Mutual Funds

Old Bridge Focused Fund - Regular IDCW

Old Bridge Mutual FundFocusedVery High Risk
₹13.11-0.06 (-0.46%)

NAV as on 2026-07-17 · Equity · Focused

AUM

₹3,670 Cr

1Y Return

+7.8%

3Y CAGR

-

5Y CAGR

-

Expense

1.64%

Risk

Very High

Old Bridge Focused Fund
₹13.11-0.46%

1Y Return

+7.8%

3Y CAGR

-

5Y CAGR

-

Since Inception

+11.5%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹11.09
₹13.39

88% from 52W low

Fund Information

FocusedEquitySince 25-01-2024

Fund House

Old Bridge Mutual Fund

Category

Equity - Focused

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity92.9%
Cash7.1%

Market Cap Split

Large Cap45.0%
Mid Cap15.2%
Small Cap29.4%

Top Holdings

26 stocks
Weight1M Change
1

Shriram Finance Ltd

Financial Services

7.48%+15.5%
2

Aurobindo Pharma Ltd

Healthcare

6.51%+6.8%
3

Maruti Suzuki India Ltd

Consumer Cyclical

6.33%+23.2%
4

Bharti Airtel Ltd

Communication Services

5.90%+29.3%
5

Redington Ltd

Technology

5.81%+28.2%
6

Triparty Repo

5.45%0.0%
7

Tata Motors Passenger Vehicles Ltd

Consumer Cyclical

5.26%+67.7%
8

InterGlobe Aviation Ltd

Industrials

4.98%+12.3%
9

Prestige Estates Projects Ltd

Real Estate

4.96%+25.7%
10

Ramkrishna Forgings Ltd

Industrials

4.32%+18.4%

Sector Allocation

Weight1M Change
Healthcare
15.7%+12%
Industrials
14.8%+35%
Financial Services
14.2%+20%
Consumer Cyclical
14.0%+91%
Basic Materials
13.8%+82%
Communication Services
5.9%+29%
Technology
5.8%+28%
Real Estate
5.0%+26%
Consumer Defensive
3.7%0%

Fundamentals

P/E Ratio

22.59

Cat avg: 27.52

P/B Ratio

3.07

Cat avg: 3.84

Dividend Yield

1.01%

Cat avg: 0.92%

Price/Sale

1.26

Price/Cash Flow

14.33

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Old Bridge Focused Reg IDCW-P3,6701.64+7.8%--
SBI Focused Reg IDCW-P47,2741.47+11.2%+15.6%+12.7%
HDFC Focused IDCW-P27,3031.65+1.4%+16.5%+18.6%
ICICI Pru Focused Equity IDCW-P17,0121.43+3.6%+17.0%+15.6%
Franklin India Focused Equity IDCW-P11,4091.48-5.7%+9.1%+10.4%
Axis Focused IDCW-P11,0781.75-2.5%+7.7%+5.0%
Nippon India Focused IDCW-P8,5311.52-0.1%+10.9%+11.2%
Aditya BSL Focused IDCW-P7,8551.53+3.2%+12.9%+11.3%
360 ONE Focused Reg IDCW-P6,6451.54+1.7%+11.8%+12.2%
Mirae Asset Focused Reg IDCW-P6,5761.55-6.1%+6.3%+6.5%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹3,670 Cr
Expense Ratio1.64%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings25

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.