Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl
Get the latest NAV of Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl. 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.
₹13.95
1D
NAV as on 21 Sep 2026
13.31%/per year
Since Inception
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Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl Performance vs. Nifty 500
Fund returns vs Benchmark returns vs Category Average returns as on (21-Sep-26)
The fund has outperformed the benchmark (Nifty 500) over 1Y, but underperformed over 3Y, 5Y.
Peer comparison
Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl Asset Allocation
See fund asset allocation details as on (14-Sep-26)
Fund Distribution
as on (14-Sep-26)
Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl Sector Allocation
See fund sector allocation details as on (14-Sep-26)
Sector Allocation
Top 3 Sectors in August were Health, Industrial & Financial Services
Consumer Cyclical
17%
Health
16%
Industrial
15%
Health
17%
Industrial
16%
Financial Services
15%
Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl Holdings Details
as on (31-Aug-26)
Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 1.08% |
Benchmark | BSE 500 India TR INR |
| AUM | ₹4354 Cr |
| Inception Date | 25 January, 2024 |
| Min Lumpsum/SIP | ₹5,000/₹2,500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 25.45% |
| Risk |   Very High Risk |
About Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl
Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 25 January, 2024. The fund is managed by Tarang Agrawal, Kenneth Andrade. The fund could potentially beat inflation in the long-run.
Key Parameters
- Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl has ₹4354 Cr worth of assets under management (AUM) as on Sep 2026 and is more than category average.
- The fund has an expense ratio 1.1.
Returns
Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl has given a CAGR return of 13.31% since inception. Over the last 1 year the fund has given a CAGR return of 13.97%.
Holdings
Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Consumer Cyclical, Health, Industrial, Basic Materials, Financial Services, Consumer Defensive, Tech, Communication, Real Estate. Its top holdings are Shriram Finance Ltd, Redington Ltd, Aurobindo Pharma Ltd, Maruti Suzuki India Ltd, Bharti Airtel 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 Reinvestment Inc Dist cum Cap Wdrl
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 Reinvestment Inc Dist cum Cap Wdrl has no lock in period.
Fund Manager
Tarang Agrawal
Fund Manager of Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl, since 25 January 2024
Kenneth Andrade
Fund Manager of Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl, since 25 January 2024
- AUM of the fund stands at 4K Cr as of Aug'26
- AUM has remained same between Aug'26 and Jul'26
Frequently Asked Questions for Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl
How do I invest in Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl?
- Download the INDmoney app.
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- Enter the amount you wish to invest.
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