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Old Bridge Focused Equity Fund-Reg(G)

Scheme Returns

0.88%

Category Returns

3.33%

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) 1.51 5.35 0.88 2.24 11.19 0.00 0.00 0.00 11.37
Equity - Focused Fund 1.38 5.83 3.33 2.43 10.11 15.06 17.12 23.76 16.08

* 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

    11.43

  • 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 : 91.32
Others : 8.68

Companies - Holding Percentage

Company Market Value hold percentage
Redington Limited 8150.97 6.13
Bharti Airtel Limited 7973.64 6
InterGlobe Aviation Limited 7782.65 5.85
Shriram Finance Limited 7721.12 5.81
Kaveri Seed Company Limited 7616.79 5.73
Indian Energy Exchange Limited 7382.34 5.55
Triparty Repo 7278.7 5.48
Aurobindo Pharma Limited 6375.54 4.8
HCL Technologies Limited 6147.05 4.62
Maruti Suzuki India Limited 5887.82 4.43
Tata Steel Limited 5382.98 4.05
Prestige Estates Projects Limited 5329.59 4.01
UPL Limited 5315.87 4
Hindalco Industries Limited 5282.03 3.97
The Great Eastern Shipping Company Limited 5267.57 3.96
Net Receivables / (Payables) 4262.33 3.21
Marksans Pharma Limited 4131.44 3.11
Ramkrishna Forgings Limited 4121.69 3.1
Alivus Life Sciences Limited 3857.53 2.9
Radico Khaitan Limited 3668.52 2.76
Granules India Limited 3385 2.55
Infosys Limited 3204.13 2.41
Restaurant Brands Asia Limited 3025.28 2.28
Antony Waste Handling Cell Limited 2779.14 2.09
Barbeque Nation Hospitality Limited 1612.82 1.21

Sectors - Holding Percentage

Sector hold percentage
Healthcare 13.35%
Automobile & Ancillaries 7.53%
IT 7.03%
Trading 6.13%
Telecom 6%
Aviation 5.85%
Finance 5.81%
Agri 5.73%
Power 5.55%
Miscellaneous 5.48%
Iron & Steel 4.05%
Realty 4.01%
Chemicals 4%
Non - Ferrous Metals 3.97%
Logistics 3.96%
Hospitality 3.49%
Others 3.21%
Alcohol 2.76%
Business Services 2.09%

Divident Details

Scheme Name Date Dividend (%)
No Data Found

Alternative Funds From Category

Scheme Name Asset Size 1M 3M 6M 1Y 3Y
HDFC Focused 30 Fund - GROWTH 4379.74 3.86 6.36 0.63 18.79 22.68
DSP Focus Fund - Regular Plan - Growth 1763.69 2.72 5.3 -3.06 18.54 17.42
ICICI Prudential Focused Equity Fund - Growth 4172.43 7.98 4.54 -3.26 15.38 20.11
Bandhan Focused Equity Fund-Regular Plan-Growth 1246.32 2.9 -1.01 -5.15 15.07 15.52
Invesco India Focused Fund - Growth 1639.94 2.77 2.93 -7.03 15.04 20.58
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH 27962.29 5.92 1.75 -1.69 13.39 12.16
Nippon India Focused Equity Fund -Growth Plan -Growth Option 6112.01 4.94 5.78 -4.19 12.13 13.51
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 1750.99 5.49 -0.59 -5.77 11.27 15.46
Old Bridge Focused Equity Fund - Regular Growth 124.72 0.88 2.24 -6.77 11.19 0
Aditya Birla Sun Life Focused Fund -Growth Option 5805.14 2.19 3.34 -4.89 11.03 14.2

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 1329.43 0.88 2.24 -6.77 11.19 0
Old Bridge Focused Equity Fund - Regular Growth 1153.42 0.88 2.24 -6.77 11.19 0
Old Bridge Focused Equity Fund - Regular Growth 1151.05 0.88 2.24 -6.77 11.19 0
Old Bridge Focused Equity Fund - Regular Growth 1075.64 0.88 2.24 -6.77 11.19 0
Old Bridge Focused Equity Fund - Regular Growth 1015.55 0.88 2.24 -6.77 11.19 0
Old Bridge Focused Equity Fund - Regular Growth 936.73 0.88 2.24 -6.77 11.19 0
Old Bridge Focused Equity Fund - Regular Growth 808.01 0.88 2.24 -6.77 11.19 0
Old Bridge Focused Equity Fund - Regular Growth 705.13 0.88 2.24 -6.77 11.19 0
Old Bridge Focused Equity Fund - Regular Growth 590.04 0.88 2.24 -6.77 11.19 0
Old Bridge Focused Equity Fund - Regular Growth 468.43 0.88 2.24 -6.77 11.19 0