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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 · 2.10%Inception · 24-01-2024
NAV
₹13.05
-0.46% · as of 14-10-2026
Since inception
10.24%
CAGR
Benchmark (inception)
11.87%
CAGR
Fund size
₹4,542 Cr
AUM
Expense ratio
2.10%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +10.24% CAGR vs benchmark +11.87%.
Portfolio
Where the money is invested
Top holdings
Shriram Finance Limited7.48%
AUROBINDO PHARMA LIMITED EQ NEW F.V. RE.1/-6.51%
MARUTI SUZUKI INDIA LIMITED EQ6.33%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-5.90%
REDINGTON LIMITED EQ NEW F.V. RS.2/-5.81%
TATA MOTORS LIMITED EQ NEW FV RS. 2/-5.26%
INTERGLOBE AVIATION LIMITED EQ NEW FV RS. 10/-4.98%
PRESTIGE ESTATES PROJECTS LIMITED EQ4.96%
RAMKRISHNA FORGINGS LIMITED EQ NEW FV RS. 2/-4.32%
HINDUSTAN ZINC LIMITED EQ NEW F.V. RS.2/-4.08%
Sector allocation
Automobile and Auto Components15.91%
Financial Services15.88%
Healthcare14.01%
Services13.12%
Metals & Mining11.05%
Fast Moving Consumer Goods6.43%
Telecommunication5.90%
Realty4.96%
Consumer Services2.40%
Capital Goods2.36%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 10.2% p.a.₹10,000
10 years
Projected value
₹20,94,566
Invested: ₹12,00,000
Gained: ₹8,94,566
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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