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Old Bridge Mutual Fund · Equity: Focused
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). Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realized.
EquityBenchmark · BSE 500 TRITER · 1.95%Inception · 24-01-2024
NAV
₹13.17
+0.23% · as of 15-07-2026
Since inception
11.74%
CAGR
Benchmark (inception)
12.16%
CAGR
Fund size
₹3,670 Cr
AUM
Expense ratio
1.95%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +11.74% CAGR vs benchmark +12.16%.
Portfolio
Where the money is invested
Top holdings
Triparty Repo10.56%
Shriram Finance Limited6.52%
AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/-6.10%
MARUTI SUZUKI INDIA LIMITED EQ5.29%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.99%
REDINGTON LIMITED EQ NEW F.V. RS.2/-4.08%
HINDUSTAN ZINC LIMITED EQ NEW F.V. RS.2/-4.07%
RAMKRISHNA FORGINGS LIMITED EQ NEW FV RS. 2/-4.05%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-4.03%
AXIS BANK LIMITED EQ NE FV RS. 2/-3.98%
Sector allocation
Financial Services15.52%
Healthcare13.65%
Automobile and Auto Components13.23%
Metals & Mining11.12%
Services10.58%
Fast Moving Consumer Goods6.60%
Telecommunication4.99%
Chemicals3.87%
Realty3.82%
Capital Goods2.16%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 11.7% p.a.₹10,000
10 years
Projected value
₹22,87,755
Invested: ₹12,00,000
Gained: ₹10,87,755
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
K
Kenneth Andrade and Tarang Agrawal
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152361
ISIN (Growth)
INF0S5R01034
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Focused funds
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