e.g. Tata motors, Reliance MF, 500570

Old Bridge Focused Fund - Direct Plan - Growth

Equity Multi Cap Very High

NAV on (23 Jan 2026 )

₹12.49

(-0.48%)

Fund Size

₹2395.27 Crores

1Y Returns

9.75 %

 

Earn 1% Higher Returns on Direct Funds

Invest  Top Funds

 

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

2395.27 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

-2.65%

6 Months

+1.96%

1 Year

+9.75%

2 Years

NA

3 Years

NA

5 Years

NA

Equity / Mid Cap funds 1Y 3Y Fund Size (Cr)
50.79% 40.27% ₹1841.16
50.59% 40.27% ₹1841.16
49.18% 36.09% ₹1841.16
49.18% 36.09% ₹1841.16
35.87% 64.25% ₹99.93

Holdings

Sector Allocation

Finance 8.68%
Information Technology 12.63%
Auto 5.43%
Pharmaceuticals and health care 13.70%
Chemicals 4.91%
Metals - Non Ferrous 8.36%
Telecommunications 4.66%
Service 4.38%
Iron and Steel 4.09%
Construction 4.02%
Banks 3.71%
Beverages - Alcoholic 3.48%
Miscellaneous 5.77%
Agriculture/Horticulture/Lives 2.82%
Engineering 2.77%
Shipping 2.67%
Hospitality 1.32%
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.
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