Old Bridge Focused Equity Fund Direct Growth
Equity
Direct
Focused Fund
NAV as on 03-10-2024
₹ 12.71
▲0.9%
1D
Inception Returns
28.2%
/yr
About the Fund
Old Bridge Focused Equity Fund Direct Growth is an equity fund. This fund was started on 25 January, 2024. The fund is managed by . The fund could potentially beat inflation in the long-run.
Key Parameters
- Old Bridge Focused Equity Fund Direct Growth has ₹705 Cr worth of assets under management (AUM) as on Aug 2024 and is less than category average.
- The fund has an expense ratio 1.4.
Returns
Old Bridge Focused Equity Fund Direct Growth has given a CAGR return of 28.17% since inception.
Holdings
Old Bridge Focused Equity Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Health, Industrial, Tech, Basic Materials, Financial Services, Communication, Consumer Defensive, Real Estate, Consumer Cyclical. Its top holdings are Indian Energy Exchange Ltd, InterGlobe Aviation Ltd, Aurobindo Pharma Ltd, Marksans Pharma Ltd, Hindalco Industries Ltd
Taxation
As it is a focused fund mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
Investment objective of Old Bridge Focused Equity Fund Direct Growth
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). There is no assurance or guarantee that the objectives of the scheme will be realized.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 2500.00. Old Bridge Focused Equity Fund Direct Growth has no lock in period.
Historical NAV & Returns
Fund Overview
| Expense ratio | 1.35% |
Benchmark | S&P BSE 500 India TR INR |
| AUM | ₹705 Cr |
| Inception Date | 25 January, 2024 |
| Min Lumpsum/SIP | ₹5000/₹2500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 3.55% |
| STCG | Redeeming before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (03-Oct-24)
Fund Distribution
as on (31-Aug-24)
- This fund’s returns stands at 3.53% whereas the fund’s underlying benchmark Nifty 500 returns stands at 0.97% as on Aug'24
- This fund outperformed Nifty 500 by 2.56% in Aug'24
- AUM of the fund stands at 590 Cr as of Aug'24
- AUM has remained same between Aug'24 and Jul'24
Top 3 Sectors in August were Industrial, Health & Financial Services
Top Growth Drivers | 1M Return |
|---|---|
 Marksans Pharma Ltd | 25.1% |
 Hindalco Industries Ltd | 11.4% |
 Shriram Finance Ltd | 10.7% |
Old Bridge Focused Equity Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹0 Cr
Expense Ratio 1.35%
Frequently Asked Questions
Old Bridge Focused Equity Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 1.74% | 1.74% |
6 Month Returns | 26.4% | 26.4% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Old Bridge Focused Equity Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Old Bridge Focused Equity Fund Direct Growth | - | - | - |
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Old Bridge Focused Equity Fund Direct Growth | - | - | - |
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Old Bridge Focused Equity Fund Direct Growth | - | - | - |