Pros | - | ![]() Larger AUM within category. ![]() Beats FD returns for both 3Y & 5Y. | ||
Cons | - | ![]() Underperforms benchmarks during bull run. |
INDMoney rank | - | 7/19 | ||
Category,Subcateogry | Equity,Focused Fund | Equity,Focused Fund | ||
Fund Age | 1 Years | 12 Years | ||
Fund Size | 1879 Cr | 37936 Cr | ||
Min Investment | SIP ₹2500 Lumpsum ₹5000 | SIP ₹500 Lumpsum ₹5000 | ||
Expense Ratio | 1.04% | 0.79% | ||
Exit Load | 1% | 1% | ||
Benchmark Index | BSE 500 TR INR | BSE 500 India TR INR |
No of Holdings | 24 | 32 | ||
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%) | HDFC Bank Ltd (7.45%) Alphabet Inc Class A (6.2%) Bharti Airtel Ltd (Partly Paid Rs.1.25) (5.31%) Bajaj Finserv Ltd (5.13%) State Bank of India (4.88%) | ||
No of Sectors | 9 | 11 | ||
Top 3 Sectors | Basic Materials (19.59%) Tech (16.25%) Industrial (15.07%) | Financial Services (33.24%) Consumer Cyclical (22.16%) Communication (12.24%) | ||
Equity % | 90.5% | 94.09% | ||
Debt % | - | 0.95% | ||
P/E | 21.08 | 27.36 | ||
P/B | 3.04 | 4.49 | ||
Credit Quality | - | - | ||
Modified Duration | - | - | ||
YTM | - | - |
1-Month Return | -2.19% | -0.49% | ||
3-Month Return | -3.65% | 0.84% | ||
6-Month Return | 10.26% | 12.78% | ||
1-Year Return | -6.9% | 4.1% | ||
3-Year Return | - | 15.29% | ||
5-Year Return | - | 19.46% |
Sharpe | - | - | ||
Alpha | - | 2.68 | ||
Beta | - | 0.69 | ||
Standard Deviation | - | 10.54 | ||
Information Ratio | - | -0.02 |
Description | Old Bridge Focused Fund Direct Growth is an equity fund.The fund could potentially beat inflation in the long-run. | SBI Focused Fund Direct Plan Growth is an equity fund.The fund could potentially beat inflation in the long-run. | ||
Managers | Tarang Agrawal,Kenneth Andrade | R. Srinivasan |