NAV Growth

Growth of each fund's NAV over the selected period, rebased to 0%

Growth of each fund's NAV over the selected period, rebased to 0%

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Fund Details

Fund Details	Old Bridge Focused Fund - Direct (G)
Fund Type	Equity
Risk	Very High
Min SIP Amount	₹2,500
Min Lumpsum	₹5,000
Expense Ratio	1.11%
NAV	₹14.08 (11 Nov 2026)
Fund Size	₹4,541.99 Cr
Fund Started	24 Jan 2024
Lock-in Period	No lock-in
Exit Load	1%If redeemed/switched out within 365 days from the date of allotment NilIf redeemed/switched out after 365 days from the date of allotment

Returns	Old Bridge Focused Fund - Direct (G)
1M	4.11%
3M	-3.06%
6M	5.69%
1Y	12.80%
3Y	—
5Y	—
Since Inception	12.56%

Trailing risk-adjusted performance measures

Risk Ratio	Old Bridge Focused Fund - Direct (G)
Alpha	8.26
Beta	0.98
Sharpe	0.29
Standard Deviation	4.71

Holding Analysis	Old Bridge Focused Fund - Direct (G)
Top 5 Holdings	33.75%
Top 10 Holdings	55.92%
Portfolio Turnover	0.17
Equity	90.93%
Debt	9.07%
Cash	—

Name	Assets
TREPSReverse Repo	9.07%
Shriram Finance LtdEquity	7.18%
Redington LtdEquity	6.96%
Aurobindo Pharma LtdEquity	5.57%
Interglobe Aviation...Equity	4.97%
ITC LtdEquity	4.86%
Bharti Airtel LtdEquity	4.53%
Ramkrishna Forgings...Equity	4.34%
Maruti Suzuki India...Equity	4.34%
Jubilant Foodworks LtdEquity	4.10%

Fund Manager	Old Bridge Focused Fund - Direct (G)
Name	,
Managing Since	17 Jan 2024

About	Old Bridge Focused Fund - Direct (G)
AMC	Old Bridge Mutual Fund
Scheme Category	Focused Fund
Benchmark	BSE 500 TRI
Launch Date	17 Jan 2024