Old Bridge Focused Fund
- NAV as on 9 Nov 2026
- ₹13.52+0.07%1 day
- Return since launch
- 11.4%
- 52-week range
- ₹11.09 — ₹14.01
- AUM
- ₹4,542 Cr
Old Bridge Focused Fund is a Focused equity fund from Old Bridge Mutual Fund with ₹4,542 Cr under management, launched in 2024. The expense ratio is 2.00% 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 +10.8% against +2.6% for its category.
Performance
Returns
How the fund has done against its category and its benchmark.
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1Y | 12.8% | +9.0 pts | 3.8% | 9.2% |
| 2Y | 11.3% | +4.4 pts | 6.9% | 6.2% |
| Period | Fund | vs category | Category | Benchmark |
|---|---|---|---|---|
| 1M | 4.2% | −2.7 pts | 6.9% | 6.9% |
| 3M | -3.5% | −3.5 pts | -0.0% | 0.3% |
| 6M | 6.4% | −0.5 pts | 6.9% | 6.8% |
| 1Y | 11.3% | +7.5 pts | 3.8% | 2.8% |
| 2Y | 7.2% | +3.6 pts | 3.6% | 3.2% |
Since launch (17 Jan 2024): 11.4%
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
2.09%
Expense ratio as on 6 Nov 2026
Charged yearly and already deducted from the NAV.
- Base expense
- 1.61%
- Brokerage
- 0.05%
- Transaction charges
- 0.01%
- Statutory levies
- 0.42%
- 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 30 Sep 2026
Asset allocation
- Equity90.9%
- Other9.1%
Market cap split
- Large48.1%
- Mid14.3%
- Small37.6%
- P/E
- 13.28
- P/B
- 3.00
Top holdings
| Holding | Sector | Weight | Value | 3M chg | 6M chg | 1Y chg |
|---|---|---|---|---|---|---|
| Others | Others | 9.08% | ₹412 Cr | +3.36% | +4.74% | -0.32% |
| Shriram Finance Ltd | Financial | 7.18% | ₹326 Cr | +7.48% | +7.80% | +5.38% |
| Redington Ltd. | Services | 6.96% | ₹316 Cr | +5.81% | +3.93% | +5.60% |
| Aurobindo Pharma Ltd. | Healthcare | 5.57% | ₹253 Cr | +6.51% | +6.63% | +4.80% |
| Interglobe Aviation Ltd. | Services | 4.97% | ₹226 Cr | +4.98% | +3.50% | +4.16% |
| ITC Ltd. | Consumer Staples | 4.86% | ₹221 Cr | — | — | — |
| Bharti Airtel Ltd. | Communication | 4.53% | ₹206 Cr | +5.90% | +4.05% | +4.87% |
| Maruti Suzuki India Ltd. | Automobile | 4.34% | ₹197 Cr | +6.33% | +4.11% | +6.10% |
| Ramkrishna Forgings Ltd. | Metals & Mining | 4.34% | ₹197 Cr | +4.32% | +3.06% | +3.34% |
| Jubilant FoodWorks Ltd. | Services | 4.10% | ₹186 Cr | — | — | — |
| Alivus Life Sciences Ltd | Healthcare | 4.01% | ₹182 Cr | +3.84% | +3.91% | +3.11% |
| Hindustan Zinc Ltd. | Metals & Mining | 3.93% | ₹179 Cr | +4.08% | +4.22% | +3.70% |
| Tata Steel Ltd. | Metals & Mining | 3.86% | ₹175 Cr | +3.48% | +4.47% | +4.49% |
| Prestige Estates Projects Ltd. | Construction | 3.80% | ₹172 Cr | +4.96% | +3.42% | +4.45% |
| Hindalco Industries Ltd. | Metals & Mining | 3.72% | ₹169 Cr | +3.49% | +3.76% | +3.69% |
| Radico Khaitan Ltd. | Consumer Staples | 3.62% | ₹164 Cr | +3.67% | +3.36% | +3.22% |
| Tata Motors Passenger Vehicles Ltd. | Automobile | 3.42% | ₹155 Cr | +5.26% | +2.67% | — |
