OL
Old Bridge Focused Fund Direct Growth
Latest NAV
+13.85% 1Y
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Benchmark: BSE 500 TRI
Expense ratio
1.08%
AUM
₹4,354 Cr
Min SIP
₹2,500
Min lump sum
₹5,000
1Y
+13.85%
3Y (ann.)
+0.00%
5Y (ann.)
+0.00%
Launched
Jan 2024
Where the NAV sits & how risky it is
₹13.60
52-week range
at 74%
₹13.60
Low 07 Feb 2025₹11.34
High 10 Aug 2026₹14.39
Risk level
Very High
Low
Very high
NAV history
25 Jan 2024
Since inception
05 Oct 2026
Returns by period
1W
-2.95%
1M
-3.85%
3M
+0.00%
6M
+15.71%
1Y
+13.85%
3Y
+0.00%
5Y
+0.00%
3Y and 5Y returns are annualised.
Return calculator
You invest
—
Est. gain
—
Est. value
—
Invested Gain
Invested
Projected value
min SIP ₹2,500
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. Actual returns vary and are not guaranteed.
Where your money goes
AS OF 31 MAY 2026
Equity 88.53%
Cash & other 11.47%
Sector split
Country split
Top 5 hold 27.0%
Top 10 hold 47.0%
24 equity holdings
Equity holdings
| # | Holding | Sector | Country | Weight | YTD |
|---|---|---|---|---|---|
| 1 | Shriram Finance
INE721A01047 |
Financial Services Credit Services |
India |
6.52%
|
+0.45% |
| 2 | Aurobindo Pharma
INE406A01037 |
Healthcare Drug Manufacturers - Specialty & Generic |
India |
6.10%
|
+19.04% |
| 3 | Maruti Suzuki
INE585B01010 |
Consumer Cyclical Auto Manufacturers |
India |
5.29%
|
-17.32% |
| 4 | Bharti Airtel
INE397D01024 |
Communication Services Telecom Services |
India |
4.99%
|
-12.56% |
| 5 | Redington
INE891D01026 |
Technology Information Technology Services |
India |
4.08%
|
-10.85% |
| 6 | Hindustan Zinc
INE267A01025 |
Basic Materials Other Industrial Metals & Mining |
India |
4.07%
|
-6.14% |
| 7 | Ramkrishna Forgings
INE399G01023 |
Industrials Metal Fabrication |
India |
4.05%
|
+12.78% |
| 8 | Interglobe Aviation
INE646L01027 |
Industrials Airlines |
India |
4.03%
|
-3.54% |
| 9 | Axis Bank
INE238A01034 |
Financial Services Banks - Regional |
India |
3.98%
|
+7.79% |
| 10 | Tata Motors Passenger Vehicles
INE155A01022 |
Consumer Cyclical Auto Manufacturers |
India |
3.89%
|
+7.91% |
About this scheme
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.
Fund manager(s): Kenneth Andrade, Tarang Agrawal
Exit load: Exit load of 1%, if redeemed within 365 days.
Scheme snapshot
VR Rating
MS Rating
Plan
Growth
Type
DIRECT
Inception
25 Jan 2024
Lump-sum min
₹5,000
SIP
Purchase
Switch
STP
SWP
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