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.
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AMC
Old Bridge Asset Management Private Limited
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Fund
Old Bridge Mutual Fund
Snapshot
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Inception Date
24-Jan-2024
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Initial Price
₹10
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Entry Load
--
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Size of Fund(in Cr.)
12,471.98
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Scheme Plan
--
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Scheme Class
Equity - Focused Fund
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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).
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Scheme Type
Open ended scheme
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Min. Investment
₹5,000
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Exit Load
1
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Latest NAV
11.31
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Fund Manager
Mr. Tarang Agrawal
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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.
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Fund Information
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AMC
Old Bridge Asset Management Private Limited
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Address
1705, ONE BKC, C - Wing, G - Block, BKC, Bandra (E) Mumbai - 400 051
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Phone
022 69459999
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Fax
022 6945 9941
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Email
services@oldbridgemf.com
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Website
www.oldbridgemf.com
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Registrar Agent
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Registrar
KFin Technologies Limited
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Address
301, Centrium, 3rd Floor, 57, L.B.S. Road Nav Pada, Kurla (West) Mumbai - 400070
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Phone
022 - 4617 0911
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Fax
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Email
investorsupport.mfs@kfintech.com
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Website
https://mfs.kfintech.com/
Portfolio Details
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 |
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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 |
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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 |