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Old Bridge Focused Fund Direct Growth
NAV: 09 Oct '26
₹13.37
Min. for SIP
₹2,500
Fund size (AUM)
₹4,541.98 Cr
Expense ratio
1.11%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,454 | -3.64% | |
| 6 months | ₹30,000 | ₹29,606 | -1.31% | |
| 1 year | ₹60,000 | ₹61,651 | +2.75% |
Holdings (27)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Repo | Unspecified | Repo | 9.07% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 7.18% |
| Redington Ltd | Technology | Equity | 6.96% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 5.57% |
| Interglobe Aviation Ltd | Industrials | Equity | 4.97% |
| ITC Ltd | Consumer Staples | Equity | 4.86% |
| Bharti Airtel Ltd | Technology | Equity | 4.53% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 4.34% |
| Ramkrishna Forgings Ltd | Materials | Equity | 4.34% |
| Jubilant FoodWorks Ltd | Consumer Discretionary | Equity | 4.10% |
| Glenmark Life Sciences Ltd | Healthcare | Equity | 4.01% |
| Hindustan Zinc Ltd | Materials | Equity | 3.93% |
| Tata Steel Ltd | Materials | Equity | 3.86% |
| Prestige Estates Projects Ltd | Real Estate | Equity | 3.80% |
| Hindalco Industries Ltd | Materials | Equity | 3.72% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 3.62% |
| Tata Motors Ltd | Consumer Discretionary | Equity | 3.42% |
| Granules India Ltd | Healthcare | Equity | 3.08% |
| Axis Bank Ltd | Financial | Equity | 2.90% |
| Action Construction Equipment Ltd | Industrials | Equity | 2.31% |
| Barbeque-Nation Hospitality Ltd | Consumer Discretionary | Equity | 2.06% |
| The Great Eastern Shipping Company Ltd | Energy & Utilities | Equity | 1.98% |
| Indian Energy Exchange Ltd | Financial | Equity | 1.91% |
| Kaveri Seed Company Ltd | Consumer Staples | Equity | 1.82% |
| Medi Assist Healthcare Services Ltd. | Industrials | Equity | 1.13% |
| Antony Waste Handling Cell Ltd | Industrials | Equity | 0.53% |
| Net Receivables | Unspecified | Net Receivables | 0.01% |
See All
Minimum investments
Min. for 1st investment
₹5,000
Min. for 2nd investment
₹1,000
Min. for SIP
₹2,500
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -1.0% | +8.4% | +10.9% | +33.7% |
| Category average (Equity Flexi Cap) | -2.9% | +4.2% | -1.1% | +240.9% |
| Rank (Equity Flexi Cap) | 6 | 5 | 2 | -- |
Exit load, stamp duty and tax
Exit load
Exit load of 1%, if redeemed within 365 days.
Stamp duty on investment: 0.005% (from July 1st, 2020)
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%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +7.75% | +17.78% | 2,952.99 | |
 | +9.51% | +17.59% | 1,588.12 | |
 | +2.70% | +14.46% | 5,748.73 | |
 | -4.25% | +13.97% | 1,08,546.97 | |
 | -7.78% | +8.90% | 19,384.81 | |
| Compare | ||||
Fund management
TATarang AgrawalJan 2024 - PresentView details
TA
Tarang Agrawal
Jan 2024 - Present
View details
KAKenneth AndradeJan 2024 - PresentView details
KA
Kenneth Andrade
Jan 2024 - Present
View details
About Old Bridge Focused Fund Direct Growth
Old Bridge Focused Fund Direct Growth is a Equity Mutual Fund Scheme launched by Old Bridge Mutual Fund. This scheme was made available to investors on 01 Sep 2023. Tarang Agrawal is the Current Fund Manager of Old Bridge Focused Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,247 Cr and the Latest NAV as of 09 Oct 2026 is ₹13.37.
The Old Bridge Focused Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹2,500. Minimum Lumpsum Investment is ₹5,000. Exit load of 1%, if redeemed within 365 days.
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Investment Objective
The scheme seeks to generate long-term capital appreciation by investing in equity and equity related instruments of up to 30 companies across market capitalization (i.e. Mid cap, Small cap, Large cap).
Fund benchmarkBSE 500 Total Return Index
Fund house
Rank (total assets)--
Total AUM₹5,246.54 Cr
Date of Incorporation01 Sep 2023
Launch Date01 Sep 2023
Address1705, ONE BKC, C- Wing, G- BlockBandra Kurla ComplexBandra East Mumbai 400051
Websitewww.karvymfs.com
AddressKarvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills,