Old Bridge Focused Fund
- NAV as on 25 Sep 2026
- ₹13.54+0.22%1 day
- Return since launch
- 12.0%
- 52-week range
- ₹11.09 — ₹14.01
- AUM
- ₹4,354 Cr
Old Bridge Focused Fund is a Focused equity fund from Old Bridge Mutual Fund with ₹4,354 Cr under management, launched in 2024. The expense ratio is 2.13% and the SEBI riskometer reading is Very High.
Performance
Old Bridge Focused Fund NAV and returns
Growth of the fund against its category average over the period you pick.
Over 1Y this fund returned +17.9% against +1.8% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 17.4% | +14.0 pts | 3.4% | 1.8% |
| 2Y | 12.3% | +8.9 pts | 3.3% | 2.3% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | -2.3% | +1.4 pts | -3.7% | -3.5% |
| 3M | 3.9% | +3.3 pts | 0.6% | 0.5% |
| 6M | 19.8% | +7.7 pts | 12.2% | 11.1% |
| 1Y | 17.9% | +14.6 pts | 3.4% | 1.7% |
| 2Y | 3.1% | +5.0 pts | -1.9% | -2.4% |
Since launch (17 Jan 2024): 12.0%
Calendar-year returns
Category averageShow as a table
| Period | Fund | vs category | Category |
|---|---|---|---|
| 2025 | 7.4% | +1.4 pts | 6.0% |
Returns over one year are annualised. Shorter periods are absolute.
Costs & terms
Costs and terms
What the fund charges each year, and the rules around putting money in and taking it out.
Costs
2.10%
Expense ratio as on 25 Sep 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.61%
- Brokerage
- 0.05%
- Transaction charges
- 0.01%
- Statutory levies
- 0.43%
- Exit load
- Exit load of 1%, if redeemed within 365 days.
- Lock-in
- None
Terms
- Min SIP
- ₹3,000
- Min lumpsum
- ₹5,000
- Plan
- GROWTH
- Fund type
- OPEN-ENDED
- Benchmark
- BSE 500 TRI
- Short-term capital gains
- Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains
- After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%
Risk
Risk
What the riskometer means for this fund, and how its ratios sit against the category.
Your principal is treated as being at very high risk — typically small cap, sectoral and thematic equity schemes.
Portfolio
Old Bridge Focused Fund portfolio
Portfolio as of 31 Aug 2026
Asset allocation
- Equity92.3%
- Other7.7%
Market cap split
- Large47.3%
- Mid15.4%
- Small37.3%
- P/E
- 13.65
- P/B
- 3.09
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 7.68% | ₹334 Cr | +1.82% | +0.12% | +0.24% |
| Shriram Finance Ltd | Financial | 7.39% | ₹322 Cr | +6.52% | +9.15% | +5.04% |
| Redington Ltd. | Services | 6.38% | ₹278 Cr | +4.08% | +5.23% | +5.01% |
| Aurobindo Pharma Ltd. | Healthcare | 5.97% | ₹260 Cr | +6.10% | +5.88% | +4.80% |
| Maruti Suzuki India Ltd. | Automobile | 5.12% | ₹223 Cr | +5.29% | +4.70% | +5.93% |
| Bharti Airtel Ltd. | Communication | 4.87% | ₹212 Cr | +4.99% | +4.05% | +5.16% |
| Ramkrishna Forgings Ltd. | Metals & Mining | 4.80% | ₹209 Cr | +4.05% | +3.43% | +3.70% |
| Prestige Estates Projects Ltd. | Construction | 4.37% | ₹190 Cr | +3.82% | +3.41% | +4.85% |
| Hindustan Zinc Ltd. | Metals & Mining | 4.32% | ₹188 Cr | +4.07% | +4.50% | — |
| Interglobe Aviation Ltd. | Services | 4.09% | ₹178 Cr | +4.03% | +4.06% | +4.43% |
| Alivus Life Sciences Ltd | Healthcare | 3.94% | ₹171 Cr | +3.70% | +3.47% | +3.33% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | 3.89% | ₹169 Cr | +3.89% | +2.53% | — |
| Radico Khaitan Ltd. | Consumer Staples | 3.88% | ₹169 Cr | +3.62% | +2.72% | +3.35% |
| Jubilant FoodWorks Ltd. | Services | 3.87% | ₹168 Cr | — | — | — |
| company:1588 | Consumer Staples | 3.78% | ₹165 Cr | — | — | — |
| Hindalco Industries Ltd. | Metals & Mining | 3.64% | ₹159 Cr | +3.37% | +3.72% | +3.59% |
| Tata Steel Ltd. | Metals & Mining | 3.35% | ₹146 Cr | +3.68% | +4.69% | +4.33% |
| Axis Bank Ltd. | Financial | 3.21% | ₹140 Cr | +3.98% | +5.12% | — |
| Granules India Ltd. | Healthcare | 3.14% | ₹137 Cr | +3.85% | +3.74% | +4.01% |
| United Foodbrands Ltd. | Services | 2.31% | ₹100 Cr | +2.05% | +1.30% | +1.86% |
| Indian Energy Exchange Ltd. | Services | 2.24% | ₹97.53 Cr | +3.13% | +2.91% | +4.10% |
