Old Bridge Focused Equity Fund

The fund details shown here are of the Growth Plan option and belongs to the Equity, Focused Fund category.

The NAV for Old Bridge Focused Equity Fund Fund is 10.620 as of 23 May 2024. NAV or Net Asset Value, is a crucial metric in the context of mutual funds. It represents the per - unit market value of a mutual fund scheme. NAV is calculated by the fund house on every business day and is a key factor in determining the value of an investor's holdings in the mutual fund.

This fund has given % annualized return for the last 3 years.

At present Old Bridge Focused Equity Fund has not been rated by us.

  • 1M
  • 3M
  • 6M
  • 1YR
  • 3YR
  • 5YR
  • 10YR
  • Since Inception

Performance

Monthly SIP of      for

Below table shows comparison of Old Bridge Focused Equity Fund with respect to the investments in Fixed Deposit and Gold for the Total investment of 36,000 over the period of 3 years.

Total Value Gain Return %
Bank FD

39,824

3,824

6.5%
Gold

40,770

4,770

8.00%

Fund Information

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  • Old Bridge Focused Equity Fund shown here is of Growth plan.

  • The Total Expense Ratio (TER) of the fund is %. The Total Expense Ratio (TER) is a measure that represents the total costs associated with managing and operating a mutual fund as a percentage of its average Assets under Management (AUM). It provides an insight into the overall expenses they will incur by investing in the fund.

  • Old Bridge Focused Equity Fund is an Equity oriented mutual fund in the - Focused Fund category.

  • is the benchmark for Old Bridge Focused Equity Fund. A benchmark for a mutual fund serves as a standard for performance comparison, helping investors assess how well the fund is meeting its objectives and how it fares against relevant market indicators. Investors often compare the fund's performance with the benchmark as well as its peers.

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  • Name of the AMC is Old Bridge Mutual Fund. Click here to know more about Old Bridge Mutual Fund.

Fund Managed By

Fund managers make investment decisions, optimizing returns and managing risks for portfolios. Responsibilities include market analysis, performance monitoring. Old Bridge Focused Equity Fund managed by following fund manager(s);

How does the Return Comparison of the Old Bridge Focused Equity Fund fare against peer funds in the Focused fund category?

Peer fund returns can vary based on the collaborative nature and specific strategies employed by fund managers of these funds listed in below table, often showcasing different risk-return profiles compared to strategy adopted by Old Bridge Focused Equity Fund. Below table demonstrate the returns generated by some peer funds and compare tho this fund and average return generate by the Equity, Focused fund category these peer funds belongs to.

Fund Name 1 Month 3 Months 6 Months 1 Year 2 Years 3 Years 5 Years 10 Years
Category Best 5.11% 18.81% 21.71% 25.68% 19.99% 33.54% 19.71% 20.49%
Category Average 2.22% 11.51% 15.10% 15.34% 6.87% 23.31% 13.63% 16.22%
Old Bridge Focused Equity Fund 3.40% 3.40% 3.40% - - - - - -
360 One Focused Equity Fund 4.13% 8.06% 21.51% 38.56% 29.01% 21.41% 22.20% -
Franklin India Focused Equity Fund 3.96% 7.53% 22.39% 39.06% 27.66% 20.64% 18.93% 17.61%
ICICI Prudential Focused Equity Fund 6.03% 9.85% 27.63% 48.96% 31.74% 23.64% 21.51% 15.04%
HDFC Focused 30 Fund 4.90% 7.04% 24.39% 43.22% 32.09% 27.99% 20.73% 14.15%
Quant Focused Fund 2.44% 4.27% 30.72% 55.87% 30.05% 21.26% 23.03% 19.34%

Fund Portfolio Details

Portfolio details of a fund generally refer to a comprehensive breakdown of the investments held within a specific investment vehicle, such as a mutual fund or exchange-traded fund (ETF). Portfolio details of Old Bridge Focused Equity Fund are shown below;

Equity -

Debt %

Others 0.00%

Top Equity Holdings

Name of the EquityHolding Percentage
Others 100.00%

Allocation by Sector

Name of the SectorHolding Percentage
Others 100.00%

Riskometer