Old Bridge Focused Equity Fund – Direct (IDCW)
₹ 2,500
Min SIP
₹ 5,000
Min Lumpsum
1.39 %
Expense Ratio
Rating
590
Fund Size (in Cr)
8 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
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Invested Amount--
-
Wealth Gained--
-
Expected Amount--
Scheme Performance
| 1Y | 1Y | 3Y | 3Y | 5Y | 5Y | Max | Max | |
|---|---|---|---|---|---|---|---|---|
| Trailing Returns | - | - | - | 27% | ||||
| Category Average | 34.7% | 18.1% | 18% | - |
Scheme Allocation
By Holding
By Sector
By Asset
Advance Ratio
-21.22
Alpha
3.19
SD
1.71
Beta
0.17
Sharpe
Exit Load
| Exit Load | If redeemed/switched out within 365 days from the date of allotment: 1% If redeemed/switched out after 365 days from the date of allotment - Nil |
|---|
Fund Objective
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). Disclaimer: There is no assurance or guarantee that the objectives of the scheme will be realized.
Fund Managers
Kenneth Andrade
Risk-O-Meter
Peer Comparison
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Focused .
-
- 14,074
-
32.9%Fund Size - 14,074
-
7.1%Fund Size - 14,074
-
16.7%Fund Size - 14,074
-
- Equity .
- Focused .
-
- 13,794
-
44.1%Fund Size - 13,794
-
29.4%Fund Size - 13,794
-
26.7%Fund Size - 13,794
-
- Equity .
- Focused .
-
- 146
-
45.2%Fund Size - 146
-
23.7%Fund Size - 146
-
21.8%Fund Size - 146
-
- Equity .
- Focused .
-
- 12,545
-
38.8%Fund Size - 12,545
-
21%Fund Size - 12,545
-
24.7%Fund Size - 12,545
-
- Equity .
- Focused .
-
- 8,851
-
33.3%Fund Size - 8,851
-
19%Fund Size - 8,851
-
25%Fund Size - 8,851
AMC Contact Details
Old Bridge Mutual Fund
AUM:
353 Cr
Address:
1705, One BKC, C Wing, G Block, Kurla
Complex, BANDRA (EAST),
Mumbai 400051
Contact:
022 69459999
Email ID:
services@oldbridgemf.com
More Funds from Old Bridge Mutual Fund
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
Old Bridge Focused Equity Fund – Direct Growth
- Equity .
- Focused .
-
- 590
-
-Fund Size - 590
-
-Fund Size - 590
-
-Fund Size - 590
Mutual Funds By Category
Equity
Debt
Hybrid
equity
Large Cap
Fund Name
Mid Cap
Fund Name
Small Cap
Fund Name
Multi Cap
Fund Name
ELSS
Fund Name
Dividend Yield
Fund Name
Sectoral / Thematic
Fund Name
Focused
Fund Name
debt
Ultra Short Duration
Fund Name
Liquid
Fund Name
Gilt
Fund Name
Long Duration
Fund Name
Overnight
Fund Name
Floater
Fund Name
hybrid
Arbitrage
Fund Name
Equity Savings
Fund Name
Aggressive Hybrid
Fund Name
- Fund Name
- Fund Size(Cr.)
- 1Y
- 3Y
- 5Y
-
- Equity .
- Large Cap .
-
- 31,800
-
38.2%Fund Size - 31,800
-
23.6%Fund Size - 31,800
-
24.4%Fund Size - 31,800
-
- Equity .
- Large Cap .
-
- 62,717
-
41%Fund Size - 62,717
-
20.7%Fund Size - 62,717
-
23.1%Fund Size - 62,717
-
- Equity .
- Large Cap .
-
- 14,528
-
36.6%Fund Size - 14,528
-
16%Fund Size - 14,528
-
23%Fund Size - 14,528
-
- Equity .
- Large Cap .
-
- 2,284
-
44.4%Fund Size - 2,284
-
19.6%Fund Size - 2,284
-
22.8%Fund Size - 2,284
-
- Equity .
- Large Cap .
-
- 9,292
-
36.6%Fund Size - 9,292
-
16.7%Fund Size - 9,292
-
22.5%Fund Size - 9,292
Frequently Asked Questions
How to invest in Old Bridge Focused Equity Fund – Direct (IDCW) ?
You can invest in Old Bridge Focused Equity Fund – Direct (IDCW) in a quick and simple process. Follow the below steps;
- Login to your 5paisa account, Go to the Mutual Funds section.
- Search for Old Bridge Focused Equity Fund – Direct (IDCW) in the search box.
- Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"
What is the NAV of Old Bridge Focused Equity Fund – Direct (IDCW) ?
The NAV of Old Bridge Focused Equity Fund – Direct (IDCW) is ₹12.6 as of 06 September 2024.
How to redeem Old Bridge Focused Equity Fund – Direct (IDCW) holding ?
You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.
What is the minimum sip amount of Old Bridge Focused Equity Fund – Direct (IDCW)?
The minimum SIP amount of Old Bridge Focused Equity Fund – Direct (IDCW) is ₹2500
What are the top sectors Old Bridge Focused Equity Fund – Direct (IDCW) has invested in?
The top sectors Old Bridge Focused Equity Fund – Direct (IDCW) has invested in are
- Pharmaceuticals & Biotech - 14.6%
- Construction - 8.45%
- Capital Markets - 6.94%
- Transport Services - 5.96%
- IT-Software - 5.05%
Can I make investments in both the SIP and Lump Sum schemes of Old Bridge Focused Equity Fund – Direct (IDCW)?
Yes, You can select both SIP or Lumpsum investment of Old Bridge Focused Equity Fund – Direct (IDCW) based on your investment objective and risk tolerance.
How much returns have Old Bridge Focused Equity Fund – Direct (IDCW) generated ?
The Old Bridge Focused Equity Fund – Direct (IDCW) has delivered 27% since inception
What is the expense ratio of Old Bridge Focused Equity Fund – Direct (IDCW) ?
The expense ratio of Old Bridge Focused Equity Fund – Direct (IDCW) is 1.39 % as of 06 September 2024.
What is the AUM of Old Bridge Focused Equity Fund – Direct (IDCW)?
The AUM of Old Bridge Focused Equity Fund – Direct (IDCW) is ₹353 Cr as of 06 September 2024
What are the top stock holdings of Old Bridge Focused Equity Fund – Direct (IDCW)?
The top stock holdings of Old Bridge Focused Equity Fund – Direct (IDCW) are
- Indian Energy Ex - 6.94%
- Aurobindo Pharma - 6.19%
- Interglobe Aviat - 5.96%
- Marksans Pharma - 5.87%
- HCL Technologies - 5.05%
How can I redeem my investments in Old Bridge Focused Equity Fund – Direct (IDCW)?
Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Old Bridge Focused Equity Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Old Bridge Focused Equity Fund – Direct (IDCW) in Scheme, enter the redemption amount, and click on submit button.