecommunication - Service Provider

  • Trading

  • Airlines

  • Power Generation/Distribution

  • Finance - NBFC

  • Agriculture

  • Engineering - Construction

  • Gas Transmission/Marketing

  • Metal - Non Ferrous

  • Shipping

  • Breweries & Distilleries

  • Environmental Services

  • Business Support

  • Construction - Real Estate

  • Steel & Iron Products

  • Forgings

  • Restaurants

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Fund Manager

  • Education:B.Com.
  • Experience:21 Years
  • Basic Details:Mr. Kenneth Andrade has been with IDFC Mutual Fund since 2005 till date. He has worked across industry in the investment function for the last 21 years having started his career in 1991. His last two assignments were at the Kotak Mutual Fund where he was a portfolio/ fund manager and at Sharekhan where he headed portfolio advisory.
  • Funds Managed:
  • Old Bridge Focused Equity Fund
  • Education:B. Com, CFA
  • Experience:4
  • Basic Details:Mr. Tarang Agrawal has a formal experience of over 4 years in the capital markets. Prior to joining Old Bridge Asset Management, Tarang worked as an Investment Analyst at Old Bridge Capital Management Private Ltd. In his role he has covered multiple industries and has a keen interest in state and central finances.
  • Funds Managed:
  • Old Bridge Focused Equity Fund

  • Cash

  • Equity

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About Old Bridge Focused Equity Fund

Scheme Analysis

Old Bridge Focused Equity Fund is a Equity - Focused Fund fund and belongs to Old Bridge Mutual Fund. It was launched on 24-Jan-2024 and currently has an AUM of ₹1,153.42 crore. Old Bridge Focused Equity Fund is benchmarked against BSE 500 - TRI as primary index and NIFTY 50 - TRI as secondary index.

The NAV of Old Bridge Focused Equity Fund ended down ₹-0.04(-0.37%)yesterday to ₹10.9.

Among its top 3 holdings the fund has exposure to Triparty Repo, and

The Old Bridge Focused Equity Fund is managed by Kenneth Andrade and Tarang Agrawal.

Fund House Contact

1705, ONE BKC, C - Wing, G - Block, BKC, Bandra (E) Mumbai - 400 051

022 69459999
022 6945 9941