Old Bridge Focused Fund

Regular
Direct

2 Year Absolute Returns

15.74% ↑

NAV (₹) on 18 Jun 2026

12.94

1 Day NAV Change

1.17%

Risk Level

Very High Risk

Rating

-

Old Bridge Focused Fund is a Equity mutual fund categorized under Diversified, offered by Old Bridge Asset Management Pvt. Ltd.. Launched on 17 Jan 2024, investors can start with a minimum SIP of ₹100 ... Read more

NAV History

Fund Details

Min. SIP Amount
₹2,500
Inception Date
17 Jan 2024
Min. Lumpsum Amount
₹ 5,000
Fund Age
2 Yrs
AUM
₹ 3,314.83 Cr.
Benchmark
BSE 500 Total Return
Expense Ratio
1.95%
Scheme Type
Open Ended
Exit Load
1%

Asset Allocation

AUM

₹ 3,314.83 Cr

Equity
431.45%
Money Market & Cash
64.84%
Other Assets & Liabilities
3.73%

Sector Holdings

Sectors Weightage
Pharmaceuticals 13.65%
Treps/Reverse Repo 10.56%
Non-Banking Financial Company (NBFC) 6.52%
Auto - Cars & Jeeps 5.29%
Telecom Services 4.99%
Trading & Distributors 4.08%
Zinc/Zinc Alloys Products 4.07%
Forgings 4.05%
Airlines 4.03%
Finance - Banks - Private Sector 3.98%
Auto - LCVs/HCVs 3.89%
Agro Chemicals/Pesticides 3.87%
Realty 3.82%
Iron & Steel 3.68%
Beverages & Distilleries 3.62%
Aluminium 3.37%
Exchange Platform 3.13%
Agricultural Products 2.98%
Shipping 2.47%
Auto - Construction Vehicles 2.16%
Hotels, Resorts & Restaurants 2.05%
Insurance Distributor 1.89%
Waste Management 0.94%
Net Receivables/(Payables) 0.91%

Stock Holdings

Name Weightage Value (in Cr.) Sector
Triparty Repo 10.56% ₹ 350 Others
Shriram Finance Limited 6.52% ₹ 216.06 Non-Banking Financial Company (NBFC)
Aurobindo Pharma Limited 6.10% ₹ 202.27 Pharmaceuticals
Maruti Suzuki India Limited 5.29% ₹ 175.39 Auto - Cars & Jeeps
Bharti Airtel Limited 4.99% ₹ 165.52 Telecom Services
Redington Limited 4.08% ₹ 135.11 Trading & Distributors
Hindustan Zinc Limited 4.07% ₹ 134.88 Zinc/Zinc Alloys Products
Ramkrishna Forgings Limited 4.05% ₹ 134.41 Forgings
InterGlobe Aviation Limited 4.03% ₹ 133.53 Airlines
Axis Bank Limited 3.98% ₹ 131.88 Finance - Banks - Private Sector
Tata Motors Passenger Vehicles Limited 3.89% ₹ 128.81 Auto - LCVs/HCVs
UPL Limited 3.87% ₹ 128.24 Agro Chemicals/Pesticides
Granules India Limited 3.85% ₹ 127.72 Pharmaceuticals
Prestige Estates Projects Limited 3.82% ₹ 126.77 Realty
Alivus Life Sciences Limited 3.70% ₹ 122.65 Pharmaceuticals
Tata Steel Limited 3.68% ₹ 121.92 Iron & Steel
Radico Khaitan Limited 3.62% ₹ 120.16 Beverages & Distilleries
Hindalco Industries Limited 3.37% ₹ 111.65 Aluminium
Indian Energy Exchange Limited 3.13% ₹ 103.85 Exchange Platform
Kaveri Seed Company Limited 2.98% ₹ 98.66 Agricultural Products
The Great Eastern Shipping Company Limited 2.47% ₹ 81.82 Shipping
Action Construction Equipment Limited 2.16% ₹ 71.50 Auto - Construction Vehicles
United Foodbrands Limited 2.05% ₹ 68.06 Hotels, Resorts & Restaurants
Medi Assist Healthcare Services Limited 1.89% ₹ 62.79 Insurance Distributor
Antony Waste Handling Cell Limited 0.94% ₹ 31 Waste Management
Net Receivables / (Payables) 0.91% ₹ 30.17 Others

Returns

Annualised returns
9M 1Y 2Y 3Y
Fund returns 7.92% 9.01% 7.58% -
Category returns 1.05% 4.39% 7.07% 47.04%