| Granules India Ltd. | Healthcare | 3.08% | ₹140 Cr | +3.66% | +4.21% | +4.00% |
| Axis Bank Ltd. | Financial | 2.90% | ₹132 Cr | +3.94% | +4.53% | — |
| Action Construction Equipment Ltd. | Capital Goods | 2.31% | ₹105 Cr | +2.36% | — | — |
| United Foodbrands Ltd. | Services | 2.06% | ₹93.67 Cr | +2.40% | +1.13% | +1.53% |
| The Great Eastern Shipping Company Ltd. | Energy | 1.98% | ₹89.95 Cr | +2.33% | +3.43% | +2.75% |
| Indian Energy Exchange Ltd. | Services | 1.91% | ₹86.60 Cr | +2.76% | +2.80% | +3.87% |
| Kaveri Seed Company Ltd. | Consumer Staples | 1.82% | ₹82.62 Cr | +2.76% | +2.30% | +3.51% |
| Medi Assist Healthcare Services Ltd. | Services | 1.13% | ₹51.49 Cr | +1.70% | +1.35% | — |
| Antony Waste Handling Cell Ltd. | Services | 0.53% | ₹24.15 Cr | +0.85% | +1.03% | +1.69% |
Sectors
Instruments
Recent changes
| Holding | From | To | Weight |
|---|---|---|---|
| ITC Ltd. | 3.78% | 4.86% | +1.08% |
| Interglobe Aviation Ltd. | 4.09% | 4.97% | +0.88% |
| Maruti Suzuki India Ltd. | 5.12% | 4.34% | -0.78% |
| Redington Ltd. | 6.38% | 6.96% | +0.58% |
| Prestige Estates Projects Ltd. | 4.37% | 3.80% | -0.57% |
| Tata Steel Ltd. | 3.35% | 3.86% | +0.51% |
| Tata Motors Passenger Vehicles Ltd. | 3.89% | 3.42% | -0.47% |
| Ramkrishna Forgings Ltd. | 4.80% | 4.34% | -0.46% |
| Aurobindo Pharma Ltd. | 5.97% | 5.57% | -0.40% |
| Hindustan Zinc Ltd. | 4.32% | 3.93% | -0.39% |
| Bharti Airtel Ltd. | 4.87% | 4.53% | -0.34% |
| Indian Energy Exchange Ltd. | 2.24% | 1.91% | -0.33% |
| Axis Bank Ltd. | 3.21% | 2.90% | -0.31% |
| The Great Eastern Shipping Company Ltd. | 1.72% | 1.98% | +0.26% |
| Radico Khaitan Ltd. | 3.88% | 3.62% | -0.26% |
| United Foodbrands Ltd. | 2.31% | 2.06% | -0.25% |
| Jubilant FoodWorks Ltd. | 3.87% | 4.10% | +0.23% |
| Shriram Finance Ltd | 7.39% | 7.18% | -0.21% |
| Others | -0.20% | 0.01% | +0.21% |
| Kaveri Seed Company Ltd. | 2.00% | 1.82% | -0.18% |
| Medi Assist Healthcare Services Ltd. | 1.29% | 1.13% | -0.16% |
| Action Construction Equipment Ltd. | 2.17% | 2.31% | +0.14% |
| Hindalco Industries Ltd. | 3.64% | 3.72% | +0.08% |
| Alivus Life Sciences Ltd | 3.94% | 4.01% | +0.07% |
| Granules India Ltd. | 3.14% | 3.08% | -0.06% |
| Antony Waste Handling Cell Ltd. | 0.58% | 0.53% | -0.05% |
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 | ₹20,559 Cr | 1.91% | 13.8% | 10.4% | 14.6% |
 SBI Focused Fund | ₹50,423 Cr | 1.55% | 14.7% | 13.3% | 14.3% |
 HDFC Focused Fund | ₹26,553 Cr | 1.71% | 10.0% | 8.9% | 14.7% |
 ICICI Prudential Focused Fund | ₹17,248 Cr | 2.10% | 7.7% | 9.3% | 14.7% |
 Invesco India Focused Fund | ₹6,486 Cr | 1.92% | 28.7% | 12.8% | 17.5% |
 Bandhan Focused Fund | ₹2,087 Cr | 2.29% | 8.1% | 7.5% | 11.9% |
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 months6.37% absolute | ₹60,000 | ₹63,822 | 6.37% | |
| 1 year11.28% annualised | ₹1,20,000 | ₹1,27,591 | 6.33% |
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.