Old Bridge Focused Fund Regular Growth

Old Bridge Focused Fund Regular Growth

Equity

Old Bridge Mutual Fund

Focused Fund

Get the latest NAV of Old Bridge Focused Fund Regular 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.

₹12.17

▲0.5%1D

NAV as on 15 Jul 2025

14.21%/per year

Since Inception

Absolute Gain%

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Old Bridge Focused Fund Regular Growth Performance vs. Nifty 500

Fund returns vs Benchmark returns vs Category Average returns as on (15-Jul-25)

The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.

Period
This Fund
Nifty 500
Category Avg
1 Month
2.1%
2.37%
1.9%
3 Months
8.76%
10.2%
12.16%
6 Months
9.74%
8.81%
7.6%
1 Year
5.64%
1.03%
2.45%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
Inception Returns
Old Bridge Focused Fund Regular Growth
-
1,909Cr
2.09%
5.64%
-
14.21%
HDFC Focused Fund Direct Growth
1/19
20,868Cr
1.66%
8.37%
26.35%
16.27%
ICICI Prudential Focused Equity Fund Direct Growth
2/19
12,244Cr
1.72%
7.24%
25.86%
14.76%
Invesco India Focused Fund Regular
3/19
4,153Cr
1.87%
6.87%
27.42%
24.55%
See all

Old Bridge Focused Fund Regular Growth Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Old Bridge Focused Fund Regular Growth Asset Allocation

See fund asset allocation details as on (14-Jul-25)

Fund Distribution

as on (14-Jul-25)

Equity 92.1%

Debt & Cash 7.9%

Small cap
39.9%
Large cap
37.2%
Mid cap
15.1%
Small Cap allocation has gone up from 39% to 39.9%
Small Cap allocation has gone up from 39% to 39.9%
Mid Cap allocation has gone up from 13.5% to 15.1%
Mid Cap allocation has gone up from 13.5% to 15.1%
Large Cap allocation has gone up from 35.7% to 37.2%
Large Cap allocation has gone up from 35.7% to 37.2%
Cash allocation has gone down from 11.8% to 7.9%
Cash allocation has gone down from 11.8% to 7.9%

Old Bridge Focused Fund Regular Growth Sector Allocation

See fund sector allocation details as on (14-Jul-25)

Sector Allocation

Equity 92.1%

Debt & Cash 7.9%

Health
22.3%
Industrial
18.2%
Tech
16.2%
Financial Services
11.7%
Basic Materials
11.1%
Communication
6.2%
Utilities
4.5%
Consumer Defensive
4.2%
Real Estate
4.1%
Consumer Cyclical
1.5%

Top 3 Sectors in June were Basic Materials, Tech & Industrial

Jun'25

Basic Materials

19%

Tech

16%

Health

15%

May'25

Basic Materials

20%

Tech

15%

Industrial

14%

Old Bridge Focused Fund Regular Growth Holdings Details

as on (30-Jun-25)

Equity

Holdings
Weight%
1M Change
Redington Ltd
6.33%
4.5%
Bharti Airtel Ltd
5.58%
4.6%
Prestige Estates Projects Ltd
5.24%
4.7%
UPL Ltd
5.13%
24.1%
Maruti Suzuki India Ltd
5.06%
4.8%
See all
Top Stocks bought last month
Granules India Ltd's allocation increased from 2.54% to 4.1%
Granules India Ltd's allocation increased from 2.54% to 4.1%
Redington Ltd's allocation increased from 5.29% to 6.33%
Redington Ltd's allocation increased from 5.29% to 6.33%
Infosys Ltd's allocation increased from 2.96% to 3.86%
Infosys Ltd's allocation increased from 2.96% to 3.86%
Top Stocks sold last month
Maruti Suzuki India Ltd's allocation decreased from 5.26 % to 5.06 %
Maruti Suzuki India Ltd's allocation decreased from 5.26 % to 5.06 %
HCL Technologies Ltd's allocation decreased from 4.9 % to 4.72 %
HCL Technologies Ltd's allocation decreased from 4.9 % to 4.72 %
Indian Energy Exchange Ltd's allocation decreased from 5.04 % to 4.64 %
Indian Energy Exchange Ltd's allocation decreased from 5.04 % to 4.64 %

Old Bridge Focused Fund Regular Growth Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio2.09%
Benchmark
BSE 500 TR INR
AUM₹1909 Cr
Inception Date25 January, 2024
Min Lumpsum/SIP₹5000/₹2500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
3.55%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

About Old Bridge Focused Fund Regular Growth

Old Bridge Focused Fund Regular 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

  1. Old Bridge Focused Fund Regular Growth has ₹1909 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
  2. The fund has an expense ratio 2.1.

Returns

Old Bridge Focused Fund Regular Growth has given a CAGR return of 14.21% since inception. Over the last 1 year the fund has given a CAGR return of 5.64%.

Holdings

Old Bridge Focused Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Basic Materials, Tech, Health, Industrial, Financial Services, Consumer Cyclical, Communication, Real Estate, Consumer Defensive. Its top holdings are Redington Ltd, Bharti Airtel Ltd, Prestige Estates Projects Ltd, UPL Ltd, Maruti Suzuki India 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 benefit
Dividends 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 Fund Regular 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 Fund Regular Growth has no lock in period.

Learn more about Old Bridge Mutual Fund
Parameters
Jun'25
May'25
Apr'25
AUM
₹ 1.9K Cr
₹ 1.7K Cr
₹ 1.5K Cr
  • AUM of the fund stands at 1.9K Cr as of Jun'25
  • AUM increased by 170.1 Cr between Jun'25 and May'25

More funds from Old Bridge

Frequently Asked Questions for Old Bridge Focused Fund Regular Growth

How do I invest in Old Bridge Focused Fund Regular Growth?

INDmoney makes it simple to invest in the Old Bridge Focused Fund Regular Growth. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Old Bridge Focused Fund Regular Growth’.
  • Select whether you want to invest in SIP or lump sum.
  • Enter the amount you wish to invest.
  • Set up payments via bank mandate or UPI.

What is the current NAV of Old Bridge Focused Fund Regular Growth?

The NAV of the fund today is ₹12.17. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Old Bridge Focused Fund Regular Growth fund has generated a return of 5.64% in 1 year

Who is the fund manager of Old Bridge Focused Fund Regular Growth?

The fund managers are .

What is the exit load of the fund?

The exit load is 1% if redeemed in 0-365 Days. Exit load is a fee levied for ‘exiting’ the fund earlier than a stipulated period, usually 1 year.

What is the expense ratio of the fund?

The expense ratio is 2.09%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹1909 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Old Bridge Focused Fund Regular Growth?

The top 3 holdings of the fund are Redington Ltd(6.33%), Bharti Airtel Ltd(5.58%), Prestige Estates Projects Ltd(5.24%)