- 1M
- 3M
- 6M
- 1YR
- 3YR
- 5YR
- 10YR
- Since Inception
Fund Information
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Old Bridge Focused Equity Fund shown here is of
Growthplan.
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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.
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Old Bridge Focused Equity Fund is an
Equityoriented mutual fund in the
- Large Cap Fundcategory.
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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 moreabout 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);
Riskometer
How does the
Return Comparison of the Old Bridge Focused Equity Fund fare against peer funds in the Large Cap 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, Large Cap 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 | 0.61% | 1.63% | 3.44% | 12.21% | 21.66% | 17.65% | 17.83% | 12.58% |
| Category Average | -2.22% | -4.20% | -9.15% | 3.66% | 16.74% | 11.72% | 14.23% | 10.75% |
| Old Bridge Focused Equity Fund | -2.50% | -4.13% | -10.51% | -10.51% | - | - | - | - |
| Nippon India Large Cap Fund | -2.30% | -4.14% | -8.57% | 6.32% | 21.17% | 17.65% | 17.83% | 12.44% |
| DSP Top 100 Equity Fund | -0.62% | -2.94% | -5.64% | 12.21% | 21.66% | 15.64% | 13.57% | 10.00% |
| HDFC Top 100 Fund | -1.10% | -3.05% | -9.05% | 4.03% | 18.19% | 15.36% | 16.59% | 11.41% |
| ICICI Prudential Bluechip Fund | -1.10% | -3.22% | -7.53% | 6.32% | 20.11% | 15.15% | 17.59% | 12.58% |
| JM Large Cap Fund | -3.41% | -7.76% | -15.93% | -1.95% | 17.06% | 13.37% | 15.44% | 9.31% |
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%