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Old Bridge Focused Equity Fund-Reg(G)

Scheme Returns

7.59%

Category Returns

6.55%

Riskometer

  • Low
  • Low to moderate
  • Moderate
  • Moderately High
  • High
  • Very High

NAV Chart

Trailing Returns

1 Day 1 week 1 Mth 3 Mth 1 Yrs 3 Yrs 4 Yrs 5 Yrs Since Inception
Old Bridge Focused Equity Fund-Reg(G) -0.71 -1.15 7.59 -4.44 13.02 0.00 0.00 0.00 10.12
Equity - Focused Fund -0.35 0.20 6.55 -6.14 7.69 14.75 16.00 24.52 15.71

* Equity - Returns upto 1 year are absolute and over 1 year are CAGR.

* Debt - Returns upto 1 year are annualized and over 1 year are CAGR.

  • AMC

    Old Bridge Asset Management Private Limited

  • Fund

    Old Bridge Mutual Fund

Snapshot

  • Inception Date

    24-Jan-2024

  • Initial Price

    ₹10

  • Entry Load

    --

  • Size of Fund(in Cr.)

    12,471.98

  • Scheme Plan

    --

  • Scheme Class

    Equity - Focused Fund

  • Objectives

    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).

  • Scheme Type

    Open ended scheme

  • Min. Investment

    ₹5,000

  • Exit Load

    1

  • Latest NAV

    11.2

  • Fund Manager

    Mr. Tarang Agrawal

  • Fund Manager Profile

    Mr. Tarang Agrawal has a formal experience of over 4 years in the capital markets. Prior to joining Old Bridge Asset Management, Tarang worked as an Investment Analyst at Old Bridge Capital Management Private Ltd. In his role he has covered multiple industries and has a keen interest in state and central finances.

  • Fund Information

  • AMC

    Old Bridge Asset Management Private Limited

  • Address

    1705, ONE BKC, C - Wing, G - Block, BKC, Bandra (E) Mumbai - 400 051

  • Phone

    022 69459999

  • Fax

    022 6945 9941

  • Email

    services@oldbridgemf.com

  • Website

    www.oldbridgemf.com

  • Registrar Agent

  • Registrar

    KFin Technologies Limited

  • Address

    Selenium Building, Tower-B, Plot No 31 & 32 Financial District,Nanakramguda, Serilingampally Hyderabad - 500 032

  • Phone

    (040) 23312454 23320751 23320752

  • Fax

    (040) 23311968

  • Email

    customercare@karvy.com

  • Website

    https://mfs.kfintech.com/

Portfolio Details

Allocation
Equity : 90.7
Others : 9.3

Companies - Holding Percentage

Company Market Value hold percentage
Triparty Repo 10116.32 8.79
Redington Limited 7525.94 6.54
Shriram Finance Limited 7265.62 6.31
Bharti Airtel Limited 7222.92 6.28
InterGlobe Aviation Limited 6811.9 5.92
HCL Technologies Limited 6079.69 5.28
Kaveri Seed Company Limited 6035.73 5.24
Aurobindo Pharma Limited 5814.08 5.05
Maruti Suzuki India Limited 5805.68 5.04
Indian Energy Exchange Limited 5800.6 5.04
Hindalco Industries Limited 4433.99 3.85
UPL Limited 4095.19 3.56
The Great Eastern Shipping Company Limited 4012.17 3.49
Marksans Pharma Limited 3801.26 3.3
Infosys Limited 3442.91 2.99
Granules India Limited 3214.13 2.79
Gujarat Gas Limited 3176.08 2.76
Alivus Life Sciences Limited 3157.31 2.74
Radico Khaitan Limited 3130.99 2.72
Ramkrishna Forgings Limited 3116.88 2.71
Prestige Estates Projects Limited 3024.72 2.63
Tata Steel Limited 3018.4 2.62
Antony Waste Handling Cell Limited 2754.96 2.39
Barbeque Nation Hospitality Limited 1653.87 1.44
Net Receivables / (Payables) 593.22 0.52

Sectors - Holding Percentage

Sector hold percentage
Healthcare 13.89%
Miscellaneous 8.79%
IT 8.27%
Automobile & Ancillaries 7.75%
Trading 6.54%
Finance 6.31%
Telecom 6.28%
Aviation 5.92%
Agri 5.24%
Power 5.04%
Non - Ferrous Metals 3.85%
Chemicals 3.56%
Logistics 3.49%
Gas Transmission 2.76%
Alcohol 2.72%
Realty 2.63%
Iron & Steel 2.62%
Business Services 2.39%
Hospitality 1.44%
Others 0.52%

Divident Details

Scheme Name Date Dividend (%)
No Data Found

Alternative Funds From Category

Scheme Name Asset Size 1M 3M 6M 1Y 3Y
DSP Focus Fund - Regular Plan - Growth 1763.69 8.03 -2.22 -9.45 16.82 16.93
HDFC Focused 30 Fund - GROWTH 4379.74 5.96 -0.87 -6.26 15.57 23.4
Invesco India Focused Fund - Growth 1639.94 6.44 -10.11 -10.58 14.77 19.91
Old Bridge Focused Equity Fund - Regular Growth 124.72 7.59 -4.44 -12.02 13.02 0
ICICI Prudential Focused Equity Fund - Growth 4172.43 8.49 -1.96 -10.12 12.01 20.28
Bandhan Focused Equity Fund-Regular Plan-Growth 1246.32 4.59 -11.18 -11.55 11.53 14.65
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH 27962.29 5.99 -1.31 -5.82 11.52 12.42
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 1750.99 7.63 -5.03 -10.24 10.62 16.23
ITI Focused Equity Fund - Regular Plan - Growth 202.31 9.94 -6.65 -10.99 9.2 0
Edelweiss Focused Fund - Regular Plan - Growth 508.48 5.85 -7.11 -12.42 9.07 0

Other Funds From - Old Bridge Focused Equity Fund-Reg(G)

Scheme Name Asset Size 1M 3M 6M 1Y 3Y
Old Bridge Focused Equity Fund - Regular Growth 1153.42 7.59 -4.44 -12.02 13.02 0
Old Bridge Focused Equity Fund - Regular Growth 1151.05 7.59 -4.44 -12.02 13.02 0
Old Bridge Focused Equity Fund - Regular Growth 1075.64 7.59 -4.44 -12.02 13.02 0
Old Bridge Focused Equity Fund - Regular Growth 1015.55 7.59 -4.44 -12.02 13.02 0
Old Bridge Focused Equity Fund - Regular Growth 936.73 7.59 -4.44 -12.02 13.02 0
Old Bridge Focused Equity Fund - Regular Growth 808.01 7.59 -4.44 -12.02 13.02 0
Old Bridge Focused Equity Fund - Regular Growth 705.13 7.59 -4.44 -12.02 13.02 0
Old Bridge Focused Equity Fund - Regular Growth 590.04 7.59 -4.44 -12.02 13.02 0
Old Bridge Focused Equity Fund - Regular Growth 468.43 7.59 -4.44 -12.02 13.02 0
Old Bridge Focused Equity Fund - Regular Growth 375.72 7.59 -4.44 -12.02 13.02 0