| Action Construction Equipment Ltd. | Capital Goods | 2.17% | ₹94.46 Cr | +2.16% | — | — |
| Kaveri Seed Company Ltd. | Consumer Staples | 2.00% | ₹87.15 Cr | +2.98% | +2.15% | +4.07% |
| The Great Eastern Shipping Company Ltd. | Energy | 1.72% | ₹75.06 Cr | +2.47% | +3.08% | +2.70% |
| Medi Assist Healthcare Services Ltd. | Services | 1.29% | ₹56.08 Cr | +1.89% | +1.15% | — |
| Antony Waste Handling Cell Ltd. | Services | 0.58% | ₹25.40 Cr | +0.94% | +1.28% | +1.89% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| company:1588 | 0.00% | 3.78% | +3.78% |
| Jubilant FoodWorks Ltd. | 2.47% | 3.87% | +1.40% |
| Bharti Airtel Ltd. | 5.78% | 4.87% | -0.91% |
| Tata Motors Passenger Vehicles Ltd. | 4.66% | 3.89% | -0.77% |
| Maruti Suzuki India Ltd. | 5.87% | 5.12% | -0.75% |
| Indian Energy Exchange Ltd. | 2.68% | 2.24% | -0.44% |
| Tata Steel Ltd. | 3.76% | 3.35% | -0.41% |
| Alivus Life Sciences Ltd | 3.54% | 3.94% | +0.40% |
| Hindalco Industries Ltd. | 3.26% | 3.64% | +0.38% |
| Prestige Estates Projects Ltd. | 4.71% | 4.37% | -0.34% |
| Interglobe Aviation Ltd. | 4.41% | 4.09% | -0.32% |
| Granules India Ltd. | 3.41% | 3.14% | -0.27% |
| Medi Assist Healthcare Services Ltd. | 1.53% | 1.29% | -0.24% |
| Kaveri Seed Company Ltd. | 2.23% | 2.00% | -0.23% |
| The Great Eastern Shipping Company Ltd. | 1.95% | 1.72% | -0.23% |
| Ramkrishna Forgings Ltd. | 4.58% | 4.80% | +0.22% |
| Radico Khaitan Ltd. | 4.09% | 3.88% | -0.21% |
| Shriram Finance Ltd | 7.60% | 7.39% | -0.21% |
| Antony Waste Handling Cell Ltd. | 0.71% | 0.58% | -0.13% |
| Redington Ltd. | 6.26% | 6.38% | +0.12% |
| Action Construction Equipment Ltd. | 2.28% | 2.17% | -0.11% |
| United Foodbrands Ltd. | 2.42% | 2.31% | -0.11% |
| Axis Bank Ltd. | 3.31% | 3.21% | -0.10% |
| Others | -0.29% | -0.20% | +0.09% |
| Hindustan Zinc Ltd. | 4.26% | 4.32% | +0.06% |
| Aurobindo Pharma Ltd. | 5.99% | 5.97% | -0.02% |
Compare
Similar funds
The rest of the category, so this fund’s numbers have something to sit against.
| Fund | AUM | Expense | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Category average | ₹15,674 Cr | 2.10% | 6.9% | 9.2% | 13.7% |
 SBI Focused Fund | ₹51,248 Cr | 1.60% | 7.3% | 11.3% | 13.0% |
 ICICI Prudential Focused Fund | ₹17,949 Cr | 2.15% | -2.5% | 6.9% | 13.4% |
 Invesco India Focused Fund | ₹6,454 Cr | 1.94% | 14.6% | 9.7% | 15.4% |
 Bandhan Focused Fund | ₹2,094 Cr | 2.22% | 10.6% | 9.2% | 12.9% |
 ITI Focused Fund | ₹629 Cr | 2.59% | 4.5% | 8.7% | — |
About
About this fund
The scheme’s own words, its benchmark and the people running it.
Investment objective
The scheme seeks 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).
Fund managers
- Kenneth AndradeMr. Andrade is a B.Com (H) from Mumbai University.He is the founder of Old Bridge Capital Management Pvt. Ltd.. Prior to this, he has worked with Kotak AMC, IDFC AMC, ShareKhan, LKP Sec Ltd., Meghraj Capital Advisors, Apple Asset Management Company Ltd.
- Tarang AgrawalMr. Agrawal has done B.Com and CFAPrior to joining Old Bridge AMC, he has worked with Old Bridge Capital Management Pvt. Ltd. and EY
Tools
Return calculator
What ₹10,000 a month in this fund would have grown to over each period, based on its past returns.
| Over the past | Total investment | Would’ve become | Growth | Returns |
|---|---|---|---|---|
| 6 months19.82% absolute | ₹60,000 | ₹71,892 | 19.82% | |
| 1 year17.94% annualised | ₹1,20,000 | ₹1,32,325 | 10.27% |
Returns for 1 year and longer are annualised (CAGR); 6-month figures are absolute. Past returns are not a forecast.
How this is calculated
Each monthly instalment grows at the fund’s annualised return ÷ 12 per month until the end of the period, the same formula as our SIP calculator.
The amount compounds once a year at the fund’s CAGR for that period, the same formula as our lumpsum calculator.
Questions
Frequently asked questions
The things people ask about this scheme.