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Old Bridge Focused Fund-Reg(G)

Scheme Returns

-7.67%

Category Returns

-2.88%

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 Fund-Reg(G) -0.96 -2.84 -7.67 -1.57 -1.74 0.00 0.00 0.00 8.35
Equity - Focused Fund -0.60 -1.70 -2.88 4.38 3.19 16.59 13.78 19.99 15.87

* 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

    11.31

  • 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

    301, Centrium, 3rd Floor, 57, L.B.S. Road Nav Pada, Kurla (West) Mumbai - 400070

  • Phone

    022 - 4617 0911

  • Fax

  • Email

    investorsupport.mfs@kfintech.com

  • Website

    https://mfs.kfintech.com/

Portfolio Details

Allocation
Equity : 92.14
Others : 7.86

Companies - Holding Percentage

Company Market Value hold percentage
Triparty Repo 14805 7.76
Redington Limited 12081.22 6.33
Bharti Airtel Limited 10650.88 5.58
Prestige Estates Projects Limited 9998.13 5.24
UPL Limited 9788.48 5.13
Maruti Suzuki India Limited 9654.39 5.06
Shriram Finance Limited 9607.51 5.03
InterGlobe Aviation Limited 9092.83 4.76
Aurobindo Pharma Limited 9014.61 4.72
HCL Technologies Limited 9006.01 4.72
Indian Energy Exchange Limited 8851.39 4.64
Tata Steel Limited 8692.54 4.55
Kaveri Seed Company Limited 7984.19 4.18
Granules India Limited 7835.65 4.1
Infosys Limited 7368.28 3.86
Hindalco Industries Limited 6866.01 3.6
Ramkrishna Forgings Limited 5853.79 3.07
Marksans Pharma Limited 5648.4 2.96
Radico Khaitan Limited 5601.67 2.93
The Great Eastern Shipping Company Limited 5534.44 2.9
Antony Waste Handling Cell Limited 4355.2 2.28
Barbeque Nation Hospitality Limited 4274.7 2.24
Restaurant Brands Asia Limited 4131.29 2.16
Alivus Life Sciences Limited 4000.27 2.1
Net Receivables / (Payables) 206.47 0.11

Sectors - Holding Percentage

Sector hold percentage
Healthcare 13.88%
IT 8.58%
Automobile & Ancillaries 8.12%
Miscellaneous 7.76%
Trading 6.33%
Telecom 5.58%
Realty 5.24%
Chemicals 5.13%
Finance 5.03%
Aviation 4.76%
Power 4.64%
Iron & Steel 4.55%
Hospitality 4.4%
Agri 4.18%
Non - Ferrous Metals 3.6%
Alcohol 2.93%
Logistics 2.9%
Business Services 2.28%
Others 0.11%

Divident Details

Scheme Name Date Dividend (%)
No Data Found

Alternative Funds From Category

Scheme Name Asset Size 1M 3M 6M 1Y 3Y
Bandhan Focused Fund-Regular Plan-Growth 1246.32 -1.84 6.06 3.59 12.4 17.62
Invesco India Focused Fund - Growth 1639.94 -0.8 6.66 7.18 11.35 24.51
Canara Robeco Focused Fund - Regular Plan - Growth Option 1750.99 -1.39 6.37 6.77 10.33 17.89
HDFC Focused Fund - GROWTH 4379.74 -1.93 2.74 6.58 9.19 22.83
SBI Focused Fund - REGULAR PLAN -GROWTH 27962.29 -2.72 3.84 4.39 7.4 14.85
ICICI Prudential Focused Equity Fund - Growth 4172.43 -2.24 3.81 8.71 6.92 21.92
HSBC Focused Fund - Regular Growth 1359.92 -1.46 7.96 5.06 5.9 16.47
Mirae Asset Focused Fund Regular Plan Growth 8655.95 -2.39 4.89 4.07 5.9 10.87
ITI Focused Fund - Regular Plan - Growth 202.31 -3.45 6.47 7.01 5.39 0
DSP Focused Fund - Regular Plan - Growth 1763.69 -3.02 2.5 3.66 5.25 17.05

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

Scheme Name Asset Size 1M 3M 6M 1Y 3Y
Old Bridge Focused Fund - Regular Growth 1909.03 -7.67 -1.57 0.44 -1.74 0
Old Bridge Focused Fund - Regular Growth 1739 -7.67 -1.57 0.44 -1.74 0
Old Bridge Focused Fund - Regular Growth 1465.13 -7.67 -1.57 0.44 -1.74 0
Old Bridge Focused Fund - Regular Growth 1329.43 -7.67 -1.57 0.44 -1.74 0
Old Bridge Focused Fund - Regular Growth 1153.42 -7.67 -1.57 0.44 -1.74 0
Old Bridge Focused Fund - Regular Growth 1151.05 -7.67 -1.57 0.44 -1.74 0
Old Bridge Focused Fund - Regular Growth 1075.64 -7.67 -1.57 0.44 -1.74 0
Old Bridge Focused Fund - Regular Growth 1015.55 -7.67 -1.57 0.44 -1.74 0
Old Bridge Focused Fund - Regular Growth 936.73 -7.67 -1.57 0.44 -1.74 0
Old Bridge Focused Fund - Regular Growth 808.01 -7.67 -1.57 0.44 -1.74 0