1M
6M
All
| NAV: 13 Dec 2024 | ₹12.18 |
| Min. SIP amount | ₹2,500 |
| Rating | NA |
| 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
| 1M | 3M | 6M | All | |
|---|---|---|---|---|
| Fund returns | -0.4% | -3.2% | 14.4% | 22.3% |
| Category average | NA | NA | NA | NA |
| Rank with in category | NA | 78 | 23 | NA |
Understand terms
Peer Comparison
| Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
JM Flexicap Fund Direct Plan Growth | 5 | 42.9% | 28.6% | 4,531.48 |
HDFC Flexi Cap Direct Plan Growth | 4 | 31.6% | 25.5% | 66,225.06 |
Franklin India Flexi Cap Fund Direct Growth | 4 | 31.5% | 20.8% | 18,251.58 |
Parag Parikh Flexi Cap Fund Direct Growth | 5 | 29.8% | 17.4% | 82,441.08 |
Union Flexi Cap Fund Direct Growth | 4 | 24.7% | 16.2% | 2,354.86 |
Holdings (23)
| Name | Sector | Instrument | Assets |
|---|---|---|---|
HCL Technologies Ltd. | Technology | Equity | 6.30% |
Bharti Airtel Ltd. | Communication | Equity | 6.30% |
Shriram Finance Ltd | Financial | Equity | 6.01% |
Interglobe Aviation Ltd. | Services | Equity | 5.98% |
Aurobindo Pharma Ltd. | Healthcare | Equity | 5.94% |
Redington Ltd. | Services | Equity | 5.49% |
Marksans Pharma Ltd. | Healthcare | Equity | 5.07% |
Indian Energy Exchange Ltd. | Services | Equity | 4.75% |
Hindalco Industries Ltd. | Metals & Mining | Equity | 4.49% |
NCC Ltd. | Construction | Equity | 4.49% |
Gujarat Gas Ltd. | Energy | Equity | 4.21% |
Prestige Estates Projects Ltd. | Construction | Equity | 3.95% |
Radico Khaitan Ltd. | Consumer Staples | Equity | 3.84% |
Antony Waste Handling Cell Ltd. | Services | Equity | 3.62% |
Kaveri Seed Company Ltd. | Consumer Staples | Equity | 3.60% |
Tata Steel Ltd. | Metals & Mining | Equity | 3.49% |
Syngene International Ltd. | Healthcare | Equity | 3.41% |
Granules India Ltd. | Healthcare | Equity | 3.31% |
Glenmark Life Sciences Ltd. | Healthcare | Equity | 2.25% |
Infosys Ltd. | Technology | Equity | 2.10% |
Barbeque-Nation Hospitality Ltd. | Services | Equity | 1.90% |
Indiamart Intermesh Ltd. | Services | Equity | 1.44% |
The Great Eastern Shipping Company Ltd. | Energy | Equity | 0.88% |
See All
Expense ratio, exit load and tax
Expense ratio: 1.20%
Inclusive of GST
Exit load
Exit load of 1%, if redeemed within 365 days.
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
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
E-mail
www.oldbridgemf.com
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,
Email
[email protected]Website
www.karvymfs.comCompare funds
Old Bridge Focused Equity Fund Direct Growth
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