Old Bridge Focused Equity Fund Direct Growth
NAV as on 23-04-2025
₹ 11.69
▲1.5%
1D
Inception Returns
13.3%
/yr
Historical NAV & Returns
Absolute
▲
▼
1471 people have invested ₹ 3Cr in Old Bridge Focused Equity Fund Direct Growth in the last three months
About Old Bridge Focused Equity Fund Direct Growth
Old Bridge Focused Equity Fund Direct Growth is an equity fund. This fund was started on 25 January, 2024. The fund is managed by . The fund could potentially beat inflation in the long-run.
Key Parameters
- Old Bridge Focused Equity Fund Direct Growth has ₹1329 Cr worth of assets under management (AUM) as on Mar 2025 and is less than category average.
- The fund has an expense ratio 1.1.
Returns
Old Bridge Focused Equity Fund Direct Growth has given a CAGR return of 13.29% since inception. Over the last 1 year the fund has given a CAGR return of 13.50%.
Holdings
Old Bridge Focused Equity Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Basic Materials, Industrial, Health, Tech, Financial Services, Consumer Cyclical, Communication, Real Estate, Consumer Defensive. Its top holdings are Redington Ltd, Bharti Airtel Ltd, InterGlobe Aviation Ltd, Shriram Finance Ltd, Kaveri Seed Co Ltd
Taxation
As it is a focused fund mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Old Bridge Focused Equity Fund Direct Growth
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 5000.00 and for SIP is INR 2500.00. Old Bridge Focused Equity Fund Direct Growth has no lock in period.
Old Bridge Focused Equity Fund Direct Growth Overview
| Expense ratio | 1.14% |
Benchmark | BSE 500 TR INR |
| AUM | ₹1329 Cr |
| Inception Date | 25 January, 2024 |
| Min Lumpsum/SIP | ₹5000/₹2500 |
Exit Load | 1.0% |
| Lock In | No Lock-in |
TurnOver | 3.55% |
| STCG | Selling mutual fund before 1 year, returns taxed at 20%. |
| LTCG | After 1 year, 12.5% tax on returns over ₹1.25 lakh/year. |
| Risk |   Very High Risk |
Trailing Returns
as on (23-Apr-25)
Fund Distribution
as on (31-Mar-25)
Small cap
41.4%
Large cap
37.1%
Mid cap
12.8%
Sector Allocation
Basic Materials
19.4%
Industrial
16.4%
Health
14.6%
Tech
14.4%
Financial Services
12.4%
Consumer Cyclical
8.7%
Communication
6.6%
Real Estate
4.4%
Consumer Defensive
3%
All changes are between Jan'25 and Mar'25
- This fund’s returns stands at 7.69% whereas the fund’s underlying benchmark Nifty 500 returns stands at 7.25% as on Mar'25
- This fund outperformed Nifty 500 by 0.44% in Mar'25
- AUM of the fund stands at 1.3K Cr as of Mar'25
- AUM increased by 178.4 Cr between Mar'25 and Feb'25
Top Stocks bought last month
Tata Steel Ltd's allocation increased from 2.62% to 4.05%
Prestige Estates Projects Ltd's allocation increased from 2.63% to 4.01%
Indian Energy Exchange Ltd's allocation increased from 5.04% to 5.55%
Top Stocks sold last month
Redington Ltd's allocation decreased from 6.54 % to 6.13 %
Bharti Airtel Ltd's allocation decreased from 6.28 % to 6 %
InterGlobe Aviation Ltd's allocation decreased from 5.92 % to 5.85 %
Small Cap allocation has gone up from 38.4% to 41.4%
Mid Cap allocation has gone down from 14% to 12.8%
Large Cap allocation has gone down from 38.3% to 37.1%
Cash allocation has gone down from 9.3% to 8.7%
Top 3 Sectors in March were Basic Materials, Tech & Industrial
Mar'25
Basic Materials
19%
Industrial
16%
Health
15%
Feb'25
Basic Materials
17%
Tech
16%
Industrial
16%
Holdings | Weight% | 1M Change | |
|---|---|---|---|
 Redington Ltd | 6.13% | 0% | |
 Bharti Airtel Ltd | 6% | 0% | |
 InterGlobe Aviation Ltd | 5.85% | 0% | |
 Shriram Finance Ltd | 5.81% | 0% | |
 Kaveri Seed Co Ltd | 5.73% | 0% |
See all
Funds | 1Y Returns | 3Y Returns | 5Y Returns | Since Inception |
|---|---|---|---|---|
Old Bridge Focused Equity Fund Direct Growth | 13.5% | - | - | 13.29% |
 HDFC Focused 30 Fund -Direct Plan - Growth Option | 19.56% | 24.92% | 32.42% | 16.05% |
 Invesco India Focused Fund Direct Growth | 14.98% | 23.4% | - | 26.22% |
 SBI Focused Equity Fund Direct Plan Growth | 14.5% | 14.59% | 22.76% | 15.88% |
