Old Bridge Focused Equity Fund Direct Growth

Equity
Flexi Cap
Very High Risk
1M
6M
1Y
All
NAV: 14 Feb 2025₹10.84
Min. SIP amount₹2,500
RatingNA
Fund size₹1,153.42Cr

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
3M6M1YAll
Fund returns-6.7%-3.9%12.4%13.4%
Category averageNANA8.1%NA
Rank with in category294339NA
Understand terms

Peer Comparison

Equity, Flexi Cap fundsRating1Y3YFund Size(Cr)
5
10.8%23.6%5,254.65
5
14.5%22.8%65,966.82
5
16.9%17.9%89,703.46
4
9.0%17.4%17,202.58
4
3.0%13.4%2,160.03

Holdings (23)

NameSectorInstrumentAssets
CommunicationEquity6.49%
ServicesEquity6.00%
TechnologyEquity5.77%
ServicesEquity5.70%
ServicesEquity5.63%
HealthcareEquity5.58%
FinancialEquity5.55%
Consumer StaplesEquity4.72%
ConstructionEquity4.30%
EnergyEquity3.61%
EnergyEquity3.60%
Metals & MiningEquity3.60%
HealthcareEquity3.43%
HealthcareEquity3.36%
Consumer StaplesEquity2.85%
ServicesEquity2.78%
HealthcareEquity2.73%
TechnologyEquity2.71%
ConstructionEquity2.66%
Metals & MiningEquity2.57%
HealthcareEquity2.08%
Metals & MiningEquity1.50%
ServicesEquity1.37%
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 management

Kenneth Andrade
Jan 2024 - Present
View details

Education
Mr. Andrade is a B.Com (H) from Mumbai University.
Experience
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.
Also manages these schemes

Tarang Agrawal
Jan 2024 - Present
View details

Education
Mr. Agrawal has done B.Com and CFA
Experience
Prior to joining Old Bridge AMC, he has worked with Old Bridge Capital Management Pvt. Ltd. and EY
Also manages these schemes

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,

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