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Old Bridge Focused Fund-Reg(G)

Scheme Returns

2.62%

Category Returns

3.67%

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) 0.33 2.36 2.62 7.71 8.87 0.00 0.00 0.00 14.65
Equity - Focused Fund 0.38 2.33 3.67 10.00 6.14 21.62 15.81 22.41 16.89

* 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

    12.15

  • 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 : 88.19
Others : 11.81

Companies - Holding Percentage

Company Market Value hold percentage
Triparty Repo 19996.84 11.5
Bharti Airtel Limited 9401.65 5.41
Kaveri Seed Company Limited 9336.38 5.37
Redington Limited 9195.72 5.29
Maruti Suzuki India Limited 9153.02 5.26
Indian Energy Exchange Limited 8760.02 5.04
HCL Technologies Limited 8526.69 4.9
Prestige Estates Projects Limited 8447.35 4.86
Shriram Finance Limited 8266.8 4.75
InterGlobe Aviation Limited 8109.22 4.66
Tata Steel Limited 7720.91 4.44
Aurobindo Pharma Limited 7510.96 4.32
UPL Limited 7487.71 4.31
Hindalco Industries Limited 5847.08 3.36
Marksans Pharma Limited 5482.18 3.15
Radico Khaitan Limited 5421.03 3.12
The Great Eastern Shipping Company Limited 5262.76 3.03
Infosys Limited 5141.28 2.96
Granules India Limited 4408.87 2.54
Ramkrishna Forgings Limited 4231.63 2.43
Restaurant Brands Asia Limited 4068.73 2.34
Antony Waste Handling Cell Limited 3996.48 2.3
Barbeque Nation Hospitality Limited 3869.86 2.23
Alivus Life Sciences Limited 3713.92 2.14
Net Receivables / (Payables) 542.97 0.31

Sectors - Holding Percentage

Sector hold percentage
Healthcare 12.14%
Miscellaneous 11.5%
IT 7.86%
Automobile & Ancillaries 7.7%
Telecom 5.41%
Agri 5.37%
Trading 5.29%
Power 5.04%
Realty 4.86%
Finance 4.75%
Aviation 4.66%
Hospitality 4.57%
Iron & Steel 4.44%
Chemicals 4.31%
Non - Ferrous Metals 3.36%
Alcohol 3.12%
Logistics 3.03%
Business Services 2.3%
Others 0.31%

Divident Details

Scheme Name Date Dividend (%)
No Data Found

Alternative Funds From Category

Scheme Name Asset Size 1M 3M 6M 1Y 3Y
ICICI Prudential Focused Equity Fund - Growth 4172.43 3.97 10.93 9.05 11.68 27.17
Canara Robeco Focused Fund - Regular Plan - Growth Option 1750.99 4.38 9.93 4.97 11.38 23
Bandhan Focused Fund-Regular Plan-Growth 1246.32 4.23 10.09 -1.41 10.99 22.38
HDFC Focused Fund - GROWTH 4379.74 2.71 8.28 7.53 10.75 27.59
Invesco India Focused Fund - Growth 1639.94 2.98 10.16 -0.55 10.38 28.36
SBI FOCUSED EQUITY FUND - REGULAR PLAN -GROWTH 27962.29 4.21 9.4 8.06 9.4 19.5
Mirae Asset Focused Fund Regular Plan Growth 8655.95 2.76 10.53 1.01 9.04 14.34
Old Bridge Focused Fund - Regular Growth 124.72 2.62 7.71 3.67 8.87 0
Aditya Birla Sun Life Focused Fund -Growth Option 5805.14 3.79 9.97 6.56 8.57 20.77
ITI Focused Equity Fund - Regular Plan - Growth 202.31 5.9 11.83 4.29 7.81 0

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

Scheme Name Asset Size 1M 3M 6M 1Y 3Y
Old Bridge Focused Fund - Regular Growth 1739 2.62 7.71 3.67 8.87 0
Old Bridge Focused Fund - Regular Growth 1465.13 2.62 7.71 3.67 8.87 0
Old Bridge Focused Fund - Regular Growth 1329.43 2.62 7.71 3.67 8.87 0
Old Bridge Focused Fund - Regular Growth 1153.42 2.62 7.71 3.67 8.87 0
Old Bridge Focused Fund - Regular Growth 1151.05 2.62 7.71 3.67 8.87 0
Old Bridge Focused Fund - Regular Growth 1075.64 2.62 7.71 3.67 8.87 0
Old Bridge Focused Fund - Regular Growth 1015.55 2.62 7.71 3.67 8.87 0
Old Bridge Focused Fund - Regular Growth 936.73 2.62 7.71 3.67 8.87 0
Old Bridge Focused Fund - Regular Growth 808.01 2.62 7.71 3.67 8.87 0
Old Bridge Focused Fund - Regular Growth 705.13 2.62 7.71 3.67 8.87 0