Old Bridge Focused Fund

Equity Focused Regular
Regular
Direct

2 Year Absolute Returns

19.35% ↑

NAV (₹) on 19 Mar 2026

11.41

1 Day NAV Change

-2.89%

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
₹ 2,461.24 Cr.
Benchmark
BSE 500 Total Return
Expense Ratio
2.02%
Scheme Type
Open Ended
Exit Load
1%

Asset Allocation

AUM

₹ 2,461.24 Cr

Equity
174.31%
Money Market & Cash
25.34%
Other Assets & Liabilities
0.37%

Sector Holdings

Sectors Weightage
Treps/Reverse Repo 13.84%
Pharmaceuticals 13.09%
Non-Banking Financial Company (NBFC) 9.15%
Mining/Minerals 5.23%
Finance - Banks - Private Sector 5.12%
Auto - Cars & Jeeps 4.70%
Iron & Steel 4.69%
Zinc/Zinc Alloys Products 4.50%
Airlines 4.06%
Telecom Services 4.05%
Agro Chemicals/Pesticides 3.83%
Aluminium 3.72%
Forgings 3.43%
Realty 3.41%
Shipping 3.08%
Exchange Platform 2.91%
Beverages & Distilleries 2.72%
Auto - LCVs/HCVs 2.53%
Agricultural Products 2.15%
Hotels, Resorts & Restaurants 1.30%
Waste Management 1.28%
Insurance Distributor 1.15%
Net Receivables/(Payables) 0.06%

Stock Holdings

Name Weightage Value (in Cr.) Sector
Triparty Repo 13.84% ₹ 340.65 Others
Shriram Finance Limited 9.15% ₹ 225.18 Non-Banking Financial Company (NBFC)
Aurobindo Pharma Limited 5.88% ₹ 144.80 Pharmaceuticals
Redington Limited 5.23% ₹ 128.67 Mining/Minerals
Axis Bank Limited 5.12% ₹ 125.93 Finance - Banks - Private Sector
Maruti Suzuki India Limited 4.70% ₹ 115.67 Auto - Cars & Jeeps
Tata Steel Limited 4.69% ₹ 115.53 Iron & Steel
Hindustan Zinc Limited 4.50% ₹ 110.86 Zinc/Zinc Alloys Products
InterGlobe Aviation Limited 4.06% ₹ 99.99 Airlines
Bharti Airtel Limited 4.05% ₹ 99.60 Telecom Services
UPL Limited 3.83% ₹ 94.35 Agro Chemicals/Pesticides
Granules India Limited 3.74% ₹ 92.11 Pharmaceuticals
Hindalco Industries Limited 3.72% ₹ 91.64 Aluminium
Alivus Life Sciences Limited 3.47% ₹ 85.44 Pharmaceuticals
Ramkrishna Forgings Limited 3.43% ₹ 84.31 Forgings
Prestige Estates Projects Limited 3.41% ₹ 84.03 Realty
The Great Eastern Shipping Company Limited 3.08% ₹ 75.70 Shipping
Indian Energy Exchange Limited 2.91% ₹ 71.53 Exchange Platform
Radico Khaitan Limited 2.72% ₹ 67.03 Beverages & Distilleries
Tata Motors Passenger Vehicles Limited 2.53% ₹ 62.37 Auto - LCVs/HCVs
Kaveri Seed Company Limited 2.15% ₹ 52.82 Agricultural Products
United Foodbrands Limited 1.30% ₹ 31.95 Hotels, Resorts & Restaurants
Antony Waste Handling Cell Limited 1.28% ₹ 31.53 Waste Management
Medi Assist Healthcare Services Limited 1.15% ₹ 28.31 Insurance Distributor
Net Receivables / (Payables) 0.06% ₹ 1.20 Others

Returns

Annualised returns
9M 1Y 2Y 3Y
Fund returns -3.31% 3.54% 9.25% -
Category returns -5.09% 3.27% 12.30% 49.45%

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
ICICI Prudential Focused Equity Fund
Diversified Regular
-2.69% 33.00% 39.14% ₹15,145 1.68%
Very High
ICICI Prudential Focused Equity Fund
Diversified Regular
-2.69% 33.00% 39.14% ₹15,145 1.68%
Very High
Bandhan Focused Fund
Diversified Regular
-4.46% 31.91% 28.28% ₹2,018 2.07%
Very High
Bandhan Focused Fund
Diversified Regular
-4.46% 31.91% 28.28% ₹2,018 2.07%
Very High
Mahindra Manulife Focused Fund
Diversified Regular
-5.36% 31.81% 45.18% ₹2,238 1.99%
Very High
Mahindra Manulife Focused Fund
Diversified Regular
-5.36% 31.81% 45.18% ₹2,238 1.99%
Very High
Motilal Oswal Focused Fund
Diversified Regular
7.31% 29.50% 36.89% ₹1,454 2.14%
Very High
Aditya Birla Sun Life Focused Fund - Direct Plan
Largecap Direct
-1.62% 28.13% 34.03% ₹7,971 0.88%
Very High
Aditya Birla Sun Life Focused Fund - Direct Plan
Largecap Direct
-1.62% 28.13% 34.03% ₹7,971 0.88%
Very High
DSP Focused Fund - Direct Plan
Diversified Direct
-8.17% 27.73% 16.60% ₹2,607 0.98%
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 Focused Fund
Diversified Regular
3.54% 0.00% 0.00% ₹2,461 2.02%
Very High
Old Bridge Focused Fund - Direct Plan
Diversified Direct
4.66% 0.00% 0.00% ₹2,461 0.97%
Very High
Old Bridge Arbitrage Fund
Arbitrage Regular
0.00% 0.00% 0.00% ₹125 0.99%
Low
Old Bridge Arbitrage Fund
Arbitrage Regular
0.00% 0.00% 0.00% ₹125 0.99%
Low
Old Bridge Flexi Cap Fund
Diversified Regular
0.00% 0.00% 0.00% ₹0 N/A
Very High
Old Bridge Arbitrage Fund - Direct Plan
Arbitrage Direct
0.00% 0.00% 0.00% ₹125 0.14%
Low
Old Bridge Flexi Cap Fund - Direct Plan
Diversified Direct
0.00% 0.00% 0.00% ₹0 N/A
Very High
Old Bridge Flexi Cap Fund - Direct Plan
Diversified Direct
0.00% 0.00% 0.00% ₹0 N/A
Very High
Old Bridge Focused Fund
Diversified Regular
3.54% 0.00% 0.00% ₹2,461 2.02%
Very High
Old Bridge Focused Fund - Direct Plan
Diversified Direct
4.66% 0.00% 0.00% ₹2,461 0.97%
Very High

FAQs

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

The current Net Asset Value (NAV) of Old Bridge Focused Fund Regular IDCW-Reinvestment is ₹11.41 as of 19 Mar 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-Reinvestment?

The Assets Under Management (AUM) of Old Bridge Focused Fund Regular IDCW-Reinvestment is ₹2,461.24 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-Reinvestment?

Old Bridge Focused Fund Regular IDCW-Reinvestment has delivered returns of 3.54% (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-Reinvestment?

Old Bridge Focused Fund Regular IDCW-Reinvestment 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-Reinvestment?

The minimum lumpsum investment required for Old Bridge Focused Fund Regular IDCW-Reinvestment 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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