Old Bridge Focused Fund Direct Growth
Get the latest NAV of Old Bridge Focused 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.
₹12.13
▲0.6%1D
NAV as on 24 Jun 2025
14.57%/per year
Since Inception
▲▼
1430 people have invested ₹ 3Cr in Old Bridge Focused Fund Direct Growth in the last three months
Old Bridge Focused Fund Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (24-Jun-25)
The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Old Bridge Focused Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Old Bridge Focused Fund Asset Allocation
See fund asset allocation details as on (14-Jun-25)
Fund Distribution
as on (14-Jun-25)
Equity 88.2%
Debt & Cash 11.8%
Old Bridge Focused Fund Sector Allocation
See fund sector allocation details as on (14-Jun-25)
Sector Allocation
Equity 88.2%
Debt & Cash 11.8%
Top 3 Sectors in May were Basic Materials, Tech & Health
Basic Materials
20%
Tech
15%
Industrial
14%
Basic Materials
20%
Tech
15%
Health
14%
Old Bridge Focused Fund Holdings Details
as on (31-May-25)
Equity
Old Bridge Focused Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.07% |
Benchmark | BSE 500 TR INR |
| AUM | ₹1739 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 Fund
Old Bridge Focused 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 Fund Direct Growth has ₹1739 Cr worth of assets under management (AUM) as on May 2025 and is more than category average.
- The fund has an expense ratio 1.1.
Returns
Old Bridge Focused Fund Direct Growth has given a CAGR return of 14.57% since inception. Over the last 1 year the fund has given a CAGR return of 7.16%.
Holdings
Old Bridge Focused Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Basic Materials, Tech, Industrial, Health, 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, Indian Energy Exchange 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 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 Fund Direct Growth has no lock in period.
- AUM of the fund stands at 1.7K Cr as of May'25
- AUM increased by 273.8 Cr between May'25 and Apr'25
Frequently Asked Questions for Old Bridge Focused Fund Direct Growth
How do I invest in Old Bridge Focused Fund?
- Download the INDmoney app.
- Search for ‘Old Bridge Focused Fund’.
- 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.