Old Bridge Focused Equity Fund Direct Growth
Get the latest NAV of Old Bridge Focused Equity Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹12.09
1D
NAV as on 16 May 2025
15.55%/per year
Since Inception
▲▼
1432 people have invested ₹ 3.1Cr in Old Bridge Focused Equity Fund Direct Growth in the last three months
Old Bridge Focused Equity Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (16-May-25)
The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Old Bridge Focused Equity Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Old Bridge Focused Equity Fund Asset Allocation
See fund asset allocation details as on (13-May-25)
Fund Distribution
as on (13-May-25)
Equity 96.6%
Debt & Cash 3.4%
Old Bridge Focused Equity Fund Sector Allocation
See fund sector allocation details as on (13-May-25)
Sector Allocation
Equity 96.6%
Debt & Cash 3.4%
Top 3 Sectors in April were Basic Materials, Industrial & Health
Basic Materials
20%
Tech
15%
Health
14%
Basic Materials
19%
Industrial
16%
Health
15%
Old Bridge Focused Equity Fund Holdings Details
as on (30-Apr-25)
Equity
Old Bridge Focused Equity Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.1% |
Benchmark | BSE 500 TR INR |
| AUM | ₹1465 Cr |
| Inception Date | 25 January, 2024 |
| Min Lumpsum/SIP | ₹5000/₹2500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 3.55% |
| STCG | Selling mutual fund 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 |
About Old Bridge Focused Equity 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 ₹1465 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
- The fund has an expense ratio 1.1.
Returns
Old Bridge Focused Equity Fund Direct Growth has given a CAGR return of 15.55% since inception. Over the last 1 year the fund has given a CAGR return of 15.47%.
Holdings
Old Bridge Focused Equity Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Basic Materials, Tech, Health, Industrial, Consumer Cyclical, Financial Services, Communication, Real Estate, Consumer Defensive. Its top holdings are Bharti Airtel Ltd, Kaveri Seed Co Ltd, Redington Ltd, Maruti Suzuki India Ltd, HCL Technologies 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 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
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.
- AUM of the fund stands at 1.5K Cr as of Apr'25
- AUM increased by 135.7 Cr between Apr'25 and Mar'25
Frequently Asked Questions for Old Bridge Focused Equity Fund Direct Growth
What is the current NAV of Old Bridge Focused Equity Fund Direct Growth?
What are the average returns of Old Bridge Focused Equity Fund Direct Growth?
Old Bridge Focused Equity Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 6.61% | 6.61% |
6 Month Returns | 5.04% | 5.04% |
1 Year Returns | 15.47% | 15.47% |
3 Years Returns | 0% | 0% |
How do I invest in Old Bridge Focused Equity Fund Direct Growth?
- 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.
What is the expense ratio of Old Bridge Focused Equity Fund Direct Growth?
What is net assets under management (AUM) of Old Bridge Focused Equity Fund Direct Growth?
What are the top 5 holdings of Old Bridge Focused Equity Fund Direct Growth?
What are the top 3 sectors that this Old Bridge Focused Equity Fund Direct Growth has invested in?
What is the alpha of Old Bridge Focused Equity Fund Direct Growth?
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Old Bridge Focused Equity Fund Direct Growth | 4.7 | - | - |
What is the beta of 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 | 1.03 | - | - |
What is the sharpe ratio of 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 | 0.27 | - | - |
What is the standard deviation of 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 | 18.15 | - | - |