See all
Top Growth Drivers | 1M Return |
|---|---|
 Interglobe Aviation Ltd | 11.3% |
 Kaveri Seed Company Ltd | 9% |
 Indian Energy Exchange Ltd | 6.5% |
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Fund House
Old Bridge Asset Management Private Limited
Total Schemes
Total AUM
₹1.15K Cr
as on 31-Mar-2025
Address
India
Phone
Website
Old Bridge Focused Equity Fund Direct Growth Highlights
Very High Risk
Investors understand that their principal will be at Very High Risk
About the fund
This fund has delivered an average annual returns of 13.29% since inception which is less than its category average return of 15.56%
Fund Allocations
This fund has an allocation of 91.32% in Equity, 0% in Debt and 8.68% in Cash related instruments
AUM size ₹1329 Cr
This fund has AUM of ₹1329 Cr which is less than its category average of ₹ 4979 Cr
Expense Ratio 1.14%
This fund has an expense ratio of 1.14% which is less than its category average expense ratio of 1.45%
Frequently Asked Questions for Old Bridge Focused Equity Fund Direct Growth
The current NAV of Old Bridge Focused Equity Fund Direct Growth is ₹11.69 as on 23-Apr-2025.
Existing (Absolute + CAGR) as on 23-Apr-2025.
Old Bridge Focused Equity Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 1.92% | 1.92% |
6 Month Returns | -3.63% | -3.63% |
1 Year Returns | 13.5% | 13.5% |
3 Years Returns | 0% | 0% |
With INDmoney, the process of investing is very simple and involves zero commission.
- Click Buy on the fund name.
- Input the amount you are looking to invest.
- Select Lump Sum or SIP (Weekly, Monthly or Quarterly).
- Select your bank account and proceed with Payment.
1.14% as on March 2025
₹1329 Cr as on March 2025
Redington Ltd(6.13%), Bharti Airtel Ltd(6%), InterGlobe Aviation Ltd(5.85%), Shriram Finance Ltd(5.81%), Kaveri Seed Co Ltd(5.73%) as on March 2025
Basic Materials(17.75%), Industrial(15.01%), Health(13.35%) as on March 2025
The alpha ratio for the Old Bridge Focused Equity Fund Direct Growth for various period is as follows:
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Old Bridge Focused Equity Fund Direct Growth | 7.83 | - | - |
As on March 2025
The alpha for Old Bridge Focused Equity Fund Direct Growth is calculated against BSE 500 TR INR. Higher alpha indicates that this fund has generated extra returns compared to the benchmark index. An alpha of 1.0 means the fund has outperformed its benchmark index by 1%.
The Beta ratio for the Old Bridge Focused Equity Fund Direct Growth for various period is as follows:
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
Old Bridge Focused Equity Fund Direct Growth | 1.06 | - | - |
As on March 2025
The Beta for Old Bridge Focused Equity Fund Direct Growth is calculated with BSE 500 TR INR. Beta tells the volatility of the mutual fund relative to its benchmark. If the beta of a mutual fund is more than 1, then the mutual fund is more volatile than its benchmark. If beta is less than 1, then the mutual fund is less volatile than the benchmark.
The sharpe ratio for the Old Bridge Focused Equity Fund Direct Growth for various period is as follows:
Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
Old Bridge Focused Equity Fund Direct Growth | 0.44 | - | - |
As on March 2025
The sharpe ratio for Old Bridge Focused Equity Fund Direct Growth is calculated with BSE 500 TR INR. Sharpe ratio tells risk-adjusted-returns of the mutual fund. The higher a fund's Sharpe ratio, the better a fund's returns have been relative to the risk it has taken on.
The standard deviation for the Old Bridge Focused Equity Fund Direct Growth for various period is as follows:
Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
Old Bridge Focused Equity Fund Direct Growth | 18.68 | - | - |
As on March 2025
Standard deviation tells the volatility of the returns of the mutual fund. The higher a fund's Standard deviation, the higher the volatility of the fund's returns.
The Exit load of Old Bridge Focused Equity Fund Direct Growth is 1%