Old Bridge Focused Equity Fund Direct Growth

Equity
Flexi Cap
Very High Risk
1M
6M
All
NAV: 14 Jan 2025₹11.18
Min. SIP amount₹2,500
RatingNA
Fund size₹808.01Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Flexi Cap
Absolute returns
1M3M6MAll
Fund returns-6.6%-10.1%-0.7%13.9%
Category averageNANANANA
Rank with in categoryNA8117NA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
24.2%22.8%4,531.48
4
18.8%21.1%66,225.06
5
19.6%16.0%82,441.08
4
14.6%15.6%18,251.58
4
9.0%11.7%2,354.86

Holdings (22)

NameSectorInstrumentAssets
HealthcareEquity6.82%
ServicesEquity6.44%
ServicesEquity6.24%
TechnologyEquity5.95%
FinancialEquity5.41%
CommunicationEquity5.40%
ServicesEquity4.88%
HealthcareEquity4.53%
ConstructionEquity4.52%
EnergyEquity3.98%
Metals & MiningEquity3.91%
Consumer StaplesEquity3.66%
ConstructionEquity3.56%
HealthcareEquity3.42%
Consumer StaplesEquity3.00%
HealthcareEquity2.96%
Metals & MiningEquity2.82%
EnergyEquity2.51%
ServicesEquity2.49%
TechnologyEquity1.96%
HealthcareEquity1.83%
ServicesEquity1.28%
See All

Expense ratio, exit load and tax

Expense ratio: 1.19%

Inclusive of GST

Exit load

Exit load of 1%, if redeemed within 365 days.

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹5,000
Min. for 2nd investment onwards₹1,000
Min. for SIP₹2,500

Fund house & investment objective

Fund house contact details

Address
1705, ONE BKC, C- Wing, G- BlockBandra Kurla ComplexBandra East Mumbai 400051
Phone
2269459999
Launch Date
01 Sep 2023
Website
Old Bridge Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
KFin Tech
Address
Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,

Compare funds

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