Old Bridge Focused Equity Fund Direct Growth
Equity
Direct
Focused Fund
NAV as on 20-12-2024
₹ 11.84
1D
Inception Returns
18.3%
/yr
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 ₹1016 Cr worth of assets under management (AUM) as on Nov 2024 and is less than category average.
- The fund has an expense ratio 1.2.
Returns
Old Bridge Focused Equity Fund Direct Growth has given a CAGR return of 18.28% since inception.
Holdings
Old Bridge Focused Equity Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Health, Industrial, Tech, Basic Materials, Financial Services, Communication, Utilities, Real Estate, Consumer Defensive, Consumer Cyclical. Its top holdings are Redington Ltd, HCL Technologies Ltd, InterGlobe Aviation Ltd, Bharti Airtel Ltd, Marksans Pharma 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 15%For long term (more than 1 year) capital gains will be taxed at 10% without indexation benefitDividends will always be taxed at slab rate. Gains upto Rs 1 lakh are exempt in case of long term.
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.
Historical NAV & Returns
Old Bridge Focused Equity Fund Direct Growth Overview
| Expense ratio | 1.21% |
Benchmark | S&P BSE 500 India TR INR |
| AUM | ₹1016 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 (20-Dec-24)
Fund Distribution
as on (30-Nov-24)
- This fund’s returns stands at -0.58% whereas the fund’s underlying benchmark Nifty 500 returns stands at -0.60% as on Nov'24
- This fund outperformed Nifty 500 by 0.02% in Nov'24
- AUM of the fund stands at 936.7 Cr as of Nov'24
- AUM increased by 128.7 Cr between Nov'24 and Oct'24
Top 3 Sectors in November were Health, Industrial & Tech
Top Growth Drivers | 1M Return |
|---|---|
 Interglobe Aviation Ltd | 8.5% |
 Marksans Pharma Ltd | 4.8% |
 Syngene International Ltd | 1% |
Old Bridge Focused Equity Fund Direct Growth Highlights
Very High Risk
About the fund
Fund Allocations
AUM size ₹1016 Cr
Expense Ratio 1.21%
Frequently Asked Questions for Old Bridge Focused Equity Fund Direct Growth
Old Bridge Focused Equity Fund Direct Growth | Absolute Returns | CAGR Returns |
1 Month Returns | 3.14% | 3.14% |
6 Month Returns | 5.24% | 5.24% |
1 Year Returns | 0% | 0% |
3 Years Returns | 0% | 0% |
5 Years Returns | 0% | 0% |
- 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.
Fund Name | Alpha 1 Year | Alpha 3 Years | Alpha 5 Years |
Old Bridge Focused Equity Fund Direct Growth | - | - | - |
Fund Name | Beta 1 Year | Beta 3 Years | Beta 5 Years |
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Fund Name | Sharpe Ratio 1 Year | Sharpe Ratio 3 Years | Sharpe Ratio 5 Years |
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Fund Name | Standard Deviation 1 Year | Standard Deviation 3 Years | Standard Deviation 5 Years |
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