e.g. Tata motors, Reliance MF, 500570

Old Bridge Focused Fund - Direct Plan - IDCW

Equity Multi Cap Very High

NAV on (30 Apr 2026 )

₹12.70

(-0.31%)

Fund Size

₹2332.95 Crores

1Y Returns

9.77 %

 

Earn 1% Higher Returns on Direct Funds

Invest  Top Funds
Disclaimer: Mutual Fund investments are subject to market risks. Read all scheme related documents carefully before investing.

 

Investment 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 assurance or guarantee that the objectives of the scheme will be realized.

AMC

Old Bridge Asset Management Pvt. Ltd.

Fund Details

Launch Date

January 17, 2024

Fund Manager

Mr. Tarang Agrawal

Initial Price

10

AUM Fund

2332.95 Cr

Min investment

Rs 5000

Expense Ratio

0.97%

SIP Minimum Investment

"Daily - Rs. 2500/- and multiple of Re. 1/- thereafter. Minimum 6 installments.Weekly - Rs. 2500/- and multiple of Re. 1/- thereafter. Minimum 6 installments.Fortnightly - Rs. 2500/- and multiple of Re. 1/- thereafter. Minimum 6 installments.Monthly - Rs. 2500/- and multiple of Re. 1/- thereafter. Minimum 6 installments.Quarterly - Rs. 2500/- and multiple of Re. 1/- thereafter. Minimum 6 installments.Half Yearly - Rs. 2500/- and multiple of Re. 1/- thereafter. Minimum 6 installments.Annual - Rs. 2500/- and multiple of Re. 1/- thereafter. Minimum 6 installments."

Exit Load

"If redeemed/switched out within 365 days from the date of allotment: 1%If redeemed/switched out after 365 days from the date of allotment - Nil"

1 Month

+11.80%

6 Months

+2.92%

1 Year

+9.77%

2 Years (CAGR)

+10.14%

3 Years (CAGR)

NA

5 Years (CAGR)

NA

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
62.75% 70.17% ₹3049.11
62.75% 69.93% ₹3049.11
61.22% 64.87% ₹3049.11
61.00% 64.87% ₹3049.11
47.75% 166.84% ₹721.53

Holdings

Sector Allocation

Finance 7.80%
Pharmaceuticals and health care 15.88%
Banks 4.53%
Iron and Steel 4.47%
Metals - Non Ferrous 7.98%
Auto 6.78%
Telecommunications 4.05%
Information Technology 3.93%
Chemicals 3.60%
Service 3.50%
Shipping 3.43%
Construction 3.42%
Beverages - Alcoholic 3.36%
Engineering 3.06%
Miscellaneous 5.18%
Agriculture/Horticulture/Lives 2.30%
Address
1705, One BKC, C Wing, G Block, Bandra Kurla Complex, Bandra(East) Mumbai Maharashtra India 400051
Phone
+91 22 69459999
Launch Date
January 17, 2024
Custodian
Deutsche Bank AG
Registrar & Transfer Agent
KFIN Technologies Ltd.

Frequently Asked Questions

Q: What is the current NAV of Old Bridge Focused Fund - Direct Plan - IDCW?

A: The latest NAV of Old Bridge Focused Fund - Direct Plan - IDCW is ₹ 12.70 as on 30 Apr 2026.

Q: What type of mutual fund is Old Bridge Focused Fund - Direct Plan - IDCW?

A: Old Bridge Focused Fund - Direct Plan - IDCW is a 'Equity - Multi Cap' type mutual fund managed by 'Old Bridge Asset Management Pvt. Ltd.'.

Q: What is the expense ratio of Old Bridge Focused Fund - Direct Plan - IDCW?

A: The expense ratio of Old Bridge Focused Fund - Direct Plan - IDCW is 0.97%, which impacts overall returns.

Q: Who manages Old Bridge Focused Fund - Direct Plan - IDCW?

A: Old Bridge Focused Fund - Direct Plan - IDCW is managed by Mr. Tarang Agrawal, who oversees investment strategy and portfolio decisions.

Q: Is Old Bridge Focused Fund - Direct Plan - IDCW a good investment?

A: Old Bridge Focused Fund - Direct Plan - IDCW may be suitable depending on your financial goals, risk appetite, and investment horizon. Always evaluate fund performance and consult a financial advisor.

Q: What is the exit load of Old Bridge Focused Fund - Direct Plan - IDCW?

A: The exit load of Old Bridge Focused Fund - Direct Plan - IDCW is "If redeemed/switched out within 365 days from the date of allotment: 1%If redeemed/switched out after 365 days from the date of allotment - Nil", applicable if redeemed within the specified period.

Q: How is Old Bridge Focused Fund - Direct Plan - IDCW taxed?

A: Taxation depends on the fund type (equity/debt) and holding period as per Indian tax laws.

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