Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl

Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl

Equity

Old Bridge Mutual Fund

Focused Fund

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.

₹11.82

▲2.2%1D

NAV as on 25 Mar 2026

7.99%/per year

Since Inception

Absolute Gain%

▲▼

3 people have invested ₹ 3K in Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl in the last three months

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 (25-Mar-26)

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

Period
1M
3M
6M
1Y
3Y
5Y
This Fund
-6.12%
-7.73%
-0.42%
3.32%
--
--
Nifty 500
-8.6%
-10.31%
-7.09%
-0.22%
14.42%
12.27%
Focused Fund Avg
-9.35%
-11.47%
-9.66%
-2.24%
14.49%
12.21%
Best in Focused Fund
-5.51%
-6.03%
-3.34%
6.94%
21.23%
20.96%
Worst in Focused Fund
-11.75%
-17.67%
-16.98%
-8.95%
8.23%
6.29%

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl
-
2,461Cr
0.97%
3.32%
-
--
--
--
--
--
Invesco India Focused Fund Reinvestment of Income Dist cum Capital Wtdrl
-
3,361Cr
0.58%
15.75%
19.37%
5.30
--
--
1.45
0.77
HSBC Focused Fund IDCW Payout
-
1,628Cr
0.91%
5.25%
13.95%
0.44
--
--
0.95
0.08
ICICI Prudential Focused Equity Fund Pln Reinvestment of Inc Dist cum Cap Wdrl
-
10,065Cr
0.59%
14.28%
19.98%
5.26
--
--
1.73
1.22
See all

Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

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Total Investment

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Profit

Total Corpus

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Absolute Return
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Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl Asset Allocation

See fund asset allocation details as on (14-Mar-26)

Fund Distribution

as on (14-Mar-26)

Large cap
42.5%
Small cap
27.7%
Mid cap
15.9%
Small Cap allocation has gone up from 27.3% to 27.7%
Small Cap allocation has gone up from 27.3% to 27.7%
Mid Cap allocation has gone down from 15.9% to 15.9%
Mid Cap allocation has gone down from 15.9% to 15.9%
Large Cap allocation has gone down from 46.4% to 42.5%
Large Cap allocation has gone down from 46.4% to 42.5%
Cash allocation has gone up from 10.3% to 13.9%
Cash allocation has gone up from 10.3% to 13.9%

Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl Sector Allocation

See fund sector allocation details as on (14-Mar-26)

Sector Allocation

Basic Materials
19.6%
Tech
16.1%
Industrial
14.3%
Health
13.7%
Consumer Cyclical
11.1%
Financial Services
10.3%
Communication
5.8%
Real Estate
5.5%
Consumer Defensive
3.8%

Top 3 Sectors in February were Basic Materials, Financial Services & Health

Feb'26

Basic Materials

22%

Financial Services

20%

Health

17%

Jan'26

Basic Materials

22%

Financial Services

18%

Health

15%

Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl Holdings Details

as on (28-Feb-26)

Holdings
Weight%
1M Change
Shriram Finance Ltd
9.15%
0%
Aurobindo Pharma Ltd
5.88%
17.9%
Redington Ltd
5.23%
0%
Axis Bank Ltd
5.12%
30%
Maruti Suzuki India Ltd
4.7%
0%
See all
Top Stocks bought last month
Shriram Finance Ltd's allocation increased from 5.41% to 9.15%
Shriram Finance Ltd's allocation increased from 5.41% to 9.15%
Axis Bank Ltd's allocation increased from 3.97% to 5.12%
Axis Bank Ltd's allocation increased from 3.97% to 5.12%
Aurobindo Pharma Ltd's allocation increased from 5.03% to 5.88%
Aurobindo Pharma Ltd's allocation increased from 5.03% to 5.88%
Top Stocks sold last month
Hindustan Zinc Ltd's allocation decreased from 4.77 % to 4.5 %
Hindustan Zinc Ltd's allocation decreased from 4.77 % to 4.5 %
Bharti Airtel Ltd's allocation decreased from 4.31 % to 4.05 %
Bharti Airtel Ltd's allocation decreased from 4.31 % to 4.05 %
UPL Ltd's allocation decreased from 4.31 % to 3.83 %
UPL Ltd's allocation decreased from 4.31 % to 3.83 %

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 ratio0.97%
Benchmark
BSE 500 TR INR
AUM₹2461 Cr
Inception Date25 January, 2024
Min Lumpsum/SIP₹5,000/₹2,500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
25.45%
Risk
Risk meter
pointer
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 Kenneth Andrade, Tarang Agrawal. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl has ₹2461 Cr worth of assets under management (AUM) as on Mar 2026 and is more than category average.
  2. The fund has an expense ratio 1.

Returns

Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl has given a CAGR return of 7.99% since inception. Over the last 1 year the fund has given a CAGR return of 3.32%.

Holdings

Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl has allocated its funds majorly in Cash Equivalent, Basic Materials, Financial Services, Health, Industrial, Consumer Cyclical, Tech, Communication, Real Estate, Consumer Defensive. Its top holdings are Shriram Finance Ltd, Aurobindo Pharma Ltd, Redington Ltd, Axis Bank 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 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

Kenneth Andrade

Fund Manager of Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl, since 25 January 2024

Tarang Agrawal

Fund Manager of Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl, since 25 January 2024

Learn more about Old Bridge Mutual Fund
Parameters
Feb'26
Jan'26
Dec'25
AUM
₹ 2.5K Cr
₹ 2.4K Cr
₹ 2.4K Cr
  • AUM of the fund stands at 2.5K Cr as of Feb'26
  • AUM increased by 42.6 Cr between Feb'26 and Jan'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?

INDmoney makes it simple to invest in the Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl. To do so, follow the steps below:
  • Download the INDmoney app.
  • Search for ‘Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl’.
  • 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 Direct Reinvestment Inc Dist cum Cap Wdrl?

The NAV of the fund today is ₹11.82. 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 Direct Reinvestment Inc Dist cum Cap Wdrl fund has generated a return of 3.32% in 1 year

Who is the fund manager of Old Bridge Focused Fund Direct Reinvestment Inc Dist cum Cap Wdrl?

The fund managers are Kenneth Andrade, Tarang Agrawal.

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 0.97%. 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 ₹2461 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 Direct Reinvestment Inc Dist cum Cap Wdrl?

The top 3 holdings of the fund are Shriram Finance Ltd(9.15%), Aurobindo Pharma Ltd(5.88%), Redington Ltd(5.23%)