44561
92680
Old Bridge Focused Fund - Direct (G)
8.65
1.79
3.57
3.73
5.41
12.12
7
1.09
8.65
Old Bridge Focused Fund - Direct (G)
1.07
7.42
1.04
3.5
1 Year

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  • NAV

    13.07

    26 May 2026

  • 0.08%

     1 Day

Note: Data shown is for Direct Plan. Our Platform offers Regular Plans only. Returns may differ due to expense ratio differences.
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  • ₹ 2500

    Min SIP
  • ₹ 5000

    Min Lumpsum
  • 1.6%

    Expense Ratio
  • NA

    Rating
  • 2,906 Cr

    Fund Size
  • 2 Years

    Fund Age

SIP Calculator

Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00
Yr
  • Invested Amount
  • ₹ 00
  • Wealth Gained
  • ₹ 00
  • Expected Amount
  • ₹ 00

Returns and Ranks ( as on 26 May 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 8.65%
  • 12.12
  • 5.93Alpha
  • 4.56SD
  • 1.03Beta
  • -0.01Sharpe
  • 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
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.
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.
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  • Address :
  • 1705, One BKC, C Wing, G Block, Kurla Complex, BANDRA (EAST), Mumbai 400051
    • Contact :
    • +91022 69459999
    • Email ID :
    • services@oldbridgemf.com

FAQs

Old Bridge Focused Fund - Direct (G) has delivered 14.70% since inception

The NAV of Old Bridge Focused Fund - Direct (G) is ₹11.47 as of 26 May 2026

The expense ratio of Old Bridge Focused Fund - Direct (G) is 1.6 % as of 26 May 2026

The AUM of Old Bridge Focused Fund - Direct (G) 375.72 CR as of 26 May 2026

The minimum SIP amount of Old Bridge Focused Fund - Direct (G) is 2500

The top stock holdings of Old Bridge Focused Fund - Direct (G) are

  1. TREPS - 14.58%
  2. Shriram Finance - 6.78%
  3. Aurobindo Pharma - 5.71%
  4. Maruti Suzuki - 4.58%
  5. Bharti Airtel - 4.48%

The top sectors Old Bridge Focused Fund - Direct (G) has invested in are

  1. Pharmaceuticals & Biotech - 15.81%
  2. Construction - 8.01%
  3. Debt - 6.89%
  4. Capital Markets - 6.78%
  5. Transport Services - 6.41%

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