Old Bridge Focused Equity Fund - Regular Growth

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NAV
₹ 11.38 ₹ 0.05 (0.44 %)
as on 19-11-2024
Asset Size (AUM)
0 Cr
Launch Date
Jan 24, 2024
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).
Minimum Investment 5000.0
Minimum Top-up 1000.0
Investment Returns Since Launch in Jan 24, 2024
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13.69

%
3 M
6 M
1 Y
3 Y
10 Y
Inception
Sharp Ratio
0.0 %
Expense Ratio
2.29%
Volatility
0.0 %
Fund House
Old Bridge Mutual Fund
Fund Manager
Kenneth Andrade, Tarang Agrawal
Key Features
Scheme description
Minimum Purchase Application Amount
Rs. 5000.0 (plus in multiples of Rs. 1000.0)

Entry Load
Not applicable
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
Indicative Investment Horizon
5 Years and above
Asset Allocation
Fund's historical return comparison with other asset classes
Fund Performance
Fund's historical return comparison with other asset classes
Performance

Scheme Performance (%)

Data as on - 19-11-2024

Yearly Performance (%)

Investment Returns Calculator
Rolling returns are the annualized returns of the scheme taken for a specified period (rolling returns period) on every day/week/month and taken till the last day of the duration. In this chart we are showing the annualized returns over the rolling returns period on every day from the start date and comparing it with the benchmark. Rolling returns is the best measure of a fund's performance. Trailing returns have a recency bias and point to point returns are specific to the period in consideration. Rolling returns, on the other hand, measures the fund's absolute and relative performance across all timescales, without bias.
Peer Comparison
Scheme Name Inception Date 1 Year Return % 2 Year Return % 3 Year Return % 5 Year Return % 10 Year Return %
Old Bridge Focused Equity Fund - Regular Growth 24-01-2024 0.0 0.0 0.0 0.0 0.0
Invesco India Focused Fund - Growth 08-09-2020 50.26 34.03 18.74 0.0 0.0
BANDHAN Focused Equity Fund - Regular Plan - Growth 16-03-2006 36.11 25.58 15.17 17.55 11.94
ICICI Prudential Focused Equity Fund - Growth 05-05-2009 35.01 26.23 18.41 23.33 13.72
HDFC Focused 30 Fund - GROWTH PLAN 05-09-2004 34.55 26.44 23.0 22.29 13.74
Mahindra Manulife Focused Fund - Regular Plan - Growth 01-11-2020 32.7 24.26 18.05 0.0 0.0
Edelweiss Focused Fund - Regular Plan - Growth 26-07-2022 31.35 22.85 0.0 0.0 0.0
Canara Robeco Focused Equity Fund - Regular Plan - Growth Option 05-05-2021 31.31 21.39 15.01 0.0 0.0
ITI Focused Equity Fund - Regular Plan - Growth 19-06-2023 28.89 0.0 0.0 0.0 0.0
DSP Focus Fund - Regular Plan - Growth 10-06-2010 28.83 24.35 14.2 15.64 12.25
Portfolio Analysis
Portfolio as on
Sector Allocation
Sector Allocation (%)
Portfolio Holdings
Company Allocation (%)
Sector Allocation
Portfolio Holdings