Pros | - | ![]() Generated Consistent Returns. ![]() Consistently beats benchmark. ![]() Lower probablity of downside risk. | ||
Cons | - | - |
INDMoney rank | - | 1/19 | ||
Category,Subcateogry | Equity,Focused Fund | Equity,Focused Fund | ||
Fund Age | 1 Years | 12 Years | ||
Fund Size | 1879 Cr | 21456 Cr | ||
Min Investment | SIP ₹2500 Lumpsum ₹5000 | SIP ₹100 Lumpsum ₹100 | ||
Expense Ratio | 1.04% | 0.59% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | BSE 500 TR INR | Nifty 500 TR INR |
No of Holdings | 24 | 34 | ||
Top 5 Holdings | HCL Technologies Ltd (6.06%) UPL Ltd (5.55%) Aurobindo Pharma Ltd (5.5%) Bharti Airtel Ltd (5.4%) Maruti Suzuki India Ltd (5.23%) | ICICI Bank Ltd (9.67%) HDFC Bank Ltd (8.47%) Axis Bank Ltd (7.07%) State Bank of India (4.64%) Kotak Mahindra Bank Ltd (4.24%) | ||
No of Sectors | 9 | 10 | ||
Top 3 Sectors | Basic Materials (19.59%) Tech (16.25%) Industrial (15.07%) | Financial Services (44.87%) Consumer Cyclical (26.24%) Health (9.09%) | ||
Equity % | 90.5% | 88.06% | ||
Debt % | - | 0.24% | ||
P/E | 21.08 | 23.13 | ||
P/B | 3.04 | 3.29 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -2.19% | 0.43% | ||
3-Month Return | -3.65% | 1.53% | ||
6-Month Return | 10.26% | 14.04% | ||
1-Year Return | -6.9% | 7.12% | ||
3-Year Return | - | 24.08% | ||
5-Year Return | - | 28.08% |
Sharpe | - | - | ||
Alpha | - | 9.06 | ||
Beta | - | 0.73 | ||
Standard Deviation | - | 10 | ||
Information Ratio | - | 1.77 |
Description | Old Bridge Focused Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | HDFC Focused Fund -Direct Plan - Growth Option is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Tarang Agrawal,Kenneth Andrade | Dhruv Muchhal,Roshi Jain |