Fund Objective

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 ... Read more

AMC Details

Name
Old Bridge Asset Management Pvt. Ltd.
Date of Incorporation
01 Sep 2023
CEO
Ms. Ruchi Pandey
CIO
Mr. Kenneth Andrade
Type
Pvt.Sector-Indian
Address
1705, One BKC, C Wing, G Block, Bandra Kurla Complex, Bandra(East) Mumbai, Maharashtra, India - 400051
Website
https://www.oldbridgemf.com

Top Funds from Equity - Focused

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Invesco India Focused Fund - Direct Plan
Diversified Direct
-0.66% 82.75% 122.48% ₹5,273 0.59%
Very High
Invesco India Focused Fund
Diversified Regular
-1.92% 75.59% 106.99% ₹5,273 1.85%
Very High
ICICI Prudential Focused Equity Fund - Direct Plan
Diversified Direct
4.30% 71.71% 131.17% ₹16,147 0.61%
Very High
Mahindra Manulife Focused Fund - Direct Plan
Diversified Direct
4.30% 67.79% 122.65% ₹2,177 0.47%
Very High
ICICI Prudential Focused Equity Fund
Diversified Regular
3.14% 65.88% 117.58% ₹16,147 1.68%
Very High
HDFC Focused Fund - Direct Plan
Sector Direct
2.09% 64.59% 152.35% ₹26,082 0.72%
Very High
SBI Focused Fund - Direct Plan
MidsmallCap Direct
12.09% 62.14% 93.45% ₹46,623 0.76%
Very High
SBI Focused Fund - Direct Plan
MidsmallCap Direct
12.09% 62.14% 93.46% ₹46,623 0.76%
Very High
SBI Focused Fund - Direct Plan
MidsmallCap Direct
12.09% 62.14% 93.46% ₹46,623 0.76%
Very High
Quant Focused Fund - Direct Plan
Diversified Direct
9.72% 61.00% 101.33% ₹840 0.83%
Very High

Top Funds from Old Bridge Asset Management Pvt. Ltd.

Scheme Name
NAV
Returns
1Y 3Y 5Y
AUM (Cr)
Expense Ratio
Risk Meter
Old Bridge Arbitrage Fund
Arbitrage Regular
0.00% 0.00% 0.00% ₹174 0.99%
Low
Old Bridge Arbitrage Fund - Direct Plan
Arbitrage Direct
0.00% 0.00% 0.00% ₹174 0.14%
Low
Old Bridge Arbitrage Fund - Direct Plan
Arbitrage Direct
0.00% 0.00% 0.00% ₹174 0.14%
Low
Old Bridge Flexi Cap Fund
Diversified Regular
0.00% 0.00% 0.00% ₹176 2.47%
Very High
Old Bridge Flexi Cap Fund - Direct Plan
Diversified Direct
0.00% 0.00% 0.00% ₹176 0.98%
Very High
Old Bridge Focused Fund - Direct Plan
Diversified Direct
10.22% 0.00% 0.00% ₹3,315 0.90%
Very High
Old Bridge Focused Fund - Direct Plan
Diversified Direct
10.22% 0.00% 0.00% ₹3,315 0.90%
Very High
Old Bridge Arbitrage Fund
Arbitrage Regular
0.00% 0.00% 0.00% ₹174 0.99%
Low
Old Bridge Flexi Cap Fund
Diversified Regular
0.00% 0.00% 0.00% ₹176 2.47%
Very High
Old Bridge Flexi Cap Fund - Direct Plan
Diversified Direct
0.00% 0.00% 0.00% ₹176 0.98%
Very High

FAQs

What is the current NAV of Old Bridge Focused Fund Regular IDCW?

The current Net Asset Value (NAV) of Old Bridge Focused Fund Regular IDCW is ₹12.94 as of 18 Jun 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of Old Bridge Focused Fund Regular IDCW?

The Assets Under Management (AUM) of Old Bridge Focused Fund Regular IDCW is ₹3,314.83 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of Old Bridge Focused Fund Regular IDCW?

Old Bridge Focused Fund Regular IDCW has delivered returns of 9.01% (1 Year), 0.00% (3 Year), 0.00% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of Old Bridge Focused Fund Regular IDCW?

Old Bridge Focused Fund Regular IDCW has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for Old Bridge Focused Fund Regular IDCW?

The minimum lumpsum investment required for Old Bridge Focused Fund Regular IDCW is ₹5,000. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹2,500, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

Disclaimer: This is 3rd Party content/feed, viewers are requested to use their discretion and conduct proper diligence before investing, GoodReturns does not take any liability on the genuineness and correctness of the information in this article

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