Old Bridge Focused Equity Fund Direct Growth

Old Bridge Focused Equity Fund Direct Growth

NAV as on 31-03-2025

₹ 11.34

-0.7%

1D

Inception Returns

11.2%

/yr

Historical NAV & Returns

Absolute

zero opening, trading, fund transfer fee
1491 people have invested ₹ 2.6Cr 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

  1. Old Bridge Focused Equity Fund Direct Growth has ₹1151 Cr worth of assets under management (AUM) as on Feb 2025 and is less than category average.
  2. The fund has an expense ratio 1.2.

Returns

Old Bridge Focused Equity Fund Direct Growth has given a CAGR return of 11.23% since inception. Over the last 1 year the fund has given a CAGR return of 14.20%.

Holdings

Old Bridge Focused Equity Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Basic Materials, Tech, Industrial, Health, Financial Services, Consumer Cyclical, Communication, Utilities, Consumer Defensive, Real Estate. Its top holdings are Redington Ltd, Shriram Finance Ltd, Bharti Airtel Ltd, InterGlobe Aviation Ltd, HCL Technologies 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 benefit
Dividends 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 ratio1.18%
Benchmark
S&P BSE 500 India TR INR
AUM₹1151 Cr
Inception Date25 January, 2024
Min Lumpsum/SIP₹5000/₹2500
Exit Load
1.0%
Lock InNo Lock-in
TurnOver
3.55%
STCGSelling mutual fund before 1 year, returns taxed at 20%.
LTCGAfter 1 year, 12.5% tax on returns over ₹1.25 lakh/year.
Risk
Risk meter
pointer
Very High Risk

Trailing Returns

as on (31-Mar-25)

Period
Old Bridge Focused Equity Fund Direct Growth
Nifty 500
focused fund
1M
7.7%
7.3%
5.8%
3M
-4.2%
-4.6%
-7.3%
6M
-11.5%
-12%
-13.7%
1Y
14.2%
5.4%
6.3%

Fund Distribution

as on (28-Feb-25)

  • Equity 90.7%

  • Debt & Cash 9.3%

Small cap
38.4%

Large cap
38.3%

Mid cap
14%

Sector Allocation

Feb'25

Jan'25

Dec'24

Basic Materials
16.8%
Tech
16.3%
Industrial
16%
Health
15.3%
Financial Services
12.5%
Consumer Cyclical
7.1%
Communication
6.9%
Utilities
3%
Consumer Defensive
3%
Real Estate
2.9%
All changes are between Dec'24 and Feb'25
Dec'24
Fund Returns
-1.58%
Nifty 500
-2.02%
Parameters
Feb'25
Jan'25
Dec'24
AUM
₹ 1.2K Cr
₹ 1.2K Cr
₹ 1K Cr
  • AUM of the fund stands at 1.2K Cr as of Feb'25
  • AUM decreased by 2.4 Cr between Feb'25 and Jan'25
Top Stocks bought last month
Ramkrishna Forgings Ltd's allocation increased from 1.5% to 2.71%
Ramkrishna Forgings Ltd's allocation increased from 1.5% to 2.71%
Shriram Finance Ltd's allocation increased from 5.41% to 6.31%
Shriram Finance Ltd's allocation increased from 5.41% to 6.31%
Alivus Life Sciences Ltd's allocation increased from 2.08% to 2.74%
Alivus Life Sciences Ltd's allocation increased from 2.08% to 2.74%
Top Stocks sold last month
Bharti Airtel Ltd's allocation decreased from 6.49 % to 6.28 %
Bharti Airtel Ltd's allocation decreased from 6.49 % to 6.28 %
HCL Technologies Ltd's allocation decreased from 5.77 % to 5.28 %
HCL Technologies Ltd's allocation decreased from 5.77 % to 5.28 %
Aurobindo Pharma Ltd's allocation decreased from 5.58 % to 5.05 %
Aurobindo Pharma Ltd's allocation decreased from 5.58 % to 5.05 %
Large Cap allocation has gone up from 32.4% to 38.3%
Large Cap allocation has gone up from 32.4% to 38.3%
Small Cap allocation has gone down from 41.6% to 38.4%
Small Cap allocation has gone down from 41.6% to 38.4%
Mid Cap allocation has gone down from 14.6% to 14%
Mid Cap allocation has gone down from 14.6% to 14%
Cash allocation has gone down from 11.4% to 9.3%
Cash allocation has gone down from 11.4% to 9.3%

Top 3 Sectors in February were Industrial, Health & Tech

Feb'25
Basic Materials
17%
Tech
16%
Industrial
16%
Jan'25
Industrial
20%
Health
19%
Tech
16%
Fund
Feb'25
Jan'25
Dec'24
No of Holdings
25
25
24
Top 5 Company Concentration
30.3%
29.6%
30.9%
Company having highest exposure
Redington Ltd (6.5%)
Bharti Airtel Ltd (6.5%)
Aurobindo Pharma Ltd (6.8%)
No of Sectors
10
10
10
Top 5 Sectors Concentration
77%
80.8%
79.6%
Sector having highest exposure
Basic Materials (16.8%)
Industrial (20.2%)
Health (22.3%)
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Fund House
Old Bridge Asset Management Private Limited
Total AUM
₹1.15K Cr
as on 28-Feb-2025
Address
India
Phone
Website

Old Bridge Focused Equity Fund Direct Growth Highlights

Risk meter
pointer

Very High Risk

Investors understand that their principal will be at Very High Risk
About the fund

About the fund

This fund has delivered an average annual returns of 11.23% since inception which is less than its category average return of 14.99%
Fund Allocations

Fund Allocations

This fund has an allocation of 90.7% in Equity, 0% in Debt and 9.3% in Cash related instruments
AUM size ₹1151 Cr

AUM size ₹1151 Cr

This fund has AUM of ₹1151 Cr which is less than its category average of ₹ 4754 Cr
Expense Ratio 1.18%

Expense Ratio 1.18%

This fund has an expense ratio of 1.18% 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 ₹11.34 as on 31-Mar-2025.
Existing (Absolute + CAGR) as on 31-Mar-2025.
Old Bridge Focused Equity Fund Direct Growth
Absolute Returns
CAGR Returns
1 Month Returns
7.69%
7.69%
6 Month Returns
-11.54%
-11.54%
1 Year Returns
14.2%
14.2%
3 Years Returns
0%
0%
5 Years Returns
0%
0%
With INDmoney, the process of investing is very simple and involves zero commission.
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  • Select your bank account and proceed with Payment.
1.18% as on March 2025
₹1151 Cr as on March 2025
Redington Ltd(6.54%), Shriram Finance Ltd(6.31%), Bharti Airtel Ltd(6.28%), InterGlobe Aviation Ltd(5.92%), HCL Technologies Ltd(5.28%) as on March 2025
Basic Materials(15.28%), Tech(14.81%), Industrial(14.5%) 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
-
-
As on March 2025
The alpha for Old Bridge Focused Equity Fund Direct Growth is calculated against S&P BSE 500 India 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
1.08
-
-
As on March 2025
The Beta for Old Bridge Focused Equity Fund Direct Growth is calculated with S&P BSE 500 India 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
0.02
-
-
As on March 2025
The sharpe ratio for Old Bridge Focused Equity Fund Direct Growth is calculated with S&P BSE 500 India 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
17.33
-
-
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%